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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
LINE
1676
Lineage Inc
LINE
$9.8B
$120K ﹤0.01%
3,439
+82
+2% +$3.03K
SOUN icon
1677
SoundHound AI
SOUN
$3.32B
$118K ﹤0.01%
11,786
+624
+6% +$8.98K
WRLD icon
1678
World Acceptance Corp
WRLD
$875M
$118K ﹤0.01%
839
-64
-7% -$9.63K
STNE icon
1679
StoneCo
STNE
$2.49B
$117K ﹤0.01%
7,895
-381
-5% -$6.37K
UPST icon
1680
Upstart Holdings
UPST
$3.01B
$117K ﹤0.01%
2,678
-81
-3% -$3.73K
BFS
1681
Saul Centers
BFS
$865M
$116K ﹤0.01%
3,685
-21
-0.6% -$645
GLNG icon
1682
Golar LNG
GLNG
$5.21B
$114K ﹤0.01%
3,071
-168
-5% -$6.42K
SRRK icon
1683
Scholar Rock
SRRK
$6.46B
$114K ﹤0.01%
2,585
-186
-7% -$6.98K
NHI icon
1684
National Health Investors
NHI
$3.5B
$113K ﹤0.01%
1,477
-32
-2% -$2.45K
EOSE icon
1685
Eos Energy Enterprises
EOSE
$1.51B
$111K ﹤0.01%
9,703
+2,102
+28% +$30.2K
LBTYA icon
1686
Liberty Global Class A
LBTYA
$3.58B
$111K ﹤0.01%
9,929
+1,217
+14% +$13.5K
IESC icon
1687
IES Holdings
IESC
$14.9B
$110K ﹤0.01%
284
-5
-2% -$2.01K
TWI icon
1688
Titan International
TWI
$438M
$110K ﹤0.01%
14,071
-282
-2% -$2.21K
WULF icon
1689
TeraWulf
WULF
$8.14B
$110K ﹤0.01%
9,535
+268
+3% +$3.59K
TERN
1690
DELISTED
Terns Pharmaceuticals
TERN
$109K ﹤0.01%
2,694
+268
+11% +$6.19K
XENE icon
1691
Xenon Pharmaceuticals
XENE
$6.21B
$107K ﹤0.01%
2,387
-208
-8% -$8.74K
ALHC icon
1692
Alignment Healthcare
ALHC
$2.79B
$105K ﹤0.01%
5,331
+1,865
+54% +$33.5K
GOGO icon
1693
Gogo Inc
GOGO
$377M
$105K ﹤0.01%
22,550
+1,221
+6% +$8.95K
BNL icon
1694
Broadstone Net Lease
BNL
$4.35B
$104K ﹤0.01%
5,963
-187
-3% -$3.37K
GPOR icon
1695
Gulfport Energy Corp
GPOR
$3.01B
$104K ﹤0.01%
500
+50
+11% +$9.97K
UUUU icon
1696
Energy Fuels
UUUU
$3.64B
$104K ﹤0.01%
7,180
+686
+11% +$11.6K
MIRM icon
1697
Mirum Pharmaceuticals
MIRM
$6.02B
$102K ﹤0.01%
1,288
-74
-5% -$5.31K
CELC icon
1698
Celcuity
CELC
$4.22B
$101K ﹤0.01%
1,011
+55
+6% +$4.52K
TARS icon
1699
Tarsus Pharmaceuticals
TARS
$3.02B
$101K ﹤0.01%
1,231
-43
-3% -$3.21K
ARQT icon
1700
Arcutis Biotherapeutics
ARQT
$3.25B
$100K ﹤0.01%
3,458
-265
-7% -$6.78K
66 67
68
69 70

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JFG
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SSA
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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
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AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
SAM
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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.