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AG2R LA MONDIALE GESTION d'ACTIFS
Jean-Louis Charles · Asset Manager · Multi-Strategy
AG2R LA MONDIALE Gestion d'actifs (ALMGA) is the specialized asset management subsidiary of AG2R LA MONDIALE, a leading French social protection and insurance group. Originally established as AGICAM to manage the group's internal insurance and retirement assets, the firm has evolved into a significant institutional manager with over €28 billion in assets under management as of 2025. ALMGA is a pioneer in Socially Responsible Investment (SRI) in the French market, having integrated environmental, social, and governance (ESG) criteria into its investment processes for more than two decades. The firm manages a diverse range of portfolios including equities, fixed income, and multi-asset strategies, serving both group entities and external institutional clients. Its focus remains on long-term value creation, asset protection, and the financing of the real economy through sustainable and solidarity-based investment vehicles. Based in Paris, ALMGA continues to uphold the group's mutualist values by balancing financial performance with strong social and environmental commitments.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.7% |
| YTD return | +11.0% |
| Sharpe ratio | 2.92 |
| Win rate | 40% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ag2rlamondiale.fr/gestion-d-actifs |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.1% | +20.6% |
| AAPL | Apple Inc | 14.5% | +23.0% |
| MSFT | Microsoft Corporation | 11.8% | -0.1% |
| GOOGL | Alphabet Inc Class A | 11.7% | +30.7% |
| AMZN | Amazon.com Inc | 8.5% | +15.2% |
| AVGO | Broadcom Inc | 5.6% | +3.4% |
| META | Meta Platforms Inc. | 3.9% | -10.7% |
| JPM | JPMorgan Chase & Co | 3.5% | +15.1% |
| MU | Micron Technology Inc | 3.2% | +99.8% |
| TSLA | Tesla Inc | 3.0% | -20.0% |
| LLY | Eli Lilly and Company | 2.9% | +28.3% |
| JNJ | Johnson & Johnson | 2.6% | +38.1% |
| AMD | Advanced Micro Devices Inc | 2.3% | +65.2% |
| V | Visa Inc. Class A | 2.0% | +8.2% |
| RTX | Raytheon Technologies Corp | 1.6% | -6.5% |
| MA | Mastercard Inc | 1.5% | +6.4% |
| ABBV | AbbVie Inc | 1.4% | +0.5% |
| WMT | Walmart Inc. Common Stock | 1.4% | +1.5% |
| CSCO | Cisco Systems Inc | 1.3% | -2.1% |
| BAC | Bank of America Corp | 1.3% | +0.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 11.8% → 11.7% |
| Aug 31, 2026 | BUY | V | 1.9% → 2.0% |
| Aug 31, 2026 | SELL | TSLA | 3.2% → 3.0% |
| Aug 31, 2026 | BUY | WMT | 1.4% → 1.4% |
| Aug 31, 2026 | BUY | AMZN | 8.5% → 8.5% |
Investment Style Analysis
AG2R LA MONDIALE GESTION d'ACTIFS is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, AG2R LA MONDIALE GESTION d'ACTIFS made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
ALMGA’s investment philosophy is rooted in the concept of being a responsible investor, prioritizing long-term sustainability alongside financial returns. The firm employs a rigorous ESG integration approach across all asset classes, utilizing exclusion policies and active shareholder engagement to mitigate long-term risks and promote ethical corporate behavior. By focusing on the real economy and solidarity-based finance, ALMGA aims to provide its clients with diversified investment solutions that contribute to ecological transition and social cohesion, reflecting the mutualist DNA of its parent group.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with AG2R LA MONDIALE GESTION d'ACTIFS.
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Frequently asked questions
How is the simulated portfolio for AG2R LA MONDIALE GESTION d'ACTIFS constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is AG2R LA MONDIALE GESTION d'ACTIFS's largest holding?
As of the latest filing, AG2R LA MONDIALE GESTION d'ACTIFS's top position is NVIDIA Corporation (NVDA), representing 16.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is AG2R LA MONDIALE GESTION d'ACTIFS's historical performance and risk profile?
Our simulation indicates a total return of +15.7% with a win rate of 40%. Notably, the portfolio maintains a Sharpe Ratio of 2.92, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does AG2R LA MONDIALE GESTION d'ACTIFS primarily invest in?
AG2R LA MONDIALE GESTION d'ACTIFS has a strong preference for the Semiconductors sector, which makes up 27.1% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is AG2R LA MONDIALE GESTION d'ACTIFS's portfolio concentrated or diversified?
AG2R LA MONDIALE GESTION d'ACTIFS runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 42.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has AG2R LA MONDIALE GESTION d'ACTIFS performed in 2026?
Our AI-simulated model portfolio for AG2R LA MONDIALE GESTION d'ACTIFS tracks a Year-to-Date (YTD) return of +11.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jean-Louis Charles manage AG2R LA MONDIALE GESTION d'ACTIFS directly?
Yes, Jean-Louis Charles serves as the key portfolio manager for AG2R LA MONDIALE GESTION d'ACTIFS, overseeing the investment strategy and final capital allocation decisions.