Citigroup

Citigroup Portfolio holdings

AUM $144B
1-Year Est. Return 15.66%
 

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 Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111B
AUM Growth
+$10.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,488
New
Increased
Reduced
Closed

Top Buys

1
+$854M
2
+$754M
3
+$503M
4
AMZN icon
Amazon
AMZN
+$465M
5
PYPL icon
PayPal
PYPL
+$392M

Top Sells

1
+$824M
2
+$607M
3
+$500M
4
BSX icon
Boston Scientific
BSX
+$214M
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$211M

Sector Composition

1 Technology 22.53%
2 Financials 10.32%
3 Consumer Discretionary 10.19%
4 Healthcare 8.49%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.12B 2.74%
10,773,650
-1,052,558
2
$4.08B 2.18%
22,952,028
+2,831,867
3
$3.7B 1.98%
11,001,776
+2,241,590
4
$2.59B 1.39%
15,543,160
+2,791,260
5
$1.73B 0.92%
58,705,330
+8,342,630
6
$1.58B 0.85%
7,114,029
+689,049
7
$1.53B 0.82%
10,590,900
+2,272,800
8
$1.45B 0.78%
3,650,524
-2,072,095
9
$1.28B 0.69%
3,814,760
+379,728
10
$1.17B 0.62%
8,053,820
+2,066,120
11
$1.16B 0.62%
3,291,669
+922,839
12
$955M 0.51%
2,301,345
-244,014
13
$901M 0.48%
10,716,485
-979,112
14
$870M 0.47%
16,890,985
+7,016,513
15
$869M 0.47%
3,750,961
+3,686,092
16
$865M 0.46%
1,723,450
-162,892
17
$842M 0.45%
5,318,226
+300,184
18
$708M 0.38%
3,266,032
+401,260
19
$708M 0.38%
3,751,922
+2,080,426
20
$696M 0.37%
4,494,557
+1,892,088
21
$659M 0.35%
2,849,322
+1,098,999
22
$655M 0.35%
9,846,950
+16,290
23
$649M 0.35%
1,696,124
-31,181
24
$631M 0.34%
8,812,739
-1,160,385
25
$602M 0.32%
3,195,489
+145,277
1
2 3 4 5