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
+8.96%
1 Year Return
+20.97%
3 Year Return
+97.23%
5 Year Return
10 Year Return
AUM
$198B
AUM Growth
+$198B
Cap. Flow
-$2.13B
Cap. Flow %
-1.08%
Top 10 Hldgs %
22.46%
Holding
2,176
New
120
Increased
692
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
PLCE icon
1901
Children's Place
PLCE
$112M
$1.45K ﹤0.01%
59
-1,714
-97% -$42.2K
KBE icon
1902
SPDR S&P Bank ETF
KBE
$1.59B
$1.1K ﹤0.01%
30
-55
-65% -$2.02K
WHLR
1903
Wheeler Real Estate Investment Trust
WHLR
$4.13M
$730 ﹤0.01%
1,241
BF.A icon
1904
Brown-Forman Class A
BF.A
$14B
$680 ﹤0.01%
10
-1,594
-99% -$108K
LITE icon
1905
Lumentum
LITE
$9.24B
$517 ﹤0.01%
9
-346
-97% -$19.9K
AMPY icon
1906
Amplify Energy
AMPY
$168M
$511 ﹤0.01%
75
UHAL icon
1907
U-Haul Holding Co
UHAL
$10.6B
$334 ﹤0.01%
6
PARAA
1908
DELISTED
Paramount Global Class A
PARAA
$229 ﹤0.01%
12
ACET icon
1909
Adicet Bio
ACET
$60.4M
-1,836
Closed -$10.1K
ACHC icon
1910
Acadia Healthcare
ACHC
$2.14B
-47
Closed -$3.41K
ACRS icon
1911
Aclaris Therapeutics
ACRS
$219M
-3,975
Closed -$34.4K
ADT icon
1912
ADT
ADT
$7.05B
-1,492
Closed -$10.3K
ALKT icon
1913
Alkami Technology
ALKT
$2.59B
-3,723
Closed -$45.6K
ALX
1914
Alexander's
ALX
$1.16B
-1,137
Closed -$222K
ATUS icon
1915
Altice USA
ATUS
$1.12B
-803,388
Closed -$2.6M
IOVA icon
1916
Iovance Biotherapeutics
IOVA
$800M
-10,932
Closed -$64.2K
IUSG icon
1917
iShares Core S&P US Growth ETF
IUSG
$24.1B
-120,000
Closed -$10.6M
IVR icon
1918
Invesco Mortgage Capital
IVR
$514M
-4,811
Closed -$53.6K
IVV icon
1919
iShares Core S&P 500 ETF
IVV
$654B
-258,543
Closed -$106M
JEF icon
1920
Jefferies Financial Group
JEF
$13.2B
-53
Closed -$1.65K
JJSF icon
1921
J&J Snack Foods
JJSF
$2.11B
-2,041
Closed -$311K
SFBS icon
1922
ServisFirst Bancshares
SFBS
$4.77B
-6,670
Closed -$342K
SGMO icon
1923
Sangamo Therapeutics
SGMO
$162M
-11,484
Closed -$19.2K
SIMO icon
1924
Silicon Motion
SIMO
$2.69B
-239
Closed -$15.3K
SITM icon
1925
SiTime
SITM
$6.03B
-63,644
Closed -$8.21M