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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
WLK icon
1026
Westlake Corp
WLK
$10.3B
$1.11M 0.01%
15,045
-257
-2% -$18.3K
UCB
1027
United Community Banks
UCB
$4.36B
$1.1M 0.01%
35,326
+550
+2% +$17K
HOG icon
1028
Harley-Davidson
HOG
$2.78B
$1.1M 0.01%
53,730
-1,159
-2% -$28.5K
OLN icon
1029
Olin
OLN
$2.17B
$1.1M 0.01%
52,618
-12
-0% -$259
VC icon
1030
Visteon
VC
$2.83B
$1.09M 0.01%
11,496
-523
-4% -$55.4K
CVSA
1031
Covista Inc
CVSA
$4.31B
$1.09M 0.01%
10,545
+304
+3% +$34.8K
CWK icon
1032
Cushman & Wakefield Ltd
CWK
$3.23B
$1.09M 0.01%
67,272
+617
+0.9% +$9.78K
WAY
1033
Waystar Holding Corp
WAY
$4.66B
$1.09M 0.01%
33,261
+399
+1% +$14.2K
MWA icon
1034
Mueller Water Products
MWA
$4.09B
$1.08M 0.01%
45,403
+812
+2% +$20.1K
KMPR icon
1035
Kemper
KMPR
$1.54B
$1.08M 0.01%
26,608
-1,956
-7% -$83.8K
LGND icon
1036
Ligand Pharmaceuticals
LGND
$5.76B
$1.07M 0.01%
5,687
+52
+0.9% +$9.99K
CAR icon
1037
Avis
CAR
$4.97B
$1.07M 0.01%
8,351
+474
+6% +$66.1K
VIK icon
1038
Viking Holdings
VIK
$45.3B
$1.07M 0.01%
14,954
+900
+6% +$57.4K
FELE icon
1039
Franklin Electric
FELE
$4.77B
$1.06M 0.01%
11,133
-4
-0% -$382
GT icon
1040
Goodyear
GT
$1.75B
$1.05M 0.01%
120,181
-4,532
-4% -$35.7K
CALM icon
1041
Cal-Maine
CALM
$3.87B
$1.05M 0.01%
13,203
+136
+1% +$11.9K
SFBS
1042
ServisFirst Bancshares
SFBS
$4.88B
$1.05M 0.01%
14,643
+133
+0.9% +$9.76K
BTU icon
1043
Peabody Energy
BTU
$2.98B
$1.05M 0.01%
35,356
+323
+0.9% +$9.49K
GNW icon
1044
Genworth Financial
GNW
$3.7B
$1.05M 0.01%
116,304
-838
-0.7% -$7.3K
INDB icon
1045
Independent Bank
INDB
$4.02B
$1.05M 0.01%
14,341
+8
+0.1% +$568
PATK icon
1046
Patrick Industries
PATK
$2.81B
$1.05M 0.01%
9,644
+111
+1% +$11.6K
CXT icon
1047
Crane NXT
CXT
$2.95B
$1.04M 0.01%
22,139
-490
-2% -$29K
VRRM icon
1048
Verra Mobility
VRRM
$726M
$1.04M 0.01%
46,362
+785
+2% +$17.9K
PLMR icon
1049
Palomar
PLMR
$3.47B
$1.04M 0.01%
7,699
-35
-0.5% -$4.27K
NE icon
1050
Noble Corp
NE
$7.1B
$1.03M 0.01%
36,484
+334
+0.9% +$9.87K
40 41
42
43 44

Similar funds

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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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.