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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
TKNO icon
2951
Alpha Teknova
TKNO
$361M
$2K ﹤0.01%
370
– –
TTEC icon
2952
TTEC Holdings
TTEC
$113M
$2K ﹤0.01%
660
– –
TUSK icon
2953
Mammoth Energy Services
TUSK
$162M
$2K ﹤0.01%
785
– –
TZOO icon
2954
Travelzoo
TZOO
$73.9M
$2K ﹤0.01%
217
– –
WALD icon
2955
Waldencast
WALD
$178M
$2K ﹤0.01%
1,230
– –
CRML icon
2956
Critical Metals Corp
CRML
$1.02B
$2K ﹤0.01%
253
– –
BIOA
2957
BioAge Labs
BIOA
$526M
$2K ﹤0.01%
414
– –
ATYR
2958
aTyr Pharma
ATYR
$51.9M
$2K ﹤0.01%
2,971
– –
HURA
2959
TuHURA Biosciences
HURA
$137M
$2K ﹤0.01%
877
– –
ZSPC
2960
DELISTED
ZSPACE INC NEW
ZSPC
$2K ﹤0.01%
73
– –
AVR
2961
Anteris Technologies
AVR
$872M
$2K ﹤0.01%
518
– –
SLSN
2962
Solesence Inc
SLSN
$73.1M
$2K ﹤0.01%
642
– –
SI
2963
Shoulder Innovations Inc
SI
$432M
$2K ﹤0.01%
+154
New +$2.15K
AISP
2964
Airship AI Holdings
AISP
$69.9M
$1K ﹤0.01%
107
– –
ARL icon
2965
American Realty Investors
ARL
$243M
$1K ﹤0.01%
54
– –
CIX icon
2966
Comp X International
CIX
$374M
$1K ﹤0.01%
60
– –
COOK icon
2967
Traeger
COOK
$172M
$1K ﹤0.01%
22
– –
CURV icon
2968
Torrid Holdings
CURV
$249M
$1K ﹤0.01%
697
– –
FLYX icon
2969
flyExclusive
FLYX
$63.7M
$1K ﹤0.01%
+168
New +$574
MRDN
2970
Meridian Holdings Inc
MRDN
$168M
$1K ﹤0.01%
57
– –
GOCO
2971
DELISTED
GoHealth
GOCO
$1K ﹤0.01%
133
– –
INMB icon
2972
INmune Bio
INMB
$58.8M
$1K ﹤0.01%
422
– –
MYO icon
2973
Myomo
MYO
$56.6M
$1K ﹤0.01%
1,112
– –
NEON icon
2974
Neonode
NEON
$16.3M
$1K ﹤0.01%
359
– –
SIEB icon
2975
Siebert Financial
SIEB
$68.4M
$1K ﹤0.01%
483
– –
117 118
119
120 121

Similar funds

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
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

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.