Citizens Financial Group CFG Wealth fees — Trailing commission income

Similar metrics at other companies

TLYSBreakage — Revenue recognized

$2.4M+4.3%

TLYSCustomer Loyalty Program — Revenue recognized

$1.6M+23.1%

CAKEPromotional Programs — Contract With Customer Liability Change In Timeframe Performance Obligation Satisfied Revenue Recognized

$6.53M-4.4%

OUSTRoyalties — Cumulative revenue recognized

$16.1M—

WFCTrailing commissions — Fee income

$243M+9.5%

LPLATrailing — Commission

$503.92M+20.5%

FAQ

What is Citizens Financial Group's wealth fees — trailing commission income?

Citizens Financial Group (CFG) reported wealth fees — trailing commission income of $4M in Q1 2026.

How has Citizens Financial Group's wealth fees — trailing commission income changed year-over-year?

Citizens Financial Group's wealth fees — trailing commission income decreased by 0.0% year-over-year, from $4M to $4M.

What is the long-term trend for Citizens Financial Group's wealth fees — trailing commission income?

Over 3 years (2022 to 2025), Citizens Financial Group's wealth fees — trailing commission income has grown at a 2.2% compound annual growth rate (CAGR), from $15M to $16M.

What does wealth fees — trailing commission income mean?

This metric measures recurring commission income earned from investment products, typically associated with mutual funds or insurance products held by clients. Unlike upfront sales loads, these trailing commissions provide a steady, predictable stream of revenue based on the ongoing value of client holdings. It reflects the bank's success in maintaining long-term investment product placements within its wealth management portfolio.