1y return+23.0%S&P 500 +20.9%
3y return+65.3%S&P 500 +68.5%
5y return+56.5%S&P 500 +74.5%
10y return+195.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $295 against $357 in the S&P 500.2
Citigroup IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $12.3B | 5.7% | +23.0% |
| AAPLApple Inc | $7.3B | 3.4% | +13.6% |
| MSFTMicrosoft Corp | $7.1B | 3.3% | +14.3% |
| MUMicron Technology Inc | $6.1B | 2.8% | +11.3% |
| AMZNAmazon Com Inc | $4.5B | 2.1% | +26.5% |
| AVGOBroadcom Inc | $4.3B | 2.0% | +19.8% |
| GOOGLAlphabet Inc | $4.2B | 1.9% | +14.3% |
| AMDAdvanced Micro Devices Inc | $3.7B | 1.7% | +4.5% |
| TSLATesla Inc | $3.3B | 1.5% | +53.0% |
| GOOGAlphabet Inc | $2.6B | 1.2% | +12.7% |
| METAMeta Platforms Inc | $2.6B | 1.2% | +21.9% |
| VOOVanguard Index Fds | $2.5B | 1.2% | +17.8% |
| QQQInvesco Qqq Tr | $2.2B | 1.0% | +12.1% |
| INTCIntel Corp | $2.1B | 1.0% | |
| AMATApplied Matls Inc | $2.1B | 1.0% | +16.6% |
| XBISpdr Series Trust | $1.8B | 0.9% | +8.9% |
| LRCXLam Research Corp | $1.8B | 0.8% | +16.7% |
| JPMJpmorgan Chase & Co | $1.7B | 0.8% | +34.6% |
| TSMTaiwan Semiconductor Manufac | $1.6B | 0.7% | +19.7% |
| LLYEli Lilly & Co | $1.4B | 0.7% | +9.8% |
| GEVGe Vernova Inc | $1.4B | 0.7% | +9.4% |
| KLACKla Corp | $1.4B | 0.7% | +1093.6% |
| TLTIshares Tr | $1.4B | 0.6% | +8.9% |
| CSCOCisco Sys Inc | $1.4B | 0.6% | +10.4% |
| MRVLMarvell Technology Inc | $1.3B | 0.6% | −11.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $12.3B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $4.3B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $2.1B |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $3.7B |
| GEVGe Vernova Inc | March 31, 2024 | +759.1% | $1.4B |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $1.3B |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $1.6B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $1.4B |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $1.8B |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $1.1B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $192.6M
- Sealed Air Corp NewCUSIP 81211K100 was $111.3M
- Air Lease CorpCUSIP 00912X302 was $108.0M
- Carnival CorpCUSIP 143658300 was $106.8M
- Masimo CorpCUSIP 574795100 was $94.9M
- Amicus TherapeuticCUSIP 03152W109 was $61.1M
- CTRACoterra Energy Inc was $46.7M
- Hologic IncCUSIP 436440101 was $40.6M
- SNCYSun Ctry Airls Hldgs Inc was $30.0M
- Thermon Group Hldgs IncCUSIP 88362T103 was $29.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.2% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +11.4% | +10.5% |
| March 31, 2025 | −5.3% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +8.5% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +6.1% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −17.1% | −16.5% |
| March 31, 2022 | −5.8% | −4.9% |
| December 31, 2021 | +7.4% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Citigroup Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=831001&type=13F-HR&dateb=&owner=include&count=40CIK 831001
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/831001/000083100126000040/Filed August 3, 2026 · accession 0000831001-26-000040