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
ZD icon
1001
Ziff Davis
ZD
$1.52B
$3.81M ﹤0.01%
72,737
+48,937
+206% +$2.56M
CIVI icon
1002
Civitas Resources
CIVI
$3.06B
$3.81M ﹤0.01%
77,894
+77,110
+9,835% +$3.77M
CBSH icon
1003
Commerce Bancshares
CBSH
$7.97B
$3.81M ﹤0.01%
+60,640
New +$3.81M
SKT icon
1004
Tanger
SKT
$3.88B
$3.8M ﹤0.01%
115,067
+37,400
+48% +$1.23M
BKE icon
1005
Buckle
BKE
$3.09B
$3.79M ﹤0.01%
75,297
+73,468
+4,017% +$3.69M
AYI icon
1006
Acuity Brands
AYI
$10.5B
$3.77M ﹤0.01%
12,035
-4,203
-26% -$1.32M
LNC icon
1007
Lincoln National
LNC
$8B
$3.75M ﹤0.01%
119,294
+57,152
+92% +$1.8M
ERIC icon
1008
Ericsson
ERIC
$26.4B
$3.74M ﹤0.01%
450,195
+5,562
+1% +$46.2K
FCFS icon
1009
FirstCash
FCFS
$6.57B
$3.73M ﹤0.01%
34,966
+15,053
+76% +$1.61M
ROIV icon
1010
Roivant Sciences
ROIV
$9.72B
$3.72M ﹤0.01%
337,515
+44,019
+15% +$485K
SLM icon
1011
SLM Corp
SLM
$5.94B
$3.71M ﹤0.01%
135,014
+68,632
+103% +$1.89M
AMG icon
1012
Affiliated Managers Group
AMG
$6.72B
$3.67M ﹤0.01%
20,324
-4,233
-17% -$765K
PAA icon
1013
Plains All American Pipeline
PAA
$12.3B
$3.64M ﹤0.01%
194,305
RRX icon
1014
Regal Rexnord
RRX
$9.34B
$3.6M ﹤0.01%
23,185
-24,189
-51% -$3.75M
SPSC icon
1015
SPS Commerce
SPSC
$4.15B
$3.58M ﹤0.01%
19,534
+13,003
+199% +$2.38M
S icon
1016
SentinelOne
S
$6.12B
$3.57M ﹤0.01%
158,702
-325,216
-67% -$7.32M
CLH icon
1017
Clean Harbors
CLH
$12.7B
$3.56M ﹤0.01%
15,458
-95,053
-86% -$21.9M
WU icon
1018
Western Union
WU
$2.74B
$3.5M ﹤0.01%
334,911
+219,798
+191% +$2.29M
APLE icon
1019
Apple Hospitality REIT
APLE
$2.98B
$3.49M ﹤0.01%
239,608
+74,182
+45% +$1.08M
EWW icon
1020
iShares MSCI Mexico ETF
EWW
$1.91B
$3.39M ﹤0.01%
70,800
-5,900
-8% -$283K
CUZ icon
1021
Cousins Properties
CUZ
$4.95B
$3.37M ﹤0.01%
113,716
+28,965
+34% +$857K
STAG icon
1022
STAG Industrial
STAG
$6.81B
$3.37M ﹤0.01%
101,037
-1,374
-1% -$45.8K
ATHM icon
1023
Autohome
ATHM
$3.45B
$3.3M ﹤0.01%
127,971
-12,207
-9% -$315K
ACIW icon
1024
ACI Worldwide
ACIW
$5.22B
$3.3M ﹤0.01%
63,221
+30,901
+96% +$1.61M
YELP icon
1025
Yelp
YELP
$1.97B
$3.29M ﹤0.01%
84,227
-140,009
-62% -$5.46M