Amundi

Amundi Portfolio holdings

AUM $311B
1-Year Est. Return 25.92%
 

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 Est. Return
1 Year Est. Return
+25.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311B
AUM Growth
+$21.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,757
New
Increased
Reduced
Closed

Top Buys

1 +$898M
2 +$815M
3 +$785M
4
ORCL icon
Oracle
ORCL
+$696M
5
TXN icon
Texas Instruments
TXN
+$651M

Top Sells

1 +$1.24B
2 +$1.02B
3 +$960M
4
TSLA icon
Tesla
TSLA
+$817M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$662M

Sector Composition

1 Technology 36.35%
2 Consumer Discretionary 12.15%
3 Financials 10.8%
4 Healthcare 9.58%
5 Communication Services 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RVTY icon
551
Revvity
RVTY
$11.5B
$52.4M 0.02%
561,517
+41,530
DVA icon
552
DaVita
DVA
$8.32B
$51.9M 0.02%
405,205
-53,126
INDA icon
553
iShares MSCI India ETF
INDA
$9.44B
$51.9M 0.02%
986,319
+14,925
WEC icon
554
WEC Energy
WEC
$35B
$51.8M 0.02%
451,768
+69,355
JKHY icon
555
Jack Henry & Associates
JKHY
$12.8B
$51.6M 0.02%
349,540
-10,352
BRO icon
556
Brown & Brown
BRO
$27.2B
$51.1M 0.02%
541,093
-291,584
ZWS icon
557
Zurn Elkay Water Solutions
ZWS
$7.91B
$50.8M 0.02%
1,075,145
+18,878
BE icon
558
Bloom Energy
BE
$26.1B
$50.7M 0.02%
582,771
-32,084
INSM icon
559
Insmed
INSM
$44.5B
$50.2M 0.02%
317,096
+305,597
ARES icon
560
Ares Management
ARES
$35.8B
$49.9M 0.02%
331,031
+39,860
AEE icon
561
Ameren
AEE
$27.5B
$49.2M 0.02%
469,354
+149,502
MTZ icon
562
MasTec
MTZ
$17.2B
$48.8M 0.02%
225,194
+222,560
DT icon
563
Dynatrace
DT
$13.4B
$48.2M 0.02%
980,725
-115,635
CNP icon
564
CenterPoint Energy
CNP
$25.2B
$48.1M 0.02%
1,219,880
+225,367
BTG icon
565
B2Gold
BTG
$6.07B
$48M 0.02%
9,000,638
+3,065,203
LEN icon
566
Lennar Class A
LEN
$32.3B
$47.8M 0.02%
378,071
-138,791
NGD
567
New Gold Inc
NGD
$6.17B
$47.4M 0.02%
6,477,675
+2,249
BALL icon
568
Ball Corp
BALL
$13B
$47.2M 0.02%
950,143
+73,632
BURL icon
569
Burlington
BURL
$15.8B
$47.1M 0.02%
179,456
+23,365
NI icon
570
NiSource
NI
$19.8B
$46.3M 0.01%
1,047,341
-676,063
ESTC icon
571
Elastic
ESTC
$7.83B
$46.3M 0.01%
550,388
+258,286
ZBRA icon
572
Zebra Technologies
ZBRA
$13.3B
$46.2M 0.01%
152,920
-120,305
HEI.A icon
573
HEICO Corp Class A
HEI.A
$34.3B
$45.9M 0.01%
179,916
+68,877
SMCI icon
574
Super Micro Computer
SMCI
$20.2B
$45.8M 0.01%
838,662
-165,266
CHRW icon
575
C.H. Robinson
CHRW
$18.7B
$45.8M 0.01%
340,902
-58,788