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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
+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
Cap. Flow
-$5.17M
Cap. Flow %
-0.01%
Top 10 Hldgs %
35.89%
Holding
2,784
New
266
Increased
1,378
Reduced
646
Closed
230

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$333M
2
C icon
Citigroup
C
+$271M
3
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$234M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$227M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$187M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$357M
2
ORCL icon
Oracle
ORCL
+$258M
3
CTVA icon
Corteva
CTVA
+$256M
4
CPAY icon
Corpay
CPAY
+$176M
5
XLU icon
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
OI icon
1776
O-I Glass
OI
$1.1B
$16K ﹤0.01%
1,218
+101
+9% +$1.38K
PSN icon
1777
Parsons
PSN
$5.16B
$16K ﹤0.01%
191
+72
+61% +$5.57K
TAK icon
1778
Takeda Pharmaceutical
TAK
$55.9B
$16K ﹤0.01%
1,079
+153
+17% +$2.27K
UBSI icon
1779
United Bankshares
UBSI
$6.6B
$16K ﹤0.01%
421
-83
-16% -$3.09K
VITL icon
1780
Vital Farms
VITL
$496M
$16K ﹤0.01%
395
– –
VYGR icon
1781
Voyager Therapeutics
VYGR
$197M
$16K ﹤0.01%
3,513
– –
WABC icon
1782
Westamerica Bancorp
WABC
$1.36B
$16K ﹤0.01%
318
-3
-0.9% -$149
WAFD icon
1783
WaFd
WAFD
$2.82B
$16K ﹤0.01%
504
+248
+97% +$7.6K
ARCC icon
1784
Ares Capital
ARCC
$14.3B
$15K ﹤0.01%
766
+636
+489% +$14.1K
AVNT icon
1785
Avient
AVNT
$4.17B
$15K ﹤0.01%
462
+93
+25% +$3.23K
BNDX icon
1786
Vanguard Total International Bond ETF
BNDX
$82.8B
$15K ﹤0.01%
294
+48
+20% +$2.37K
BXMT icon
1787
Blackstone Mortgage Trust
BXMT
$2.47B
$15K ﹤0.01%
799
+127
+19% +$2.45K
CNMD icon
1788
CONMED
CNMD
$1.49B
$15K ﹤0.01%
294
-13,982
-98% -$725K
CPA icon
1789
Copa Holdings
CPA
$5.51B
$15K ﹤0.01%
128
+17
+15% +$1.95K
DNOW icon
1790
DNOW Inc
DNOW
$3.01B
$15K ﹤0.01%
992
+198
+25% +$2.99K
HACK icon
1791
Amplify Cybersecurity ETF
HACK
$3B
$15K ﹤0.01%
168
– –
HQL
1792
abrdn Life Sciences Investors
HQL
$643M
$15K ﹤0.01%
937
– –
LBRDK icon
1793
Liberty Broadband Class C
LBRDK
$5.32B
$15K ﹤0.01%
241
-25
-9% -$1.75K
LNTH icon
1794
Lantheus
LNTH
$6.57B
$15K ﹤0.01%
285
-45
-14% -$2.81K
MVF
1795
DELISTED
BlackRock MuniVest Fund
MVF
$15K ﹤0.01%
2,242
– –
NOV icon
1796
NOV
NOV
$7.49B
$15K ﹤0.01%
1,176
-622
-35% -$8.04K
NWBI icon
1797
Northwest Bancshares
NWBI
$2.29B
$15K ﹤0.01%
1,194
+337
+39% +$4.24K
PENN icon
1798
PENN Entertainment
PENN
$2.56B
$15K ﹤0.01%
786
+241
+44% +$4.52K
POST icon
1799
Post Holdings
POST
$3.57B
$15K ﹤0.01%
136
-338
-71% -$36.3K
QLYS icon
1800
Qualys
QLYS
$6.5B
$15K ﹤0.01%
113
-12
-10% -$1.63K
70 71
72
73 74

Similar funds

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Baird Financial Group
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
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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.