Citigroup

Citigroup Portfolio holdings

AUM $147B
1-Year Est. Return 29.66%
 

Citigroup Inc., formed in 1998 through the landmark merger of Citicorp and Travelers Group, with roots tracing back to the 1812 founding of City Bank of New York, is a global financial powerhouse headquartered in New York City, managing trillions in assets. Operating in over 160 countries, Citigroup offers a broad spectrum of services, including consumer banking (via Citibank), investment banking, wealth management, and trading, serving millions of retail customers and major corporations, governments, and institutions worldwide. Under CEO Jane Fraser since 2021—the first woman to lead a major U.S. bank—Citigroup has focused on streamlining operations, exiting consumer banking in 13 markets to bolster its institutional and wealth management focus, while navigating post-2008 regulatory scrutiny and fines. Known for its vast global footprint and resilience through crises, Citigroup remains a key player in international finance, blending retail accessibility with high-stakes capital markets expertise.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.8B
AUM Growth
-$7.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,218
New
Increased
Reduced
Closed

Top Sells

1 +$1.15B
2 +$617M
3 +$448M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$371M
5
EBAY icon
eBay
EBAY
+$369M

Sector Composition

1 Financials 12.21%
2 Energy 9.27%
3 Consumer Discretionary 5.37%
4 Technology 5.03%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$6K ﹤0.01%
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