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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
MBI icon
2376
MBIA
MBI
$254M
$12K ﹤0.01%
1,651
– –
MCS icon
2377
Marcus Corp
MCS
$914M
$12K ﹤0.01%
786
– –
MTRX icon
2378
Matrix Service
MTRX
$330M
$12K ﹤0.01%
915
– –
MTW icon
2379
Manitowoc
MTW
$727M
$12K ﹤0.01%
1,182
– –
NB
2380
NioCorp Developments
NB
$760M
$12K ﹤0.01%
1,769
– –
NEXN
2381
Nexxen International
NEXN
$598M
$12K ﹤0.01%
1,291
– –
NRDS icon
2382
NerdWallet
NRDS
$617M
$12K ﹤0.01%
1,149
– –
NUTX
2383
Nutex Health
NUTX
$1.18B
$12K ﹤0.01%
117
– –
OLP
2384
One Liberty Properties
OLP
$523M
$12K ﹤0.01%
555
– –
ACH
2385
Accendra Health
ACH
$93.1M
$12K ﹤0.01%
2,586
-18,378
-88% -$117K
OPRX icon
2386
OptimizeRx
OPRX
$132M
$12K ﹤0.01%
592
– –
PACB icon
2387
Pacific Biosciences
PACB
$345M
$12K ﹤0.01%
9,441
– –
PSTL
2388
Postal Realty Trust
PSTL
$702M
$12K ﹤0.01%
758
– –
PTLO icon
2389
Portillo's
PTLO
$345M
$12K ﹤0.01%
1,864
– –
PUBM icon
2390
PubMatic
PUBM
$783M
$12K ﹤0.01%
1,448
– –
RBBN icon
2391
Ribbon Communications
RBBN
$372M
$12K ﹤0.01%
3,119
– –
SD icon
2392
SandRidge Energy
SD
$529M
$12K ﹤0.01%
1,104
– –
SVV icon
2393
Savers
SVV
$1.65B
$12K ﹤0.01%
896
– –
SWIM icon
2394
Latham Group
SWIM
$921M
$12K ﹤0.01%
1,540
– –
TALK icon
2395
Talkspace
TALK
$869M
$12K ﹤0.01%
4,253
– –
TITN icon
2396
Titan Machinery
TITN
$431M
$12K ﹤0.01%
738
– –
TRC icon
2397
Tejon Ranch
TRC
$441M
$12K ﹤0.01%
725
– –
UNTY icon
2398
Unity Bancorp
UNTY
$619M
$12K ﹤0.01%
244
– –
VSTM icon
2399
Verastem
VSTM
$629M
$12K ﹤0.01%
1,339
– –
WSBF icon
2400
Waterstone Financial
WSBF
$378M
$12K ﹤0.01%
744
– –
94 95
96
97 98

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.