CITIGROUP INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings5,534 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRUST SERIES 1 CL USD INC | 25.5M | $12B | 6.1% | — | — | — | Increased — |
NVIDIA CORP | 51.3M | $5.6B | 2.8% | $128.39 | -14.60% | 2 qtrssince 2024-Q4 | Increased 75 |
APPLE INC | 24.4M | $5.4B | 2.8% | $237.90 | -7.20% | 2 qtrssince 2024-Q4 | Increased 79 |
MICROSOFT CORP | 13.2M | $4.9B | 2.5% | $402.33 | -6.35% | 2 qtrssince 2024-Q4 | Increased 83 |
SPDR GOLD TRUST | 13.9M | $4B | 2.0% | — | — | — | Decreased — |
ISHARES RUSSELL 2000 ETF ETF | 19.5M | $3.9B | 2.0% | — | — | — | Decreased — |
AMAZON.COM INC | 19.5M | $3.7B | 1.9% | $210.09 | -8.27% | 2 qtrssince 2024-Q4 | Increased 73 |
TESLA INC | 11.3M | $2.9B | 1.5% | $368.09 | -28.40% | 2 qtrssince 2024-Q4 | Increased 69 |
ISHR IBX USD HIYLD CB ETF-UI | 34.7M | $2.7B | 1.4% | — | — | — | Increased — |
ISHARES 20 PLUS YEAR TREASURY BD | 27.6M | $2.5B | 1.3% | $85.02 | +0.50% | 2 qtrssince 2024-Q4 | Increased 81 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.8M | $2.2B | 1.1% | $557.92 | -1.26% | 2 qtrssince 2024-Q4 | Increased 81 |
ALPHABET INC-CL A | 13.7M | $2.1B | 1.1% | $177.25 | -13.18% | 2 qtrssince 2024-Q4 | Increased 71 |
META PLATFORMS INC-CLASS A | 3.6M | $2.1B | 1.0% | $583.43 | -1.37% | 2 qtrssince 2024-Q4 | Increased 76 |
ISHARES RUSSELL 2000 ETF ETF | 10.1M | $2B | 1.0% | — | — | — | Increased — |
TESLA INC | 7M | $1.8B | 0.9% | — | — | — | Decreased — |
BROADCOM INC | 10.7M | $1.8B | 0.9% | $225.71 | -25.52% | 2 qtrssince 2024-Q4 | Increased 51 |
ISHARES 20 PLUS YEAR TREASURY BD | 17.6M | $1.6B | 0.8% | — | — | — | Increased — |
VANGUARD S&P 500 ETF | 2.6M | $1.3B | 0.7% | $529.17 | -4.31% | 2 qtrssince 2024-Q4 | Increased 54 |
JPMORGAN CHASE & CO | 5.3M | $1.3B | 0.7% | $234.15 | +1.63% | 2 qtrssince 2024-Q4 | Increased 54 |
BANK OF AMERICA CORP | 30.4M | $1.3B | 0.6% | $41.34 | -1.87% | 2 qtrssince 2024-Q4 | Increased 73 |
CITIGROUP INC manages $195.7B across 5534 positions as of Q1 2025. Top holdings: QQQ (6.1%), NVDA (2.8%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 212 new positions, 414 exits, 2037 increased. Top move: MSFT (INCREASED, conviction 83). Portfolio: $195.7B across 5534 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer