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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 | |
|---|---|---|---|---|---|---|
301
Revolution Medicines
RVMD
$44B
| $11.4M | 0.02% |
243,867
+296
| +0.1% | +$11.6K |
|
302
SPDR Gold Trust
GLD
$142B
| $10.9M | 0.02% |
30,538
-3,246
| -10% | -$1.03M |
|
303
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
| $10.8M | 0.02% |
230,300
-254
| -0.1% | -$11.8K |
|
304
Goldman Sachs
GS
$303B
| $10.6M | 0.02% |
13,369
+1,545
| +13% | +$1.14M |
|
305
iShares Russell 1000 Value ETF
IWD
$83.9B
| $10.4M | 0.02% |
51,098
-1,522
| -3% | -$303K |
|
306
Titan Machinery
TITN
$445M
| $9.85M | 0.02% |
588,215
+81,229
| +16% | +$1.59M |
|
307
Canadian Imperial Bank of Commerce
CM
$108B
| $9.79M | 0.02% |
122,643
-35,225
| -22% | -$2.65M |
|
308
Rambus
RMBS
$11B
| $9.77M | 0.01% |
93,719
+93,256
| +20,142% | +$7.19M |
|
309
TJX Companies
TJX
$178B
| $9.76M | 0.01% |
67,489
-5,358
| -7% | -$712K |
|
310
Caterpillar
CAT
$387B
| $9.61M | 0.01% |
20,141
+333
| +2% | +$142K |
|
311
Vanguard Dividend Appreciation ETF
VIG
$114B
| $9.5M | 0.01% |
44,021
-9,393
| -18% | -$1.97M |
|
312
GE Aerospace
GE
$384B
| $9.34M | 0.01% |
31,058
+1,962
| +7% | +$536K |
|
313
Linde
LIN
$226B
| $9.33M | 0.01% |
19,647
+783
| +4% | +$371K |
|
314
Intuit
INTU
$89B
| $9.05M | 0.01% |
13,253
+2,930
| +28% | +$2.11M |
|
315
Nextpower Inc
NXT
$15.7B
| $9.01M | 0.01% |
121,780
+121,094
| +17,652% | +$7.8M |
|
316
RTX Corp
RTX
$301B
| $8.93M | 0.01% |
53,343
+4,726
| +10% | +$734K |
|
317
Cisco
CSCO
$479B
| $8.74M | 0.01% |
127,816
+3,307
| +3% | +$225K |
|
318
DuPont de Nemours
DD
$19.2B
| $8.74M | 0.01% |
89,430
+30,371
| +51% | +$2.86M |
|
319
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.97B
| $8.26M | 0.01% |
188,681
+63,014
| +50% | +$2.64M |
|
320
Royal Bank of Canada
RY
$293B
| $8.22M | 0.01% |
55,865
-15,212
| -21% | -$2.1M |
|
321
AstraZeneca
AZN
$250B
| $8.14M | 0.01% |
53,048
+2,425
| +5% | +$367K |
|
322
Amgen
AMGN
$222B
| $8.07M | 0.01% |
28,611
+2,967
| +12% | +$860K |
|
323
American Express
AXP
$230B
| $7.85M | 0.01% |
23,643
-8,517
| -26% | -$2.71M |
|
324
iShares Core MSCI EAFE ETF
IEFA
$196B
| $7.83M | 0.01% |
89,615
+1,187
| +1% | +$101K |
|
325
Salesforce
CRM
$158B
| $7.73M | 0.01% |
32,611
+2,124
| +7% | +$536K |
|
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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.