Citigroup Inc.
Citigroup Inc. is a leading global financial services and investment banking firm headquartered in New York, NY. Founded in 1812, Citi operates as an integrated provider of investment banking, institutional banking, wealth management, consumer banking, and treasury solutions. The firm serves corporations, institutions, governments, and individuals worldwide, with operations spanning over 160 countries and a workforce of approximately 240,000 employees. Citi is publicly traded on the NYSE under ticker symbol 'C'.
Investment Strategy
Citi employs a diversified investment strategy across multiple asset classes and regions, focusing on supporting clients through market disruptions while facilitating transactions in debt capital markets, equity capital markets, M&A advisory, and wealth management. The firm prioritizes long-term client partnerships, continuous investment in key capabilities such as leveraged finance, private credit, and innovation in financing solutions, and proactively adapts to global economic developments and regulatory environments. Citi's strategic focus includes cross-border deals, expanding its footprint in emerging markets, and technological advancement to deliver tailored advisory and transactional services for large corporates, financial sponsors, governments, and ultra-high-net-worth individuals. In wealth management, Citi produces thought leadership on macro trends and portfolio resilience for institutional clients and family offices, aiming for steady growth, capital preservation, and superior risk-adjusted returns through disciplined portfolio construction and global diversification.
Top Holdings
Equity Positions (4,517)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.61% | $7.35B | 46,516,050 | $55.40 | $157.99 | +$1.79B |
M MSFT | MICROSOFT CORP | 2.90% | $5.91B | 11,887,072 | $316.74 | $497.41 | +$973.2M |
A AAPL | APPLE INC | 2.33% | $4.74B | 23,125,776 | $141.08 | $205.17 | -$670.6M |
A AMZN | AMAZON COM INC | 2.08% | $4.24B | 19,340,405 | $156.05 | $219.39 | +$540.9M |
T TSLA | TESLA INC | 1.46% | $2.97B | 9,354,895 | $226.66 | $317.66 | +$51.7M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I IWM | ISHARES TR | Bought | Put | $4.61B | 213,739 | $215.79 | $190.56 | +18,485 | +$717.2M |
T TSLA | TESLA INC | Bought | Put | $3.10B | 97,664 | $317.66 | $324.47 | +27,285 | +$1.28B |
M META | META PLATFORMS INC | Bought | Put | $2.28B | 30,953 | $738.09 | $620.23 | +20,529 | +$1.68B |
H HYG | ISHARES TR | Sold | Put | $2.13B | 264,215 | $80.65 | $79.18 | -82,461 | -$604.0M |
I IWM | ISHARES TR | Sold | Call | $1.88B | 87,300 | $215.79 | $189.08 | -13,873 | -$134.5M |