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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
+4.02%
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
$13.9B
AUM Growth
-$141M
Cap. Flow
-$425M
Cap. Flow %
-3.07%
Top 10 Hldgs %
34.53%
Holding
3,023
New
28
Increased
1,092
Reduced
1,855
Closed
41

Top Buys

Rank Stock Value
1
CRH icon
CRH
CRH
+$11M
2
CVNA icon
Carvana
CVNA
+$7.62M
3
PINS icon
Pinterest
PINS
+$7.21M
4
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$5.17M
5
ARES icon
Ares Management
ARES
+$4.45M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$53M
2
MSFT icon
Microsoft
MSFT
+$40.6M
3
NVDA icon
NVIDIA
NVDA
+$40.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.8M

Sector Composition

Rank Sector Weight
1 Technology 33.29%
2 Financials 13.13%
3 Consumer Discretionary 11.05%
4 Communication Services 9.85%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$442B
$69.6M 0.5%
1,264,711
-44,866
-3% -$2.37M
MU icon
27
Micron Technology
MU
$991B
$63.5M 0.46%
222,312
+9,954
+5% +$2.28M
PG icon
28
Procter & Gamble
PG
$339B
$61.7M 0.45%
430,272
-26,085
-6% -$3.85M
UNH icon
29
UnitedHealth
UNH
$370B
$56.8M 0.41%
172,024
-103
-0.1% -$34.9K
CSCO icon
30
Cisco
CSCO
$479B
$56.2M 0.41%
729,133
-46,832
-6% -$3.47M
WFC icon
31
Wells Fargo
WFC
$264B
$55.2M 0.4%
592,743
-19,233
-3% -$1.67M
CVX icon
32
Chevron
CVX
$366B
$54.1M 0.39%
354,927
-15,168
-4% -$2.31M
KO icon
33
Coca-Cola
KO
$375B
$54.1M 0.39%
773,151
-45,377
-6% -$3.16M
CAT icon
34
Caterpillar
CAT
$387B
$51.5M 0.37%
89,889
-2,048
-2% -$1.14M
IBM icon
35
IBM
IBM
$224B
$51.1M 0.37%
172,605
-8,221
-5% -$2.46M
GS icon
36
Goldman Sachs
GS
$303B
$49.1M 0.35%
55,805
-2,343
-4% -$1.91M
MRK icon
37
Merck
MRK
$318B
$48.9M 0.35%
464,116
-11,172
-2% -$1.05M
LRCX icon
38
Lam Research
LRCX
$390B
$48.2M 0.35%
281,623
+933
+0.3% +$145K
CRM icon
39
Salesforce
CRM
$158B
$48.1M 0.35%
181,654
-8,580
-5% -$2.13M
PM icon
40
Philip Morris
PM
$295B
$46.1M 0.33%
287,661
-44,169
-13% -$6.84M
RTX icon
41
RTX Corp
RTX
$301B
$45.4M 0.33%
247,607
-14,031
-5% -$2.44M
ISRG icon
42
Intuitive Surgical
ISRG
$134B
$43.7M 0.32%
77,189
-5,447
-7% -$2.9M
AMAT icon
43
Applied Materials
AMAT
$428B
$41.6M 0.3%
161,790
+2,439
+2% +$585K
MCD icon
44
McDonald's
MCD
$195B
$40.5M 0.29%
132,374
-9,646
-7% -$2.95M
TMO icon
45
Thermo Fisher Scientific
TMO
$220B
$40.4M 0.29%
69,800
-1,914
-3% -$1.08M
ABT icon
46
Abbott
ABT
$187B
$40.2M 0.29%
321,096
-34,697
-10% -$4.42M
INTU icon
47
Intuit
INTU
$89B
$40.2M 0.29%
60,689
-1,606
-3% -$1.06M
C icon
48
Citigroup
C
$226B
$40M 0.29%
342,456
-17,298
-5% -$1.8M
MS icon
49
Morgan Stanley
MS
$340B
$39.9M 0.29%
224,835
-3,561
-2% -$594K
GEV icon
50
GE Vernova
GEV
$264B
$39.6M 0.29%
60,591
-2,631
-4% -$1.6M
1
2
3 4 5

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Amalgamated Bank held 3,023 positions worth $13.9B, down 1% from $14B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Amalgamated Bank withdrew a net $425M in Q4 2025, closing 41 positions and reducing 1,855 holdings. Its most notable exit was Kellanova, an estimated $4.43M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Amalgamated Bank opened a new position in Qnity Electronics Inc worth $3.35M.

  • Amalgamated Bank's largest Q4 2025 buy was Qnity Electronics Inc: 40,967 shares worth $3.35M.
  • Amalgamated Bank added most to CRH in Q4 2025, an estimated $11M increase.
  • Amalgamated Bank's biggest Q4 2025 reduction was Apple, cutting an estimated $53M.
  • Amalgamated Bank fully exited Kellanova in Q4 2025, selling an estimated $4.43M.
  • Amalgamated Bank's ten largest holdings make up 35% of its $13.9B portfolio in Q4 2025.
  • Amalgamated Bank opened 28 new positions and closed 41 in Q4 2025.
  • Amalgamated Bank's portfolio value fell 1% quarter-over-quarter to $13.9B.

Based on Amalgamated Bank's 13F filing for Q4 2025, filed 5 Feb 2026.