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
JBTM
801
JBT Marel
JBTM
$6.35B
$2.09M 0.02%
14,904
+1,701
+13% +$232K
AIZ icon
802
Assurant
AIZ
$14.2B
$2.09M 0.01%
9,654
-233
-2% -$47.3K
BDC icon
803
Belden
BDC
$5.28B
$2.09M 0.01%
17,385
-12
-0.1% -$1.51K
PNW icon
804
Pinnacle West Capital
PNW
$12B
$2.09M 0.01%
23,309
-183
-0.8% -$16.5K
LNC icon
805
Lincoln National
LNC
$8.75B
$2.08M 0.01%
51,645
+121
+0.2% +$4.68K
CROX icon
806
Crocs
CROX
$6.63B
$2.08M 0.01%
24,921
-700
-3% -$63.9K
FSS icon
807
Federal Signal
FSS
$7.74B
$2.08M 0.01%
17,478
+136
+0.8% +$16.3K
POOL icon
808
Pool Corp
POOL
$7.27B
$2.07M 0.01%
6,680
-754
-10% -$236K
AKAM icon
809
Akamai
AKAM
$16.9B
$2.06M 0.01%
27,202
-874
-3% -$67.4K
BAM icon
810
Brookfield Asset Management
BAM
$84.4B
$2.05M 0.01%
35,924
+109
+0.3% +$6.48K
MKTX icon
811
MarketAxess Holdings
MKTX
$5.72B
$2.04M 0.01%
11,720
+4,159
+55% +$814K
AL
812
DELISTED
Air Lease Corp
AL
$2.04M 0.01%
32,063
+664
+2% +$39.7K
WYNN icon
813
Wynn Resorts
WYNN
$10.6B
$2.04M 0.01%
15,904
-849
-5% -$98K
JXN icon
814
Jackson Financial
JXN
$8.83B
$2.04M 0.01%
20,119
-281
-1% -$26.3K
ST icon
815
Sensata Technologies
ST
$6.66B
$2.03M 0.01%
66,460
-425
-0.6% -$13.4K
ZWS icon
816
Zurn Elkay Water Solutions
ZWS
$8.47B
$2.03M 0.01%
43,113
+2,727
+7% +$118K
DLB icon
817
Dolby
DLB
$5.82B
$2.02M 0.01%
27,896
-82
-0.3% -$6.03K
WMG icon
818
Warner Music
WMG
$13.8B
$2.02M 0.01%
59,288
+190
+0.3% +$6.06K
EPR icon
819
EPR Properties
EPR
$4.63B
$2.01M 0.01%
34,674
-31
-0.1% -$1.74K
PSN icon
820
Parsons
PSN
$4.93B
$2.01M 0.01%
24,218
+2,682
+12% +$207K
WHR icon
821
Whirlpool
WHR
$2.75B
$2M 0.01%
25,485
+220
+0.9% +$20.2K
AVT icon
822
Avnet
AVT
$7.99B
$2M 0.01%
38,255
-186
-0.5% -$10K
ALAB icon
823
Astera Labs
ALAB
$55B
$1.99M 0.01%
10,159
-613
-6% -$101K
CNX icon
824
CNX Resources
CNX
$5.32B
$1.99M 0.01%
61,908
-1,773
-3% -$54.3K
AU icon
825
AngloGold Ashanti
AU
$49.2B
$1.98M 0.01%
28,190
+330
+1% +$18.5K
31 32
33
34 35

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.