Citizens Financial Group

CIK 0000759944 · CFG NYSE

SIC
6022 · State Commercial Banks
Type
Operating
Status
Public
Filer
Large accelerated filer
Incorporated
Delaware
FY End
Dec 31
13F filer · View investment manager profile

Business Summary

Citizens Financial Group, Inc. (CFG) is a Providence, Rhode Island-based bank holding company incorporated in Delaware in 1984, operating as one of the largest U.S. regional banks with its primary banking subsidiary Citizens Bank, National Association (CBNA). The company provides a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations, and institutions through 1,000+ branches across 14 states and Washington, D.C. As an S&P 500 company with $226.4 billion in total assets as of December 31, 2025, CFG serves both regional and national markets across its consumer and commercial banking segments.

Products & Services

  • Retail banking: checking, savings, money market, and CD deposit accounts
  • Consumer lending: mortgages, home equity, auto loans, student loans, personal loans, and credit cards
  • Commercial banking: loans, lines of credit, treasury/cash management, and trade finance for middle-market and large corporations...
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AI-generated summary of Item 1 (Business) from the 10-K filed Feb 12, 2026 — View filing on SEC.gov. May contain errors — refer to the filing for authoritative information.

Across SEC filings

Institutional holders · 13F

Q2 2026
1,104 managers reported a position for Q2 2026 +77 vs Q1 2026
Largest Q2 2026 Form 13F holders of Citizens Financial Group by reported value
Largest holders Reported value
BlackRock Inc $3.4B
VANGUARD CAPITAL MANAGEMENT LLC $1.9B
Capital World Investors $1.6B
Invesco Ltd $1.6B
STATE STREET CORPORATION $1.5B

Annual results · 10-K

Fiscal 2025
Revenue
$8.2B
Net income
$1.8B

As reported in the fiscal 2025 annual report.

Funds & ETFs · N-PORT

774 funds
Largest fund holders reported on Form N-PORT
Fund Value % of fund
VANGUARD TOTAL STOCK MARKET INDEX FUND VTI $893.4M 0.04%
VANGUARD 500 INDEX FUND VOO $767.8M 0.05%
VANGUARD MID-CAP INDEX FUND VO $609.9M 0.27%
Income Fund of America $608.2M 0.41%
Washington Mutual Investors Fund $565.5M 0.26%
iShares Core S&P 500 ETF IVV $407.6M 0.05%
Fidelity 500 Index Fund $378.1M 0.04%
American Funds Fundamental Investors $280.3M 0.15%
VANGUARD VALUE INDEX FUND VTV $267.7M 0.11%
iShares Select Dividend ETF DVY $262.5M 1.12%

774 funds reported holding $11.4B in total on their latest public Form N-PORT reports, the most recent dated August 2026. Security record

Insider trades · Form 4

-$10.5M net open-market insider transactions, last 12 months 1 filing with purchases ($1.12K), 3 filings with sales ($10.5M)

Latest filings

5%+ holders · 13D/G

4 filers
Schedule 13D and 13G filers reporting a stake of 5% or more
Filer % of class Filed
Capital World Investors 13G 5.6% 2026-08-12
STATE STREET CORPORATION 13G 5.0% 2026-08-07
VANGUARD CAPITAL MANAGEMENT LLC 13G 7.3% 2026-04-29
BlackRock Inc 13G 8.9% 2025-04-17

Latest Schedule 13D or 13G from each filer; stakes a filer has reported closed are left out.

Federal lobbying · LD-2

$900.0K reported spend, four quarters through Q3 2026

Securities

Securities issued by this company
CUSIP Security Type
174610105 CFG CITIZENS FINL GROUP IN Common stock
174610204 CFGPRD CITIZENS FINANCIAL GROUP Preferred stock
174610402 CFGPRE CITIZENS FINANCIAL GROUP Preferred stock
174610600 CFGPRH CITIZENS FINANCIAL GROUP Preferred stock
174610808 CFGPRI CITIZENS FINANCIAL GROUP Preferred stock

Latest SEC filings

All filings →
Latest SEC filings by Citizens Financial Group
Form Description Filed
10-Q Quarterly Report 2026-10-28
13F-HR Institutional Holdings 2026-10-23
8-K Current Report 2026-10-16
8-K Current Report 2026-10-08
4 Insider Transaction · Matthew Boss 2026-09-03
3 Initial Ownership 2026-08-25
4 Insider Transaction · Christine M Cumming 2026-08-17
4 Insider Transaction · Michele N Siekerka 2026-08-17
4 Insider Transaction · Robert G Leary 2026-08-17
4 Insider Transaction · Edward J Kelly III 2026-08-17
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