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
DLX icon
1651
Deluxe
DLX
$876M
$103K ﹤0.01%
5,836
-618
-10% -$10.9K
ETD icon
1652
Ethan Allen Interiors
ETD
$772M
$103K ﹤0.01%
3,579
-245
-6% -$7.03K
FDP icon
1653
Fresh Del Monte Produce
FDP
$1.72B
$102K ﹤0.01%
3,974
-310
-7% -$7.98K
RGP icon
1654
Resources Connection
RGP
$167M
$102K ﹤0.01%
6,438
+4,460
+225% +$70.8K
INVX
1655
Innovex International, Inc.
INVX
$1.16B
$102K ﹤0.01%
+4,362
New +$102K
HELE icon
1656
Helen of Troy
HELE
$587M
$102K ﹤0.01%
926
TGI
1657
DELISTED
Triumph Group
TGI
$102K ﹤0.01%
8,259
-587
-7% -$7.24K
UTL icon
1658
Unitil
UTL
$827M
$101K ﹤0.01%
+1,985
New +$101K
HOUS icon
1659
Anywhere Real Estate
HOUS
$724M
$101K ﹤0.01%
14,615
-1,242
-8% -$8.57K
HTLD icon
1660
Heartland Express
HTLD
$666M
$101K ﹤0.01%
6,102
-236
-4% -$3.89K
WT icon
1661
WisdomTree
WT
$1.98B
$99K ﹤0.01%
14,518
-636
-4% -$4.34K
PBI icon
1662
Pitney Bowes
PBI
$2.11B
$98.9K ﹤0.01%
27,786
-1,773
-6% -$6.31K
RGNX icon
1663
Regenxbio
RGNX
$490M
$98.7K ﹤0.01%
4,936
-190
-4% -$3.8K
THRY icon
1664
Thryv Holdings
THRY
$549M
$98.5K ﹤0.01%
+3,984
New +$98.5K
CHUY
1665
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$98K ﹤0.01%
+2,346
New +$98K
SXC icon
1666
SunCoke Energy
SXC
$667M
$98K ﹤0.01%
12,112
-887
-7% -$7.18K
SCSC icon
1667
Scansource
SCSC
$983M
$97.6K ﹤0.01%
3,289
-4,478
-58% -$133K
EXPI icon
1668
eXp World Holdings
EXPI
$1.76B
$96.9K ﹤0.01%
4,795
-4,499
-48% -$90.9K
LPG icon
1669
Dorian LPG
LPG
$1.33B
$96.1K ﹤0.01%
+3,700
New +$96.1K
ENTA icon
1670
Enanta Pharmaceuticals
ENTA
$189M
$95.9K ﹤0.01%
4,334
-299
-6% -$6.62K
SBSI icon
1671
Southside Bancshares
SBSI
$932M
$95.6K ﹤0.01%
3,581
-570
-14% -$15.2K
CNXN icon
1672
PC Connection
CNXN
$1.66B
$95.2K ﹤0.01%
2,096
MCW icon
1673
Mister Car Wash
MCW
$1.85B
$94.7K ﹤0.01%
+9,548
New +$94.7K
VMEO icon
1674
Vimeo
VMEO
$734M
$94.7K ﹤0.01%
22,762
SMP icon
1675
Standard Motor Products
SMP
$879M
$94K ﹤0.01%
2,476
-78
-3% -$2.96K