We are live on ! Find out more
Ken Griffin

Ken Griffin Citadel Advisors

AUM $618B
1-Year Est. Return 30.34%
 

Ken Griffin founded Citadel, one of the world’s largest and most successful hedge funds. Starting his trading career from his Harvard dorm room at a young age, Griffin quickly developed a keen sense for markets and built Citadel into a global powerhouse with billions in assets under management. Known for his quantitative and technology-driven strategies, Griffin has also made headlines for significant philanthropic contributions, supporting causes in education, the arts, and public institutions. Over the years, he has earned recognition as one of the preeminent figures in modern finance.

This Fund
S&P 500
This Quarter Est. Return
-0.8%
1 Year Est. Return
+30.34%
3 Year Est. Return
+94.87%
5 Year Est. Return
+105.94%
10 Year Est. Return
+434.06%
AUM
$527B
AUM Growth
-$50.5B
Cap. Flow
-$9.14B
Cap. Flow %
-1.73%
Top 10 Hldgs %
31.73%
Holding
16,069
New
1,671
Increased
6,327
Reduced
6,228
Closed
1,709

Top Buys

Rank Stock Value
1
SCHW
Charles Schwab
SCHW
+$1.44B
2
QQQ icon
Invesco QQQ Trust
QQQ
+$1.15B
3
GEHC icon
GE HealthCare
GEHC
+$552M
4
DHR icon
Danaher
DHR
+$447M
5
MSTR icon
Strategy Inc
MSTR
+$416M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$989M
2
BA icon
Boeing
BA
+$893M
3
BAC icon
Bank of America
BAC
+$753M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$750M
5
KO icon
Coca-Cola
KO
+$638M

Sector Composition

Rank Sector Weight
1 Healthcare 3.24%
2 Technology 2.87%
3 Financials 2.43%
4 Consumer Discretionary 2.22%
5 Industrials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HWKN icon
14901
Hawkins
HWKN
$2.67B
– –
-828
Closed -$91K
HWM icon
14902
Howmet Aerospace
HWM
$113B
– –
-881,154
Closed -$112M
HYD icon
14903
VanEck High Yield Muni ETF
HYD
$4.42B
– –
-61,098
Closed -$3.16M
HYDB icon
14904
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
– –
-11,626
Closed -$547K
HYFI icon
14905
AB High Yield ETF
HYFI
$331M
– –
-23,480
Closed -$866K
HYFM icon
14906
CALL
Hydrofarm Holdings
HYFM
$8.58M
– –
-1,050
Closed -$6.09K
HYFM icon
14907
PUT
Hydrofarm Holdings
HYFM
$8.58M
– –
-50
Closed -$290
HYLS icon
14908
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
– –
-66,724
Closed -$2.76M
HYMB icon
14909
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.37B
– –
-8,637
Closed -$222K
HYMCL
14910
DELISTED
Hycroft Mining Holding Corp Warrants
HYMCL
– –
-18,997
Closed -$275
HYPR icon
14911
Hyperfine
HYPR
$94.7M
– –
-10,346
Closed -$10.6K
HYT icon
14912
BlackRock Corporate High Yield Fund
HYT
$1.37B
– –
-13,616
Closed -$134K
HYTR icon
14913
CP High Yield Trend ETF
HYTR
$293M
– –
-15,136
Closed -$329K
IBBQ icon
14914
Invesco NASDAQ Biotechnology ETF
IBBQ
$80.4M
– –
-10,709
Closed -$230K
IBCP icon
14915
CALL
Independent Bank Corp
IBCP
$854M
– –
-1,800
Closed -$62.7K
IBCP icon
14916
Independent Bank Corp
IBCP
$854M
– –
-20,501
Closed -$714K
IBCP icon
14917
PUT
Independent Bank Corp
IBCP
$854M
– –
-500
Closed -$17.4K
IBIE icon
14918
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$157M
– –
-22,905
Closed -$582K
IBIH icon
14919
iShares iBonds Oct 2031 Term TIPS ETF
IBIH
$68M
– –
-36,365
Closed -$913K
IBM icon
14920
IBM
IBM
$223B
– –
-407,666
Closed -$99.7M
IBND icon
14921
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
– –
-11,594
Closed -$329K
IBOC icon
14922
International Bancshares
IBOC
$4.52B
– –
-12,943
Closed -$817K
IBOC icon
14923
PUT
International Bancshares
IBOC
$4.52B
– –
-100
Closed -$6.32K
IBTO icon
14924
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$466M
– –
-25,888
Closed -$612K
IBTM icon
14925
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$560M
– –
-42,908
Closed -$953K
595 596
597
598 599

Similar funds

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ken Griffin's Q1 2025 Portfolio in Review

As of Q1 2025, Ken Griffin held 16,069 positions worth $527B, down 8.7% from $578B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Ken Griffin's Q1 2025 filing shows 1,671 new, 6,327 increased, 6,228 reduced and 1,709 closed positions. Its largest new stake was CMS Energy: 1,417,315 shares worth $106M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $989M.

By sector, the portfolio is most concentrated in Healthcare at 3.2% of assets, up from 3.1% a quarter earlier, followed by Technology and Financials.

  • Ken Griffin's largest Q1 2025 buy was CMS Energy: 1,417,315 shares worth $106M.
  • Ken Griffin added most to Charles Schwab in Q1 2025, an estimated $1.44B increase.
  • Ken Griffin's biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $989M.
  • Ken Griffin fully exited Walmart Inc in Q1 2025, selling an estimated $462M.
  • Ken Griffin's ten largest holdings make up 32% of its $527B portfolio in Q1 2025.
  • Ken Griffin opened 1,671 new positions and closed 1,709 in Q1 2025.
  • Ken Griffin's portfolio value fell 8.7% quarter-over-quarter to $527B.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.