Amundi

Amundi Portfolio holdings

AUM $290B
1-Year Return 20.97%
 

Amundi, established in 2010 through the merger of Crédit Agricole and Société Générale’s asset management arms, is Europe’s largest asset management firm, headquartered in Paris, France, overseeing €2.2 trillion ($2.3 trillion USD) in assets as of late 2024. Serving institutional clients, financial advisors, and retail investors across 35 countries, Amundi offers a broad spectrum of investment solutions, including active and passive funds, ETFs, and sustainable investing options, with a strong focus on cost efficiency and ESG (environmental, social, governance) principles. The firm’s growth has been fueled by strategic acquisitions, such as Pioneer Investments in 2017 and Lyxor in 2021, enhancing its global reach and expertise in index tracking and alternatives. Majority-owned by Crédit Agricole, Amundi combines French financial heritage with a modern, client-centric approach, maintaining a dominant position in Europe while expanding in Asia and the Americas.

This Quarter Return
-2.06%
1 Year Return
+20.97%
3 Year Return
+97.23%
5 Year Return
10 Year Return
AUM
$203B
AUM Growth
+$5.75B
Cap. Flow
+$10.6B
Cap. Flow %
5.21%
Top 10 Hldgs %
23.2%
Holding
2,102
New
69
Increased
880
Reduced
619
Closed
87

Top Buys

1
UNH icon
UnitedHealth
UNH
+$733M
2
CVX icon
Chevron
CVX
+$636M
3
NVDA icon
NVIDIA
NVDA
+$575M
4
CRH icon
CRH
CRH
+$540M
5
MSFT icon
Microsoft
MSFT
+$533M

Sector Composition

1 Technology 27.71%
2 Healthcare 13.61%
3 Consumer Discretionary 11.84%
4 Financials 10.24%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LBRDK icon
401
Liberty Broadband Class C
LBRDK
$8.68B
$78.6M 0.04%
847,685
+138,909
+20% +$12.9M
DPZ icon
402
Domino's
DPZ
$15.6B
$78.5M 0.04%
215,814
+79,509
+58% +$28.9M
DOV icon
403
Dover
DOV
$24B
$78M 0.04%
564,963
+76,750
+16% +$10.6M
CLX icon
404
Clorox
CLX
$15.4B
$77.5M 0.04%
633,177
-43,889
-6% -$5.37M
PWR icon
405
Quanta Services
PWR
$55.6B
$77.2M 0.04%
444,929
-62,973
-12% -$10.9M
MAR icon
406
Marriott International Class A Common Stock
MAR
$71.7B
$76.8M 0.04%
398,211
-317,590
-44% -$61.3M
EQR icon
407
Equity Residential
EQR
$25.4B
$76.4M 0.04%
1,275,458
+703,352
+123% +$42.1M
CWT icon
408
California Water Service
CWT
$2.76B
$76.3M 0.04%
1,607,758
+249,085
+18% +$11.8M
LW icon
409
Lamb Weston
LW
$7.96B
$76.2M 0.04%
916,324
+299,900
+49% +$24.9M
DT icon
410
Dynatrace
DT
$15.3B
$75.6M 0.04%
1,605,919
+173,742
+12% +$8.18M
WTW icon
411
Willis Towers Watson
WTW
$32.1B
$75.4M 0.04%
353,698
+45,397
+15% +$9.68M
EG icon
412
Everest Group
EG
$14.3B
$74.5M 0.04%
186,898
+17,985
+11% +$7.16M
SPG icon
413
Simon Property Group
SPG
$58.6B
$74.3M 0.04%
694,541
+129,384
+23% +$13.8M
BWA icon
414
BorgWarner
BWA
$9.45B
$74.3M 0.04%
1,876,966
+31,650
+2% +$1.25M
DTE icon
415
DTE Energy
DTE
$28B
$73.9M 0.04%
755,379
+595,041
+371% +$58.2M
DECK icon
416
Deckers Outdoor
DECK
$17.1B
$73.7M 0.04%
898,074
+318,684
+55% +$26.2M
STZ icon
417
Constellation Brands
STZ
$25.7B
$73.5M 0.04%
317,338
-426,782
-57% -$98.9M
WEC icon
418
WEC Energy
WEC
$34.6B
$73.1M 0.04%
886,170
-109,242
-11% -$9.01M
RJF icon
419
Raymond James Financial
RJF
$33B
$72.7M 0.04%
734,289
+19,054
+3% +$1.89M
PODD icon
420
Insulet
PODD
$24.8B
$71.6M 0.04%
541,205
+111,561
+26% +$14.8M
PBA icon
421
Pembina Pipeline
PBA
$22.2B
$70.8M 0.03%
2,322,388
+22,281
+1% +$679K
HSIC icon
422
Henry Schein
HSIC
$8.2B
$70.7M 0.03%
964,037
+309,547
+47% +$22.7M
DOW icon
423
Dow Inc
DOW
$17.1B
$70.6M 0.03%
1,419,208
-1,754,992
-55% -$87.3M
KKR icon
424
KKR & Co
KKR
$122B
$70.6M 0.03%
1,171,351
+115,916
+11% +$6.98M
SEDG icon
425
SolarEdge
SEDG
$1.78B
$70.2M 0.03%
576,648
-109,892
-16% -$13.4M