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
AMCR icon
576
Amcor
AMCR
$19.5B
$45.8M 0.01%
5,673,350
-7,984,981
TRI icon
577
Thomson Reuters
TRI
$59.7B
$45.6M 0.01%
300,193
-10,746
OR icon
578
OR Royalties Inc
OR
$6.41B
$45.6M 0.01%
1,127,575
-65,463
NTRA icon
579
Natera
NTRA
$32.9B
$45.4M 0.01%
266,682
+110,824
DTE icon
580
DTE Energy
DTE
$27.7B
$45.4M 0.01%
320,107
-139,565
RS icon
581
Reliance Steel & Aluminium
RS
$15.1B
$45.2M 0.01%
161,036
-11
SKE
582
Skeena Resources
SKE
$2.52B
$45.1M 0.01%
2,488,622
+230,098
GD icon
583
General Dynamics
GD
$91.3B
$45.1M 0.01%
130,190
+10,855
WRB icon
584
W.R. Berkley
WRB
$27.2B
$45M 0.01%
585,055
-170,197
CYBR icon
585
CyberArk
CYBR
$23.5B
$45M 0.01%
89,519
-150,989
SNDK
586
Sandisk
SNDK
$28.5B
$45M 0.01%
371,402
+118,781
CSL icon
587
Carlisle Companies
CSL
$13.4B
$45M 0.01%
136,741
+36,109
EQH icon
588
Equitable Holdings
EQH
$13.1B
$44.8M 0.01%
880,506
-1,339,104
AMX icon
589
America Movil
AMX
$65.3B
$44.8M 0.01%
2,145,160
+122,127
BXP icon
590
Boston Properties
BXP
$11.3B
$43.9M 0.01%
588,710
-117,873
MKL icon
591
Markel Group
MKL
$25.9B
$43.9M 0.01%
22,430
-4,190
INCY icon
592
Incyte
INCY
$19.9B
$43.7M 0.01%
501,131
-112,119
CIEN icon
593
Ciena
CIEN
$27.3B
$43.6M 0.01%
284,782
+253,320
NLY icon
594
Annaly Capital Management
NLY
$15.6B
$43.4M 0.01%
2,121,063
+65,837
IVZ icon
595
Invesco
IVZ
$10.9B
$42.8M 0.01%
1,775,738
-605,040
Z icon
596
Zillow
Z
$18.4B
$42.6M 0.01%
575,177
+108,150
BLDR icon
597
Builders FirstSource
BLDR
$12.7B
$42.4M 0.01%
333,499
-114,817
MAA icon
598
Mid-America Apartment Communities
MAA
$15.7B
$42.4M 0.01%
311,640
+25,222
OKTA icon
599
Okta
OKTA
$15.3B
$42.3M 0.01%
451,072
+20,916
ESS icon
600
Essex Property Trust
ESS
$16.7B
$42.2M 0.01%
161,502
-4,594