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
AGCO icon
726
AGCO
AGCO
$8.02B
$16.9M 0.01%
142,377
+19,963
+16% +$2.36M
Z icon
727
Zillow
Z
$20.8B
$16.8M 0.01%
393,650
+248,258
+171% +$10.6M
ROKU icon
728
Roku
ROKU
$14B
$16.8M 0.01%
254,760
+5,820
+2% +$385K
OR icon
729
OR Royalties Inc.
OR
$6.69B
$16.8M 0.01%
1,399,721
+39,733
+3% +$476K
LPLA icon
730
LPL Financial
LPLA
$27.4B
$16.7M 0.01%
73,504
+15,603
+27% +$3.56M
BLD icon
731
TopBuild
BLD
$11.8B
$16.7M 0.01%
69,959
-3,476
-5% -$827K
TX icon
732
Ternium
TX
$6.69B
$16.6M 0.01%
446,667
+13,212
+3% +$491K
BILL icon
733
BILL Holdings
BILL
$5.38B
$16.6M 0.01%
149,517
+33,674
+29% +$3.73M
EHC icon
734
Encompass Health
EHC
$12.6B
$16.6M 0.01%
260,828
+72,046
+38% +$4.57M
PLTR icon
735
Palantir
PLTR
$396B
$16.4M 0.01%
946,269
+202,544
+27% +$3.52M
DXC icon
736
DXC Technology
DXC
$2.55B
$16.3M 0.01%
752,887
-267,724
-26% -$5.8M
ELS icon
737
Equity Lifestyle Properties
ELS
$11.7B
$16.3M 0.01%
252,260
+12,480
+5% +$806K
LAND
738
Gladstone Land Corp
LAND
$321M
$16.3M 0.01%
1,145,713
+20,380
+2% +$289K
UAL icon
739
United Airlines
UAL
$34.8B
$16.1M 0.01%
415,864
+50,935
+14% +$1.97M
VWO icon
740
Vanguard FTSE Emerging Markets ETF
VWO
$99B
$16.1M 0.01%
412,154
-68,708
-14% -$2.68M
ARES icon
741
Ares Management
ARES
$39.3B
$15.9M 0.01%
146,790
+56,338
+62% +$6.11M
SSRM icon
742
SSR Mining
SSRM
$4.46B
$15.8M 0.01%
1,151,787
-90,851
-7% -$1.25M
PNW icon
743
Pinnacle West Capital
PNW
$10.5B
$15.8M 0.01%
208,608
+60,885
+41% +$4.61M
PCVX icon
744
Vaxcyte
PCVX
$4.15B
$15.8M 0.01%
342,912
+80,311
+31% +$3.69M
IEF icon
745
iShares 7-10 Year Treasury Bond ETF
IEF
$36.2B
$15.7M 0.01%
172,200
+33,000
+24% +$3.01M
CHPT icon
746
ChargePoint
CHPT
$235M
$15.5M 0.01%
163,099
-19,566
-11% -$1.86M
GIB icon
747
CGI
GIB
$20.7B
$15.1M 0.01%
154,355
-27,643
-15% -$2.71M
KNX icon
748
Knight Transportation
KNX
$6.76B
$15.1M 0.01%
315,178
-204,271
-39% -$9.77M
TECH icon
749
Bio-Techne
TECH
$7.93B
$15M 0.01%
221,668
-53,862
-20% -$3.65M
EXAS icon
750
Exact Sciences
EXAS
$10.4B
$14.9M 0.01%
227,592
+29,536
+15% +$1.93M