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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
+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
PCVX icon
1651
Vaxcyte
PCVX
$8.86B
$134K ﹤0.01%
3,709
-592
-14% -$19.6K
GLOB icon
1652
Globant
GLOB
$1.65B
$133K ﹤0.01%
2,316
+24
+1% +$1.77K
HHH icon
1653
Howard Hughes
HHH
$3.96B
$133K ﹤0.01%
1,621
+19
+1% +$1.41K
LCID icon
1654
Lucid Motors
LCID
$2.56B
$133K ﹤0.01%
5,609
+74
+1% +$1.67K
LAUR icon
1655
Laureate Education
LAUR
$5.08B
$132K ﹤0.01%
4,172
-446
-10% -$11.7K
CAL icon
1656
Caleres
CAL
$457M
$131K ﹤0.01%
10,039
+429
+4% +$6.21K
GLNG icon
1657
Golar LNG
GLNG
$5.23B
$131K ﹤0.01%
3,239
-228
-7% -$9.42K
LINE
1658
Lineage Inc
LINE
$9.55B
$130K ﹤0.01%
3,357
+42
+1% +$1.75K
FWONA icon
1659
Liberty Media Series A
FWONA
$24B
$129K ﹤0.01%
1,359
+9
+0.7% +$822
LTH icon
1660
Life Time Group Holdings
LTH
$9.84B
$128K ﹤0.01%
4,634
– –
SITC icon
1661
SITE Centers
SITC
$157M
$126K ﹤0.01%
13,951
+432
+3% +$4.59K
BOKF icon
1662
BOK Financial
BOKF
$8.76B
$124K ﹤0.01%
1,109
-60
-5% -$6.41K
ZETA icon
1663
Zeta Global
ZETA
$7.17B
$123K ﹤0.01%
6,189
– –
ATMU icon
1664
Atmus Filtration Technologies
ATMU
$4.06B
$122K ﹤0.01%
2,707
-160
-6% -$6.71K
CRNX icon
1665
Crinetics Pharmaceuticals
CRNX
$8.96B
$122K ﹤0.01%
2,930
-229
-7% -$7.32K
BIRK icon
1666
Birkenstock
BIRK
$6.7B
$121K ﹤0.01%
2,669
+37
+1% +$1.81K
EBC icon
1667
Eastern Bankshares
EBC
$5.32B
$120K ﹤0.01%
6,618
– –
GES
1668
DELISTED
Guess Inc
GES
$120K ﹤0.01%
7,171
+353
+5% +$5.23K
NHI icon
1669
National Health Investors
NHI
$3.48B
$120K ﹤0.01%
1,509
– –
TENB icon
1670
Tenable Holdings
TENB
$4.06B
$120K ﹤0.01%
4,102
– –
AGX icon
1671
Argan
AGX
$8.21B
$119K ﹤0.01%
441
– –
CRSR icon
1672
Corsair Gaming
CRSR
$1.41B
$119K ﹤0.01%
13,377
+572
+4% +$5.15K
RES icon
1673
RPC Inc
RES
$1.4B
$119K ﹤0.01%
24,909
+1,267
+5% +$5.98K
BFS
1674
Saul Centers
BFS
$848M
$118K ﹤0.01%
3,706
+266
+8% +$8.78K
OSCR icon
1675
Oscar Health
OSCR
$8.94B
$118K ﹤0.01%
6,251
– –
65 66
67
68 69

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
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 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
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 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.