US theme · 8 holdings

Big US Banks

This tracks how Big US Banks is performing against the S&P 500: the relative-strength read traders use to find themes gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.

Current read · as at 3 July 2026

Big US Banks is outperforming the S&P 500 and still gaining ground (the leading zone of the rotation chart). It is up 5.4% over the past month and 12.8% year to date. 8 of 8 stocks are above their 50-day average, with broad participation across the theme. On 3-month relative strength, STT.US, MS.US and C.US lead the theme.

1D+0.28%
1W-0.96%
1M+5.38%
YTD+12.75%
RS vs S&P 500105.0
RS momentum101.8
QuadrantLeading

Relative strength is measured against S&P 500, centred at 100. Above 100 means it outpaced the benchmark.

Performance charts

Rebased to 100 vs S&P 500

End of day

Equal-weightS&P 500

Big US Banks vs S&P 500

Rising = outperforming

100 = matches benchmark. Above = outpacing it; below = lagging.

What's underneath the leaders

End of day

Above 50-day MA100%Share of holdings in an uptrend
Effective N8.0 of 8Independent names driving it

Latest-day drivers

  • MS.US+0.98%+0.12%
  • BAC.US+0.63%+0.08%
  • STT.US+0.60%+0.08%

Top 3 account for 63% of the total move.

Contribution is each holding's weight times its one-day move.

Emerging leaders (3-month rank)

  • 1STT.US+1
  • 2MS.US+3
  • 3C.US0
  • 4BNY.US-3
  • 5BAC.US+2

Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.

Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.

Constituents

Weights and contribution to the basket move

BAC.US

Bank of America Corp

Last
$58.73
1D
+0.63%
Weight
12.5%
Contribution
+0.08%

BNY.US

The Bank of New York Mellon Corporation

Last
$146.62
1D
+0.41%
Weight
12.5%
Contribution
+0.05%

C.US

Citigroup Inc.

Last
$139.97
1D
-0.11%
Weight
12.5%
Contribution
-0.01%

GS.US

Goldman Sachs Group Inc

Last
$1,021.00
1D
+0.14%
Weight
12.5%
Contribution
+0.02%

JPM.US

JPMorgan Chase & Co

Last
$334.47
1D
+0.12%
Weight
12.5%
Contribution
+0.01%

MS.US

Morgan Stanley

Last
$213.93
1D
+0.98%
Weight
12.5%
Contribution
+0.12%

STT.US

State Street Corp

Last
$170.69
1D
+0.60%
Weight
12.5%
Contribution
+0.08%

WFC.US

Wells Fargo & Company

Last
$85.51
1D
-0.50%
Weight
12.5%
Contribution
-0.06%

Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.

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Methodology

Equal weighted. Equal-weighted basket seeded from the largest US-listed banks and custody institutions, screened nightly from end-of-day data. Active US common stocks only, with a market cap of at least USD 500 million and a 90-day average daily value traded of at least USD 2 million, top 20 by market cap.

End-of-day data, delayed. General information only, not financial advice.

Big US Banks is a Swingfolio calculation over publicly listed US stocks. S&P 500 is shown as a benchmark comparison only.