Here’s What Lifted Citigroup (C) in Q4

Core Viewpoint - Pzena Focused Value Strategy underperformed the Russell 1000® Value Index in Q4 2025, achieving a net return of 2.5% compared to the Index's 3.8%, but still sees attractive valuation differences for long-term value investors [1] Group 1: Performance and Market Context - The fourth quarter was characterized by strong AI momentum and the dominance of mega-cap stocks [1] - Citigroup Inc. (NYSE:C) had a one-month return of -5.12% but gained 48.10% over the last 52 weeks, closing at $116.23 per share with a market capitalization of $207.966 billion on February 2, 2026 [2] - Consumer discretionary, financials, and consumer staples were the largest contributing sectors during the quarter, with Citigroup benefiting from strong capital markets activity and favorable credit conditions [3] Group 2: Investment Sentiment and Hedge Fund Activity - Citigroup Inc. is not among the 30 Most Popular Stocks Among Hedge Funds, with 107 hedge fund portfolios holding the stock at the end of Q3 2025, an increase from 102 in the previous quarter [4] - While Citigroup is recognized for its investment potential, certain AI stocks are viewed as having greater upside potential and lower downside risk [4]