Amundi

Amundi Portfolio holdings

AUM $367B
1-Year Est. Return 32.39%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367B
AUM Growth
-$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,120
New
Increased
Reduced
Closed

Top Buys

1 +$15.8B
2 +$4.11B
3 +$3.59B
4
AZN icon
AstraZeneca
AZN
+$2.49B
5
NVDA icon
NVIDIA
NVDA
+$2.31B

Top Sells

1 +$609M
2 +$459M
3 +$390M
4
FISV
Fiserv Inc
FISV
+$386M
5
BE icon
Bloom Energy
BE
+$351M

Sector Composition

1 Technology 31.7%
2 Consumer Discretionary 10.36%
3 Financials 10.21%
4 Healthcare 10.1%
5 Energy 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHY icon
576
iShares 1-3 Year Treasury Bond ETF
SHY
$25.2B
$55.3M 0.02%
669,900
-300
SOLS
577
Solstice Advanced Materials
SOLS
$13.4B
$55.2M 0.02%
+725,025
MTZ icon
578
MasTec
MTZ
$29.6B
$55.2M 0.02%
171,587
+101,653
LUV icon
579
Southwest Airlines
LUV
$20.2B
$54.9M 0.02%
1,461,344
+437,423
ARES icon
580
Ares Management
ARES
$29.4B
$54.4M 0.01%
498,410
-78,273
MICC
581
The Magnum Ice Cream Company N.V.
MICC
$10.4B
$53.7M 0.01%
+3,593,294
RS icon
582
Reliance Steel & Aluminium
RS
$20.2B
$53.4M 0.01%
175,624
+21,413
TEVA icon
583
Teva Pharmaceuticals
TEVA
$40.1B
$53.2M 0.01%
1,765,686
-1,463,440
ZM icon
584
Zoom
ZM
$30.9B
$52.8M 0.01%
656,679
-288,055
BURL icon
585
Burlington
BURL
$20.3B
$52.6M 0.01%
161,687
-8,339
PKG icon
586
Packaging Corp of America
PKG
$20B
$52.1M 0.01%
245,699
+1,634
SQM icon
587
Sociedad Química y Minera de Chile
SQM
$22.2B
$51.8M 0.01%
640,499
+83,738
GD icon
588
General Dynamics
GD
$92.4B
$51.7M 0.01%
150,753
+10,756
IFF icon
589
International Flavors & Fragrances
IFF
$18.7B
$51.4M 0.01%
708,906
+161,545
ORA icon
590
Ormat Technologies
ORA
$8.75B
$51.2M 0.01%
457,537
-24,895
MKL icon
591
Markel Group
MKL
$22.3B
$51.1M 0.01%
26,716
+527
ZBH icon
592
Zimmer Biomet
ZBH
$16.8B
$50.5M 0.01%
558,514
-207,560
RGLD icon
593
Royal Gold
RGLD
$18.7B
$50.3M 0.01%
197,559
-23,734
VIK icon
594
Viking Holdings
VIK
$40.1B
$50.1M 0.01%
682,068
+164,001
WEC icon
595
WEC Energy
WEC
$36.2B
$50M 0.01%
431,842
-146,712
SPXC icon
596
SPX Corp
SPXC
$11.8B
$49.6M 0.01%
247,584
+103,933
DOCU
597
DocuSign
DOCU
$9.9B
$49.1M 0.01%
1,036,657
+170,299
U icon
598
Unity
U
$13.1B
$48.9M 0.01%
2,229,427
+948,266
SJM icon
599
J.M. Smucker
SJM
$10.8B
$48.7M 0.01%
505,438
-424,919
FE icon
600
FirstEnergy
FE
$26.4B
$48.6M 0.01%
959,857
-360,511