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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
CWAN
1676
DELISTED
Clearwater Analytics
CWAN
$116K ﹤0.01%
6,447
– –
INFA
1677
DELISTED
Informatica
INFA
$116K ﹤0.01%
4,660
+83
+2% +$2.05K
IESC icon
1678
IES Holdings
IESC
$14.9B
$115K ﹤0.01%
289
– –
PFSI icon
1679
PennyMac Financial
PFSI
$4.13B
$115K ﹤0.01%
926
– –
CACC icon
1680
Credit Acceptance
CACC
$6.05B
$114K ﹤0.01%
245
-102
-29% -$50.9K
HRI icon
1681
Herc Holdings
HRI
$5.64B
$114K ﹤0.01%
974
– –
CTKB icon
1682
Cytek Biosciences
CTKB
$636M
$111K ﹤0.01%
31,934
+2,003
+7% +$7.52K
AMBA icon
1683
Ambarella
AMBA
$3.6B
$110K ﹤0.01%
1,330
– –
BNL icon
1684
Broadstone Net Lease
BNL
$4.35B
$110K ﹤0.01%
6,150
-478
-7% -$8.22K
PTON icon
1685
Peloton Interactive
PTON
$2.44B
$110K ﹤0.01%
12,198
– –
SHOE
1686
Shoe Station Group
SHOE
$415M
$109K ﹤0.01%
5,230
+202
+4% +$4.37K
TWI icon
1687
Titan International
TWI
$438M
$109K ﹤0.01%
14,353
+443
+3% +$3.95K
AKRO
1688
DELISTED
Akero Therapeutics
AKRO
$108K ﹤0.01%
2,265
-305
-12% -$14.8K
VISN
1689
Vistance Networks Inc
VISN
$2.62B
$107K ﹤0.01%
6,915
-433
-6% -$5.62K
WULF icon
1690
TeraWulf
WULF
$8.14B
$106K ﹤0.01%
9,267
– –
COMP icon
1691
Compass
COMP
$10.2B
$105K ﹤0.01%
13,015
– –
HTLD icon
1692
Heartland Express
HTLD
$979M
$105K ﹤0.01%
12,554
+106
+0.9% +$897
NUVL
1693
DELISTED
Nuvalent
NUVL
$105K ﹤0.01%
1,217
– –
XENE icon
1694
Xenon Pharmaceuticals
XENE
$6.21B
$104K ﹤0.01%
2,595
– –
PRM icon
1695
Perimeter Solutions
PRM
$5.53B
$103K ﹤0.01%
4,612
– –
SRRK icon
1696
Scholar Rock
SRRK
$6.46B
$103K ﹤0.01%
2,771
– –
RRR icon
1697
Red Rock Resorts
RRR
$3.67B
$102K ﹤0.01%
1,678
– –
MGPI icon
1698
MGP Ingredients
MGPI
$389M
$101K ﹤0.01%
4,193
+291
+7% +$8.44K
VSEC icon
1699
VSE Corp
VSEC
$6.48B
$101K ﹤0.01%
610
– –
INDV icon
1700
Indivior Pharmaceuticals
INDV
$4.51B
$100K ﹤0.01%
4,143
– –
66 67
68
69 70

Similar funds

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 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
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
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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.