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Amundi — Investor Relations & Filings

Ticker · AMUN ISIN · FR0004125920 LEI · 96950010FL2T1TJKR531 PA Financial and insurance activities
Filings indexed 18,801 across all filing types
Latest filing 2024-04-18 Governance Information
Country FR France
Listing PA AMUN

About Amundi

http://www.amundi.com

Amundi is a global asset management firm, ranking as a leading asset manager in Europe and among the top 10 worldwide. The company manages over €2 trillion in assets for more than 100 million clients, including retail, institutional, and corporate entities. Amundi provides a comprehensive range of investment solutions and strategies across all major asset classes, such as equities and fixed income. The firm emphasizes responsible and innovative investment approaches, tailoring solutions to client needs and market environments. In addition to its core investment management services, Amundi offers financial services and technology solutions to support investment decisions. The company is also a significant provider of French employee savings schemes.

Recent filings

Filing Released Lang Actions
AMUNDI PILIER 3 AU 31/12/2023
Governance Information Classification · 99% confidence The document is titled "RAPPORT PILIER 3 2023" (Pillar 3 Report 2023) and explicitly references EU regulations like Regulation (EU) 575/2013 (CRR) and CRR 2. It contains detailed tables (EU KM1) showing key prudential indicators, capital ratios (CET1, Tier 1, Total Capital Ratios), Leverage Ratio, LCR, and NSFR, which are the core components of Pillar 3 disclosures required under Basel III framework for financial institutions. This content strongly aligns with regulatory reporting requirements concerning capital adequacy and risk management disclosures, which are typically covered under specific regulatory filings, but given the options, the closest fit for comprehensive regulatory capital disclosure is often grouped with general regulatory or audit/governance reports. However, Pillar 3 reports are highly specific disclosures mandated by banking regulations (CRR/CRD IV). Since there is no specific 'Pillar 3' code, I must evaluate the closest fit. It is not a standard Annual Report (10-K), nor a simple Earnings Release (ER). It contains detailed governance and risk information, but its primary focus is regulatory capital adequacy. The content is highly technical and regulatory. Given the options, 'Audit Report / Information' (AR) is sometimes used for comprehensive regulatory disclosures, but 'Governance Information' (CGR) or 'Regulatory Filings' (RNS) are also possibilities. Since this is a detailed, mandatory regulatory disclosure focusing on capital adequacy and risk management under CRR, it is a specific type of regulatory report. In many classification schemes, detailed regulatory capital reports fall under a category related to governance or specific regulatory compliance. Given the structure and content (focusing on CRR compliance, capital, risk, remuneration disclosure), it is a comprehensive regulatory disclosure. If we consider the definitions, it is too detailed for a simple 'Fund Information' (FS) or 'Management Report' (MDA). It is a specific regulatory compliance document. Since 'AR' is defined as 'Standalone audit reports, applied accounting principles, and results of internal or regulatory stress tests', and Pillar 3 is a mandatory regulatory disclosure, it fits better than other options. However, Pillar 3 reports are often classified as specific regulatory filings. Given the comprehensive nature and the explicit reference to EU regulations, it is a major regulatory disclosure. I will classify it as 'AR' (Audit Report / Information) as it represents a major, detailed regulatory compliance report, although 'RNS' is a fallback. Given the depth and structure, it is more than a simple announcement (RPA/RNS). I will lean towards AR due to the comprehensive nature of the regulatory reporting, similar to how stress test results are included there. If a specific 'Capital Adequacy Report' code existed, that would be chosen. Based on the provided definitions, AR seems the most appropriate category for a detailed, mandatory regulatory report on capital adequacy and risk management, distinct from the full annual report (10-K).
2024-04-18 French
Amundi et Victory Capital annoncent leur intention de nouer un partenariat stratégique
M&A Activity Classification · 99% confidence The document is a press release dated April 16, 2024, announcing a strategic partnership between Amundi and Victory Capital, which includes a proposed merger of Amundi US with Victory Capital and a strategic stake acquisition. This type of announcement, detailing a significant corporate transaction like a merger or acquisition proposal, aligns best with the 'M&A Activity' category. It is not a formal regulatory filing like a 10-K, an earnings release, or a proxy statement. It is a specific announcement about a potential takeover/merger proposal, matching the definition for TAR (M&A Activity).
2024-04-16 French
Amundi and Victory Capital announce plan to establish a strategic partnership
M&A Activity Classification · 99% confidence The document is a press release dated April 16, 2024, announcing a strategic partnership and proposed transaction between Amundi and Victory Capital, specifically detailing the combination of Amundi US into Victory Capital and reciprocal distribution agreements. This type of announcement, which details a significant corporate action (a merger/acquisition component and strategic alliance) but is not a formal regulatory filing like a 10-K or a specific financial report (like ER or IR), fits best under the category of a major corporate event announcement. Since there is no specific category for 'Merger/Acquisition Announcement' or 'Strategic Partnership Announcement' among the provided codes, I must evaluate the closest fit. The document describes a transaction involving capital structure change (Amundi becoming a shareholder) and a potential takeover/merger component (combining Amundi US into Victory Capital). The closest relevant code is 'TAR' (M&A Activity), as this announcement pertains to a significant transaction involving the combination of business units and a change in ownership structure. It is not an Earnings Release (ER), Interim Report (IR), or a formal proxy/governance document.
2024-04-16 English
AMUNDI ETF – Important Information – Mergers on Amundi Funds – 25/04/2024
Fund Information / Factsheet Classification · 99% confidence The document is a short announcement from Amundi ETF regarding the merger of several ETFs, effective 25/04/2024. It explicitly mentions that the 'Notices to Shareholders' are attached and provides details about the absorbed and receiving ETFs, including ticker changes and trading cessation dates. The document ends with a standard disclaimer about regulatory announcement dissemination via EQS Group and includes ISINs and TIDMs. Given its brevity (4072 chars) and its primary function of announcing the publication of detailed notices/information (which are attached or linked), it fits the definition of a Report Publication Announcement (RPA) rather than the detailed financial report itself (like IR or AR).
2024-04-11 English
AMUNDI ETF – Important Information – Name Changes – 13/03/2024
Regulatory Filings Classification · 95% confidence The document is very short (1531 characters) and announces an 'Important Information' regarding 'Name Changes' for an AMUNDI ETF, effective March 13th, 2024. It explicitly states it is the 'Dissemination of a Regulatory Announcement, transmitted by EQS Group.' This structure—a brief announcement about a specific, non-financial event (name change) disseminated via a regulatory news service (EQS)—fits the definition of a general regulatory filing that doesn't fit a more specific financial report category. Since it is not a full report (like 10-K or IR) but a regulatory notice, the most appropriate classification is Regulatory Filings (RNS), which serves as the fallback for miscellaneous regulatory announcements.
2024-03-11 English
AMUNDI ETF –  Important Information – Mergers on Amundi Funds – 05/04/2024
Report Publication Announcement Classification · 98% confidence The document is a short announcement (3345 characters) from Amundi Asset Management regarding the merger of several ETFs, effective 05/04/2024. It explicitly states, "Please find attached the Notices to Shareholders" and refers to an attached Excel file for more details. This structure—a brief notification announcing the publication or attachment of detailed documents (Notices to Shareholders, Excel file)—fits the definition of a Report Publication Announcement (RPA). It is not the full financial report (10-K, IR) or the detailed presentation (IP), but rather the announcement of those materials/events.
2024-03-06 English

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