UBS Group’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Sell |
38,011
-658
| -2% | -$25K | ﹤0.01% | 5236 |
|
|
2025
Q4 | $1.24M | Sell |
38,669
-36,980
| -49% | -$1.08M | ﹤0.01% | 5401 |
|
|
2025
Q3 | $2.05M | Sell |
75,649
-3,209
| -4% | -$95.4K | ﹤0.01% | 4922 |
|
|
2025
Q2 | $2.46M | Sell |
78,858
-9,058
| -10% | -$265K | ﹤0.01% | 4598 |
|
|
2025
Q1 | $2.53M | Sell |
87,916
-40,822
| -32% | -$1.34M | ﹤0.01% | 4496 |
|
|
2024
Q4 | $4.31M | Buy |
128,738
+96,219
| +296% | +$3.31M | ﹤0.01% | 3989 |
|
|
2024
Q3 | $1.02M | Buy |
32,519
+1,877
| +6% | +$56.9K | ﹤0.01% | 4635 |
|
|
2024
Q2 | $840K | Buy |
30,642
+2,415
| +9% | +$59K | ﹤0.01% | 4573 |
|
|
2024
Q1 | $677K | Sell |
28,227
-253
| -0.9% | -$6.22K | ﹤0.01% | 4944 |
|
|
2023
Q4 | $767K | Buy |
28,480
+9,566
| +51% | +$197K | ﹤0.01% | 4728 |
|
|
2023
Q3 | $326K | Sell |
18,914
-698
| -4% | -$12.6K | ﹤0.01% | 4988 |
|
|
2023
Q2 | $316K | Sell |
19,612
-413
| -2% | -$6.63K | ﹤0.01% | 5177 |
|
|
2023
Q1 | $354K | Buy |
20,025
+3,279
| +20% | +$72.2K | ﹤0.01% | 4956 |
|
|
2022
Q4 | $386K | Buy |
16,746
+6,729
| +67% | +$163K | ﹤0.01% | 4922 |
|
|
2022
Q3 | $226K | Buy |
10,017
+2,487
| +33% | +$55.8K | ﹤0.01% | 4979 |
|
|
2022
Q2 | $149K | Buy |
7,530
+3,755
| +99% | +$72.4K | ﹤0.01% | 5126 |
|
|
2022
Q1 | $67K | Sell |
3,775
-2,317
| -38% | -$39.6K | ﹤0.01% | 6210 |
|
|
2021
Q4 | $102K | Buy |
6,092
+5,792
| +1,931% | +$101K | ﹤0.01% | 6301 |
|
|
2021
Q3 | $5K | Sell |
300
-746
| -71% | -$11.4K | ﹤0.01% | 8510 |
|
|
2021
Q2 | $17K | Sell |
1,046
-6,554
| -86% | -$106K | ﹤0.01% | 7498 |
|
|
2021
Q1 | $126K | Buy |
7,600
+1,217
| +19% | +$19.7K | ﹤0.01% | 5782 |
|
|
2020
Q4 | $88K | Buy |
6,383
+5,586
| +701% | +$71K | ﹤0.01% | 5764 |
|
|
2020
Q3 | $8K | Sell |
797
-7,416
| -90% | -$86.6K | ﹤0.01% | 7000 |
|
|
2020
Q2 | $104K | Sell |
8,213
-4,680
| -36% | -$49.6K | ﹤0.01% | 5267 |
|
|
2020
Q1 | $140K | Sell |
12,893
-6,679
| -34% | -$107K | ﹤0.01% | 5000 |
|
|
2019
Q4 | $381K | Buy |
19,572
+7,251
| +59% | +$134K | ﹤0.01% | 5076 |
|
|
2019
Q3 | $197K | Buy |
12,321
+9,797
| +388% | +$160K | ﹤0.01% | 5260 |
|
|
2019
Q2 | $44K | Buy |
+2,524
| New | +$42.3K | ﹤0.01% | 6024 |
|
|
2019
Q1 | – | Sell |
-4,361
| Closed | -$85K | – | 7697 |
|
|
2018
Q4 | $85K | Buy |
4,361
+1,205
| +38% | +$23.6K | ﹤0.01% | 5665 |
|
|
2018
Q3 | $61K | Buy |
+3,156
| New | +$56.5K | ﹤0.01% | 6000 |
|
Other funds holding AMAL
NAMI
VCM
VPM
UBS Group's AMAL Position: Q1 2026 in Review
UBS Group reduced its Amalgamated Financial (AMAL) stake by 1.7% in Q1 2026, selling an estimated $25K and leaving 38,011 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #5236.
UBS Group first reported a position in AMAL in Q3 2018 and has held it in 30 quarters since. The position peaked at $4.31M in Q4 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.
- UBS Group held 38,011 shares of Amalgamated Financial worth $1.48M as of Q1 2026.
- UBS Group sold 658 Amalgamated Financial shares in Q1 2026, an estimated $25K.
- Amalgamated Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5236 holding.
- UBS Group first reported a position in Amalgamated Financial in Q3 2018 and has held it in 30 quarters since.
- UBS Group's Amalgamated Financial position peaked at $4.31M in Q4 2024.
- 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.