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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
BY icon
1976
Byline Bancorp
BY
$1.78B
$29K ﹤0.01%
985
-94
-9% -$2.64K
ESRT icon
1977
Empire State Realty Trust
ESRT
$817M
$29K ﹤0.01%
4,398
-302
-6% -$2.15K
KOD icon
1978
Kodiak Sciences
KOD
$2.72B
$29K ﹤0.01%
1,028
-126
-11% -$2.58K
NTLA icon
1979
Intellia Therapeutics
NTLA
$1.69B
$29K ﹤0.01%
3,233
-281
-8% -$3.87K
PLYM
1980
DELISTED
Plymouth Industrial REIT
PLYM
$29K ﹤0.01%
1,322
-55
-4% -$1.21K
UVSP icon
1981
Univest Financial
UVSP
$1.18B
$29K ﹤0.01%
893
-103
-10% -$3.23K
ANAB icon
1982
AnaptysBio
ANAB
$1.69B
$28K ﹤0.01%
580
-165
-22% -$6.43K
BBSI icon
1983
Barrett Business Services
BBSI
$756M
$28K ﹤0.01%
783
-156
-17% -$5.97K
CTBI icon
1984
Community Trust Bancorp
CTBI
$1.42B
$28K ﹤0.01%
502
-36
-7% -$1.99K
DEC
1985
Diversified Energy Company
DEC
$1.02B
$28K ﹤0.01%
1,953
+321
+20% +$4.5K
DRVN icon
1986
Driven Brands
DRVN
$2.05B
$28K ﹤0.01%
1,877
-271
-13% -$4.03K
JBI icon
1987
Janus International
JBI
$664M
$28K ﹤0.01%
4,262
-664
-13% -$5.17K
MBIN icon
1988
Merchants Bancorp
MBIN
$2.52B
$28K ﹤0.01%
816
+191
+31% +$6.27K
ROOT icon
1989
Root
ROOT
$748M
$28K ﹤0.01%
386
+86
+29% +$6.85K
WMK icon
1990
Weis Markets
WMK
$1.78B
$28K ﹤0.01%
431
-134
-24% -$8.94K
TE
1991
T1 Energy
TE
$1.37B
$28K ﹤0.01%
4,190
+311
+8% +$1.37K
MBX
1992
MBX Biosciences
MBX
$3.23B
$28K ﹤0.01%
895
+511
+133% +$12.4K
UPB
1993
Upstream Bio Inc
UPB
$378M
$28K ﹤0.01%
1,031
+437
+74% +$10.9K
MAZE
1994
Maze Therapeutics
MAZE
$1.52B
$28K ﹤0.01%
674
+369
+121% +$12.7K
RHLD
1995
Resolute Holdings Management
RHLD
$1.06B
$28K ﹤0.01%
134
+64
+91% +$9.47K
ALH
1996
Alliance Laundry Holdings
ALH
$5.15B
$28K ﹤0.01%
+1,375
New +$33K
AMPX icon
1997
Amprius Technologies
AMPX
$1.79B
$27K ﹤0.01%
3,468
+2,902
+513% +$33.2K
CRMD icon
1998
CorMedix
CRMD
$557M
$27K ﹤0.01%
2,333
+244
+12% +$2.7K
ESPR
1999
DELISTED
Esperion Therapeutics
ESPR
$27K ﹤0.01%
7,350
+812
+12% +$2.62K
FMBH icon
2000
First Mid Bancshares
FMBH
$1.38B
$27K ﹤0.01%
684
-77
-10% -$2.93K
78 79
80
81 82

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.