Amalgamated Bank
Amalgamated Bank is a socially responsible commercial bank headquartered in New York, NY. Founded in 1923, it serves consumers, businesses, nonprofits, unions, and progressive organizations with a commitment to advancing economic, social, and environmental justice. The bank has a workforce of over 390 employees and provides a suite of banking, lending, and investment management services. Amalgamated Bank is recognized for its values-driven approach and direct involvement in advocating for sustainability and social impact.
Investment Strategy
Amalgamated Bank’s investment philosophy focuses on sustainable and impact-driven investment practices. It integrates environmental, social, and governance (ESG) criteria into its investment selections and aligns portfolios with clients’ progressive values, with a strong emphasis on community-based and responsible investing. The bank seeks long-term value creation both financially and socially, by screening investments for sustainability, fair labor practices, and responsible corporate governance.
Latest 13F Filing Activity
Amalgamated Bank filed their most recent 13F report on Jun 30, 2025 disclosing 2,962 equity positions with a total 13F market value of $13B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Amalgamated Bank reduced exposure to Unitedhealth Group Inc., Apple Inc., Berkshire Hathaway Inc. Cl-b among others.
Top Holdings
Equity Positions (2,962)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.46% | $836.3M | 5,293,649 | $22.37 | $157.99 | +$274.1M |
M MSFT | MICROSOFT CORP | 6.33% | $819.7M | 1,648,034 | $250.99 | $497.41 | +$216.7M |
A AAPL | APPLE INC | 5.27% | $682.2M | 3,324,984 | $131.06 | $205.17 | -$33.0M |
A AMZN | AMAZON COM INC | 3.46% | $448.3M | 2,043,571 | $147.04 | $219.39 | +$56.8M |
M META | META PLATFORMS INC CL A | 2.74% | $355.1M | 481,125 | $311.22 | $738.09 | +$77.5M |