We are live on ! Find out more
AB

Amalgamated Bank Portfolio holdings

AUM $14.5B
1-Year Est. Return 44.3%
This Fund
S&P 500
This Quarter Est. Return
+27.14%
1 Year Est. Return
+44.3%
3 Year Est. Return
+131.76%
5 Year Est. Return
+175.18%
10 Year Est. Return
+715.35%
AUM
$14.5B
AUM Growth
+$1.4B
Cap. Flow
-$584M
Cap. Flow %
-4.04%
Top 10 Hldgs %
31.75%
Holding
1,679
New
61
Increased
187
Reduced
1,384
Closed
47

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$26.6M
2
HONA
Honeywell Aerospace
HONA
+$12.5M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.06M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.42M
5
CDE icon
Coeur Mining
CDE
+$7.78M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$60.8M
2
AMZN icon
Amazon
AMZN
+$53.9M
3
MSFT icon
Microsoft
MSFT
+$49.5M
4
NVDA icon
NVIDIA
NVDA
+$27.1M
5
FLEX icon
Flex
FLEX
+$15M

Sector Composition

Rank Sector Weight
1 Technology 36.16%
2 Financials 11.52%
3 Industrials 10.76%
4 Consumer Discretionary 9.63%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STAG icon
626
STAG Industrial
STAG
$7.86B
$3.22M 0.02%
84,638
-1,625
-2% -$62.1K
RGEN icon
627
Repligen
RGEN
$7.44B
$3.2M 0.02%
23,478
-507
-2% -$62.3K
AGCO icon
628
AGCO
AGCO
$8.78B
$3.18M 0.02%
26,590
-862
-3% -$100K
MIDD icon
629
Middleby
MIDD
$6.05B
$3.18M 0.02%
18,492
-2,548
-12% -$384K
ALV icon
630
Autoliv
ALV
$8.6B
$3.18M 0.02%
27,372
-181
-0.7% -$21.5K
EXP icon
631
Eagle Materials
EXP
$6.6B
$3.16M 0.02%
14,042
-160
-1% -$33.5K
ESI icon
632
Element Solutions
ESI
$9.12B
$3.15M 0.02%
66,043
-3,706
-5% -$154K
HIMS icon
633
Hims & Hers Health
HIMS
$6.5B
$3.12M 0.02%
90,088
+133
+0.1% +$3.57K
AU icon
634
AngloGold Ashanti
AU
$40.3B
$3.11M 0.02%
38,477
+6,915
+22% +$657K
FLR icon
635
Fluor
FLR
$7.29B
$3.11M 0.02%
59,407
-10,274
-15% -$503K
IDCC icon
636
InterDigital
IDCC
$6.68B
$3.11M 0.02%
10,981
-131
-1% -$39K
ALNY icon
637
Alnylam Pharmaceuticals
ALNY
$36.3B
$3.1M 0.02%
10,313
+376
+4% +$113K
CDW icon
638
CDW
CDW
$17.1B
$3.1M 0.02%
22,017
-2,043
-8% -$257K
ST icon
639
Sensata Technologies
ST
$6.65B
$3.09M 0.02%
64,766
-2,769
-4% -$125K
HR icon
640
Healthcare Realty
HR
$7.42B
$3.08M 0.02%
152,846
-3,076
-2% -$59.8K
RL icon
641
Ralph Lauren
RL
$22.2B
$3.08M 0.02%
7,675
-367
-5% -$137K
FAF icon
642
First American
FAF
$7.67B
$3.08M 0.02%
44,905
-1,211
-3% -$80.7K
CRBG icon
643
Corebridge Financial
CRBG
$14.1B
$3.07M 0.02%
107,327
-9,121
-8% -$247K
LNTH icon
644
Lantheus
LNTH
$6.82B
$3.07M 0.02%
27,649
-1,041
-4% -$97K
CF icon
645
CF Industries
CF
$19.2B
$3.06M 0.02%
28,290
-1,238
-4% -$146K
SLAB icon
646
Silicon Laboratories
SLAB
$7.15B
$3.06M 0.02%
14,008
-229
-2% -$49.5K
FDXF
647
FedEx Freight
FDXF
$23.5B
$3.04M 0.02%
+20,160
New +$3.3M
IESC icon
648
IES Holdings
IESC
$12.5B
$3.04M 0.02%
+4,139
New +$2.67M
FNB icon
649
FNB Corp
FNB
$6.78B
$3M 0.02%
157,334
-6,361
-4% -$113K
AGX icon
650
Argan
AGX
$7.98B
$2.99M 0.02%
3,744
-234
-6% -$156K
24 25
26
27 28

Similar funds

Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Amalgamated Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Amalgamated Bank held 1,679 positions worth $14.5B, up 11% from $13.1B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Amalgamated Bank withdrew a net $584M in Q2 2026, closing 47 positions and reducing 1,384 holdings. Its most notable exit was Coterra Energy, an estimated $5.29M position sold in full.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 31% a quarter earlier, followed by Financials and Industrials.

Against the trend, Amalgamated Bank opened a new position in Honeywell Aerospace worth $12.5M.

  • Amalgamated Bank's largest Q2 2026 buy was Honeywell Aerospace: 56,497 shares worth $12.5M.
  • Amalgamated Bank added most to Marvell Technology in Q2 2026, an estimated $26.6M increase.
  • Amalgamated Bank's biggest Q2 2026 reduction was Apple, cutting an estimated $60.8M.
  • Amalgamated Bank fully exited Coterra Energy in Q2 2026, selling an estimated $5.29M.
  • Amalgamated Bank's ten largest holdings make up 32% of its $14.5B portfolio in Q2 2026.
  • Amalgamated Bank opened 61 new positions and closed 47 in Q2 2026.
  • Amalgamated Bank's portfolio value rose 11% quarter-over-quarter to $14.5B.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.