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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
+715.35%
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
NVDA icon
1
NVIDIA
NVDA
$4.77T
$947M 6.84%
5,079,610
-217,943
-4% -$40.6M
AAPL icon
2
Apple
AAPL
$4.99T
$844M 6.09%
3,104,765
-197,600
-6% -$53M
MSFT icon
3
Microsoft
MSFT
$2.92T
$759M 5.48%
1,568,576
-81,101
-5% -$40.6M
AMZN icon
4
Amazon
AMZN
$2.48T
$458M 3.31%
1,985,076
-58,972
-3% -$13.5M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.08T
$370M 2.67%
1,182,079
-48,212
-4% -$13.8M
AVGO icon
6
Broadcom
AVGO
$1.81T
$343M 2.48%
991,404
-28,710
-3% -$10.3M
META icon
7
Meta Platforms (Facebook)
META
$1.51T
$308M 2.22%
465,952
-9,684
-2% -$6.47M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.07T
$298M 2.15%
950,755
-42,181
-4% -$12.1M
TSLA icon
9
Tesla
TSLA
$1.21T
$270M 1.95%
600,924
-19,934
-3% -$8.84M
LLY icon
10
Eli Lilly
LLY
$1.09T
$186M 1.34%
173,090
-3,474
-2% -$3.32M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.11T
$170M 1.23%
337,871
-30,256
-8% -$15.1M
JPM icon
12
JPMorgan Chase
JPM
$950B
$162M 1.17%
502,054
-25,812
-5% -$7.99M
V icon
13
Visa
V
$697B
$128M 0.92%
364,970
-31,882
-8% -$10.9M
MA icon
14
Mastercard
MA
$497B
$101M 0.73%
176,490
-17,220
-9% -$9.63M
XOM icon
15
ExxonMobil
XOM
$634B
$95.4M 0.69%
793,095
-25,542
-3% -$2.96M
JNJ icon
16
Johnson & Johnson
JNJ
$643B
$91.6M 0.66%
442,630
-27,401
-6% -$5.42M
WMT icon
17
Walmart Inc
WMT
$900B
$91.6M 0.66%
822,203
-98,164
-11% -$10.5M
ABBV icon
18
AbbVie
ABBV
$465B
$87.7M 0.63%
383,670
-11,959
-3% -$2.72M
NFLX icon
19
Netflix
NFLX
$301B
$87.6M 0.63%
934,429
-38,961
-4% -$4.2M
PLTR icon
20
Palantir
PLTR
$296B
$87.4M 0.63%
491,728
-2,686
-0.5% -$486K
COST icon
21
Costco
COST
$429B
$83.1M 0.6%
96,311
-8,831
-8% -$8M
ORCL icon
22
Oracle
ORCL
$346B
$72.1M 0.52%
370,084
+2,592
+0.7% +$617K
HD icon
23
Home Depot
HD
$343B
$71.9M 0.52%
209,059
-3,875
-2% -$1.42M
AMD icon
24
Advanced Micro Devices
AMD
$741B
$71.7M 0.52%
335,002
-1,311
-0.4% -$294K
GE icon
25
GE Aerospace
GE
$377B
$70.3M 0.51%
228,214
-9,252
-4% -$2.79M
1
2 3 4 5

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JFG
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IFP
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BBVA
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SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
HIIFS
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BGC
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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.