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Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+28.76%
3 Year Est. Return
+103.2%
5 Year Est. Return
+139.19%
10 Year Est. Return
+508.5%
AUM
$63.6B
AUM Growth
-$1.51B
Cap. Flow
+$1.11B
Cap. Flow %
1.75%
Top 10 Hldgs %
32.99%
Holding
2,755
New
161
Increased
1,185
Reduced
715
Closed
223

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$324M
2
LLY icon
Eli Lilly
LLY
+$276M
3
MCD icon
McDonald's
MCD
+$240M
4
XPO icon
XPO
XPO
+$233M
5
MSFT icon
Microsoft
MSFT
+$225M

Top Sells

Rank Stock Value
1
DHR icon
Danaher
DHR
+$439M
2
UNH icon
UnitedHealth
UNH
+$373M
3
BSX icon
Boston Scientific
BSX
+$308M
4
SPGI icon
S&P Global
SPGI
+$266M
5
MA icon
Mastercard
MA
+$256M

Sector Composition

Rank Sector Weight
1 Technology 26.42%
2 Industrials 11.63%
3 Financials 11.59%
4 Communication Services 9.82%
5 Healthcare 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASB icon
676
Associated Banc-Corp
ASB
$5.81B
$3.12M ﹤0.01%
120,652
+185
+0.2% +$4.92K
PDM
677
Piedmont Realty Trust
PDM
$1.22B
$3.12M ﹤0.01%
474,943
+474,200
+63,822% +$3.69M
THG icon
678
Hanover Insurance
THG
$7.63B
$3.11M ﹤0.01%
17,968
+134
+0.8% +$23.3K
QCRH icon
679
QCR Holdings
QCRH
$1.65B
$3.11M ﹤0.01%
36,385
+21
+0.1% +$1.83K
APD icon
680
Air Products & Chemicals
APD
$66.3B
$3.11M ﹤0.01%
10,700
-610
-5% -$168K
OFG icon
681
OFG Bancorp
OFG
$2.21B
$3.11M ﹤0.01%
76,780
+184
+0.2% +$7.45K
SLF icon
682
Sun Life Financial
SLF
$45.6B
$3.11M ﹤0.01%
49,755
+463
+0.9% +$29.6K
AZO icon
683
AutoZone
AZO
$48.3B
$3.1M ﹤0.01%
919
+34
+4% +$122K
CORT icon
684
Corcept Therapeutics
CORT
$10.2B
$3.09M ﹤0.01%
76,617
+96
+0.1% +$3.59K
CRBG icon
685
Corebridge Financial
CRBG
$14.1B
$3.09M ﹤0.01%
129,282
+1,797
+1% +$50.3K
VMC icon
686
Vulcan Materials
VMC
$36.3B
$3.07M ﹤0.01%
11,294
+1,927
+21% +$567K
CRVL icon
687
CorVel
CRVL
$3.05B
$3.07M ﹤0.01%
56,120
-23,526
-30% -$1.35M
HMN icon
688
Horace Mann Educators
HMN
$2.1B
$3.06M ﹤0.01%
71,626
+1,353
+2% +$58.5K
TDC icon
689
Teradata
TDC
$2.68B
$3.05M ﹤0.01%
119,134
-114
-0.1% -$3.33K
CHCO icon
690
City Holding Co
CHCO
$1.97B
$3.04M ﹤0.01%
25,456
– –
IMO icon
691
Imperial Oil
IMO
$62.1B
$3.04M ﹤0.01%
23,241
+551
+2% +$61.8K
IRM icon
692
Iron Mountain
IRM
$38.2B
$3.02M ﹤0.01%
29,560
+909
+3% +$90.4K
SKYW icon
693
Skywest
SKYW
$4.11B
$3.02M ﹤0.01%
32,878
+16
+0% +$1.58K
AMP icon
694
Ameriprise Financial
AMP
$46.8B
$3M ﹤0.01%
6,753
-60
-0.9% -$28.9K
ACGL icon
695
Arch Capital
ACGL
$36.1B
$2.99M ﹤0.01%
31,119
-339
-1% -$32.5K
QUAL icon
696
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$2.98M ﹤0.01%
15,534
+505
+3% +$101K
BNY
697
Bank of New York Mellon
BNY
$108B
$2.98M ﹤0.01%
25,076
+523
+2% +$62.2K
NFRA icon
698
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.02B
$2.97M ﹤0.01%
46,432
+16,775
+57% +$1.06M
MHO icon
699
M/I Homes
MHO
$3.83B
$2.97M ﹤0.01%
24,228
+36
+0.1% +$4.85K
GRDN
700
Guardian Pharmacy Services
GRDN
$2.56B
$2.96M ﹤0.01%
+78,656
New +$2.57M
26 27
28
29 30

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Bessemer Group's Q1 2026 Portfolio in Review

As of Q1 2026, Bessemer Group held 2,755 positions worth $63.6B, down 2.3% from $65.1B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Bessemer Group's Q1 2026 filing shows 161 new, 1,185 increased, 715 reduced and 223 closed positions. Its largest new stake was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M. The largest sale was Danaher, an estimated $439M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q1 2026 buy was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M.
  • Bessemer Group added most to Berkshire Hathaway Class B in Q1 2026, an estimated $324M increase.
  • Bessemer Group's biggest Q1 2026 reduction was Danaher, cutting an estimated $439M.
  • Bessemer Group fully exited Light & Wonder in Q1 2026, selling an estimated $118M.
  • Bessemer Group's ten largest holdings make up 33% of its $63.6B portfolio in Q1 2026.
  • Bessemer Group opened 161 new positions and closed 223 in Q1 2026.
  • Bessemer Group's portfolio value fell 2.3% quarter-over-quarter to $63.6B.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.