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
+9.24%
1 Year Return
+20.97%
3 Year Return
+97.23%
5 Year Return
10 Year Return
AUM
$144B
AUM Growth
Cap. Flow
+$144B
Cap. Flow %
99.75%
Top 10 Hldgs %
21.67%
Holding
1,481
New
1,418
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.94%
2 Healthcare 13.45%
3 Consumer Discretionary 13.21%
4 Financials 12.8%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CGC
1101
Canopy Growth
CGC
$421M
$2.12M ﹤0.01%
+8,767
New +$2.12M
LXP icon
1102
LXP Industrial Trust
LXP
$2.69B
$2.1M ﹤0.01%
+175,712
New +$2.1M
BRK.A icon
1103
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.09M ﹤0.01%
+5
New +$2.09M
APLE icon
1104
Apple Hospitality REIT
APLE
$3.04B
$2.09M ﹤0.01%
+136,701
New +$2.09M
PAGP icon
1105
Plains GP Holdings
PAGP
$3.64B
$2.07M ﹤0.01%
+173,170
New +$2.07M
CDP icon
1106
COPT Defense Properties
CDP
$3.44B
$2.06M ﹤0.01%
+73,610
New +$2.06M
RAVN
1107
DELISTED
Raven Industries Inc
RAVN
$2.03M ﹤0.01%
+35,000
New +$2.03M
YPF icon
1108
YPF
YPF
$10.3B
$2.02M ﹤0.01%
+430,974
New +$2.02M
EQC
1109
DELISTED
Equity Commonwealth
EQC
$1.96M ﹤0.01%
+74,782
New +$1.96M
AKR icon
1110
Acadia Realty Trust
AKR
$2.58B
$1.94M ﹤0.01%
+88,121
New +$1.94M
VLDR
1111
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
$1.91M ﹤0.01%
+179,943
New +$1.91M
PSB
1112
DELISTED
PS Business Parks, Inc.
PSB
$1.87M ﹤0.01%
+12,617
New +$1.87M
LSPD icon
1113
Lightspeed Commerce
LSPD
$1.64B
$1.86M ﹤0.01%
+22,289
New +$1.86M
UMC icon
1114
United Microelectronic
UMC
$17.3B
$1.83M ﹤0.01%
+193,069
New +$1.83M
BE icon
1115
Bloom Energy
BE
$12.5B
$1.82M ﹤0.01%
+67,748
New +$1.82M
VEON icon
1116
VEON
VEON
$3.8B
$1.81M ﹤0.01%
+39,555
New +$1.81M
U icon
1117
Unity
U
$19.2B
$1.8M ﹤0.01%
+16,405
New +$1.8M
AGR
1118
DELISTED
Avangrid, Inc.
AGR
$1.79M ﹤0.01%
+34,830
New +$1.79M
KRG icon
1119
Kite Realty
KRG
$5.02B
$1.79M ﹤0.01%
+81,186
New +$1.79M
SHO icon
1120
Sunstone Hotel Investors
SHO
$1.79B
$1.78M ﹤0.01%
+143,368
New +$1.78M
ICL icon
1121
ICL Group
ICL
$7.87B
$1.77M ﹤0.01%
+257,501
New +$1.77M
KAR icon
1122
Openlane
KAR
$3.11B
$1.76M ﹤0.01%
+100,362
New +$1.76M
NXRT
1123
NexPoint Residential Trust
NXRT
$876M
$1.76M ﹤0.01%
+32,012
New +$1.76M
GGB icon
1124
Gerdau
GGB
$6.31B
$1.73M ﹤0.01%
+370,372
New +$1.73M
DRH icon
1125
DiamondRock Hospitality
DRH
$1.73B
$1.72M ﹤0.01%
+177,570
New +$1.72M