Groupe des Assurances du Credit Mutuel Portfolio
Invests via Groupe des Assurances du Credit Mutuel | Managed by Loic Guyot
Invests via Groupe des Assurances du Credit Mutuel
Managed by Loic Guyot
Automatically Tracked
Company Profile
Cooperative insurance group active in France with diversified life, property & casualty, and supplemental health offerings, Groupe des Assurances du Credit Mutuel supports bancassurance distribution through Crédit Mutuel’s retail network. The group focuses on retail and small-business premiums, asset management of policyholder reserves, and risk pooling within a mutual structure. Investment relevance stems from stable premium flows, conservative underwriting, and long-duration liabilities that drive fixed-income and real-asset allocations; capital position and regulatory solvency metrics are key indicators for creditors and markets.
Cooperative insurance group active in France with diversified life, property & casualty, and supplemental health offerings, Groupe des Assurances du Credit Mutuel supports bancassurance distribution through Crédit Mutuel’s retail network. The group focuses on retail and small-business premiums, asset management of policyholder reserves, and risk pooling within a mutual structure. Investment relevance stems from stable premium flows, conservative underwriting, and long-duration liabilities that drive fixed-income and real-asset allocations; capital position and regulatory solvency metrics are key indicators for creditors and markets.
Investment Philosophy & Strategy
Anchored in a mutual, bancassurance model, the group adopts a liability-driven, capital-preserving investment philosophy that prioritizes duration matching for long-term life and annuity obligations. Portfolio construction emphasizes high-quality fixed income, diversified real assets and selective defensive equities to enhance yield while protecting solvency and liquidity metrics. Active asset-liability management and conservative credit underwriting guide allocation tempo, with tactical tilts into inflation hedges and infrastructure to offset long-duration risks. Risk controls center on regulatory capital optimization, stress testing, reinsurance usage and close alignment with retail distribution cashflow profiles.
Anchored in a mutual, bancassurance model, the group adopts a liability-driven, capital-preserving investment philosophy that prioritizes duration matching for long-term life and annuity obligations. Portfolio construction emphasizes high-quality fixed income, diversified real assets and selective defensive equities to enhance yield while protecting solvency and liquidity metrics. Active asset-liability management and conservative credit underwriting guide allocation tempo, with tactical tilts into inflation hedges and infrastructure to offset long-duration risks. Risk controls center on regulatory capital optimization, stress testing, reinsurance usage and close alignment with retail distribution cashflow profiles.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-21.13%
Gain -0.11%
Monthly
-1.1%
Yearly
-12.41%
Drawdown
33.13%
$11.37M
Equity
Holdings
$11.37M
Investment
$10.43M
-$69.47M
Profit -$263,139.8
Realized
-$70.42M
Unrealized
$940,339.4
Dividends
$15.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$263,139.8
Win %
100%
This Week
Compared To Last Week
Gain
-1.46%
Profit
-$168,922.75
Win %
100%
This Month
Compared to last month
Gain
2.8%
Profit
$309,062.17
Win %
100%
This Year
Compared to last year
Gain
41.34%
Profit
$3.32M
Win %
62%
No Data
MSFT Microsoft Corp.
-2.26%
-$263,139.8 Events
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Dividends
Dividend Analysis
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| Trades 19 | Longs Won 10/19 52% | Profit Factor 0.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.95M |
| Average Win $2.85M | Best Trade (Sep 29) $7.28M | Sharpe Ratio -59.32 |
| Average Loss -$10.89M | Worst Trade (Sep 29) -$45.38M | Z-Score -0.93 (65.01%) |
| Commissions $0 | Avg. Trade Length 7m 2w 6d | Expectancy -$3.66M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1 | 1 | 1 | 1 | 1 | 1 | 0 | 0 | 0 | 0 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corp. | 21,560 | $10.43M | $11.37M | - | $940,339.4 | 9.02% | -2.263% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Groupe des Assurances du Credit Mutuel?
The largest contributions to the portfolio's profits come from the following stocks: CRH plc - $9.12M, Ferrari N.V - $4.53M, Linde plc - $2.18M, and Deutsche Bank AG - $1.25M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Stellantis N.V - $71.98M and Microsoft Corp - $439,413.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Groupe des Assurances du Credit Mutuel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.06M earned over time. The largest contributors to dividend income include Stellantis N.V - $11.63M, Ferrari N.V - $1.21M, CRH plc - $950,474.02, Linde plc - $631,596.8, and Microsoft Corp - $423,035.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Groupe des Assurances du Credit Mutuel's monthly returns?
Groupe des Assurances du Credit Mutuel's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Groupe des Assurances du Credit Mutuel's strategy be considered aggressive or moderate?
Groupe des Assurances du Credit Mutuel's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Groupe des Assurances du Credit Mutuel's strategy?
Groupe des Assurances du Credit Mutuel's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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