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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
NEE icon
76
NextEra Energy
NEE
$177B
$29.8M 0.21%
394,910
-6,751
-2% -$493K
GILD icon
77
Gilead Sciences
GILD
$165B
$29.7M 0.21%
267,993
-2,934
-1% -$333K
BSX icon
78
Boston Scientific
BSX
$71.5B
$29.1M 0.21%
297,751
-3,248
-1% -$336K
ETN icon
79
Eaton
ETN
$174B
$28.4M 0.2%
75,918
-1,607
-2% -$584K
BX icon
80
Blackstone
BX
$110B
$28.4M 0.2%
166,222
+3,545
+2% +$607K
ADP icon
81
Automatic Data Processing
ADP
$108B
$28.3M 0.2%
96,372
+801
+0.8% +$241K
INTC icon
82
Intel
INTC
$513B
$27.9M 0.2%
830,426
-11,682
-1% -$283K
PFE icon
83
Pfizer
PFE
$153B
$27.6M 0.2%
1,083,345
-18,098
-2% -$447K
UNP icon
84
Union Pacific
UNP
$174B
$27.4M 0.2%
115,830
-2,244
-2% -$506K
LOW icon
85
Lowe's Companies
LOW
$125B
$27M 0.19%
107,595
-1,763
-2% -$433K
CRWD icon
86
CrowdStrike
CRWD
$218B
$26.9M 0.19%
219,476
+3,276
+2% +$372K
COF icon
87
Capital One
COF
$134B
$26.3M 0.19%
123,678
+2,394
+2% +$524K
SYK icon
88
Stryker
SYK
$130B
$25.7M 0.18%
69,606
-578
-0.8% -$223K
HON icon
89
Honeywell
HON
$78B
$25.6M 0.18%
128,930
-3,876
-3% -$810K
DHR icon
90
Danaher
DHR
$144B
$24.1M 0.17%
121,351
-1,980
-2% -$394K
MDT icon
91
Medtronic
MDT
$112B
$23.6M 0.17%
247,898
-4,362
-2% -$401K
ADI icon
92
Analog Devices
ADI
$190B
$23.3M 0.17%
94,807
-1,618
-2% -$389K
MO icon
93
Altria Group
MO
$114B
$23.3M 0.17%
352,318
-6,841
-2% -$433K
WELL icon
94
Welltower
WELL
$171B
$22.8M 0.16%
127,991
+5,317
+4% +$874K
TMUS icon
95
T-Mobile US
TMUS
$190B
$22.7M 0.16%
94,805
-610
-0.6% -$148K
COP icon
96
ConocoPhillips
COP
$141B
$22.5M 0.16%
238,135
-6,013
-2% -$568K
MCK icon
97
McKesson
MCK
$101B
$22.4M 0.16%
29,051
+201
+0.7% +$142K
DASH icon
98
DoorDash
DASH
$93.7B
$22.2M 0.16%
81,799
+5,076
+7% +$1.27M
VRTX icon
99
Vertex Pharmaceuticals
VRTX
$126B
$22.1M 0.16%
56,514
+779
+1% +$326K
CMCSA icon
100
Comcast
CMCSA
$90B
$22.1M 0.16%
703,097
-20,649
-3% -$692K
2 3
4
5 6

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JFG
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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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

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.