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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
RGNX icon
2276
Regenxbio
RGNX
$720M
$15K ﹤0.01%
1,589
– –
SFIX
2277
Stitch Fix
SFIX
$474M
$15K ﹤0.01%
3,496
– –
SIGA icon
2278
SIGA Technologies
SIGA
$206M
$15K ﹤0.01%
1,680
– –
SVC
2279
Service Properties Trust
SVC
$1.1B
$15K ﹤0.01%
1,124
– –
YORW icon
2280
York Water
YORW
$528M
$15K ﹤0.01%
497
– –
IBTA icon
2281
Ibotta
IBTA
$722M
$15K ﹤0.01%
541
– –
BOW
2282
Bowhead Specialty Holdings
BOW
$1.11B
$15K ﹤0.01%
546
– –
RZLV
2283
Rezolve AI
RZLV
$1.07B
$15K ﹤0.01%
3,104
– –
PVLA
2284
Palvella Therapeutics
PVLA
$2.23B
$15K ﹤0.01%
234
– –
ANGO icon
2285
AngioDynamics
ANGO
$651M
$14K ﹤0.01%
1,291
– –
AQST icon
2286
Aquestive Therapeutics
AQST
$531M
$14K ﹤0.01%
2,569
– –
BAND
2287
Bandwidth Inc
BAND
$1.67B
$14K ﹤0.01%
863
– –
BCAL icon
2288
Southern California Bancorp
BCAL
$701M
$14K ﹤0.01%
840
– –
BMBL icon
2289
Bumble
BMBL
$344M
$14K ﹤0.01%
2,359
-1,068
-31% -$7.29K
BSRR icon
2290
Sierra Bancorp
BSRR
$528M
$14K ﹤0.01%
489
– –
CHCT
2291
Community Healthcare Trust
CHCT
$430M
$14K ﹤0.01%
918
– –
CMCO icon
2292
Columbus McKinnon
CMCO
$557M
$14K ﹤0.01%
966
– –
CVLG icon
2293
Covenant Logistics
CVLG
$865M
$14K ﹤0.01%
636
– –
CYH icon
2294
Community Health Systems
CYH
$410M
$14K ﹤0.01%
4,302
– –
EHAB
2295
DELISTED
Enhabit
EHAB
$14K ﹤0.01%
1,726
– –
ERAS icon
2296
Erasca
ERAS
$6.45B
$14K ﹤0.01%
6,343
– –
FBIZ icon
2297
First Business Financial Services
FBIZ
$593M
$14K ﹤0.01%
279
– –
XRN
2298
Chiron Real Estate Inc
XRN
$480M
$14K ﹤0.01%
412
– –
HBCP icon
2299
Home Bancorp
HBCP
$567M
$14K ﹤0.01%
260
– –
HY icon
2300
Hyster-Yale Materials Handling
HY
$614M
$14K ﹤0.01%
391
– –
90 91
92
93 94

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.