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Citigroup

Citigroup Portfolio holdings

AUM $235B
1-Year Est. Return 32.99%
 

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
-3.12%
1 Year Est. Return
+32.99%
3 Year Est. Return
+97.19%
5 Year Est. Return
+117.91%
10 Year Est. Return
+456.21%
AUM
$165B
AUM Growth
-$22.2B
Cap. Flow
-$11.2B
Cap. Flow %
-6.82%
Top 10 Hldgs %
27.67%
Holding
6,926
New
1,006
Increased
1,821
Reduced
3,025
Closed
497

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$852M
2
MSFT icon
Microsoft
MSFT
+$575M
3
CVNA icon
Carvana
CVNA
+$540M
4
TGT icon
Target
TGT
+$430M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$376M

Sector Composition

Rank Sector Weight
1 Technology 12.49%
2 Financials 5.96%
3 Consumer Discretionary 5.3%
4 Healthcare 4.99%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
POND.U
6626
DELISTED
Angel Pond Holdings Corporation Units, each consisting of one Class A ordinary share and one-third of one redeemable warrant
POND.U
-20,900
Closed -$206K
TSPQ.U
6627
DELISTED
TCW Special Purpose Acquisition Corp. Units, each consisting of one share of Class A common stock and one-third of one redeemable warrant
TSPQ.U
-150,517
Closed -$1.49M
KAHC.U
6628
DELISTED
KKR Acquisition Holdings I Corp. Units, each consisting of one share of Class A Common Stock and one-fourth of one redeemable warrant
KAHC.U
-100,000
Closed -$1M
CND
6629
CALL
DELISTED
Concord Acquisition Corp.
CND
-7,500
Closed -$78K
AFACU
6630
DELISTED
Arena Fortify Acquisition Corp. Unit
AFACU
-100,000
Closed -$1.01M
AGTC
6631
DELISTED
Applied Genetic Technologies Corporation
AGTC
$0 ﹤0.01%
+450
New +$818
TMAC.U
6632
DELISTED
The Music Acquisition Corporation Units, each consisting of one share of Class A common stock and one-half of one redeemable warrant
TMAC.U
-47,008
Closed -$470K
SBII.U
6633
DELISTED
Sandbridge X2 Corp. Units, each consisting of one share of Class A common stock and one-third of one redeemable warrant
SBII.U
-50,000
Closed -$498K
FRWAU
6634
DELISTED
PWP Forward Acquisition Corp. I Units
FRWAU
-100,000
Closed -$981K
SECO
6635
DELISTED
Secoo Holding Limited ADR
SECO
$0 ﹤0.01%
+85
New +$327
KIIIU
6636
DELISTED
Kismet Acquisition Three Corp. Unit
KIIIU
-125,000
Closed -$1.23M
TMBR
6637
DELISTED
Timber Pharmaceuticals, Inc.
TMBR
$0 ﹤0.01%
+10
New +$167
HTAQ.U
6638
DELISTED
Hunt Companies Acquisition Corp. I Units, each consisting of one Class A ordinary share and one-half one redeemable warrant
HTAQ.U
-50,600
Closed -$514K
ALF
6639
DELISTED
ALFI Inc
ALF
$0 ﹤0.01%
+200
New +$361
IPOD
6640
PUT
DELISTED
Social Capital Hedosophia Holdings Corp. IV
IPOD
-750,000
Closed -$7.67M
CTXS
6641
PUT
DELISTED
Citrix Systems Inc
CTXS
-50,000
Closed -$4.73M
LFC
6642
DELISTED
China Life Insurance Company Ltd.
LFC
-1,851
Closed -$15K
CDR
6643
DELISTED
Cedar Realty Trust, Inc
CDR
-13,246
Closed -$333K
RBAC
6644
DELISTED
RedBall Acquisition Corp.
RBAC
-2,000,000
Closed -$19.8M
ASPCU
6645
DELISTED
Alpha Capital Acquisition Co Unit
ASPCU
-10,921
Closed -$112K
MIC
6646
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
$0 ﹤0.01%
135
-142,174
-100% -$520K
WMC
6647
DELISTED
Western Asset Mortgage Capital Corporation
WMC
-17,571
Closed -$371K
GGPIU
6648
DELISTED
Gores Guggenheim, Inc. Unit
GGPIU
$0 ﹤0.01%
+16
New +$188
DIDI
6649
CALL
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
-295,300
Closed -$1.47M
TACA.U
6650
DELISTED
Trepont Acquisition Corp I Units, each consisting of one Class A ordinary share and one-half of one
TACA.U
-25,000
Closed -$255K

Similar funds

Citigroup's Q1 2022 Portfolio in Review

As of Q1 2022, Citigroup held 6,926 positions worth $165B, down 12% from $187B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Citigroup withdrew a net $11.2B in Q1 2022, closing 497 positions and reducing 3,025 holdings. Its most notable exit was Xilinx Inc, an estimated $235M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Citigroup opened a new position in ProShares UltraPro Short QQQ worth $126M.

  • Citigroup's largest Q1 2022 buy was ProShares UltraPro Short QQQ: 149,740 shares worth $126M.
  • Citigroup added most to iShares Russell 2000 ETF in Q1 2022, an estimated $654M increase.
  • Citigroup's biggest Q1 2022 reduction was Apple, cutting an estimated $852M.
  • Citigroup fully exited Xilinx Inc in Q1 2022, selling an estimated $235M.
  • Citigroup's ten largest holdings make up 28% of its $165B portfolio in Q1 2022.
  • Citigroup opened 1,006 new positions and closed 497 in Q1 2022.
  • Citigroup's portfolio value fell 12% quarter-over-quarter to $165B.

Based on Citigroup's 13F filing for Q1 2022, filed 12 May 2022.