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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
TKO icon
651
TKO Group
TKO
$13.8B
$2.85M 0.02%
13,644
-839
-6% -$163K
AU icon
652
AngloGold Ashanti
AU
$49.2B
$2.85M 0.02%
33,412
+5,222
+19% +$407K
KD icon
653
Kyndryl
KD
$2.97B
$2.85M 0.02%
107,222
+1,339
+1% +$36.3K
M icon
654
Macy's
M
$6.55B
$2.85M 0.02%
129,060
+5,164
+4% +$106K
HIMS icon
655
Hims & Hers Health
HIMS
$7.35B
$2.85M 0.02%
87,615
-2,589
-3% -$111K
VTRS icon
656
Viatris
VTRS
$18.7B
$2.83M 0.02%
227,726
+6,189
+3% +$66.8K
ORA icon
657
Ormat Technologies
ORA
$6.87B
$2.83M 0.02%
25,605
-1,072
-4% -$117K
FFIV icon
658
F5
FFIV
$23.2B
$2.82M 0.02%
11,033
-1,013
-8% -$273K
MAT icon
659
Mattel
MAT
$4.21B
$2.81M 0.02%
141,682
-6,375
-4% -$123K
GXO icon
660
GXO Logistics
GXO
$5.4B
$2.8M 0.02%
53,264
+1,115
+2% +$58.6K
MASI
661
DELISTED
Masimo
MASI
$2.8M 0.02%
21,551
-1,050
-5% -$150K
CAVA icon
662
CAVA Group
CAVA
$7.17B
$2.8M 0.02%
47,735
-837
-2% -$46.7K
LFUS icon
663
Littelfuse
LFUS
$11.6B
$2.8M 0.02%
11,069
-233
-2% -$59.3K
GAP
664
The Gap Inc
GAP
$7.74B
$2.79M 0.02%
109,033
+5,469
+5% +$133K
VFC icon
665
VF Corp
VFC
$5.86B
$2.77M 0.02%
153,284
+2,332
+2% +$37.8K
FAF icon
666
First American
FAF
$7.37B
$2.77M 0.02%
45,003
-1,246
-3% -$78.1K
STWD icon
667
Starwood Property Trust
STWD
$6.16B
$2.77M 0.02%
153,530
-3,791
-2% -$69.7K
CRUS icon
668
Cirrus Logic
CRUS
$6.11B
$2.75M 0.02%
23,246
-178
-0.8% -$21.9K
RYAN icon
669
Ryan Specialty Holdings
RYAN
$10.9B
$2.75M 0.02%
53,304
-1,084
-2% -$59.5K
EG icon
670
Everest Group
EG
$14.2B
$2.75M 0.02%
8,098
-29
-0.4% -$9.58K
FLUT icon
671
Flutter Entertainment
FLUT
$16.4B
$2.75M 0.02%
12,768
-1,306
-9% -$294K
FNB icon
672
FNB Corp
FNB
$6.75B
$2.74M 0.02%
160,104
-3,650
-2% -$59.6K
BSY icon
673
Bentley Systems
BSY
$10.7B
$2.74M 0.02%
71,724
+59,284
+477% +$2.7M
RL icon
674
Ralph Lauren
RL
$24.2B
$2.73M 0.02%
7,718
-311
-4% -$106K
FBIN icon
675
Fortune Brands Innovations
FBIN
$5.73B
$2.71M 0.02%
54,275
-574
-1% -$28.8K
25 26
27
28 29

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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.