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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
QUBT icon
1776
Quantum Computing Inc
QUBT
$2.02B
$65K ﹤0.01%
6,336
+2,398
+61% +$34.1K
AVPT icon
1777
AvePoint
AVPT
$2.75B
$64K ﹤0.01%
4,618
+212
+5% +$2.93K
BUSE icon
1778
First Busey Corp
BUSE
$2.58B
$63K ﹤0.01%
2,656
-225
-8% -$5.29K
IMNM icon
1779
Immunome
IMNM
$3.17B
$63K ﹤0.01%
2,943
+499
+20% +$8.76K
TIC
1780
TIC Solutions Inc
TIC
$2.22B
$63K ﹤0.01%
6,273
+481
+8% +$5.36K
EFSC icon
1781
Enterprise Financial Services Corp
EFSC
$2.41B
$62K ﹤0.01%
1,153
-126
-10% -$6.92K
IRON icon
1782
Disc Medicine
IRON
$3.09B
$62K ﹤0.01%
784
-3
-0.4% -$253
WVE icon
1783
Wave Life Sciences
WVE
$1.03B
$62K ﹤0.01%
3,637
+309
+9% +$3.14K
CTRI icon
1784
Centuri Holdings
CTRI
$2.4B
$62K ﹤0.01%
2,462
+184
+8% +$4.11K
SEI
1785
Solaris Energy Infrastructure
SEI
$4.07B
$61K ﹤0.01%
1,330
+273
+26% +$13.2K
AMRX icon
1786
Amneal Pharmaceuticals
AMRX
$6.15B
$60K ﹤0.01%
4,728
-783
-14% -$8.96K
ATRC icon
1787
AtriCure
ATRC
$2.22B
$60K ﹤0.01%
1,520
-136
-8% -$4.99K
AUPH icon
1788
Aurinia Pharmaceuticals
AUPH
$2.06B
$60K ﹤0.01%
3,750
-23
-0.6% -$326
AVDL
1789
DELISTED
Avadel Pharmaceuticals
AVDL
$60K ﹤0.01%
2,807
-391
-12% -$7.59K
NRIX icon
1790
Nurix Therapeutics
NRIX
$2.76B
$60K ﹤0.01%
3,149
+556
+21% +$7.99K
SGHC icon
1791
SGHC Ltd
SGHC
$6.51B
$60K ﹤0.01%
5,006
-184
-4% -$2.21K
TWST icon
1792
Twist Bioscience
TWST
$7.85B
$60K ﹤0.01%
1,880
-158
-8% -$4.93K
SAIL
1793
SailPoint Inc
SAIL
$10.6B
$60K ﹤0.01%
2,956
-166
-5% -$3.46K
LEN.B icon
1794
Lennar Class B
LEN.B
$20.1B
$59K ﹤0.01%
617
+139
+29% +$15.8K
TPB icon
1795
Turning Point Brands
TPB
$1.73B
$59K ﹤0.01%
546
-41
-7% -$4.01K
LION icon
1796
Lionsgate Studios
LION
$3.49B
$59K ﹤0.01%
6,439
-97
-1% -$690
BATRK icon
1797
Atlanta Braves Holdings Series B
BATRK
$3.4B
$57K ﹤0.01%
1,451
-45
-3% -$1.78K
SKWD icon
1798
Skyward Specialty Insurance
SKWD
$2.44B
$57K ﹤0.01%
1,123
-166
-13% -$7.98K
TXG icon
1799
10x Genomics
TXG
$7.52B
$57K ﹤0.01%
3,471
-207
-6% -$3.13K
BF.A icon
1800
Brown-Forman Class A
BF.A
$13B
$56K ﹤0.01%
2,143
-43
-2% -$1.2K
70 71
72
73 74

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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
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

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.