Citigroup Portfolio holdings
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.
Top Buys
| 1 |
Bank of America
BAC
|
+$392M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$330M |
| 3 |
Blackrock
BLK
|
+$296M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
+$287M |
| 5 |
iShares Gold Trust
IAU
|
+$284M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$758M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$675M |
| 3 |
Microsoft
MSFT
|
+$632M |
| 4 |
Tesla
TSLA
|
+$607M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$396M |
Sector Composition
| 1 | Technology | 29.03% |
| 2 | Financials | 11.03% |
| 3 | Consumer Discretionary | 10.8% |
| 4 | Communication Services | 7.24% |
| 5 | Healthcare | 7.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
iShares MSCI ACWI ETF
ACWI
$22.3B
| $22.8M | 0.01% |
177,187
+18,328
| +12% | +$2.36M |
|
677
Upstart Holdings
UPST
$6.01B
| $22.7M | 0.01% |
350,823
-278
| -0.1% | -$18K |
|
678
Sanofi
SNY
$115B
| $22.6M | 0.01% |
468,649
-287,604
| -38% | -$13.9M |
|
679
Trimble
TRMB
$19.1B
| $22.5M | 0.01% |
295,694
-1,059
| -0.4% | -$80.5K |
|
680
Equifax
EFX
$30.3B
| $22.5M | 0.01% |
86,620
-28,446
| -25% | -$7.38M |
|
681
Reliance Steel & Aluminium
RS
$15.4B
| $22.4M | 0.01% |
71,249
-15,479
| -18% | -$4.86M |
|
682
Ciena
CIEN
$18.4B
| $22.4M | 0.01% |
274,839
-53,756
| -16% | -$4.37M |
|
683
Charles River Laboratories
CRL
$7.54B
| $22.2M | 0.01% |
146,597
-87,913
| -37% | -$13.3M |
|
684
Alcoa
AA
$8.01B
| $22.2M | 0.01% |
753,235
+230,372
| +44% | +$6.8M |
|
685
iShares S&P 500 Value ETF
IVE
$40.8B
| $22.1M | 0.01% |
113,093
-2,228
| -2% | -$435K |
|
686
Hubbell
HUBB
$23.5B
| $22M | 0.01% |
53,962
-16,195
| -23% | -$6.61M |
|
687
First Trust Rising Dividend Achievers ETF
RDVY
$16.5B
| $21.8M | 0.01% |
348,174
+14,743
| +4% | +$925K |
|
688
Jackson Financial
JXN
$6.75B
| $21.5M | 0.01% |
242,623
-33,785
| -12% | -$3M |
|
689
Kinross Gold
KGC
$28B
| $21.5M | 0.01% |
1,379,079
+584,768
| +74% | +$9.12M |
|
690
Elbit Systems
ESLT
$23.4B
| $21.4M | 0.01% |
48,143
+8,771
| +22% | +$3.9M |
|
691
HubSpot
HUBS
$25.8B
| $21.3M | 0.01% |
38,319
+10,981
| +40% | +$6.11M |
|
692
Steel Dynamics
STLD
$19.5B
| $21.3M | 0.01% |
166,229
-42,143
| -20% | -$5.39M |
|
693
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $21.2M | 0.01% |
274,066
-129
| -0% | -$9.98K |
|
694
Sprouts Farmers Market
SFM
$13.1B
| $21.1M | 0.01% |
128,398
+23,195
| +22% | +$3.82M |
|
695
Global Payments
GPN
$20.6B
| $21.1M | 0.01% |
263,863
+7,711
| +3% | +$617K |
|
696
Corpay
CPAY
$21.5B
| $21.1M | 0.01% |
63,603
-3,852
| -6% | -$1.28M |
|
697
Advance Auto Parts
AAP
$3.55B
| $21.1M | 0.01% |
453,604
+356,837
| +369% | +$16.6M |
|
698
Iron Mountain
IRM
$28.8B
| $21M | 0.01% |
204,415
-26,214
| -11% | -$2.69M |
|
699
Alliant Energy
LNT
$16.4B
| $20.9M | 0.01% |
345,388
+68,214
| +25% | +$4.12M |
|
700
Dover
DOV
$24.1B
| $20.8M | 0.01% |
113,653
-19,205
| -14% | -$3.52M |
|