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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
BAC icon
26
Bank of America
BAC
$442B
$67.6M 0.48%
1,309,577
+12,474
+1% +$609K
UNH icon
27
UnitedHealth
UNH
$370B
$59.4M 0.42%
172,127
-3,135
-2% -$948K
CVX icon
28
Chevron
CVX
$366B
$57.5M 0.41%
370,095
+51,474
+16% +$7.97M
AMD icon
29
Advanced Micro Devices
AMD
$789B
$54.4M 0.39%
336,313
+1,120
+0.3% +$181K
KO icon
30
Coca-Cola
KO
$375B
$54.3M 0.39%
818,528
-20
-0% -$1.38K
PM icon
31
Philip Morris
PM
$295B
$53.8M 0.38%
331,830
-5,938
-2% -$999K
CSCO icon
32
Cisco
CSCO
$479B
$53.1M 0.38%
775,965
-16,117
-2% -$1.1M
WFC icon
33
Wells Fargo
WFC
$264B
$51.3M 0.37%
611,976
-19,348
-3% -$1.57M
IBM icon
34
IBM
IBM
$224B
$51M 0.36%
180,826
-2,798
-2% -$732K
ABT icon
35
Abbott
ABT
$187B
$47.7M 0.34%
355,793
-6,283
-2% -$825K
GS icon
36
Goldman Sachs
GS
$303B
$46.3M 0.33%
58,148
-1,679
-3% -$1.24M
UBER icon
37
Uber
UBER
$153B
$45.2M 0.32%
461,621
+5,506
+1% +$515K
CRM icon
38
Salesforce
CRM
$158B
$45.1M 0.32%
190,234
-3,109
-2% -$784K
NOW icon
39
ServiceNow
NOW
$129B
$44.1M 0.31%
239,395
+3,835
+2% +$716K
CAT icon
40
Caterpillar
CAT
$387B
$43.9M 0.31%
91,937
-1,459
-2% -$623K
RTX icon
41
RTX Corp
RTX
$301B
$43.8M 0.31%
261,638
-4,108
-2% -$638K
LIN icon
42
Linde
LIN
$226B
$43.3M 0.31%
91,229
-1,817
-2% -$860K
MCD icon
43
McDonald's
MCD
$195B
$43.2M 0.31%
142,020
-2,429
-2% -$739K
INTU icon
44
Intuit
INTU
$89B
$42.5M 0.3%
62,295
+778
+1% +$561K
BKNG icon
45
Booking.com
BKNG
$161B
$41.4M 0.3%
191,675
+1,500
+0.8% +$335K
APP icon
46
Applovin
APP
$116B
$41.1M 0.29%
57,158
+39,088
+216% +$18M
T icon
47
AT&T
T
$163B
$40M 0.29%
1,415,266
-31,496
-2% -$894K
MRK icon
48
Merck
MRK
$318B
$39.9M 0.29%
475,288
-9,994
-2% -$823K
DIS icon
49
Walt Disney
DIS
$181B
$39.7M 0.28%
347,015
-5,766
-2% -$679K
GEV icon
50
GE Vernova
GEV
$264B
$38.9M 0.28%
63,222
+729
+1% +$442K
1
2
3 4 5

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IFP
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BBVA
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SSA
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BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
FGP
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BIP
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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.