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Bessemer Group Portfolio holdings
AUM
$63.6B
1-Year Est. Return
28.76%
This Fund
S&P 500
This Quarter
Est. Return
+8.1%
1 Year Est. Return
+28.76%
3 Year Est. Return
+103.2%
5 Year Est. Return
+139.19%
10 Year Est. Return
+509.85%
AUM
$65.4B
AUM Growth
+$3.78B
(+6.1%)
Cap. Flow
-$5.17M
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
35.89%
Holding
2,784
New
266
Increased
1,378
Reduced
646
Closed
230
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$333M |
| 2 |
Citigroup
C
|
+$271M |
| 3 |
Coca-Cola Europacific Partners
CCEP
|
+$234M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$227M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$187M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FISV
Fiserv Inc
FISV
|
+$357M |
| 2 |
Oracle
ORCL
|
+$258M |
| 3 |
Corteva
CTVA
|
+$256M |
| 4 |
Corpay
CPAY
|
+$176M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$174M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.63% |
| 2 | Financials | 14.15% |
| 3 | Communication Services | 9.53% |
| 4 | Consumer Discretionary | 9.36% |
| 5 | Healthcare | 9.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
JPMorgan BetaBuilders Japan ETF
BBJP
$18.9B
| $7.73M | 0.01% |
116,548
-75
| -0.1% | -$4.79K |
|
327
Walt Disney
DIS
$181B
| $7.65M | 0.01% |
66,839
+11,993
| +22% | +$1.41M |
|
328
Illinois Tool Works
ITW
$84.5B
| $7.6M | 0.01% |
29,135
-213,407
| -88% | -$55.6M |
|
329
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
| $7.41M | 0.01% |
96,559
| – | – |
|
330
Ryanair
RYAAY
$31.3B
| $7.2M | 0.01% |
119,480
+12,754
| +12% | +$777K |
|
331
Enbridge
ENB
$112B
| $7.17M | 0.01% |
142,340
-27,586
| -16% | -$1.3M |
|
332
Adobe
ADBE
$105B
| $6.96M | 0.01% |
19,720
+2,297
| +13% | +$824K |
|
333
Sea Limited
SE
$69.5B
| $6.86M | 0.01% |
38,385
-3,969
| -9% | -$680K |
|
334
iShares Gold Trust
IAU
$64.4B
| $6.73M | 0.01% |
92,452
+759
| +0.8% | +$49.5K |
|
335
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $6.6M | 0.01% |
46,373
-1,350
| -3% | -$191K |
|
336
Palantir
PLTR
$413B
| $6.6M | 0.01% |
36,168
+4,736
| +15% | +$768K |
|
337
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
| $6.58M | 0.01% |
68,269
| – | – |
|
338
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $6.52M | 0.01% |
46,260
+10,278
| +29% | +$1.36M |
|
339
Applovin
APP
$116B
| $6.46M | 0.01% |
8,985
+385
| +4% | +$178K |
|
340
Moody's
MCO
$82.7B
| $6.33M | 0.01% |
13,288
+1,981
| +18% | +$999K |
|
341
Mitsubishi UFJ Financial
MUFG
$254B
| $6.29M | 0.01% |
394,417
+12,126
| +3% | +$180K |
|
342
Vanguard Information Technology ETF
VGT
$149B
| $6.21M | 0.01% |
66,560
-2,528
| -4% | -$221K |
|
343
iShares MSCI Emerging Markets ETF
EEM
$30B
| $6.05M | 0.01% |
113,205
-470
| -0.4% | -$23.6K |
|
344
Wells Fargo
WFC
$264B
| $5.97M | 0.01% |
71,279
+6,230
| +10% | +$505K |
|
345
Tango Therapeutics
TNGX
$4.41B
| $5.95M | 0.01% |
708,398
+14
| +0% | +$95 |
|
346
Analog Devices
ADI
$190B
| $5.95M | 0.01% |
24,206
+11
| +0% | +$2.65K |
|
347
Bank of Montreal
BMO
$127B
| $5.93M | 0.01% |
45,568
-12,980
| -22% | -$1.54M |
|
348
Gilead Sciences
GILD
$165B
| $5.88M | 0.01% |
52,963
+2,145
| +4% | +$244K |
|
349
Lowe's Companies
LOW
$125B
| $5.82M | 0.01% |
23,172
+138
| +0.6% | +$33.9K |
|
350
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
| $5.82M | 0.01% |
108,088
+22,470
| +26% | +$1.19M |
|
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Bessemer Group's Q3 2025 Portfolio in Review
As of Q3 2025, Bessemer Group held 2,784 positions worth $65.4B, up 6.1% from $61.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Bessemer Group's Q3 2025 filing shows 266 new, 1,378 increased, 646 reduced and 230 closed positions. Its largest new stake was Helios Technologies: 273,828 shares worth $14.3M. The largest sale was Fiserv Inc, an estimated $357M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 29% a quarter earlier, followed by Financials and Communication Services.
- Bessemer Group's largest Q3 2025 buy was Helios Technologies: 273,828 shares worth $14.3M.
- Bessemer Group added most to UnitedHealth in Q3 2025, an estimated $333M increase.
- Bessemer Group's biggest Q3 2025 reduction was Fiserv Inc, cutting an estimated $357M.
- Bessemer Group fully exited The AZEK Co in Q3 2025, selling an estimated $24.2M.
- Bessemer Group's ten largest holdings make up 36% of its $65.4B portfolio in Q3 2025.
- Bessemer Group opened 266 new positions and closed 230 in Q3 2025.
- Bessemer Group's portfolio value rose 6.1% quarter-over-quarter to $65.4B.
Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.