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
MPW icon
1076
Medical Properties Trust
MPW
$2.77B
$2.32M ﹤0.01%
467,129
-19,627
-4% -$97.4K
HCP
1077
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
$2.29M ﹤0.01%
107,336
+75,588
+238% +$1.61M
MOO icon
1078
VanEck Agribusiness ETF
MOO
$623M
$2.29M ﹤0.01%
30,000
ALRM icon
1079
Alarm.com
ALRM
$2.76B
$2.28M ﹤0.01%
39,407
+17,835
+83% +$1.03M
ADTN icon
1080
Adtran
ADTN
$828M
$2.26M ﹤0.01%
309,915
-6,694
-2% -$48.9K
NOV icon
1081
NOV
NOV
$4.85B
$2.25M ﹤0.01%
+109,952
New +$2.25M
CUZ icon
1082
Cousins Properties
CUZ
$4.91B
$2.18M ﹤0.01%
114,762
-4,145
-3% -$78.6K
SPR icon
1083
Spirit AeroSystems
SPR
$4.76B
$2.16M ﹤0.01%
127,921
+69,654
+120% +$1.18M
LXP icon
1084
LXP Industrial Trust
LXP
$2.67B
$2.15M ﹤0.01%
256,463
-592
-0.2% -$4.97K
ANDE icon
1085
Andersons Inc
ANDE
$1.37B
$2.15M ﹤0.01%
42,606
+4,347
+11% +$220K
BL icon
1086
BlackLine
BL
$3.32B
$2.15M ﹤0.01%
40,879
+13,898
+52% +$730K
FVRR icon
1087
Fiverr
FVRR
$858M
$2.14M ﹤0.01%
89,108
+27,476
+45% +$661K
NXST icon
1088
Nexstar Media Group
NXST
$5.98B
$2.14M ﹤0.01%
15,212
-44,891
-75% -$6.31M
GRP.U
1089
Granite Real Estate Investment Trust
GRP.U
$3.47B
$2.1M ﹤0.01%
40,743
-1,815
-4% -$93.5K
REZI icon
1090
Resideo Technologies
REZI
$5.39B
$2.09M ﹤0.01%
142,221
+35,159
+33% +$518K
DOC
1091
DELISTED
PHYSICIANS REALTY TRUST
DOC
$2.09M ﹤0.01%
180,058
CDP icon
1092
COPT Defense Properties
CDP
$3.45B
$2.09M ﹤0.01%
86,454
-20
-0% -$483
FCEL icon
1093
FuelCell Energy
FCEL
$130M
$2.08M ﹤0.01%
53,838
-1,430
-3% -$55.3K
GSHD icon
1094
Goosehead Insurance
GSHD
$2.01B
$2.08M ﹤0.01%
+30,000
New +$2.08M
DK icon
1095
Delek US
DK
$1.79B
$2.06M ﹤0.01%
79,759
+7,648
+11% +$198K
UGI icon
1096
UGI
UGI
$7.38B
$2.06M ﹤0.01%
96,366
-2,974,049
-97% -$63.6M
W icon
1097
Wayfair
W
$11.3B
$2.05M ﹤0.01%
43,359
+19,890
+85% +$941K
AQN icon
1098
Algonquin Power & Utilities
AQN
$4.3B
$2.05M ﹤0.01%
357,110
-19,416
-5% -$111K
SKT icon
1099
Tanger
SKT
$3.86B
$2.04M ﹤0.01%
88,600
-4,644
-5% -$107K
MUR icon
1100
Murphy Oil
MUR
$3.72B
$2.01M ﹤0.01%
43,240