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
+4.31%
1 Year Return
+20.97%
3 Year Return
+97.23%
5 Year Return
10 Year Return
AUM
$261B
AUM Growth
+$28.2B
Cap. Flow
+$8.47B
Cap. Flow %
3.25%
Top 10 Hldgs %
27.27%
Holding
2,120
New
127
Increased
621
Reduced
973
Closed
191

Sector Composition

1 Technology 33.07%
2 Healthcare 12.15%
3 Consumer Discretionary 11.55%
4 Financials 11.3%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KIE icon
1751
SPDR S&P Insurance ETF
KIE
$853M
$19.9K ﹤0.01%
400
HE icon
1752
Hawaiian Electric Industries
HE
$2.12B
$19.7K ﹤0.01%
2,317
-153,452
-99% -$1.3M
OLMA icon
1753
Olema Pharmaceuticals
OLMA
$570M
$19.6K ﹤0.01%
+1,839
New +$19.6K
IWM icon
1754
iShares Russell 2000 ETF
IWM
$67.8B
$19.2K ﹤0.01%
95
IVOO icon
1755
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.83B
$18.8K ﹤0.01%
190
MDY icon
1756
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$18.7K ﹤0.01%
35
IJH icon
1757
iShares Core S&P Mid-Cap ETF
IJH
$101B
$18.6K ﹤0.01%
320
LU icon
1758
Lufax Holding
LU
$2.61B
$17.9K ﹤0.01%
6,064
-45,208
-88% -$133K
XPOF icon
1759
Xponential Fitness
XPOF
$299M
$17.7K ﹤0.01%
1,124
-994
-47% -$15.7K
ALLO icon
1760
Allogene Therapeutics
ALLO
$255M
$16.7K ﹤0.01%
+8,011
New +$16.7K
VERV
1761
DELISTED
Verve Therapeutics
VERV
$16.5K ﹤0.01%
+3,208
New +$16.5K
FATE icon
1762
Fate Therapeutics
FATE
$116M
$15.8K ﹤0.01%
+4,990
New +$15.8K
EDIT icon
1763
Editas Medicine
EDIT
$248M
$15.4K ﹤0.01%
3,294
WOOF icon
1764
Petco
WOOF
$1.03B
$14.2K ﹤0.01%
4,492
-3,206
-42% -$10.2K
BALY icon
1765
Bally's
BALY
$454M
$14K ﹤0.01%
1,175
-1,262
-52% -$15K
DBI icon
1766
Designer Brands
DBI
$231M
$13.9K ﹤0.01%
2,077
-21
-1% -$140
MTG icon
1767
MGIC Investment
MTG
$6.55B
$13.8K ﹤0.01%
642
-493
-43% -$10.6K
MCS icon
1768
Marcus Corp
MCS
$483M
$12.7K ﹤0.01%
+1,137
New +$12.7K
HRB icon
1769
H&R Block
HRB
$6.85B
$11.7K ﹤0.01%
215
-46,827
-100% -$2.54M
PRDO icon
1770
Perdoceo Education
PRDO
$2.14B
$11.3K ﹤0.01%
+527
New +$11.3K
IEUS icon
1771
iShares MSCI Europe Small-Cap ETF
IEUS
$153M
$10.8K ﹤0.01%
188
STNE icon
1772
StoneCo
STNE
$4.63B
$10.4K ﹤0.01%
857
-11,792
-93% -$143K
AFRM icon
1773
Affirm
AFRM
$28.4B
$9.75K ﹤0.01%
336
-269,625
-100% -$7.82M
FND icon
1774
Floor & Decor
FND
$9.42B
$9.7K ﹤0.01%
100
+37
+59% +$3.59K
FIX icon
1775
Comfort Systems
FIX
$24.9B
$9.67K ﹤0.01%
+31
New +$9.67K