Amalgamated Financial Corp.
Amalgamated Financial Corp. (AMAL: NASDAQ) operates as a bank holding company for Amalgamated Bank, a New York state-chartered commercial bank founded in 1923 by the Amalgamated Clothing Workers of America. The company maintains its headquarters in New York and can be found at www.amalgamatedbank.com. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Amalgamated Financial Corp. does
In the company’s own words
Amalgamated Financial Corp. (AMAL: NASDAQ) operates as a bank holding company for Amalgamated Bank, a New York state-chartered commercial bank founded in 1923 by the Amalgamated Clothing Workers of America. The company maintains its headquarters in New York and can be found at www.amalgamatedbank.com.
The company positions itself as America's socially responsible bank, serving mission-aligned customers including nonprofits, foundations, labor unions, political organizations, and socially responsible businesses. Amalgamated Bank offers a comprehensive suite of commercial and retail banking products, investment management services, trust and custody services, and lending solutions. The bank generates relationship deposits from values-based commercial clients and consumer customers while developing additional revenue through trust, custody, and investment management services that produce fee income.
The company operates three primary business divisions: Commercial Banking, Trust and Investment Management, and Consumer Banking. Commercial Banking focuses on relationship-based lending including commercial and industrial loans, commercial real estate loans, multifamily loans, and consumer loans predominantly in residential solar. The Trust and Investment Management division has provided institutional trust, custody, and investment management services since 1973, serving multi-employer pension funds, Taft-Hartley funds, endowments, foundations, and family offices. As of December 31, 2025, the division managed $38.63 billion in assets under custody and $16.63 billion in assets under management. Consumer Banking offers deposit products and residential mortgage services through branch networks, online platforms, and a marketing services agreement with Embrace Home Loans.
Geographically, Amalgamated operates branch offices in New York City, Washington D.C., San Francisco, and a commercial office in Boston. The company expanded into Washington D.C. in 1998 and acquired New Resource Bank in San Francisco in 2018. As of December 31, 2025, the company maintained total deposits of approximately $7.95 billion, with 97 percent composed of core deposits. Workers United, the successor to the Amalgamated Clothing Workers of America, remains a significant stockholder holding approximately 38 percent of equity. The company maintains B Corporation certification and has published net zero climate targets validated by Science Based Targets methodology.
Company details
- Sector
- Financials
- Industry
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 1823608
- SIC
- 6022
Financial performance, year by year
Fiscal 2020–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Amalgamated Financial Corp. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Amalgamated Financial Corp.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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