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
+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
NWPX icon
2176
NWPX Infrastructure Inc
NWPX
$1.1B
$18K ﹤0.01%
338
– –
OFIX icon
2177
Orthofix Medical
OFIX
$424M
$18K ﹤0.01%
1,249
– –
SKYT
2178
DELISTED
SkyWater Technology
SKYT
$18K ﹤0.01%
940
– –
TBPH icon
2179
Theravance Biopharma
TBPH
$878M
$18K ﹤0.01%
1,252
– –
TERN
2180
DELISTED
Terns Pharmaceuticals
TERN
$18K ﹤0.01%
2,426
– –
TSHA icon
2181
Taysha Gene Therapies
TSHA
$2.05B
$18K ﹤0.01%
5,534
– –
AVBP icon
2182
ArriVent BioPharma
AVBP
$1.47B
$18K ﹤0.01%
963
– –
AIOT
2183
PowerFleet Inc
AIOT
$421M
$18K ﹤0.01%
3,448
– –
ORKA
2184
Oruka Therapeutics
ORKA
$7.11B
$18K ﹤0.01%
929
– –
PHLT
2185
DELISTED
Performant Healthcare Inc
PHLT
$18K ﹤0.01%
2,269
– –
AHL
2186
DELISTED
Aspen Insurance
AHL
$18K ﹤0.01%
+500
New +$16.4K
ALRS icon
2187
Alerus Financial
ALRS
$843M
$17K ﹤0.01%
775
– –
AMAL icon
2188
Amalgamated Financial
AMAL
$1.52B
$17K ﹤0.01%
637
– –
ASPI icon
2189
ASP Isotopes
ASPI
$541M
$17K ﹤0.01%
1,808
– –
BKSY icon
2190
BlackSky Technology
BKSY
$1.3B
$17K ﹤0.01%
866
– –
CARE icon
2191
Carter Bankshares
CARE
$717M
$17K ﹤0.01%
892
– –
CLBK icon
2192
Columbia Financial
CLBK
$1.21B
$17K ﹤0.01%
1,149
– –
CRNC icon
2193
Cerence
CRNC
$391M
$17K ﹤0.01%
1,376
– –
ESPR
2194
DELISTED
Esperion Therapeutics
ESPR
$17K ﹤0.01%
6,538
– –
FLGT icon
2195
Fulgent Genetics
FLGT
$515M
$17K ﹤0.01%
756
– –
FOR icon
2196
Forestar Group
FOR
$1.49B
$17K ﹤0.01%
656
– –
GOSS icon
2197
Gossamer Bio
GOSS
$86.8M
$17K ﹤0.01%
6,486
– –
GTN icon
2198
Gray Television
GTN
$498M
$17K ﹤0.01%
2,959
– –
HCKT icon
2199
Hackett Group
HCKT
$278M
$17K ﹤0.01%
878
– –
HNRG icon
2200
Hallador Energy
HNRG
$743M
$17K ﹤0.01%
872
– –
86 87
88
89 90

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.