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
+8.96%
1 Year Return
+20.97%
3 Year Return
+97.23%
5 Year Return
10 Year Return
AUM
$198B
AUM Growth
+$12.2B
Cap. Flow
-$2.65B
Cap. Flow %
-1.34%
Top 10 Hldgs %
22.46%
Holding
2,176
New
120
Increased
691
Reduced
902
Closed
140

Top Sells

1
UNH icon
UnitedHealth
UNH
$875M
2
ADBE icon
Adobe
ADBE
$719M
3
AAPL icon
Apple
AAPL
$496M
4
MSFT icon
Microsoft
MSFT
$495M
5
NKE icon
Nike
NKE
$415M

Sector Composition

1 Technology 28.26%
2 Healthcare 14.09%
3 Consumer Discretionary 11.85%
4 Financials 9.74%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ECPG icon
1576
Encore Capital Group
ECPG
$1.02B
$147K ﹤0.01%
2,973
-200
-6% -$9.88K
FIZZ icon
1577
National Beverage
FIZZ
$3.75B
$146K ﹤0.01%
+2,967
New +$146K
UNIT
1578
Uniti Group
UNIT
$1.59B
$146K ﹤0.01%
30,522
-488,202
-94% -$2.34M
ADEA icon
1579
Adeia
ADEA
$1.69B
$145K ﹤0.01%
+13,262
New +$145K
DFIN icon
1580
Donnelley Financial Solutions
DFIN
$1.55B
$145K ﹤0.01%
3,165
-241
-7% -$11K
MD icon
1581
Pediatrix Medical
MD
$1.49B
$144K ﹤0.01%
10,353
-795
-7% -$11.1K
SCHL icon
1582
Scholastic
SCHL
$654M
$144K ﹤0.01%
3,713
-526
-12% -$20.4K
CAL icon
1583
Caleres
CAL
$531M
$144K ﹤0.01%
5,829
-282
-5% -$6.96K
TXRH icon
1584
Texas Roadhouse
TXRH
$11.2B
$142K ﹤0.01%
1,262
-19
-1% -$2.14K
LPSN icon
1585
LivePerson
LPSN
$89.9M
$142K ﹤0.01%
31,031
+16,672
+116% +$76.4K
STC icon
1586
Stewart Information Services
STC
$2.06B
$142K ﹤0.01%
3,414
-261
-7% -$10.8K
NBHC icon
1587
National Bank Holdings
NBHC
$1.49B
$142K ﹤0.01%
4,782
-552
-10% -$16.4K
TASK icon
1588
TaskUs
TASK
$1.63B
$140K ﹤0.01%
12,348
+9,706
+367% +$110K
AZZ icon
1589
AZZ Inc
AZZ
$3.51B
$138K ﹤0.01%
3,196
-187
-6% -$8.1K
ASIX icon
1590
AdvanSix
ASIX
$569M
$138K ﹤0.01%
3,834
-260
-6% -$9.35K
STBA icon
1591
S&T Bancorp
STBA
$1.52B
$138K ﹤0.01%
4,958
-350
-7% -$9.72K
POST icon
1592
Post Holdings
POST
$5.88B
$137K ﹤0.01%
1,573
WWE
1593
DELISTED
World Wrestling Entertainment
WWE
$137K ﹤0.01%
+1,266
New +$137K
RCUS icon
1594
Arcus Biosciences
RCUS
$1.3B
$137K ﹤0.01%
+6,713
New +$137K
HLX icon
1595
Helix Energy Solutions
HLX
$933M
$136K ﹤0.01%
18,222
-179,935
-91% -$1.35M
ENLT icon
1596
Enlight Renewable Energy
ENLT
$3.49B
$136K ﹤0.01%
+7,776
New +$136K
KRP icon
1597
Kimbell Royalty Partners
KRP
$1.25B
$134K ﹤0.01%
9,100
ASTE icon
1598
Astec Industries
ASTE
$1.08B
$133K ﹤0.01%
2,915
-176
-6% -$8K
CLB icon
1599
Core Laboratories
CLB
$592M
$132K ﹤0.01%
5,903
-408
-6% -$9.1K
LFST icon
1600
Lifestance Health
LFST
$2.09B
$131K ﹤0.01%
14,680