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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
GME icon
401
GameStop
GME
$8.43B
$5.13M 0.04%
188,074
+2,608
+1% +$61.8K
ATI icon
402
ATI
ATI
$31.1B
$5.13M 0.04%
63,020
-1,047
-2% -$84.9K
FANG icon
403
Diamondback Energy
FANG
$55.7B
$5.13M 0.04%
35,812
-468
-1% -$66.6K
WTRG icon
404
Essential Utilities
WTRG
$11.3B
$5.12M 0.04%
128,266
+9,753
+8% +$372K
CCK icon
405
Crown Holdings
CCK
$13.1B
$5.12M 0.04%
52,975
-77
-0.1% -$7.72K
HIMS icon
406
Hims & Hers Health
HIMS
$7.35B
$5.12M 0.04%
90,204
+4,116
+5% +$211K
ODFL icon
407
Old Dominion Freight Line
ODFL
$44.1B
$5.1M 0.04%
36,218
-726
-2% -$111K
VRSN icon
408
VeriSign
VRSN
$26.5B
$5.1M 0.04%
18,233
+356
+2% +$99.5K
TYL icon
409
Tyler Technologies
TYL
$13B
$5.07M 0.04%
9,682
+106
+1% +$59.5K
ES icon
410
Eversource Energy
ES
$26.8B
$5.06M 0.04%
71,122
-767
-1% -$50.3K
ALLY icon
411
Ally Financial
ALLY
$13.3B
$5.04M 0.04%
128,586
+1,606
+1% +$64.4K
CACI icon
412
CACI
CACI
$14.3B
$5.03M 0.04%
10,091
-17
-0.2% -$8.22K
BLD
413
DELISTED
TopBuild
BLD
$5.03M 0.04%
12,858
-215
-2% -$85.8K
PHM icon
414
Pultegroup
PHM
$24.8B
$5M 0.04%
37,881
-1,255
-3% -$156K
ULTA icon
415
Ulta Beauty
ULTA
$23.6B
$5M 0.04%
9,142
-110
-1% -$56.4K
AMH icon
416
American Homes 4 Rent
AMH
$12.3B
$4.99M 0.04%
150,078
+3,298
+2% +$115K
JBL icon
417
Jabil
JBL
$35.3B
$4.99M 0.04%
22,962
+15
+0.1% +$3.27K
JEF icon
418
Jefferies Financial Group
JEF
$12.8B
$4.96M 0.04%
75,810
+1,056
+1% +$64.4K
PODD icon
419
Insulet
PODD
$9.91B
$4.94M 0.04%
16,000
+201
+1% +$63K
SMCI icon
420
Super Micro Computer
SMCI
$20.4B
$4.93M 0.04%
102,877
-1,401
-1% -$66.9K
RMBS icon
421
Rambus
RMBS
$10.4B
$4.92M 0.04%
47,224
+11
+0% +$848
PEN icon
422
Penumbra
PEN
$12.8B
$4.92M 0.04%
19,420
+355
+2% +$89.5K
NTRS icon
423
Northern Trust
NTRS
$34.4B
$4.91M 0.04%
36,443
-1,327
-4% -$171K
CINF icon
424
Cincinnati Financial
CINF
$26.7B
$4.89M 0.03%
30,931
-564
-2% -$85.6K
CNP icon
425
CenterPoint Energy
CNP
$26.4B
$4.89M 0.03%
126,005
-2,234
-2% -$84.4K
15 16
17
18 19

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JFG
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IFP
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BBVA
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SSA
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BGC
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FGP
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BIP
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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.