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
+2.7%
1 Year Return
+20.97%
3 Year Return
+97.23%
5 Year Return
10 Year Return
AUM
$288B
AUM Growth
+$288B
Cap. Flow
+$12.6B
Cap. Flow %
4.39%
Top 10 Hldgs %
28.05%
Holding
2,219
New
264
Increased
1,035
Reduced
654
Closed
70

Sector Composition

1 Technology 31.8%
2 Consumer Discretionary 12.32%
3 Financials 12.29%
4 Healthcare 11.25%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AXNX
2101
DELISTED
Axonics, Inc. Common Stock
AXNX
-94,596
Closed -$6.59M
NVEI
2102
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
-11,150
Closed -$373K
INST
2103
DELISTED
Instructure Holdings, Inc.
INST
-145,113
Closed -$3.42M
PRMW
2104
DELISTED
Primo Water Corporation
PRMW
-996
Closed -$33.7K
SRCL
2105
DELISTED
Stericycle Inc
SRCL
-123,700
Closed -$7.53M
STER
2106
DELISTED
Sterling Check Corp. Common Stock
STER
-16,261
Closed -$271K
PRFT
2107
DELISTED
Perficient Inc
PRFT
-6,189
Closed -$470K
PWSC
2108
DELISTED
PowerSchool Holdings, Inc.
PWSC
-7,461
Closed -$170K
CNSL
2109
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
-13,232
Closed -$61.3K
SVC
2110
Service Properties Trust
SVC
$439M
-97,706
Closed -$461K