13F-HR: Citizens Financial Group Inc/RI Discloses Q3 2024 Holdings in Form 13F Filing

Citizens Financial Group Inc/RI's latest 13F filing reveals their holdings as of September 30, 2024, totaling approximately $4.97 billion across 770 entries.

Summary

• Citizens Financial Group Inc/RI filed its Form 13F for the quarter ended September 30, 2024.
• The filing discloses the firm's holdings as of that date.
• The total value of the reported holdings is approximately $4,971,586,318.
• The filing includes 770 entries detailing the various positions held by the firm.
• The report is a combination report, indicating that some holdings are reported by other managers.
• Other managers reporting for Citizens Financial Group Inc/RI include Citizens Bank, National Association and Clarfeld Financial Advisors, LLC.

Sentiment

Score: 5

Explanation: The document is a regulatory filing, presenting factual information about the firm's holdings. The sentiment is neutral.

Industry Context

This filing provides a snapshot of Citizens Financial Group's investment strategy and asset allocation, which can be compared to other financial institutions to understand industry trends and investment preferences.

Comparison to Industry Standards

• Comparing Citizens Financial Group's portfolio composition to that of similar institutions like Bank of New York Mellon or State Street Corporation can reveal differences in investment strategies.
• Analyzing the holdings of large ETFs such as IShares Core S&P 500 ETF against Citizens Financial Group's direct stock picks provides insight into active versus passive management preferences.
• Benchmarking against global asset managers like BlackRock or Vanguard can highlight variations in international exposure and sector allocation.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Citizens Financial Group.
• The filing provides transparency into the assets managed by the institution.
• The holdings may influence the stock prices of the companies listed.

Key Dates