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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
SBUX icon
351
Starbucks
SBUX
$120B
$5.71M 0.01%
67,553
+9,269
+16% +$830K
EWJ icon
352
iShares MSCI Japan ETF
EWJ
$22.8B
$5.63M 0.01%
70,216
+36,104
+106% +$2.79M
CTVA icon
353
Corteva
CTVA
$51.3B
$5.53M 0.01%
81,773
-3,536,542
-98% -$256M
MPC icon
354
Marathon Petroleum
MPC
$83.7B
$5.51M 0.01%
28,600
+1,426
+5% +$251K
MMYT icon
355
MakeMyTrip
MMYT
$5.64B
$5.49M 0.01%
+58,680
New +$5.7M
PNC icon
356
PNC Financial Services
PNC
$101B
$5.45M 0.01%
27,138
-13,283
-33% -$2.63M
AEM icon
357
Agnico Eagle Mines
AEM
$90.5B
$5.41M 0.01%
32,150
-12,076
-27% -$1.66M
SMPL icon
358
Simply Good Foods
SMPL
$982M
$5.18M 0.01%
208,911
+2,275
+1% +$67.2K
BABA icon
359
Alibaba
BABA
$308B
$5.1M 0.01%
28,537
+5,179
+22% +$679K
NSC icon
360
Norfolk Southern
NSC
$75.1B
$5.01M 0.01%
16,685
-8
-0% -$2.22K
CI icon
361
Cigna
CI
$74.6B
$4.97M 0.01%
17,251
-591
-3% -$175K
BIV icon
362
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$4.95M 0.01%
63,444
+6,945
+12% +$538K
EWY icon
363
iShares MSCI South Korea ETF
EWY
$25.7B
$4.81M 0.01%
60,022
+619
+1% +$46.1K
APH icon
364
Amphenol
APH
$209B
$4.74M 0.01%
38,289
+1,000
+3% +$110K
WMB icon
365
Williams Companies
WMB
$86.1B
$4.72M 0.01%
74,544
-1,644
-2% -$96.5K
LMT icon
366
Lockheed Martin
LMT
$136B
$4.7M 0.01%
9,418
-658
-7% -$299K
ACN icon
367
Accenture
ACN
$108B
$4.68M 0.01%
18,960
-15,713
-45% -$4.1M
BNS icon
368
Scotiabank
BNS
$108B
$4.66M 0.01%
72,197
-20,444
-22% -$1.21M
MFC icon
369
Manulife Financial
MFC
$73.5B
$4.64M 0.01%
149,099
-43,948
-23% -$1.36M
TDG icon
370
TransDigm Group
TDG
$67.7B
$4.62M 0.01%
3,501
+763
+28% +$1.09M
AMD icon
371
Advanced Micro Devices
AMD
$789B
$4.59M 0.01%
28,360
+2,351
+9% +$379K
MTB icon
372
M&T Bank
MTB
$36.2B
$4.57M 0.01%
23,128
+182
+0.8% +$35.7K
UBER icon
373
Uber
UBER
$153B
$4.53M 0.01%
46,260
+252
+0.5% +$23.6K
ING icon
374
ING
ING
$102B
$4.5M 0.01%
172,439
+75
+0% +$1.81K
PH icon
375
Parker-Hannifin
PH
$135B
$4.36M 0.01%
5,756
+779
+16% +$575K
13 14
15
16 17

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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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.