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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
PFF icon
376
iShares Preferred and Income Securities ETF
PFF
$13.2B
$4.35M 0.01%
137,617
+94,639
+220% +$2.98M
MDLZ icon
377
Mondelez International
MDLZ
$79.9B
$4.33M 0.01%
69,332
+5,510
+9% +$355K
AON icon
378
Aon
AON
$76B
$4.31M 0.01%
12,082
+824
+7% +$298K
COF icon
379
Capital One
COF
$134B
$4.25M 0.01%
19,993
-6,615
-25% -$1.45M
SYK icon
380
Stryker
SYK
$130B
$4.2M 0.01%
11,371
+448
+4% +$173K
SNPS icon
381
Synopsys
SNPS
$79.7B
$4.16M 0.01%
8,428
+4,480
+113% +$2.53M
ITOT icon
382
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$4.1M 0.01%
28,165
– –
OKTA icon
383
Okta
OKTA
$25.8B
$4.08M 0.01%
44,529
+469
+1% +$43.8K
AZO icon
384
AutoZone
AZO
$51.1B
$4M 0.01%
933
-49
-5% -$197K
MRSH
385
Marsh
MRSH
$91.5B
$3.99M 0.01%
19,806
+996
+5% +$205K
LRCX icon
386
Lam Research
LRCX
$390B
$3.98M 0.01%
29,730
+2,359
+9% +$250K
T icon
387
AT&T
T
$163B
$3.92M 0.01%
138,668
+12,979
+10% +$369K
BLK icon
388
Blackrock
BLK
$176B
$3.9M 0.01%
3,345
+199
+6% +$222K
KGC icon
389
Kinross Gold
KGC
$32.8B
$3.89M 0.01%
156,803
+1,237
+0.8% +$23.8K
TRI icon
390
Thomson Reuters
TRI
$44.1B
$3.88M 0.01%
24,601
-7,112
-22% -$1.33M
XLP icon
391
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$3.83M 0.01%
48,884
-1,451
-3% -$117K
HYG icon
392
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$3.77M 0.01%
46,435
+38,256
+468% +$3.08M
SAP icon
393
SAP
SAP
$238B
$3.73M 0.01%
13,941
-1,221
-8% -$343K
ANET icon
394
Arista Networks
ANET
$238B
$3.71M 0.01%
25,467
+3,749
+17% +$483K
VTEB icon
395
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$3.68M 0.01%
73,477
+19,909
+37% +$979K
SCHD icon
396
Schwab US Dividend Equity ETF
SCHD
$106B
$3.58M 0.01%
131,258
+1,270
+1% +$34.6K
IVW icon
397
iShares S&P 500 Growth ETF
IVW
$77.6B
$3.58M 0.01%
29,667
– –
CB icon
398
Chubb
CB
$135B
$3.56M 0.01%
12,627
-2
-0% -$550
FISV
399
Fiserv Inc
FISV
$27.9B
$3.53M 0.01%
27,361
-2,491,383
-99% -$357M
MLM icon
400
Martin Marietta Materials
MLM
$33B
$3.48M 0.01%
5,529
+1,196
+28% +$713K
14 15
16
17 18

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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.