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CIK: 0000759944
Total reported value
$8.3B
$8.3B
692 檔
16.8%
As reported in its official Q2 2025 Form 13F filing, Citizens Financial Group Inc/ri's tracked investment portfolio stood at $8.3B with 692 total positions.
During Q2 2025, Citizens Financial Group Inc/ri's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 692 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.63% | -0.08% | -0.71% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.32% | -0.34% | +17.61% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.25% | -0.08% | -0.23% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.09% | — | +16.44% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.17% | -0.19% | +54.24% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.10% | -0.01% | -2.37% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.01% | -0.21% | +0.96% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.53% | +0.13% | -0.62% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | +0.03% | +65.05% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.91% | -0.09% | -0.49% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | +0.37% | +21.71% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.68% | -0.28% | +10.88% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.16% | +18.68% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.51% | +0.05% | +3.60% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.13% | -0.52% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.33% | +0.05% | -4.65% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | +0.04% | +82.22% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.22% | -0.14% | +1.85% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.17% | +0.02% | -20.93% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.14% | +54.25% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.05% | +0.08% | -7.64% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.00% | +0.08% | +44.66% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | +0.01% | +39.10% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.14% | +25.19% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | -0.02% | -3.32% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.03% | -4.72% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.68% | -0.05% | +1.78% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.67% | +0.03% | -14.51% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.02% | +8.09% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.05% | -0.42% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.09% | +24.58% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.62% | -0.01% | +41.60% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.08% | +3.32% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.12% | +0.93% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.05% | +80.62% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.05% | +10.09% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.55% | -0.01% | +30.87% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.03% | +29.92% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.10% | +23.48% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.52% | -0.08% | +13.63% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | -0.15% | -0.78% | |
| 42 | NNE | Nano Nuclear Energy Inc | Stock-Other | 0.49% | — | +0.00% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.09% | +39.84% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.45% | +0.05% | -0.16% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | +0.01% | +27.14% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | +0.02% | +13.20% | |
| 47 | SNOW | Snowflake Inc | Stock-Tech | 0.42% | +0.07% | +137.20% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.06% | +7.61% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.40% | -0.04% | +45.87% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | -0.03% | +6.10% |
According to official SEC Form 13F filings, Citizens Financial Group Inc/ri reported a total U.S. public equity portfolio value of $8.3B across 692 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, IVV) accounted for 16.8% of total reported equity market value during Q2 2025.
During Q2 2025, Citizens Financial Group Inc/ri's top holdings by market value included VOO (6.6%)、MSFT (4.3%)、IVV (4.3%). The largest single position, VOO, represented 6.6% of total portfolio value.
In Q2 2025, Citizens Financial Group Inc/ri made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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