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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
EMR icon
151
Emerson Electric
EMR
$88.3B
$13.9M 0.1%
104,908
-3,444
-3% -$457K
EQIX icon
152
Equinix
EQIX
$103B
$13.9M 0.1%
18,156
-539
-3% -$422K
ADSK icon
153
Autodesk
ADSK
$52.6B
$13.9M 0.1%
46,804
-1,417
-3% -$429K
WMB icon
154
Williams Companies
WMB
$86.1B
$13.7M 0.1%
228,341
-8,172
-3% -$494K
APO icon
155
Apollo Global Management
APO
$73.4B
$13.7M 0.1%
94,628
+662
+0.7% +$87.9K
ABNB icon
156
Airbnb
ABNB
$107B
$13.3M 0.1%
98,249
+3,538
+4% +$441K
PWR icon
157
Quanta Services
PWR
$101B
$13.3M 0.1%
31,579
-699
-2% -$307K
CMI icon
158
Cummins
CMI
$88.7B
$13.2M 0.1%
25,797
-1,006
-4% -$470K
WBD icon
159
Warner Bros
WBD
$67.1B
$13.2M 0.1%
456,798
-6,050
-1% -$141K
CVNA icon
160
Carvana
CVNA
$77.9B
$13.1M 0.09%
155,775
+102,555
+193% +$7.62M
ITW icon
161
Illinois Tool Works
ITW
$84.5B
$13.1M 0.09%
53,117
-3,496
-6% -$871K
COHR icon
162
Coherent
COHR
$74.2B
$12.9M 0.09%
69,956
-907
-1% -$136K
MDLZ icon
163
Mondelez International
MDLZ
$79.9B
$12.8M 0.09%
238,603
-10,643
-4% -$613K
ECL icon
164
Ecolab
ECL
$79.9B
$12.8M 0.09%
48,822
-2,228
-4% -$593K
CL icon
165
Colgate-Palmolive
CL
$74.4B
$12.7M 0.09%
160,704
-7,767
-5% -$609K
GLW icon
166
Corning
GLW
$143B
$12.7M 0.09%
144,692
-5,733
-4% -$494K
MSI icon
167
Motorola Solutions
MSI
$77.4B
$12.6M 0.09%
32,981
-1,732
-5% -$696K
CSX icon
168
CSX Corp
CSX
$93.1B
$12.6M 0.09%
348,367
-8,546
-2% -$306K
VST icon
169
Vistra
VST
$47.4B
$12.4M 0.09%
77,107
+4,074
+6% +$742K
AJG icon
170
Arthur J. Gallagher & Co
AJG
$63.6B
$12.3M 0.09%
47,654
-1,981
-4% -$524K
FDX icon
171
FedEx
FDX
$75.4B
$12.2M 0.09%
42,156
+927
+2% +$243K
NSC icon
172
Norfolk Southern
NSC
$75.1B
$12.1M 0.09%
41,964
-1,180
-3% -$341K
SLB icon
173
SLB Ltd
SLB
$75B
$12.1M 0.09%
314,733
+26,169
+9% +$949K
TRV icon
174
Travelers Companies
TRV
$80.2B
$12M 0.09%
41,396
-2,299
-5% -$647K
ZTS icon
175
Zoetis
ZTS
$30B
$11.9M 0.09%
94,377
-2,438
-3% -$318K
5 6
7
8 9

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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.