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CITIZENS FINANCIAL GROUP INC/RI

1 CITIZENS PLAZA, PROVIDENCE, RI 02903 • 2039006715

Q2 2025 · Filed 2025-08-08
Market Value
$6.2B
+22.7%
Holdings
705
+57
New Purchases
98
Added To
408
Closed
26
Reduced
140
Top 10 Concentration
35.4%
Turnover
17.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.12% 2.98% +1.14% $255M
MSFT 4.35% 3.42% +0.93% $269M
AMZN 2.17% 1.40% +0.77% $134M
AVGO 1.17% 0.57% +0.61% $73M
VEA 1.31% 0.79% +0.52% $81M
AAPL 3.19% 2.75% +0.44% $197M
META 1.60% 1.29% +0.31% $99M
ETN 0.91% 0.61% +0.30% $56M
BIL 0.28% 0.00% +0.28% $17M
SNOW 0.42% 0.14% +0.28% $26M
BAC 1.00% 0.75% +0.25% $62M
AXP 0.33% 0.12% +0.21% $21M
GOOGL 1.80% 1.59% +0.21% $111M
LMT 0.36% 0.17% +0.20% $22M
AMAT 0.27% 0.08% +0.18% $17M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 6.68% 7.44% -0.76% $413M
IJH 3.12% 3.69% -0.57% $193M
IVV 4.28% 4.76% -0.48% $265M
XOM 0.36% 0.77% -0.41% $22M
VTV 1.93% 2.31% -0.38% $119M
IUSG 1.18% 1.54% -0.37% $73M
PG 1.69% 2.00% -0.31% $104M
IEFA 3.03% 3.33% -0.31% $187M
SPY 2.55% 2.85% -0.30% $158M
PEP 0.20% 0.49% -0.29% $12M
UNH 0.22% 0.48% -0.26% $13M
IWM 1.34% 1.59% -0.25% $83M
VB 0.67% 0.90% -0.23% $41M
VNQ 0.73% 0.96% -0.23% $45M
PWR 0.00% 0.22% -0.22% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 54.2%
Technology 17.0%
Communication Services 6.3%
Industrials 5.5%
Healthcare 5.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 67 $3.4B 55.5%
Large Cap 470 $2.5B 41.1%
Mid Cap 94 $96M 1.6%
Small Cap 53 $104M 1.7%
Micro Cap 21 $12M 0.2%

Portfolio Analytics

Avg Market Cap
$120.6B
Median Market Cap
$33.6B
Avg P/E
35.3
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
458
# ETFs / Funds
247

Top Holdings (705 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 6.68% 724,517 $413M $569.58 $38M -5,172 -0.7%
2 MSFT 4.35% 540,509 $269M $497.41 $96M +80,912 +17.6%
3 IVV 4.28% 426,282 $265M $620.90 $25M -999 -0.2%
4 NVDA 4.12% 1,612,468 $255M $158.00 $105M +227,684 +16.4%
5 AAPL 3.19% 961,212 $197M $205.17 $59M +338,000 +54.2%
6 IJH 3.12% 3,109,469 $193M $62.02 $7M -75,396 -2.4%
7 IEFA 3.03% 2,240,962 $187M $83.48 $19M +21,408 +1.0%
8 SPY 2.55% 255,062 $158M $617.85 $14M -1,596 -0.6%
9 AMZN 2.17% 611,893 $134M $219.39 $64M +241,161 +65.0%
10 VTV 1.93% 670,761 $119M $177.56 $3M -3,332 -0.5%
11 GOOGL 1.80% 632,145 $111M $176.23 $31M +112,771 +21.7%
12 PG 1.69% 655,784 $104M $159.32 $4M +64,331 +10.9%
13 META 1.60% 133,576 $99M $738.09 $34M +21,027 +18.7%
14 IEMG 1.52% 1,562,846 $94M $60.03 $12M +54,300 +3.6%
15 JPM 1.43% 305,191 $88M $289.91 $13M -1,597 -0.5%
16 IWM 1.34% 382,467 $83M $215.79 $3M -18,653 -4.7%
17 VEA 1.31% 1,422,417 $81M $57.01 $41M +641,796 +82.2%
18 MA 1.23% 135,118 $76M $561.94 $3M +2,450 +1.9%
19 IUSG 1.18% 483,873 $73M $150.40 -$5M -128,046 -20.9%
20 AVGO 1.17% 263,029 $73M $275.65 $44M +92,505 +54.2%
21 QQQ 1.06% 118,767 $66M $551.64 $5M -9,818 -7.6%
22 BAC 1.00% 1,309,019 $62M $47.32 $24M +404,154 +44.7%
23 ETN 0.91% 158,186 $56M $356.99 $26M +44,466 +39.1%
24 LLY 0.89% 70,687 $55M $779.52 $8M +14,222 +25.2%
25 VO 0.87% 191,666 $54M $280.88 $3M -6,588 -3.3%
26 VNQ 0.73% 507,095 $45M $89.06 -$3M -25,107 -4.7%
27 EFA 0.69% 474,572 $42M $89.39 $4M +8,287 +1.8%
28 VB 0.67% 174,198 $41M $237.76 -$4M -29,560 -14.5%
29 HD 0.67% 112,094 $41M $366.64 $3M +8,393 +8.1%
30 ORCL 0.66% 186,866 $41M $218.63 $15M -796 -0.4%
31 GOOG 0.66% 228,819 $41M $177.39 $12M +45,140 +24.6%
32 SCHF 0.62% 1,733,768 $38M $22.10 $14M +509,369 +41.6%
33 V 0.60% 104,948 $37M $355.05 $2M +3,372 +3.3%
34 XLK 0.58% 142,532 $36M $253.23 $7M +1,320 +0.9%
35 BRK-B 0.56% 70,958 $34M $485.77 $14M +31,672 +80.6%
36 SPYG 0.56% 361,339 $34M $95.32 $8M +33,123 +10.1%
37 MDY 0.56% 60,781 $34M $566.48 $10M +14,336 +30.9%
38 KO 0.54% 469,216 $33M $71.14 $7M +108,052 +29.9%
39 COST 0.54% 33,495 $33M $989.92 $8M +6,369 +23.5%
40 DIS 0.52% 259,175 $32M $124.01 $10M +31,081 +13.6%
41 GS 0.50% 43,625 $31M $707.75 $7M -345 -0.8%
42 NNE 0.49% 880,005 $30M $34.49 $7M +5
43 ABBV 0.46% 154,684 $29M $185.62 $6M +44,068 +39.8%
44 SUB 0.45% 264,342 $28M $106.34 $151K -424 -0.2%
45 IJR 0.43% 245,156 $27M $109.29 $7M +52,329 +27.1%
46 TSLA 0.42% 81,777 $26M $317.66 $7M +9,537 +13.2%
47 SNOW 0.42% 115,914 $26M $223.77 $19M +67,046 +137.2%
48 JNJ 0.41% 164,335 $25M $152.75 -$223K +11,624 +7.6%
49 LIN 0.40% 53,094 $25M $469.18 $8M +16,696 +45.9%
50 WFC 0.39% 301,537 $24M $80.12 $4M +17,343 +6.1%
51 USMV 0.39% 255,666 $24M $93.87 -$1M -11,755 -4.4%
52 HCA 0.38% 62,028 $24M $383.10 $1M -2,962 -4.6%
53 PH 0.38% 33,448 $23M $698.47 $3M +513 +1.6%
54 CRM 0.38% 85,639 $23M $272.69 $741K +1,380 +1.6%
55 SYK 0.38% 58,886 $23M $395.63 $2M +966 +1.7%
56 VEU 0.37% 343,250 $23M $67.22 -$656K -47,936 -12.2%
57 LMT 0.36% 48,473 $22M $463.13 $14M +29,504 +155.5%
58 HON 0.36% 95,920 $22M $232.88 $4M +7,834 +8.9%
59 XOM 0.36% 206,856 $22M $107.80 -$16M -117,684 -36.3%
60 MRK 0.36% 281,090 $22M $79.16 -$7M -39,355 -12.3%
61 IVW 0.35% 198,742 $22M $110.10 $5M +22,078 +12.5%
62 CSCO 0.35% 308,033 $21M $69.38 $3M +16,152 +5.5%
63 XLF 0.34% 406,623 $21M $52.37 $2M +11,343 +2.9%
64 QQQM 0.33% 90,711 $21M $227.10 $6M +12,968 +16.7%
65 AXP 0.33% 64,429 $21M $318.98 $15M +42,009 +187.4%
66 BK 0.33% 222,715 $20M $91.11 $7M +59,038 +36.1%
67 IWV 0.33% 57,725 $20M $351.00 $721K -3,792 -6.2%
68 URI 0.31% 25,668 $19M $753.41 $2M -1,874 -6.8%
69 WMT 0.31% 196,430 $19M $97.78 $2M +5,507 +2.9%
70 CFG 0.31% 428,065 $19M $44.75 $2M +1,068 +0.2%
71 VWO 0.31% 381,238 $19M $49.46 $2M +508 +0.1%
72 FDN 0.30% 69,710 $19M $269.33 -$884K -18,782 -21.2%
73 JPST 0.30% 367,532 $19M $50.68 $4M +76,660 +26.4%
74 FPEI 0.29% 951,002 $18M $18.99 $7M +376,887 +65.7%
75 ABT 0.29% 131,350 $18M $136.01 $5M +37,463 +39.9%
76 VIG 0.28% 85,404 $18M $205.51 $2M +4,688 +5.8%
77 BIL 0.28% 187,882 $17M $91.73 +187,882 NEW
78 AMAT 0.27% 90,630 $17M $183.07 $12M +61,562 +211.8%
79 COP 0.27% 183,144 $16M $89.74 -$4M -6,832 -3.6%
80 IWF 0.26% 37,264 $16M $424.58 $3M +554 +1.5%
81 TJX 0.25% 126,461 $16M $123.49 $374K +1,320 +1.1%
82 VUG 0.24% 33,700 $15M $438.91 $3M +2,241 +7.1%
83 VRTX 0.24% 32,918 $15M $445.21 $4M +10,108 +44.3%
84 IEI 0.23% 118,277 $14M $119.09 $704K +5,008 +4.4%
85 MUB 0.23% 134,359 $14M $104.48 -$3M -27,665 -17.1%
86 NEE 0.23% 201,973 $14M $69.42 -$288K +126 +0.1%
87 VTI 0.22% 45,416 $14M $304.81 $3M +4,770 +11.7%
88 TMUS 0.22% 57,778 $14M $238.26 $1M +9,981 +20.9%
89 NFLX 0.22% 10,231 $14M $1,339.09 $5M +831 +8.8%
90 TMO 0.22% 33,725 $14M $405.46 -$758K +4,736 +16.3%
91 EEM 0.22% 282,154 $14M $48.24 $861K -9,604 -3.3%
92 IWB 0.22% 39,655 $13M $339.57 $8M +21,192 +114.8%
93 UNH 0.22% 42,927 $13M $311.97 -$11M -3,111 -6.8%
94 EBAY 0.20% 170,024 $13M $74.46 $1M +3,071 +1.8%
95 PEP 0.20% 94,640 $12M $132.04 -$12M -71,545 -43.0%
96 INTU 0.20% 15,715 $12M $787.61 $4M +1,765 +12.7%
97 MAR 0.20% 44,359 $12M $273.21 $1M -1,269 -2.8%
98 IDEV 0.19% 157,316 $12M $76.04 $2M +18,411 +13.2%
99 VGSH 0.19% 201,331 $12M $58.78 -$4M -67,626 -25.1%
100 UBER 0.19% 126,272 $12M $93.30 $3M -174 -0.1%

New Positions

SymbolValue% Port
BIL $17M 0.28%
AGGY $10M 0.17%
RBLX $9M 0.15%
HOOD $8M 0.13%
PEN $8M 0.13%
LZ $5M 0.08%
JMTG $3M 0.05%
SPYD $2M 0.03%
U $2M 0.03%
FJUN $1M 0.02%
VOOV $1M 0.02%
USMC $1M 0.02%
GTLB $1M 0.02%
TSSI $865K 0.01%
ET $832K 0.01%

Sold Out Positions

SymbolValue% Port
ZBH —%
KVUE —%
TXT —%
STE —%
PWR —%
OMC —%
MTD —%
NVO —%
RTX —%
GDRX —%
HST —%
ESOA —%
FITB —%
ALGN —%
TROW —%
View SEC EDGAR Filings for CITIZENS FINANCIAL GROUP INC/RI →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms