Amundi

Diversified mechanical Mechanical CIK 1330387
League rank
#102
in Diversified mechanical · #2148 overall
Long book
$367.10B
Q1 2026
Positions
1967
Top-10 weight
35%
concentration
Last quarter
+13.8%
SPY +14.8%
Turnover
18%
of book per quarter

Strategy in plain words

auto-generated from filings

Amundi is a mechanically diversified allocator, running a $367.10B US long book across 1967 positions.

The portfolio is moderately concentrated (top 10 ≈ 35% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, TOTALENERGIES SE, APPLE INC, MICROSOFT CORP, AMAZON.COM INC.

Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+5.2%
Q3 2024
+1.2%
Q4 2024
-3.9%
Q1 2025
+11.9%
Q2 2025
+8.7%
Q3 2025
+3.1%
Q4 2025
-3.8%
Q1 2026
+13.8%

Sector allocation

Technology
38%
Industrials
10%
Financials
9%
Energy
9%
Consumer discretionary
9%
Healthcare
9%
Services media
4%
Other
3%

Long book by quarter

$232.23B
Q1 2024
$260.48B
Q2 2024
$270.90B
Q3 2024
$287.19B
Q4 2024
$274.34B
Q1 2025
$289.41B
Q2 2025
$311.13B
Q3 2025
$342.21B
Q4 2025
$367.10B
Q1 2026

What does Amundi own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology133.8M$23.33B6.4%+10.4%
TTE TOTALENERGIES SEEnergy207.4M$18.87B5.1%New
AAPL APPLE INCTechnology73.1M$18.55B5.1%+23.2%
MSFT MICROSOFT CORPTechnology41.7M$15.43B4.2%+30.8%
AMZN AMAZON.COM INCConsumer discretionary61.4M$12.79B3.5%+14.1%
GOOGL ALPHABET INC-CL ATechnology31.7M$9.13B2.5%+12.7%
TSLA TESLA INCIndustrials22.2M$8.24B2.2%+14.0%
AVGO BROADCOM INCTechnology26.1M$8.07B2.2%+9.6%
META META PLATFORMS INC-CLASS ATechnology11.9M$6.78B1.8%+18.1%
GOOG ALPHABET INC-CL CTechnology21.9M$6.29B1.7%+22.9%
LLY ELI LILLY & COHealthcare5.1M$4.65B1.3%+9.9%
XOM EXXON MOBIL CORPEnergy24.5M$4.16B1.1%+5.1%
JNJ JOHNSON & JOHNSONHealthcare13.4M$3.28B0.9%+17.5%
AZN ASTRAZENECA PLCHealthcare15.4M$3.03B0.8%New
COST COSTCO WHOLESALE CORPConsumer discretionary2.8M$2.83B0.8%+11.1%
AMD ADVANCED MICRO DEVICESTechnology13.7M$2.78B0.8%-13.6%
CVX CHEVRON CORPEnergy12.2M$2.52B0.7%+3.0%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology16.4M$2.40B0.7%+2.5%
ABBV ABBVIE INCHealthcare10.7M$2.33B0.6%+2.4%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials4.7M$2.26B0.6%+21.9%
AMAT APPLIED MATERIALS INCTechnology6.6M$2.24B0.6%+5.0%
NFLX NETFLIX INCServices media23.2M$2.23B0.6%-1.1%
LRCX LAM RESEARCH CORPIndustrials10.1M$2.17B0.6%+23.7%
BAC BANK OF AMERICA CORPFinancials42.4M$2.07B0.6%+12.5%
JPM JPMORGAN CHASE & COFinancials7.0M$2.05B0.6%+3.2%
MU MICRON TECHNOLOGY INCTechnology6.0M$2.02B0.5%+19.7%
V VISA INC-CLASS A SHARESServices media6.6M$2.00B0.5%+5.6%
HD HOME DEPOT INCConsumer discretionary5.8M$1.91B0.5%-13.6%
WMT WALMART INCConsumer discretionary14.4M$1.79B0.5%-9.6%
DBK DEUTSCHE BANK AG-REGISTERED60.1M$1.79B0.5%+11.4%
PEP PEPSICO INCConsumer staples11.4M$1.78B0.5%+16.8%
TXN TEXAS INSTRUMENTS INCTechnology9.1M$1.76B0.5%+9.0%
GE GENERAL ELECTRICIndustrials6.1M$1.74B0.5%+135.2%
UNH UNITEDHEALTH GROUP INCFinancials6.4M$1.73B0.5%-13.3%
INTC INTEL CORPTechnology39.0M$1.72B0.5%+14.9%
MA MASTERCARD INC - AServices media3.4M$1.71B0.5%+7.7%
MRK MERCK & CO. INC.Healthcare13.8M$1.66B0.5%+2.8%
KLAC KLA CORPOther1.1M$1.61B0.4%+37.0%
ADI ANALOG DEVICES INCTechnology5.0M$1.60B0.4%+5.3%
GEV GE VERNOVA INCIndustrials1.8M$1.58B0.4%+256.6%
CAT CATERPILLAR INCIndustrials2.2M$1.57B0.4%+29.4%
LIN LINDE PLCMaterials3.2M$1.57B0.4%+13.4%
GILD GILEAD SCIENCES INCHealthcare10.5M$1.47B0.4%+10.7%
RTX RTX CORPIndustrials7.5M$1.44B0.4%+69.7%
ORCL ORACLE CORPTechnology9.7M$1.43B0.4%+4.4%
KO COCA-COLA CO/THEConsumer staples18.8M$1.43B0.4%-4.2%
CSCO CISCO SYSTEMS INCTechnology18.1M$1.41B0.4%+9.2%
GS GOLDMAN SACHS GROUP INCFinancials1.7M$1.40B0.4%+31.5%
TJX TJX COMPANIES INCConsumer discretionary8.6M$1.38B0.4%+9.1%
C CITIGROUP INCFinancials12.1M$1.38B0.4%+3.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 18, 20265406$367.10B canonicalSEC ↗
Q4 202513F-HRFeb 17, 20265068$367.99B canonicalSEC ↗
Q3 202513F-HRNov 14, 20254786$311.14B canonicalSEC ↗
Q2 202513F-HRAug 13, 20254863$289.69B canonicalSEC ↗
Q1 202513F-HRMay 15, 202512221$274.71B canonicalSEC ↗
Q4 202413F-HRFeb 7, 202511888$287.59B canonicalSEC ↗
Q3 202413F-HRNov 13, 202411404$271.36B canonicalSEC ↗
Q2 202413F-HRAug 14, 202410576$260.88B canonicalSEC ↗
Q1 202413F-HRMay 15, 202410930$232.70B canonicalSEC ↗