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Amalgamated Bank's Trust & Investment Services Group
Michael Lynam · Bank/Insurer · Index/Passive
Amalgamated Bank's Trust & Investment Services Group is the institutional investment division of Amalgamated Bank, which was established in 1923 by the Amalgamated Clothing Workers of America. Headquartered in New York, the group provides fiduciary, investment management, and custody services to labor unions, pension funds, non-profits, and philanthropic organizations. As a certified B Corporation and a leader in socially responsible investing (SRI), the group focuses on integrating environmental, social, and governance (ESG) factors into its portfolios. It is best known for its LongView family of funds, which utilize index-based strategies designed to align capital with progressive social values and long-term sustainability while advocating for workers' rights and corporate accountability.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.2% |
| YTD return | +12.4% |
| Sharpe ratio | 2.45 |
| Win rate | 50% |
| AUM | $6.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $6.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.amalgamatedbank.com/trust-and-investment-services |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 17.0% | +16.3% |
| AAPL | Apple Inc | 14.4% | +28.2% |
| GOOGL | Alphabet Inc Class A | 11.4% | +31.0% |
| MSFT | Microsoft Corporation | 11.2% | +0.3% |
| AMZN | Amazon.com Inc | 7.0% | +12.2% |
| AVGO | Broadcom Inc | 5.5% | +4.1% |
| META | Meta Platforms Inc. | 4.5% | -2.6% |
| MU | Micron Technology Inc | 3.6% | +70.6% |
| TSLA | Tesla Inc | 3.4% | -16.1% |
| LLY | Eli Lilly and Company | 2.9% | +29.3% |
| AMD | Advanced Micro Devices Inc | 2.7% | +80.1% |
| JPM | JPMorgan Chase & Co | 2.6% | +12.0% |
| BRK-A | Berkshire Hathaway Inc | 2.6% | +5.4% |
| V | Visa Inc. Class A | 2.1% | +5.7% |
| XOM | Exxon Mobil Corp | 1.9% | +34.9% |
| JNJ | Johnson & Johnson | 1.8% | +32.7% |
| MA | Mastercard Inc | 1.6% | +2.9% |
| WMT | Walmart Inc. Common Stock | 1.3% | -0.4% |
| INTC | Intel Corporation | 1.3% | +5.5% |
| ABBV | AbbVie Inc | 1.3% | -0.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | INTC | 0.0% → 1.3% |
| Sep 14, 2026 | BUY | JPM | 2.6% → 2.6% |
| Sep 14, 2026 | BUY | AMD | 2.4% → 2.7% |
| Sep 14, 2026 | SELL | ABBV | 1.3% → 1.3% |
| Sep 14, 2026 | SELL | BRK-A | 2.6% → 2.6% |
Investment Style Analysis
Amalgamated Bank's Trust & Investment Services Group is widely recognized for employing a Index/Passive strategy. As of Sep 18, 2026, the firm oversees approximately $6.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Amalgamated Bank's Trust & Investment Services Group made a significant move by increasing exposure to INTC. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The group's investment philosophy is rooted in the belief that financial performance and social progress are inextricably linked. By utilizing a Long View perspective, the group prioritizes long-term value creation over short-term gains, primarily through low-cost index-based strategies and active ESG screening. They emphasize shareholder advocacy and corporate engagement to advance labor rights, environmental protections, and diversity. Their strategy aims to provide institutional clients with high-quality investment solutions that strictly avoid industries such as tobacco or fossil fuels while promoting companies with strong worker-management relations and sustainable business practices.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Amalgamated Bank's Trust & Investment Services Group.
Similar Investment Style
Based on Index/Passive.
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- Engie SA, ESOP — Gildas Gouvazé · 3M 0.0%
Frequently asked questions
How is the simulated portfolio for Amalgamated Bank's Trust & Investment Services Group constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Amalgamated Bank's Trust & Investment Services Group's largest holding?
As of the latest filing, Amalgamated Bank's Trust & Investment Services Group's top position is NVIDIA Corporation (NVDA), representing 17.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Amalgamated Bank's Trust & Investment Services Group's historical performance and risk profile?
Our simulation indicates a total return of +17.2% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 2.45, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Amalgamated Bank's Trust & Investment Services Group primarily invest in?
Amalgamated Bank's Trust & Investment Services Group has a strong preference for the Semiconductors sector, which makes up 30.0% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Amalgamated Bank's Trust & Investment Services Group's portfolio concentrated or diversified?
Amalgamated Bank's Trust & Investment Services Group runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 42.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Amalgamated Bank's Trust & Investment Services Group performed in 2026?
Our AI-simulated model portfolio for Amalgamated Bank's Trust & Investment Services Group tracks a Year-to-Date (YTD) return of +12.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Lynam manage Amalgamated Bank's Trust & Investment Services Group directly?
Yes, Michael Lynam serves as the key portfolio manager for Amalgamated Bank's Trust & Investment Services Group, overseeing the investment strategy and final capital allocation decisions.