Citigroup

Citigroup Portfolio holdings

AUM $132B
 

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.

AUM
$132B
AUM Growth
+$27.5B
Cap. Flow
+$33.2B
Cap. Flow %
25.22%
Top 10 Hldgs %
25.2%
Holding
5,176
New
156
Increased
1,976
Reduced
2,247
Closed
372

Sector Composition

1Technology26.33%
2Consumer Discretionary10.98%
3Financials10.47%
4Healthcare8.82%
5Communication Services7.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
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