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Latest Citizens Financial Group Inc/RI Stock Portfolio

$7.19Billion– No. of Holdings #833

Citizens Financial Group Inc/RI Performance:
2026 Q1: -3.45%YTD: -3.45%2025: 15.75%
Performance for 2026 Q1 is -3.45%, and YTD is -3.45%, and 2025 is 15.75%.

About Citizens Financial Group Inc/RI and 13F Hedge Fund Stock Holdings

On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, CITIZENS FINANCIAL GROUP INC/RI reported an equity portfolio of $7.2 Billions as of 31 Mar, 2026.

The top stock holdings of CITIZENS FINANCIAL GROUP INC/RI are VB, AAPL, IJR. The fund has invested 6.4% of it's portfolio in VANGUARD INDEX FDS and 4.9% of portfolio in APPLE INC.

The fund managers got completely rid off ROBLOX CORP (RBLX), BABCOCK & WILCOX ENTERPRISES (BW) and PORCH GROUP INC (PRCH) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), RAYMOND JAMES FINANCIAL INC (RJF) and FIDELITY (FBCG). CITIZENS FINANCIAL GROUP INC/RI opened new stock positions in FIRST SOLAR INC (FSLR), FIGMA INC and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FD INC (BIV), O REILLY AUTOMOTIVE INC NEW (ORLY) and ISHARES TR (BGRN).
Citizens Financial Group Inc/RI Equity Portfolio Value
Last Reported on: 01 May, 2026

Citizens Financial Group Inc/RI Annual Return Estimates Vs S&P 500

Our best estimate is that CITIZENS FINANCIAL GROUP INC/RI made a return of -3.45% in the last quarter. In trailing 12 months, it's portfolio return was 16%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first solar inc5,369,820
figma inc3,429,440
j p morgan exchange traded f2,651,790
ishares tr2,008,500
first tr exchange traded fd1,760,070
halozyme therapeutics inc1,668,880
occidental pete corp del717,692
solstice advanced matls inc685,091
New stocks bought by Citizens Financial Group Inc/RI

Additions

Ticker% Inc.
vanguard bd index fd inc2,523
o reilly automotive inc new397
ishares tr361
newmont mining corp312
pg&e corp238
ishares tr234
lam research corp179
huntington ingalls inds inc167
Additions to existing portfolio by Citizens Financial Group Inc/RI

Reductions

Ticker% Reduced
raymond james financial inc-89.68
applovin corp-80.42
sprouts fmrs mkt inc-76.9
broadridge finl solutions in-74.39
marathon pete corp-67.59
aon plc-62.4
dimensional etf trust-51.99
general mtrs co-50.91
Citizens Financial Group Inc/RI reduced stake in above stock

Sold off

None of the stocks were completely sold off by Citizens Financial Group Inc/RI

Sector Distribution

CITIZENS FINANCIAL GROUP INC/RI has about 45.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others45.8
Technology17.2
Financial Services8.1
Communication Services6.3
Industrials5.4
Healthcare5.4
Consumer Cyclical4.4
Consumer Defensive3.5
Energy1.9
Utilities1.2

Market Cap. Distribution

CITIZENS FINANCIAL GROUP INC/RI has about 53% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED45.8
MEGA-CAP37
LARGE-CAP16

Stocks belong to which Index?

About 51.6% of the stocks held by CITIZENS FINANCIAL GROUP INC/RI either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50051.6
Others47.4
Top 5 Winners (%)%
sandisk corp
125.8 %
TPL
texas pacific land corporati
64.2 %
APA
apa corporation
63.3 %
CIEN
ciena corp
56.0 %
GLW
corning inc
55.1 %
Top 5 Winners ($)$
XOM
exxon mobil corp
11.6 M
PWR
quanta svcs inc
9.1 M
JNJ
johnson & johnson
7.6 M
COP
conocophillips
6.7 M
LMT
lockheed martin corp
6.7 M
Top 5 Losers (%)%
VERI
veritone inc
-57.1 %
EOSE
eos energy enterprises inc
-55.6 %
CEAD
cea industries inc
-54.5 %
ZIP
ziprecruiter inc
-52.7 %
cervomed inc
-50.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-66.5 M
AAPL
apple inc
-25.4 M
VB
vanguard index fds
-22.4 M
NVDA
nvidia corp
-19.9 M
GOOG
alphabet inc
-17.6 M

Citizens Financial Group Inc/RI Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Citizens Financial Group Inc/RI

CITIZENS FINANCIAL GROUP INC/RI has 833 stocks in it's portfolio. About 34.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for CITIZENS FINANCIAL GROUP INC/RI last quarter.

Last Reported on: 01 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions