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
+2.7%
1 Year Return
+20.97%
3 Year Return
+97.23%
5 Year Return
10 Year Return
AUM
$288B
AUM Growth
+$16.2B
Cap. Flow
+$10.8B
Cap. Flow %
3.75%
Top 10 Hldgs %
28.05%
Holding
2,219
New
264
Increased
1,032
Reduced
655
Closed
70

Top Sells

1
AVGO icon
Broadcom
AVGO
+$1.38B
2
MRK icon
Merck
MRK
+$652M
3
DIS icon
Walt Disney
DIS
+$542M
4
GILD icon
Gilead Sciences
GILD
+$410M
5
AMZN icon
Amazon
AMZN
+$346M

Sector Composition

1 Technology 31.8%
2 Consumer Discretionary 12.32%
3 Financials 12.29%
4 Healthcare 11.25%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UHAL.B icon
976
U-Haul Holding Co Series N
UHAL.B
$9.83B
$4.42M ﹤0.01%
69,893
-9,478
-12% -$600K
CART icon
977
Maplebear
CART
$12.4B
$4.38M ﹤0.01%
97,817
+22,976
+31% +$1.03M
APPF icon
978
AppFolio
APPF
$9.92B
$4.36M ﹤0.01%
17,181
+16,554
+2,640% +$4.2M
EWT icon
979
iShares MSCI Taiwan ETF
EWT
$6.51B
$4.35M ﹤0.01%
82,900
WWD icon
980
Woodward
WWD
$14.4B
$4.33M ﹤0.01%
23,786
-3,114
-12% -$567K
ALK icon
981
Alaska Air
ALK
$7.36B
$4.31M ﹤0.01%
65,070
+42,501
+188% +$2.82M
ZG icon
982
Zillow
ZG
$20B
$4.3M ﹤0.01%
63,024
-41,494
-40% -$2.83M
BRX icon
983
Brixmor Property Group
BRX
$8.51B
$4.29M ﹤0.01%
163,057
-3,605
-2% -$94.9K
AAMI
984
Acadian Asset Management Inc.
AAMI
$1.67B
$4.21M ﹤0.01%
168,003
EGP icon
985
EastGroup Properties
EGP
$8.72B
$4.18M ﹤0.01%
26,349
-290
-1% -$46K
RIO icon
986
Rio Tinto
RIO
$102B
$4.18M ﹤0.01%
71,255
-6,175
-8% -$362K
PLMR icon
987
Palomar
PLMR
$3.18B
$4.17M ﹤0.01%
39,344
+34,734
+753% +$3.68M
SPXC icon
988
SPX Corp
SPXC
$9.29B
$4.16M ﹤0.01%
29,051
+15,006
+107% +$2.15M
YETI icon
989
Yeti Holdings
YETI
$2.88B
$4.16M ﹤0.01%
111,027
+110
+0.1% +$4.12K
BHP icon
990
BHP
BHP
$138B
$4.13M ﹤0.01%
84,838
-6,608
-7% -$322K
ZION icon
991
Zions Bancorporation
ZION
$8.6B
$4.12M ﹤0.01%
75,048
-172,412
-70% -$9.46M
ATI icon
992
ATI
ATI
$10.5B
$4.08M ﹤0.01%
73,326
+51,184
+231% +$2.84M
HII icon
993
Huntington Ingalls Industries
HII
$10.7B
$4.04M ﹤0.01%
21,326
-9,990
-32% -$1.89M
AOMR
994
Angel Oak Mortgage REIT
AOMR
$232M
$4.02M ﹤0.01%
410,332
ADC icon
995
Agree Realty
ADC
$7.96B
$4M ﹤0.01%
57,458
+2,482
+5% +$173K
IDCC icon
996
InterDigital
IDCC
$7.7B
$3.99M ﹤0.01%
20,897
+7,586
+57% +$1.45M
NNN icon
997
NNN REIT
NNN
$8.06B
$3.92M ﹤0.01%
100,896
-38,920
-28% -$1.51M
MARA icon
998
Marathon Digital Holdings
MARA
$5.82B
$3.87M ﹤0.01%
210,979
+9,749
+5% +$179K
LSCC icon
999
Lattice Semiconductor
LSCC
$9.06B
$3.87M ﹤0.01%
69,249
-71,104
-51% -$3.97M
ARGX icon
1000
argenx
ARGX
$46.7B
$3.81M ﹤0.01%
5,873
+127
+2% +$82.5K