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AB

Amalgamated Bank Portfolio holdings

AUM $14.5B
1-Year Est. Return 44.3%
This Fund
S&P 500
This Quarter Est. Return
+10.16%
1 Year Est. Return
+44.3%
3 Year Est. Return
+131.76%
5 Year Est. Return
+175.18%
10 Year Est. Return
+715.41%
AUM
$14B
AUM Growth
+$1.04B
Cap. Flow
+$39.6M
Cap. Flow %
0.28%
Top 10 Hldgs %
34.44%
Holding
3,041
New
27
Increased
919
Reduced
805
Closed
46

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$18M
2
HOOD icon
Robinhood
HOOD
+$11.8M
3
NTNX icon
Nutanix
NTNX
+$8.01M
4
CVX icon
Chevron
CVX
+$7.97M
5
TRU icon
TransUnion
TRU
+$7.16M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$7.48M
2
IBKR icon
Interactive Brokers
IBKR
+$7.21M
3
EME icon
Emcor
EME
+$7.19M
4
ANSS
Ansys
ANSS
+$6.13M
5
AAPL icon
Apple
AAPL
+$5.11M

Sector Composition

Rank Sector Weight
1 Technology 33.84%
2 Financials 13.29%
3 Consumer Discretionary 11.09%
4 Communication Services 9.46%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASIC
2876
Ategrity Specialty Insurance
ASIC
$1.21B
$4K ﹤0.01%
+203
New +$4.25K
AIRO
2877
AIRO Group Holdings
AIRO
$264M
$4K ﹤0.01%
+226
New +$4.96K
ACDC icon
2878
ProFrac Holding
ACDC
$989M
$3K ﹤0.01%
771
– –
AEYE icon
2879
AudioEye
AEYE
$72.7M
$3K ﹤0.01%
242
– –
BALY icon
2880
Bally's
BALY
$631M
$3K ﹤0.01%
251
– –
BTMD icon
2881
Biote Corp
BTMD
$47M
$3K ﹤0.01%
929
– –
CFBK icon
2882
CF Bankshares
CFBK
$233M
$3K ﹤0.01%
131
– –
CSPI icon
2883
CSP Inc
CSPI
$83.5M
$3K ﹤0.01%
237
– –
CXDO icon
2884
Crexendo
CXDO
$212M
$3K ﹤0.01%
494
– –
DERM icon
2885
Journey Medical
DERM
$178M
$3K ﹤0.01%
415
– –
EEX
2886
DELISTED
Emerald Holding
EEX
$3K ﹤0.01%
526
– –
EPSN icon
2887
Epsilon Energy
EPSN
$177M
$3K ﹤0.01%
658
– –
FF icon
2888
Future Fuel
FF
$277M
$3K ﹤0.01%
900
– –
FHTX icon
2889
Foghorn Therapeutics
FHTX
$396M
$3K ﹤0.01%
681
– –
FOA icon
2890
Finance of America Companies
FOA
$196M
$3K ﹤0.01%
152
– –
FTLF icon
2891
FitLife Brands
FTLF
$92.7M
$3K ﹤0.01%
133
– –
GAIA icon
2892
Gaia
GAIA
$32.9M
$3K ﹤0.01%
582
– –
HFFG icon
2893
HF Foods Group
HFFG
$96.3M
$3K ﹤0.01%
1,261
– –
IKT icon
2894
Inhibikase Therapeutics
IKT
$380M
$3K ﹤0.01%
2,065
– –
INNV icon
2895
InnovAge Holding
INNV
$1.42B
$3K ﹤0.01%
631
– –
LFT
2896
Lument Finance Trust
LFT
$35.9M
$3K ﹤0.01%
1,559
– –
LVWR icon
2897
LiveWire
LVWR
$221M
$3K ﹤0.01%
676
– –
MAPS
2898
DELISTED
WM TECHNOLOGY INC A
MAPS
$3K ﹤0.01%
2,887
– –
MYPS icon
2899
PLAYSTUDIOS Inc
MYPS
$88.7M
$3K ﹤0.01%
2,750
– –
NRDY icon
2900
Nerdy
NRDY
$93M
$3K ﹤0.01%
2,679
– –
114 115
116
117 118

Similar funds

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Amalgamated Bank's Q3 2025 Portfolio in Review

As of Q3 2025, Amalgamated Bank held 3,041 positions worth $14B, up 8% from $13B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 2.4%. Amalgamated Bank opened 27 new positions and exited 46, leaving the 3,041-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 32% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Amalgamated Bank's largest Q3 2025 buy was Paramount Skydance Corp: 43,082 shares worth $815K.
  • Amalgamated Bank added most to Applovin in Q3 2025, an estimated $18M increase.
  • Amalgamated Bank's biggest Q3 2025 reduction was Interactive Brokers, cutting an estimated $7.21M.
  • Amalgamated Bank fully exited Hess in Q3 2025, selling an estimated $7.48M.
  • Amalgamated Bank's ten largest holdings make up 34% of its $14B portfolio in Q3 2025.
  • Amalgamated Bank opened 27 new positions and closed 46 in Q3 2025.
  • Amalgamated Bank's portfolio value rose 8% quarter-over-quarter to $14B.

Based on Amalgamated Bank's 13F filing for Q3 2025, filed 29 Oct 2025.