マネジャーを比較

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運用会社 A 運用会社 B

Amundi ⇄ Legal & General Group Plc

60共通ポジション

55.2%銘柄の重複（ジャッカード）

15+のみ Amundi

15+のみ Legal &…

共通保有銘柄 · Q2 2026

有価証券	Amundi ウェイト	Legal & General… ウェイト
NVDA NVIDIA Corporation	6.3%	6.6%
AAPL Apple Inc.	5.0%	6.3%
MSFT Microsoft Corporation	4.2%	3.8%
AMZN Amazon.com, Inc.	3.7%	2.7%
GOOGL Alphabet Inc.	2.9%	2.8%
AVGO Broadcom Inc.	2.5%	2.5%
TTE TotalEnergies SE	3.9%	0.2%
GOOG Alphabet Inc.	1.8%	2.2%
TSLA Tesla, Inc.	2.0%	1.8%
META Meta Platforms, Inc.	1.5%	1.7%
MU Micron Technology, Inc.	1.2%	1.8%
AMD Advanced Micro Devices…	1.6%	1.3%
LLY Eli Lilly and Company	1.4%	1.3%
AMAT Applied Materials, Inc.	1.4%	0.9%
LRCX Lam Research Corporation	1.0%	0.9%
INTC Intel Corp.	1.0%	0.9%
JPM JPMorgan Chase & Co.	0.6%	1.2%
JNJ Johnson & Johnson	0.8%	1.0%
AZN AstraZeneca PLC	0.8%	1.0%
V Visa Inc.	0.6%	0.9%
KLAC KLA Corporation	0.7%	0.6%
CSCO Cisco Systems, Inc.	0.5%	0.8%
ABBV AbbVie Inc.	0.6%	0.6%
WMT Walmart Inc.	0.6%	0.6%
BRK-B Berkshire Hathaway Inc.	0.6%	0.6%
CAT Caterpillar Inc.	0.5%	0.6%
MA Mastercard Incorporated	0.5%	0.6%
COST Costco Wholesale…	0.6%	0.5%
BAC Bank of America…	0.5%	0.5%
HD The Home Depot, Inc.	0.6%	0.4%
UNH UnitedHealth Group…	0.5%	0.5%
TXN Texas Instruments…	0.6%	0.4%
MRVL Marvell Technology, Inc.	0.6%	0.4%
MRK Merck & Co., Inc.	0.4%	0.5%
CVX Chevron Corporation	0.6%	0.3%
PANW Palo Alto Networks, Inc.	0.4%	0.4%
NFLX Netflix, Inc.	0.4%	0.4%
GEV GE Vernova Inc.	0.4%	0.4%
PG The Procter & Gamble…	0.4%	0.4%
QCOM QUALCOMM Incorporated	0.5%	0.4%
GS The Goldman Sachs Group…	0.4%	0.4%
PLTR Palantir Technologies Inc.	0.5%	0.3%
C Citigroup Inc.	0.4%	0.4%
IBM International Business…	0.4%	0.4%
KO The Coca-Cola Company	0.3%	0.4%
GE GE Aerospace	0.2%	0.4%
SNDK Sandisk Corporation	0.4%	0.3%
MS Morgan Stanley	0.3%	0.3%
ADI Analog Devices, Inc.	0.3%	0.3%
ORCL Oracle Corporation	0.4%	0.3%
LIN Linde plc	0.3%	0.3%
AMGN Amgen Inc.	0.3%	0.3%
WELL Welltower Inc.	0.3%	0.3%
RTX RTX Corporation	0.4%	0.3%
APH Amphenol Corporation	0.3%	0.3%
WDC Western Digital…	0.3%	0.3%
WFC Wells Fargo & Company	0.3%	0.3%
STX Seagate Technology…	0.3%	0.3%
NEE NextEra Energy, Inc.	0.3%	0.3%
GILD Gilead Sciences, Inc.	0.3%	0.3%

際立って Amundi

PBR-A Petróleo Brasileiro…	0.0%
GFI Gold Fields Limited	0.0%
AMX América Móvil, S.A.B.…	0.0%
SHY iShares 1-3 Year…	0.0%
QQQ Invesco QQQ Trust…	0.0%
EFAV iShares MSCI EAFE Min…	0.0%
TX Ternium S.A.	0.0%
SRLN State Street…	0.0%
IXN iShares Global Tech…	0.0%
REET iShares Global REIT…	0.0%
SIND	0.0%
SSMR	0.0%
VIV Telefônica Brasil S.A.	0.0%
EWW iShares MSCI Mexico…	0.0%
HMY Harmony Gold Mining…	0.0%

際立って Legal & General Group…

XONA.DE Exxon Mobil…	0.5%
PDD PDD Holdings Inc.	0.1%
SE Sea Limited	0.0%
ARCC Ares Capital…	0.0%
ARM Arm Holdings plc…	0.0%
LQD iShares iBoxx $…	0.0%
EMN Eastman Chemical…	0.0%
MITK Mitek Systems, Inc.	0.0%
OGE OGE Energy Corp.	0.0%
MAIN Main Street Capital…	0.0%
CSIQ Canadian Solar Inc.	0.0%
NWPX NWPX Infrastructure…	0.0%
IDA IDACORP, Inc.	0.0%
IPGP IPG Photonics…	0.0%
OSPN OneSpan Inc.	0.0%

出典: 両マネージャーの解析済み普通株ポジションからリアルタイムで算出されたオーバーラップ（対象期間： Q2 2026. 報告済みロングのみ — ヘッジおよび非13F資産は表示されません。方法論