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
+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
GL icon
751
Globe Life
GL
$14.2B
$2.26M 0.02%
15,807
-504
-3% -$68.3K
MMS icon
752
Maximus
MMS
$2.9B
$2.26M 0.02%
24,735
-60
-0.2% -$4.86K
NOV icon
753
NOV
NOV
$7.38B
$2.25M 0.02%
169,656
-2,343
-1% -$30.3K
VLY icon
754
Valley National Bancorp
VLY
$8.1B
$2.25M 0.02%
211,959
+2,680
+1% +$26.8K
WFRD icon
755
Weatherford International
WFRD
$6.66B
$2.24M 0.02%
32,763
-356
-1% -$21.1K
DAR icon
756
Darling Ingredients
DAR
$9.91B
$2.24M 0.02%
72,537
-83
-0.1% -$2.77K
BILL icon
757
BILL Holdings
BILL
$4.91B
$2.23M 0.02%
42,063
-1,060
-2% -$49.2K
NWSA icon
758
News Corp Class A
NWSA
$15.4B
$2.23M 0.02%
72,447
-1,575
-2% -$46.7K
M icon
759
Macy's
M
$6.55B
$2.22M 0.02%
123,896
-3,221
-3% -$45.6K
CUZ icon
760
Cousins Properties
CUZ
$4.83B
$2.22M 0.02%
76,629
+8
+0% +$227
BAX icon
761
Baxter International
BAX
$14.4B
$2.22M 0.02%
97,352
-1,737
-2% -$44.1K
GAP
762
The Gap Inc
GAP
$7.74B
$2.21M 0.02%
103,564
+2,611
+3% +$56.5K
VVV icon
763
Valvoline
VVV
$4.3B
$2.21M 0.02%
61,518
+678
+1% +$25.9K
SWX icon
764
Southwest Gas
SWX
$6.56B
$2.21M 0.02%
28,149
+1,563
+6% +$122K
UDR icon
765
UDR
UDR
$12.1B
$2.2M 0.02%
59,060
-1,095
-2% -$42.7K
UHS icon
766
Universal Health Services
UHS
$10.2B
$2.2M 0.02%
10,765
-399
-4% -$71.8K
VTRS icon
767
Viatris
VTRS
$18.7B
$2.19M 0.02%
221,537
-6,103
-3% -$59.4K
FDS icon
768
Factset
FDS
$10.1B
$2.19M 0.02%
7,631
-261
-3% -$99.7K
SJM icon
769
J.M. Smucker
SJM
$12.6B
$2.18M 0.02%
20,082
-339
-2% -$36.8K
SWK icon
770
Stanley Black & Decker
SWK
$15.5B
$2.18M 0.02%
29,348
-534
-2% -$39.2K
VFC icon
771
VF Corp
VFC
$5.86B
$2.18M 0.02%
150,952
-1,295
-0.9% -$17.4K
CTRE icon
772
CareTrust REIT
CTRE
$9.55B
$2.18M 0.02%
62,767
+8,310
+15% +$273K
MOH icon
773
Molina Healthcare
MOH
$10.4B
$2.17M 0.02%
11,361
+15
+0.1% +$2.76K
SWKS icon
774
Skyworks Solutions
SWKS
$10.4B
$2.17M 0.02%
28,224
-909
-3% -$67.7K
TKR icon
775
Timken Company
TKR
$8.77B
$2.17M 0.02%
28,891
-205
-0.7% -$15.8K
29 30
31
32 33

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 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.