13F-HR: Citizens Financial Group Discloses $5.13 Billion in Managed Assets in Latest 13F Filing
13F Holdings Report
Citizens Financial Group's latest 13F filing reveals the firm managed approximately $5.13 billion in assets as of December 31, 2024, across 783 holdings.
Summary
- Citizens Financial Group Inc/RI filed its Form 13F for the reporting period ending December 31, 2024.
- The filing indicates the firm manages a total of $5,128,979,031 across 783 holdings.
- The report is a combination report, meaning that a portion of the holdings are reported in this report and a portion are reported by other reporting managers.
- Other managers reporting for this manager include Citizens Bank, National Association and Clarfeld Financial Advisors, LLC.
Sentiment
Score: 5
Explanation: The document is a regulatory filing, so the sentiment is neutral.
Industry Context
13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their holdings and investment strategies.
Stakeholder Impact
- Shareholders can review the filing to understand the investment strategy and holdings of Citizens Financial Group.
- The filing provides transparency to the market regarding the firm's investment positions.
Key Dates
| Date | Description |
|---|---|
| 12-31-2024 | Report for the Calendar Year or Quarter Ended |
| 02-07-2025 | Date of Signing |
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