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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
AXP icon
51
American Express
AXP
$230B
$39.5M 0.28%
106,650
-4,819
-4% -$1.72M
DIS icon
52
Walt Disney
DIS
$181B
$39.2M 0.28%
344,503
-2,512
-0.7% -$277K
UBER icon
53
Uber
UBER
$153B
$39.1M 0.28%
478,713
+17,092
+4% +$1.54M
APP icon
54
Applovin
APP
$116B
$38.5M 0.28%
57,102
-56
-0.1% -$35.3K
BKNG icon
55
Booking.com
BKNG
$161B
$38.1M 0.27%
177,800
-13,875
-7% -$2.86M
PEP icon
56
PepsiCo
PEP
$190B
$37M 0.27%
257,911
-8,654
-3% -$1.27M
AMGN icon
57
Amgen
AMGN
$222B
$36.8M 0.27%
112,550
-2,404
-2% -$763K
QCOM icon
58
Qualcomm
QCOM
$176B
$36.8M 0.27%
214,905
+2,119
+1% +$363K
LIN icon
59
Linde
LIN
$226B
$36.7M 0.27%
86,124
-5,105
-6% -$2.19M
APH icon
60
Amphenol
APH
$209B
$35.8M 0.26%
264,910
-11,113
-4% -$1.49M
KLAC icon
61
KLA
KLAC
$259B
$35.7M 0.26%
293,670
+680
+0.2% +$79.8K
NOW icon
62
ServiceNow
NOW
$129B
$34.7M 0.25%
226,737
-12,658
-5% -$2.17M
TJX icon
63
TJX Companies
TJX
$178B
$34.6M 0.25%
224,986
-18,985
-8% -$2.81M
T icon
64
AT&T
T
$163B
$32.9M 0.24%
1,324,323
-90,943
-6% -$2.3M
ADBE icon
65
Adobe
ADBE
$105B
$32.8M 0.24%
93,631
-345
-0.4% -$117K
VZ icon
66
Verizon
VZ
$196B
$31.9M 0.23%
782,279
-35,304
-4% -$1.43M
SCHW
67
Charles Schwab
SCHW
$187B
$31.8M 0.23%
318,337
-11,334
-3% -$1.08M
BA icon
68
Boeing
BA
$185B
$31.5M 0.23%
145,213
+151
+0.1% +$31.1K
TXN icon
69
Texas Instruments
TXN
$261B
$31.3M 0.23%
180,627
-4,934
-3% -$845K
NEE icon
70
NextEra Energy
NEE
$177B
$31.2M 0.23%
389,090
-5,820
-1% -$482K
ACN icon
71
Accenture
ACN
$108B
$31.2M 0.23%
116,328
-5,004
-4% -$1.27M
INTC icon
72
Intel
INTC
$513B
$30.3M 0.22%
820,638
-9,788
-1% -$370K
COF icon
73
Capital One
COF
$134B
$30M 0.22%
123,843
+165
+0.1% +$36.7K
ANET icon
74
Arista Networks
ANET
$238B
$29.9M 0.22%
228,391
-4,333
-2% -$596K
SPGI icon
75
S&P Global
SPGI
$120B
$29.8M 0.21%
56,929
-4,337
-7% -$2.15M
1 2
3
4 5

Similar funds

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
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
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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.