Amundi

Amundi Portfolio holdings

AUM $290B
 

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
1,419
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 8.95%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CHE icon
1401
Chemed
CHE
$6.67B
$74K ﹤0.01% +156 New +$74K
COKE icon
1402
Coca-Cola Consolidated
COKE
$10.2B
$74K ﹤0.01% +185 New +$74K
SCVL icon
1403
Shoe Carnival
SCVL
$571M
$72K ﹤0.01% +1,000 New +$72K
IBKR icon
1404
Interactive Brokers
IBKR
$27.7B
$71K ﹤0.01% +1,077 New +$71K
JBLU icon
1405
JetBlue
JBLU
$1.95B
$64K ﹤0.01% +3,800 New +$64K
AXTA icon
1406
Axalta
AXTA
$6.77B
$60K ﹤0.01% +1,958 New +$60K
GIC icon
1407
Global Industrial
GIC
$1.43B
$55K ﹤0.01% +1,487 New +$55K
BF.A icon
1408
Brown-Forman Class A
BF.A
$14.3B
$51K ﹤0.01% +719 New +$51K
RKT icon
1409
Rocket Companies
RKT
$37.4B
$51K ﹤0.01% +2,639 New +$51K
NNDM
1410
Nano Dimension
NNDM
$300M
$48K ﹤0.01% +5,800 New +$48K
DSX icon
1411
Diana Shipping
DSX
$190M
$47K ﹤0.01% +9,056 New +$47K
FVRR icon
1412
Fiverr
FVRR
$870M
$47K ﹤0.01% +194 New +$47K
SYKE
1413
DELISTED
SYKES Enterprises Inc
SYKE
$35K ﹤0.01% +657 New +$35K
DAKT icon
1414
Daktronics
DAKT
$852M
$34K ﹤0.01% +5,145 New +$34K
BCH icon
1415
Banco de Chile
BCH
$14.5B
$33K ﹤0.01% +1,655 New +$33K
XP icon
1416
XP
XP
$9.56B
$7K ﹤0.01% +153 New +$7K
WHLR
1417
Wheeler Real Estate Investment Trust
WHLR
$4.11M
$6K ﹤0.01% +1,241 New +$6K
AMPY icon
1418
Amplify Energy
AMPY
$165M
$0 ﹤0.01% +75 New
AMR icon
1419
Alpha Metallurgical Resources
AMR
$1.95B
0
OPCH icon
1420
Option Care Health
OPCH
$4.65B
0