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
+10.23%
1 Year Return
+20.97%
3 Year Return
+97.23%
5 Year Return
10 Year Return
AUM
$182B
AUM Growth
+$13.7B
Cap. Flow
+$2.08B
Cap. Flow %
1.14%
Top 10 Hldgs %
18.17%
Holding
2,039
New
181
Increased
779
Reduced
648
Closed
137

Top Buys

1
AMZN icon
Amazon
AMZN
+$1.31B
2
MSFT icon
Microsoft
MSFT
+$769M
3
UNH icon
UnitedHealth
UNH
+$375M
4
HD icon
Home Depot
HD
+$335M
5
UBER icon
Uber
UBER
+$294M

Sector Composition

1 Technology 22.67%
2 Healthcare 15.75%
3 Financials 12.03%
4 Consumer Discretionary 11.76%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ESRT icon
1251
Empire State Realty Trust
ESRT
$1.3B
$646K ﹤0.01%
89,776
+10,511
+13% +$75.7K
CSR
1252
Centerspace
CSR
$972M
$636K ﹤0.01%
10,342
+1,362
+15% +$83.8K
NTLA icon
1253
Intellia Therapeutics
NTLA
$1.21B
$635K ﹤0.01%
16,936
-6,490
-28% -$243K
SPXC icon
1254
SPX Corp
SPXC
$9.29B
$633K ﹤0.01%
9,056
-26,517
-75% -$1.85M
AAON icon
1255
Aaon
AAON
$6.93B
$631K ﹤0.01%
12,467
+6,420
+106% +$325K
CROX icon
1256
Crocs
CROX
$4.43B
$629K ﹤0.01%
5,137
-756
-13% -$92.6K
CLDT
1257
Chatham Lodging
CLDT
$349M
$627K ﹤0.01%
+50,026
New +$627K
HCM icon
1258
HUTCHMED
HCM
$2.7B
$627K ﹤0.01%
36,901
-199,927
-84% -$3.39M
NFE icon
1259
New Fortress Energy
NFE
$376M
$618K ﹤0.01%
15,804
-1,644
-9% -$64.3K
ROG icon
1260
Rogers Corp
ROG
$1.44B
$617K ﹤0.01%
4,953
+1,517
+44% +$189K
SNEX icon
1261
StoneX
SNEX
$5.02B
$591K ﹤0.01%
+14,411
New +$591K
CHCT
1262
Community Healthcare Trust
CHCT
$440M
$589K ﹤0.01%
15,197
+2,653
+21% +$103K
BECN
1263
DELISTED
Beacon Roofing Supply, Inc.
BECN
$584K ﹤0.01%
10,756
+5,339
+99% +$290K
GWRE icon
1264
Guidewire Software
GWRE
$21.3B
$583K ﹤0.01%
8,663
-56,964
-87% -$3.83M
IBKR icon
1265
Interactive Brokers
IBKR
$27.8B
$579K ﹤0.01%
31,064
+23,052
+288% +$430K
ASIX icon
1266
AdvanSix
ASIX
$554M
$579K ﹤0.01%
+13,877
New +$579K
SMTC icon
1267
Semtech
SMTC
$5.36B
$574K ﹤0.01%
18,633
+4,192
+29% +$129K
HAIN icon
1268
Hain Celestial
HAIN
$176M
$571K ﹤0.01%
29,623
+1,872
+7% +$36.1K
RTL
1269
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
$566K ﹤0.01%
88,117
+13,152
+18% +$84.4K
TV icon
1270
Televisa
TV
$1.48B
$560K ﹤0.01%
106,391
REZI icon
1271
Resideo Technologies
REZI
$5.39B
$551K ﹤0.01%
+30,749
New +$551K
DOLE icon
1272
Dole
DOLE
$1.28B
$551K ﹤0.01%
55,612
-11,446
-17% -$113K
XPO icon
1273
XPO
XPO
$15.3B
$544K ﹤0.01%
14,415
-6,038
-30% -$228K
CVLT icon
1274
Commault Systems
CVLT
$7.84B
$543K ﹤0.01%
9,792
+8,082
+473% +$448K
UI icon
1275
Ubiquiti
UI
$36.6B
$541K ﹤0.01%
1,898
+376
+25% +$107K