13F-HR: Citizens Financial Group Q1 2026 13F Holdings Report

Citizens Financial Group reports a diversified investment portfolio valued at approximately $7.19 billion as of March 31, 2026.

Summary

• Citizens Financial Group Inc. filed its 13F-HR report for the quarter ended March 31, 2026.
• The report discloses a total of 1,041 holdings entries.
• The aggregate value of the reported holdings is $7,186,090,377.
• The filing is a combination report, including holdings managed by Citizens Bank, National Association and Clarfeld Financial Advisors, LLC.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral, routine regulatory disclosure of investment holdings with no qualitative commentary.

Positives

• Broad diversification across multiple sectors including technology, healthcare, finance, and energy.
• Significant positions in high-liquidity, large-cap equities and major ETFs.
• Transparent reporting of voting authority and investment discretion across managed entities.

Negatives

• The filing represents a snapshot of holdings as of a specific date and does not reflect subsequent market activity.
• The report does not provide performance metrics or the rationale behind specific asset allocation decisions.

Risks

• Market volatility affecting the valuation of the $7.19 billion portfolio.
• Concentration risk in specific sectors such as technology and financial services.
• Exposure to macroeconomic factors impacting the underlying issuers of the held securities.

Future Outlook

The filing does not contain forward-looking statements or future investment guidance.

Industry Context

StockSavvy.ai notes that this 13F filing is consistent with standard institutional reporting requirements for large financial institutions, reflecting a balanced approach to asset management across diverse market segments.

Comparison to Industry Standards

• The portfolio structure aligns with typical institutional asset management strategies for a bank-affiliated investment manager.
• The use of a combination report is standard practice for firms with multiple registered investment advisory subsidiaries.

Stakeholder Impact

• Provides transparency to shareholders and regulators regarding the investment positions held by the firm's managed entities.

Next Steps

• The next 13F filing is expected for the quarter ending June 30, 2026.

Key Dates

Keywords

13F, Citizens Financial Group, Institutional Investment, Portfolio Holdings, Asset Management, SEC Filing