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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
ARRY icon
1876
Array Technologies
ARRY
$799M
$44K ﹤0.01%
5,339
– –
ATRO icon
1877
Astronics
ATRO
$4.34B
$44K ﹤0.01%
1,168
– –
BHVN icon
1878
Biohaven
BHVN
$2.17B
$44K ﹤0.01%
2,939
– –
DCO icon
1879
Ducommun
DCO
$3.04B
$44K ﹤0.01%
459
– –
QCRH icon
1880
QCR Holdings
QCRH
$1.73B
$44K ﹤0.01%
582
– –
VRNT
1881
DELISTED
Verint Systems
VRNT
$44K ﹤0.01%
2,157
– –
CAI
1882
Caris Life Sciences
CAI
$6.29B
$44K ﹤0.01%
+1,463
New +$46.7K
APPN icon
1883
Appian
APPN
$2.49B
$43K ﹤0.01%
1,407
– –
CLMT icon
1884
Calumet Specialty Products
CLMT
$4.15B
$43K ﹤0.01%
2,356
– –
LADR
1885
Ladder Capital
LADR
$1.25B
$43K ﹤0.01%
3,947
– –
SHLS icon
1886
Shoals Technologies Group
SHLS
$1.4B
$43K ﹤0.01%
5,845
– –
SNDX icon
1887
Syndax Pharmaceuticals
SNDX
$1.77B
$43K ﹤0.01%
2,775
– –
TXG icon
1888
10x Genomics
TXG
$7.52B
$43K ﹤0.01%
3,678
– –
WLDN icon
1889
Willdan Group
WLDN
$1.29B
$43K ﹤0.01%
440
– –
APGE icon
1890
Apogee Therapeutics
APGE
$10.2B
$42K ﹤0.01%
1,061
-251
-19% -$9.58K
AUPH icon
1891
Aurinia Pharmaceuticals
AUPH
$2.06B
$42K ﹤0.01%
3,773
-899
-19% -$9.82K
BBSI icon
1892
Barrett Business Services
BBSI
$756M
$42K ﹤0.01%
939
– –
CLOV icon
1893
Clover Health Investments
CLOV
$2.41B
$42K ﹤0.01%
13,790
– –
LOB icon
1894
Live Oak Bancshares
LOB
$1.98B
$42K ﹤0.01%
1,201
– –
MRC
1895
DELISTED
MRC Global
MRC
$42K ﹤0.01%
2,919
– –
PGRE
1896
DELISTED
Paramount Group
PGRE
$42K ﹤0.01%
6,432
– –
PGY icon
1897
Pagaya Technologies
PGY
$1.69B
$42K ﹤0.01%
1,398
– –
RXRX icon
1898
Recursion Pharmaceuticals
RXRX
$1.76B
$42K ﹤0.01%
8,616
– –
TNK icon
1899
Teekay Tankers
TNK
$2.81B
$42K ﹤0.01%
826
– –
TRS icon
1900
TriMas Corp
TRS
$1.41B
$42K ﹤0.01%
1,076
-426
-28% -$15.1K
74 75
76
77 78

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
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 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.