UBS AM
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UBS AM’s Amalgamated Financial AMAL Stock Holding History

UBS AM’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18M Buy
56,128
+234
+0.4% +$8.87K ﹤0.01% 2008
2025
Q4 		$1.79M Sell
55,894
-1,829
-3% -$53.2K ﹤0.01% 1930
2025
Q3 		$1.57M Sell
57,723
-30,487
-35% -$906K ﹤0.01% 1844
2025
Q2 		$2.75M Buy
88,210
+23,100
+35% +$677K ﹤0.01% 1999
2025
Q1 		$1.87M Buy
65,110
+9,500
+17% +$311K ﹤0.01% 2023
2024
Q4 		$1.86M Buy
55,610
+4,115
+8% +$141K ﹤0.01% 2088
2024
Q3 		$1.62M Sell
51,495
-1,362
-3% -$41.3K ﹤0.01% 2157
2024
Q2 		$1.45M Buy
52,857
+14,877
+39% +$363K ﹤0.01% 2167
2024
Q1 		$912K Buy
37,980
+1,729
+5% +$42.5K ﹤0.01% 2062
2023
Q4 		$977K Buy
36,251
+8,510
+31% +$175K ﹤0.01% 2030
2023
Q3 		$478K Hold
27,741
– – ﹤0.01% 2316
2023
Q2 		$491K Hold
27,741
– – ﹤0.01% 2331
2023
Q1 		$491K Buy
+27,741
New +$611K ﹤0.01% 2331
2022
Q4 		– Sell
-25,286
Closed -$570K – 2550
2022
Q3 		$570K Buy
+25,286
New +$567K ﹤0.01% 2289

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS AM's AMAL Position: Q1 2026 in Review

UBS AM increased its Amalgamated Financial (AMAL) stake by 0.42% in Q1 2026, buying an estimated $8.87K and bringing the position to 56,128 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

UBS AM first reported a position in AMAL in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.75M in Q2 2025. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • UBS AM held 56,128 shares of Amalgamated Financial worth $2.18M as of Q1 2026.
  • UBS AM bought 234 Amalgamated Financial shares in Q1 2026, an estimated $8.87K.
  • Amalgamated Financial made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2008 holding.
  • UBS AM first reported a position in Amalgamated Financial in Q3 2022 and has held it in 14 quarters since.
  • UBS AM's Amalgamated Financial position peaked at $2.75M in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.