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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
+715.35%
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
NVDA icon
1
NVIDIA
NVDA
$4.77T
$988M 7.06%
5,297,553
+3,904
+0.1% +$681K
MSFT icon
2
Microsoft
MSFT
$2.92T
$854M 6.1%
1,649,677
+1,643
+0.1% +$838K
AAPL icon
3
Apple
AAPL
$4.99T
$841M 6.01%
3,302,365
-22,619
-0.7% -$5.11M
AMZN icon
4
Amazon
AMZN
$2.48T
$449M 3.21%
2,044,048
+477
+0% +$108K
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$349M 2.5%
475,636
-5,489
-1% -$4.09M
AVGO icon
6
Broadcom
AVGO
$1.81T
$337M 2.4%
1,020,114
+5,400
+0.5% +$1.66M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.08T
$299M 2.14%
1,230,291
-3,022
-0.2% -$633K
TSLA icon
8
Tesla
TSLA
$1.21T
$276M 1.97%
620,858
+7,332
+1% +$2.54M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.07T
$242M 1.73%
992,936
-5,470
-0.5% -$1.15M
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.11T
$185M 1.32%
368,127
-6,484
-2% -$3.14M
JPM icon
11
JPMorgan Chase
JPM
$950B
$167M 1.19%
527,866
-13,288
-2% -$3.95M
V icon
12
Visa
V
$697B
$135M 0.97%
396,852
+3,346
+0.9% +$1.16M
LLY icon
13
Eli Lilly
LLY
$1.09T
$135M 0.96%
176,564
+3,829
+2% +$2.85M
NFLX icon
14
Netflix
NFLX
$301B
$117M 0.83%
973,390
+12,100
+1% +$1.48M
MA icon
15
Mastercard
MA
$497B
$110M 0.79%
193,710
+4,370
+2% +$2.51M
ORCL icon
16
Oracle
ORCL
$346B
$103M 0.74%
367,492
+9,785
+3% +$2.49M
COST icon
17
Costco
COST
$429B
$97.3M 0.7%
105,142
+1,248
+1% +$1.2M
WMT icon
18
Walmart Inc
WMT
$900B
$94.9M 0.68%
920,367
-3,232
-0.3% -$322K
XOM icon
19
ExxonMobil
XOM
$634B
$92.3M 0.66%
818,637
-20,688
-2% -$2.3M
ABBV icon
20
AbbVie
ABBV
$465B
$91.6M 0.65%
395,629
+5,829
+1% +$1.19M
PLTR icon
21
Palantir
PLTR
$296B
$90.2M 0.64%
494,414
+27,866
+6% +$4.52M
JNJ icon
22
Johnson & Johnson
JNJ
$643B
$87.2M 0.62%
470,031
-7,831
-2% -$1.34M
HD icon
23
Home Depot
HD
$343B
$86.3M 0.62%
212,934
+1,888
+0.9% +$742K
GE icon
24
GE Aerospace
GE
$377B
$71.4M 0.51%
237,466
+2,507
+1% +$685K
PG icon
25
Procter & Gamble
PG
$347B
$70.1M 0.5%
456,357
-8,203
-2% -$1.28M
1
2 3 4 5

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Impax Asset Management Group
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JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
IFP
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BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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.