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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
GEN icon
626
Gen Digital
GEN
$17.5B
$3.08M 0.02%
108,378
+487
+0.5% +$14.6K
CADE
627
DELISTED
Cadence Bank
CADE
$3.07M 0.02%
81,768
-10
-0% -$360
RYAN icon
628
Ryan Specialty Holdings
RYAN
$10.9B
$3.06M 0.02%
54,388
+2,935
+6% +$174K
APPF icon
629
AppFolio
APPF
$7.07B
$3.05M 0.02%
11,068
+46
+0.4% +$12.4K
STWD icon
630
Starwood Property Trust
STWD
$6.16B
$3.05M 0.02%
157,321
+10,287
+7% +$207K
CHE icon
631
Chemed
CHE
$7.18B
$3.05M 0.02%
6,802
-48
-0.7% -$21.7K
CHRW icon
632
C.H. Robinson
CHRW
$17.3B
$3.04M 0.02%
22,947
-443
-2% -$52K
AGCO icon
633
AGCO
AGCO
$7.06B
$3.03M 0.02%
28,281
-13
-0% -$1.44K
VNO icon
634
Vornado Realty Trust
VNO
$7.26B
$3.02M 0.02%
74,401
-2,294
-3% -$89.4K
STAG icon
635
STAG Industrial
STAG
$7.09B
$3.01M 0.02%
85,233
+171
+0.2% +$6.1K
ALLE icon
636
Allegion
ALLE
$14.1B
$3.01M 0.02%
16,949
-411
-2% -$67.9K
AM icon
637
Antero Midstream
AM
$10.4B
$3M 0.02%
154,254
-441
-0.3% -$7.97K
OMC icon
638
Omnicom Group
OMC
$23.2B
$2.99M 0.02%
36,723
-925
-2% -$69.9K
FLR icon
639
Fluor
FLR
$7.3B
$2.99M 0.02%
71,018
-1,600
-2% -$73.6K
THG icon
640
Hanover Insurance
THG
$7.86B
$2.99M 0.02%
16,442
-62
-0.4% -$10.6K
LOPE icon
641
Grand Canyon Education
LOPE
$3.82B
$2.98M 0.02%
13,579
-125
-0.9% -$24K
FAF icon
642
First American
FAF
$7.37B
$2.97M 0.02%
46,249
-556
-1% -$35.1K
STRL icon
643
Sterling Infrastructure
STRL
$16.2B
$2.97M 0.02%
8,739
+94
+1% +$26.7K
GMED icon
644
Globus Medical
GMED
$11.7B
$2.96M 0.02%
51,715
-150
-0.3% -$8.64K
IFF icon
645
International Flavors & Fragrances
IFF
$21.7B
$2.96M 0.02%
48,138
-1,332
-3% -$91.5K
WH icon
646
Wyndham Hotels & Resorts
WH
$5.29B
$2.96M 0.02%
37,025
+4
+0% +$344
TSN icon
647
Tyson Foods
TSN
$20.1B
$2.95M 0.02%
54,370
-1,170
-2% -$64.6K
ROIV icon
648
Roivant Sciences
ROIV
$25.8B
$2.95M 0.02%
194,686
+4,716
+2% +$58.4K
VNOM icon
649
Viper Energy
VNOM
$15.3B
$2.94M 0.02%
77,029
+17,298
+29% +$659K
ESAB icon
650
ESAB
ESAB
$5.32B
$2.94M 0.02%
26,304
+28
+0.1% +$3.33K
24 25
26
27 28

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JFG
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IFP
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BBVA
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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
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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.