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CITIZENS FINANCIAL GROUP INC/RI

1 CITIZENS PLAZA, PROVIDENCE, RI 02903 • 2039006715

Q4 2025 · Filed 2026-01-30
Market Value
$7.5B
+2.9%
Holdings
849
+50
New Purchases
68
Added To
358
Closed
42
Reduced
329
Top 10 Concentration
36.2%
Turnover
13.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.93% 2.37% +0.56% $218M
PWR 0.42% 0.00% +0.42% $32M
LLY 1.08% 0.78% +0.30% $81M
GOOG 1.18% 0.94% +0.23% $88M
IVV 4.20% 4.03% +0.17% $313M
TRV 0.17% 0.00% +0.17% $13M
VEA 1.46% 1.30% +0.16% $109M
AVGO 1.41% 1.26% +0.15% $105M
AAPL 5.16% 5.01% +0.14% $385M
RTX 0.12% 0.00% +0.12% $9M
J 0.10% 0.00% +0.10% $8M
QQQM 0.41% 0.31% +0.10% $31M
GLOB 0.07% 0.00% +0.07% $5M
AMZN 2.11% 2.04% +0.06% $157M
MRK 0.39% 0.33% +0.06% $29M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.78% 4.17% -0.39% $282M
ORCL 0.44% 0.74% -0.30% $32M
ETN 0.64% 0.83% -0.19% $48M
HD 0.48% 0.66% -0.18% $35M
PG 1.37% 1.53% -0.16% $102M
IJH 2.68% 2.84% -0.16% $200M
META 1.39% 1.51% -0.12% $104M
VZ 0.06% 0.17% -0.11% $4M
JPM 1.55% 1.66% -0.11% $116M
CRM 0.09% 0.19% -0.10% $7M
SNOW 0.20% 0.29% -0.09% $15M
NVDA 4.12% 4.21% -0.09% $307M
GIS 0.01% 0.09% -0.08% $731K
RBLX 0.09% 0.16% -0.07% $7M
IEFA 2.67% 2.74% -0.07% $199M

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 68 $4.3B 57.2%
Large Cap 546 $2.9B 39.4%
Mid Cap 132 $144M 1.9%
Small Cap 75 $87M 1.2%
Micro Cap 28 $15M 0.2%

Portfolio Analytics

Avg Market Cap
$103.1B
Median Market Cap
$27.4B
Avg P/E
35.2
Median P/E
23.8
Avg Dividend Yield
0.01%
Avg Beta
1.02
# Stocks
568
# ETFs / Funds
281

Top Holdings (849 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 6.29% 747,672 $469M $627.13 $11M +2,291 +0.3%
2 AAPL 5.16% 1,415,079 $385M $271.86 $21M -11,526 -0.8%
3 IVV 4.20% 457,655 $313M $684.94 $21M +21,143 +4.8%
4 NVDA 4.12% 1,646,361 $307M $186.50 $2M +12,350 +0.8%
5 MSFT 3.78% 582,858 $282M $483.62 -$20M -718 -0.1%
6 GOOGL 2.93% 698,049 $218M $313.00 $47M -6,824 -1.0%
7 IJH 2.68% 3,032,779 $200M $66.00 -$6M -120,127 -3.8%
8 IEFA 2.67% 2,227,611 $199M $89.46 $550K -48,556 -2.1%
9 SPY 2.21% 242,032 $165M $681.92 $99K -5,570 -2.2%
10 AMZN 2.11% 680,067 $157M $230.82 $9M +5,668 +0.8%
11 VTV 1.63% 637,292 $122M $190.99 -$1M -20,291 -3.1%
12 JPM 1.55% 359,118 $116M $322.22 -$5M -22,834 -6.0%
13 VEA 1.46% 1,740,735 $109M $62.47 $15M +174,110 +11.1%
14 AVGO 1.41% 303,523 $105M $346.10 $14M +26,795 +9.7%
15 META 1.39% 157,112 $104M $660.09 -$5M +8,495 +5.7%
16 MA 1.39% 180,968 $103M $570.88 $1M +1,435 +0.8%
17 IEMG 1.38% 1,529,431 $103M $67.22 -$591K -39,134 -2.5%
18 PG 1.37% 713,376 $102M $143.31 -$9M -7,745 -1.1%
19 IWM 1.29% 391,062 $96M $246.16 $3M +4,534 +1.2%
20 GOOG 1.18% 279,318 $88M $313.80 $19M -526 -0.2%
21 LLY 1.08% 74,935 $81M $1,074.67 $24M +648 +0.9%
22 IUSG 1.05% 467,252 $78M $167.94 $161K -8,674 -1.8%
23 BAC 0.99% 1,348,048 $74M $55.00 $5M +13,522 +1.0%
24 QQQ 0.98% 119,032 $73M $614.31 -$1M -5,000 -4.0%
25 VO 0.78% 200,433 $58M $290.22 $816K +5,853 +3.0%
26 ETN 0.64% 150,129 $48M $318.51 -$12M -10,878 -6.8%
27 JPST 0.63% 919,399 $47M $50.77 $3M +52,486 +6.0%
28 BRK-B 0.62% 91,288 $46M $502.65 $4M +7,505 +9.0%
29 VB 0.61% 177,519 $46M $257.95 $1M +3,810 +2.2%
30 SCHF 0.61% 1,899,391 $46M $24.04 $3M +71,249 +3.9%
31 SPYG 0.61% 423,033 $45M $106.70 $5M +34,611 +8.9%
32 EFA 0.60% 467,574 $45M $96.03 $51K -12,775 -2.7%
33 VNQ 0.57% 482,194 $43M $88.49 -$3M -16,634 -3.3%
34 XLK 0.57% 292,697 $42M $143.97 $538K +145,098 +98.3%
35 V 0.56% 119,365 $42M $350.71 $677K -1,279 -1.1%
36 JNJ 0.55% 198,834 $41M $206.95 $5M +3,369 +1.7%
37 GS 0.55% 46,682 $41M $879.00 $4M +559 +1.2%
38 ABBV 0.54% 175,121 $40M $228.49 -$626K -399 -0.2%
39 TSLA 0.48% 80,406 $36M $449.72 -$110K -1,151 -1.4%
40 MDY 0.48% 59,213 $36M $603.28 $97K -557 -0.9%
41 HD 0.48% 102,974 $35M $344.10 -$12M -14,330 -12.2%
42 COST 0.45% 39,254 $34M $862.34 -$3M -489 -1.2%
43 KO 0.45% 481,954 $34M $69.91 $2M +7,636 +1.6%
44 ORCL 0.44% 166,568 $32M $194.91 -$21M -23,228 -12.2%
45 PWR 0.42% 74,649 $32M $422.06 +74,649 NEW
46 DIS 0.42% 274,030 $31M $113.77 -$410K -1,836 -0.7%
47 HCA 0.42% 66,718 $31M $466.85 $4M +2,592 +4.0%
48 PH 0.41% 34,733 $31M $878.95 $4M +210 +0.6%
49 QQQM 0.41% 120,630 $31M $252.92 $8M +28,806 +31.4%
50 MRK 0.39% 276,194 $29M $105.26 $5M -6,599 -2.3%
51 WFC 0.39% 310,144 $29M $93.20 $3M -884 -0.3%
52 XOM 0.38% 237,270 $29M $120.34 -$194K -17,690 -6.9%
53 SUB 0.38% 262,501 $28M $106.70 -$101K -750 -0.3%
54 IJR 0.37% 232,450 $28M $120.18 -$489K -6,757 -2.8%
55 BR 0.36% 119,378 $27M $224.15 -$2M +167 +0.1%
56 IVW 0.36% 216,347 $27M $123.26 $2M +12,952 +6.4%
57 VEU 0.36% 361,264 $27M $73.56 $2M +14,461 +4.2%
58 LMT 0.36% 54,862 $27M $483.67 $2M +5,716 +11.6%
59 BK 0.34% 220,078 $26M $116.09 $1M -2,467 -1.1%
60 C 0.34% 218,193 $25M $116.69 $2M -10,898 -4.8%
61 AXP 0.34% 68,023 $25M $369.95 $2M -1,195 -1.7%
62 CSCO 0.33% 316,176 $24M $77.03 $3M -167 -0.1%
63 WMT 0.32% 212,287 $24M $111.54 $2M +1,882 +0.9%
64 TMO 0.31% 40,209 $23M $579.45 $4M -305 -0.8%
65 XLF 0.30% 413,431 $23M $54.77 $597K +4,167 +1.0%
66 LIN 0.30% 52,893 $23M $426.39 -$3M -1,540 -2.8%
67 SYK 0.30% 63,446 $22M $351.47 -$435K +1,948 +3.2%
68 USMV 0.30% 236,531 $22M $94.16 -$556K -3,403 -1.4%
69 IWV 0.29% 56,340 $22M $386.85 $128K -837 -1.5%
70 URI 0.28% 25,564 $21M $809.33 -$4M -154 -0.6%
71 VWO 0.27% 371,124 $20M $53.76 $125K +5,179 +1.4%
72 EAGL 0.27% 612,696 $20M $32.46 $3M +71,957 +13.3%
73 CFG 0.27% 339,374 $20M $58.41 -$1M -57,838 -14.6%
74 VIG 0.26% 89,870 $20M $219.78 $876K +2,722 +3.1%
75 BIL 0.26% 215,455 $20M $91.38 $2M +28,069 +15.0%
76 VRTX 0.26% 43,403 $20M $453.36 $3M +522 +1.2%
77 TJX 0.26% 127,469 $20M $153.61 $728K -2,962 -2.3%
78 CAT 0.26% 33,679 $19M $572.86 $5M +2,826 +9.2%
79 FCNCA 0.26% 8,926 $19M $2,146.18 $3M -23 -0.3%
80 FPEI 0.25% 968,524 $19M $19.39 $35K -688 -0.1%
81 HON 0.25% 95,225 $19M $195.09 -$2M -209 -0.2%
82 ABT 0.25% 147,400 $18M $125.29 -$2M -3,957 -2.6%
83 VUG 0.25% 37,589 $18M $487.86 $288K -7 -0.0%
84 FDN 0.24% 66,582 $18M $269.18 -$994K -1,014 -1.5%
85 IWF 0.24% 37,137 $18M $473.30 $15K -356 -0.9%
86 IBM 0.22% 56,031 $17M $296.21 $1M +1,206 +2.2%
87 COP 0.22% 175,651 $16M $93.61 -$1M -12,474 -6.6%
88 NEE 0.22% 202,271 $16M $80.28 $904K -864 -0.4%
89 SPLG 0.22% 200,174 $16M $80.22 $3M +27,362 +15.8%
90 NFLX 0.21% 166,666 $16M $93.76 -$4M +150,181 +911.0%
91 GLD 0.21% 38,785 $15M $396.31 $3M +5,286 +15.8%
92 CMI 0.21% 30,101 $15M $510.45 $2M -1,020 -3.3%
93 EEM 0.20% 279,210 $15M $54.71 $151K -4,028 -1.4%
94 CB 0.20% 48,790 $15M $312.53 $2M +504 +1.0%
95 VTI 0.20% 44,670 $15M $335.27 -$3M -9,339 -17.3%
96 SNOW 0.20% 67,971 $15M $219.36 -$6M -26,352 -27.9%
97 MUB 0.20% 136,089 $15M $107.11 $905K +7,704 +6.0%
98 EBAY 0.19% 163,448 $14M $87.10 -$1M -6,790 -4.0%
99 UBER 0.19% 172,002 $14M $81.71 $1M +41,820 +32.1%
100 IEI 0.18% 114,732 $14M $119.35 -$12K +58 +0.1%

New Positions

SymbolValue% Port
PWR $32M 0.42%
TRV $13M 0.17%
RTX $9M 0.12%
J $8M 0.10%
GLOB $5M 0.07%
HFSI $4M 0.06%
GLDM $3M 0.04%
TGT $1M 0.01%
VBIL $1M 0.01%
URA $575K 0.01%
BE $486K 0.01%
TXRH $444K 0.01%
ITB $391K 0.01%
VRSN $391K 0.01%
SNDK $373K 0.01%

Sold Out Positions

SymbolValue% Port
LYV —%
WES —%
ZBH —%
LYB —%
SUN —%
LEU —%
FTV —%
MP —%
KD —%
EFX —%
LH —%
TYL —%
STE —%
NRG —%
MTD —%
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