Amalgamated Bank

Investment Portfolio & 13F Holdings Analysis

About

AMALGAMATED BANK is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2971 holdings worth $11.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 2,971
Total Value: 11686122
Accession Number: 0000919192-25-000004
Form Type: 13F-HR
CIK: 0000919192
Manager Name: Amalgamated Bank

Data Enrichment

98% identified

2,914 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,971 positions • $11,686.122K total value

2,971 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

3219742(+2.7%)

Value:

$715.2M(-8.9%)

MICROSOFT CORP

MSFT|594918104

1606519(+2.1%)

Value:

$603.1M(-9.0%)

NVIDIA CORP

NVDA|67066G104

5187245(+2.1%)

Value:

$562.2M(-17.6%)

AMAZON COM INC

AMZN|023135106

2057992(+2.5%)

Value:

$391.6M(-11.1%)

Meta Platforms, Inc.

META|30303M102

481654(+2.1%)

Value:

$277.6M(+0.5%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

384779(-0.1%)

Value:

$204.9M(+17.4%)

Alphabet Inc.

GOOGL|02079K305

1281303(+1.8%)

Value:

$198.1M(-16.8%)

Broadcom Inc.

AVGO|11135F101

1004805(+2.8%)

Value:

$168.2M(-25.7%)

Alphabet Inc.

GOOG|02079K107

1045866(+1.4%)

Value:

$163.4M(-16.8%)

Tesla, Inc.

TSLA|88160R101

591807(+2.8%)

Value:

$153.4M(-34.0%)

ELI LILLY & Co

LLY|532457108

170162(+2.3%)

Value:

$140.5M(+9.4%)

VISA INC.

V|92826C839

389382(+3.9%)

Value:

$136.5M(+15.2%)

JPMORGAN CHASE & CO

JPM|46625H100

545280(+0.8%)

Value:

$133.8M(+3.2%)

EXXON MOBIL CORP

XOM|30231G102

866263(-0.3%)

Value:

$103.0M(+10.2%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

107635(-0.0%)

Value:

$101.8M(+3.2%)

Mastercard Inc

MA|57636Q104

184043(+0.9%)

Value:

$100.9M(+5.0%)

UNITEDHEALTH GROUP INC

UNH|91324P102

186742(+0.8%)

Value:

$97.8M(+4.3%)

NETFLIX INC

NFLX|64110L106

92968(+2.1%)

Value:

$86.7M(+6.8%)

Walmart Inc.

WMT|931142103

986401(-1.4%)

Value:

$86.6M(-4.2%)

PROCTER & GAMBLE Co

PG|742718109

495548(+0.1%)

Value:

$84.5M(+1.8%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	3.2M	QoQ +2.69% (-84.6K) YoY +2.03% (+64.2K)	All Managers (Combined)	$715.2M	QoQ -8.90% (-$70) YoY +32.17% (+$174)
Microsoft Corp(MSFTcusip594918104)	1.6M	QoQ +2.15% (-33.9K) YoY -0.03% (-517)	All Managers (Combined)	$603.1M	QoQ -9.01% (-$60) YoY -10.80% (-$73)
Nvidia Corp(NVDAcusip67066G104)	5.2M	QoQ +2.12% (-108.1K) YoY +879.46% (+4.7M)	All Managers (Combined)	$562.2M	QoQ -17.57% (-$120) YoY +17.48% (+$84)
Amazon Com Inc(AMZNcusip023135106)	2.1M	QoQ +2.46% (-49.5K) YoY +4.27% (+84.3K)	All Managers (Combined)	$391.6M	QoQ -11.14% (-$49) YoY +9.98% (+$36)
Meta Platforms, Inc.(METAcusip30303M102)	481.7K	QoQ +2.13% (+10.1K) YoY +1.11% (+5.3K)	All Managers (Combined)	$277.6M	QoQ +0.54% (+$1) YoY +20.01% (+$46)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	384.8K	QoQ -0.07% (-271) YoY +2.53% (+9.5K)	All Managers (Combined)	$204.9M	QoQ +17.41% (-$30) YoY +29.86% (+$47)
Alphabet Inc.(GOOGLcusip02079K305)	1.3M	QoQ +1.80% (-22.7K) YoY +0.29% (+3.8K)	All Managers (Combined)	$198.1M	QoQ -16.83% (-$40) YoY +2.76% (+$5)
Broadcom Inc.(AVGOcusip11135F101)	1.0M	QoQ +2.84% (-27.8K) YoY +959.95% (+910.0K)	All Managers (Combined)	$168.2M	QoQ -25.72% (-$58) YoY +33.89% (+$43)
Alphabet Inc.(GOOGcusip02079K107)	1.0M	QoQ +1.40% (-14.5K) YoY -2.45% (-26.3K)	All Managers (Combined)	$163.4M	QoQ -16.80% (-$33) YoY +0.08% (-$0)
Tesla, Inc.(TSLAcusip88160R101)	591.8K	QoQ +2.76% (-15.9K) YoY -1.16% (-6.9K)	All Managers (Combined)	$153.4M	QoQ -34.05% (-$79) YoY +45.71% (-$48)
Eli Lilly & Co(LLYcusip532457108)	170.2K	QoQ +2.27% (+3.8K) YoY -3.46% (-6.1K)	All Managers (Combined)	$140.5M	QoQ +9.41% (+$12) YoY +2.48% (-$3)
Visa Inc.(Vcusip92826C839)	389.4K	QoQ +3.86% (+14.5K) YoY +11.94% (+41.6K)	All Managers (Combined)	$136.5M	QoQ +15.17% (+$18) YoY +40.58% (+$39)
Jpmorgan Chase & Co(JPMcusip46625H100)	545.3K	QoQ +0.82% (+4.5K) YoY -8.70% (-52.0K)	All Managers (Combined)	$133.8M	QoQ +3.17% (+$4) YoY +11.80% (-$14)
Exxon Mobil Corp(XOMcusip30231G102)	866.3K	QoQ -0.35% (-3.1K) YoY +5.54% (+45.5K)	All Managers (Combined)	$103.0M	QoQ +10.17% (-$10) YoY +7.99% (+$8)
Costco Wholesale Corp /New(COSTcusip22160K105)	107.6K	QoQ -0.04% (-48) YoY +11.98% (+11.5K)	All Managers (Combined)	$101.8M	QoQ +3.17% (-$3) YoY +44.57% (+$31)
Mastercard Inc(MAcusip57636Q104)	184.0K	QoQ +0.86% (+1.6K) YoY +2.99% (+5.4K)	All Managers (Combined)	$100.9M	QoQ +4.99% (+$5) YoY +17.23% (+$15)
Unitedhealth Group Inc(UNHcusip91324P102)	186.7K	QoQ +0.78% (+1.4K) YoY -6.34% (-12.6K)	All Managers (Combined)	$97.8M	QoQ +4.34% (+$4) YoY -0.84% (-$1)
Netflix Inc(NFLXcusip64110L106)	93.0K	QoQ +2.11% (+1.9K) YoY -0.71% (-674)	All Managers (Combined)	$86.7M	QoQ +6.83% (+$6) YoY +52.43% (-$30)
Walmart Inc.(WMTcusip931142103)	986.4K	QoQ -1.41% (-14.2K) YoY +11.88% (+104.8K)	All Managers (Combined)	$86.6M	QoQ -4.21% (-$4) YoY +63.24% (+$34)
Procter & Gamble Co(PGcusip742718109)	495.5K	QoQ +0.12% (+597) YoY +0.42% (+2.1K)	All Managers (Combined)	$84.5M	QoQ +1.77% (+$1) YoY +5.48% (+$4)