Zurich Insurance Group’s Citizens Financial Group CFG Stock Holding History

Zurich Insurance Group’s Portfolio CFG Stock Details CFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18M	Sell	300,705 -397,372	-57%	-$24.4M	0.14%	174
2025 Q4	$40.8M	Sell	698,077 -1,384,884	-66%	-$74.4M	0.28%	91
2025 Q3	$111M	Buy	2,082,961 +1,594,326	+326%	+$79.4M	0.79%	33
2025 Q2	$21.9M	Buy	+488,635	New	+$19.2M	0.17%	113
2019 Q4	–	Sell	-83,141	Closed	-$2.94M	–	270
2019 Q3	$2.94M	Buy	+83,141	New	+$2.9M	0.06%	319
2018 Q1	–	Sell	-112,054	Closed	-$4.7M	–	520
2017 Q4	$4.7M	Buy	112,054 +59,731	+114%	+$2.34M	0.11%	223
2017 Q3	$1.98M	Sell	52,323 -19,469	-27%	-$681K	0.05%	372
2017 Q2	$2.56M	Buy	71,792 +14,178	+25%	+$503K	0.07%	321
2017 Q1	$1.99M	Buy	57,614 +22,137	+62%	+$808K	0.06%	348
2016 Q4	$1.26M	Sell	35,477 -92,693	-72%	-$2.81M	0.04%	383
2016 Q3	$3.17M	Buy	+128,170	New	+$2.95M	0.11%	233

Other funds holding CFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Zurich Insurance Group's CFG Position: Q1 2026 in Review

Zurich Insurance Group reduced its Citizens Financial Group (CFG) stake by 57% in Q1 2026, selling an estimated $24.4M and leaving 300,705 shares worth $18M. The position accounts for 0.14% of the portfolio, ranked #174.

Zurich Insurance Group first reported a position in CFG in Q3 2016 and has held it in 11 quarters since. The position peaked at $111M in Q3 2025. 1,011 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

Zurich Insurance Group held 300,705 shares of Citizens Financial Group worth $18M as of Q1 2026.
Zurich Insurance Group sold 397,372 Citizens Financial Group shares in Q1 2026, an estimated $24.4M.
Citizens Financial Group made up 0.14% of Zurich Insurance Group's portfolio in Q1 2026, its #174 holding.
Zurich Insurance Group first reported a position in Citizens Financial Group in Q3 2016 and has held it in 11 quarters since.
Zurich Insurance Group's Citizens Financial Group position peaked at $111M in Q3 2025.
1,011 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.