Bank of America Corp. (ticker: BAC) Bank of America is one of the largest diversified U.S. banks and financial holding companies.

Morgan Stanley (MS) Morgan Stanley is one of the largest U.S. investment banks. Leon says Morgan Stanley has reported consistent recurring revenues and cash flow, even in a difficult environment.

Charles Schwab Corp. (SCHW) Charles Schwab serves as a securities brokerage and provides wealth management, banking, custody and other investment services.

American Express Co. (AXP) American Express is a financial services company that specializes in credit cards, digital payments and travel services.

S&P Global Inc. (SPGI) S&P Global provides credit ratings services and data analytics.

Goldman Sachs Group Inc. (GS) Goldman Sachs is one of the world's largest investment banks. Leon says Goldman is a top performer among its peers and is gaining market share in both banking and trading.

Citigroup Inc. (C) Citigroup is a global diversified bank and financial services provider.

BlackRock Inc. (BLK) BlackRock is the largest U.S. asset manager and one of the world's top investment management companies.