We are live on ! Find out more
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
NVCR icon
1876
NovoCure
NVCR
$2.05B
$41K ﹤0.01%
3,192
-537
-14% -$6.89K
USLM icon
1877
United States Lime & Minerals
USLM
$3.42B
$41K ﹤0.01%
340
-21
-6% -$2.6K
ZYME icon
1878
Zymeworks
ZYME
$1.77B
$41K ﹤0.01%
1,566
-314
-17% -$6.85K
LIF
1879
Life360
LIF
$4B
$41K ﹤0.01%
644
+290
+82% +$24.1K
SILA
1880
DELISTED
Sila Realty Trust
SILA
$41K ﹤0.01%
1,749
-152
-8% -$3.57K
AMSC icon
1881
American Superconductor
AMSC
$1.56B
$40K ﹤0.01%
1,373
+188
+16% +$8.13K
CRAI icon
1882
CRA International
CRAI
$1.06B
$40K ﹤0.01%
201
-25
-11% -$4.71K
FLNC icon
1883
Fluence Energy
FLNC
$2.44B
$40K ﹤0.01%
2,006
-126
-6% -$2.37K
LZ icon
1884
LegalZoom.com
LZ
$930M
$40K ﹤0.01%
4,005
+161
+4% +$1.6K
DFTX
1885
Definium Therapeutics
DFTX
$5.68B
$40K ﹤0.01%
2,957
+176
+6% +$2.18K
TNK icon
1886
Teekay Tankers
TNK
$2.81B
$40K ﹤0.01%
755
-71
-9% -$3.99K
UMH
1887
UMH Properties
UMH
$1.39B
$40K ﹤0.01%
2,524
+20
+0.8% +$300
VVX icon
1888
V2X
VVX
$2.55B
$40K ﹤0.01%
726
+153
+27% +$8.61K
CAI
1889
Caris Life Sciences
CAI
$6.29B
$40K ﹤0.01%
1,471
+8
+0.5% +$225
CNOB icon
1890
Center Bancorp
CNOB
$1.81B
$39K ﹤0.01%
1,498
+202
+16% +$5.11K
DOLE icon
1891
Dole
DOLE
$1.23B
$39K ﹤0.01%
2,596
-3
-0.1% -$42
ENVX icon
1892
Enovix
ENVX
$1.03B
$39K ﹤0.01%
5,302
-393
-7% -$3.81K
HG icon
1893
Hamilton Insurance Group
HG
$2.32B
$39K ﹤0.01%
1,412
-16
-1% -$415
LADR
1894
Ladder Capital
LADR
$1.25B
$39K ﹤0.01%
3,590
-357
-9% -$3.88K
TDOC icon
1895
Teladoc Health
TDOC
$1.22B
$39K ﹤0.01%
5,593
-368
-6% -$2.88K
UWMC icon
1896
UWM Holdings
UWMC
$2.42B
$39K ﹤0.01%
8,960
+2,681
+43% +$14.4K
LOB icon
1897
Live Oak Bancshares
LOB
$1.98B
$38K ﹤0.01%
1,111
-90
-7% -$3.01K
RVLV icon
1898
Revolve Group
RVLV
$1.69B
$38K ﹤0.01%
1,274
-38
-3% -$918
SGRY icon
1899
Surgery Partners
SGRY
$2.01B
$38K ﹤0.01%
2,430
-234
-9% -$4.3K
THR
1900
DELISTED
Thermon Group Holdings
THR
$38K ﹤0.01%
1,033
-105
-9% -$3.45K
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 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.