Protected: Banks outperform the market – economy stabilizes

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Every quarter, zeb.market.flash provides an overview of the performance of the world’s largest banks (measured by market capitalization). The relevant factors are briefly and concisely described, analyzed and classified by our experts. For our analyses, we take a close look at the relevant indicators for the valuation of the capital market, such as stock returns, as well as macroeconomic and bank-specific driv-ers. These include return on equity, yield curves, or growth of the gross domestic product. One focus is on the performance of the top banks in Europe in our sample. How does their development compare to that of the largest banks worldwide? Which European bank shows a particularly good, which a particu-larly weak capital market performance? What could be the reason for this? Our background knowledge from 30 years of financial services consulting rounds off these assessments. This gives you an exclusive and compact insight into the global banking market. The zeb.market.flash is available on our websites and sent free of charge as a newsletter to all interested parties.

All data and calculations in this issue are based on the date of October 1, 2026. The global top 100 banks cluster contains the largest banks by market capitalization on December 31, 2025, and is updated on an annual basis. Data is subject to ongoing quality assessment. As a consequence, minor adjustments could be applied to historical data as well as forecasts shown in previous issues of the zeb.market.flash. No representations, warranties or undertakings are given as to the accuracy or completeness of data con-tained in the zeb.market.flash. Due to a change in data provider in Q2 2026, there may be slight discrep-ancies in the banking metrics shown compared to previous editions.

The zeb.market.flash is not suitable for addressing the particular circumstances of any individual case and is not intended to be used as a basis for commercial decisions or decisions of any other kind. zeb is not, by means of this zeb.market.flash, rendering professional advice or services. zeb shall not be re-sponsible for any loss whatsoever sustained by any person who relies on the zeb.market.flash.