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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
BIZD icon
401
VanEck BDC Income ETF
BIZD
$1.69B
$3.44M 0.01%
+230,555
New +$3.69M
GLW icon
402
Corning
GLW
$143B
$3.39M 0.01%
41,363
+15,090
+57% +$986K
ONEQ icon
403
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$3.38M 0.01%
37,895
+885
+2% +$74.7K
CP icon
404
Canadian Pacific Kansas City
CP
$80.5B
$3.38M 0.01%
45,310
-4,053
-8% -$310K
XLV icon
405
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$3.37M 0.01%
24,209
-2,133
-8% -$289K
AMP icon
406
Ameriprise Financial
AMP
$48.8B
$3.37M 0.01%
6,853
+288
+4% +$148K
ZTS icon
407
Zoetis
ZTS
$30B
$3.33M 0.01%
22,771
+6,959
+44% +$1.05M
CNQ icon
408
Canadian Natural Resources
CNQ
$93.8B
$3.33M 0.01%
104,215
-19,639
-16% -$615K
YUM icon
409
Yum! Brands
YUM
$41.1B
$3.32M 0.01%
21,842
+1,031
+5% +$152K
INTC icon
410
Intel
INTC
$513B
$3.31M 0.01%
98,842
+20,226
+26% +$490K
VRTX icon
411
Vertex Pharmaceuticals
VRTX
$126B
$3.31M 0.01%
8,459
+994
+13% +$415K
PFE icon
412
Pfizer
PFE
$153B
$3.31M 0.01%
129,761
+6,896
+6% +$170K
DVY icon
413
iShares Select Dividend ETF
DVY
$23.6B
$3.29M 0.01%
23,185
-10,612
-31% -$1.47M
GWW icon
414
W.W. Grainger
GWW
$60.2B
$3.29M 0.01%
3,454
+294
+9% +$295K
SLF icon
415
Sun Life Financial
SLF
$45.4B
$3.29M 0.01%
54,809
-28,641
-34% -$1.72M
EMR icon
416
Emerson Electric
EMR
$88.3B
$3.24M 0.01%
24,692
+488
+2% +$66.5K
RSP icon
417
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$3.23M ﹤0.01%
17,027
-16,337
-49% -$3.04M
TMUS icon
418
T-Mobile US
TMUS
$190B
$3.18M ﹤0.01%
13,281
+217
+2% +$52.5K
NVO
419
Novo Nordisk
NVO
$209B
$3.16M ﹤0.01%
56,933
-2,053
-3% -$120K
TRV icon
420
Travelers Companies
TRV
$80.2B
$3.15M ﹤0.01%
11,284
+333
+3% +$89.2K
SDY icon
421
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$3.15M ﹤0.01%
22,447
-11,881
-35% -$1.66M
USB icon
422
US Bancorp
USB
$99.6B
$3.11M ﹤0.01%
64,427
+315
+0.5% +$14.9K
P
423
Everpure Inc
P
$29.9B
$3.11M ﹤0.01%
37,075
-3,919
-10% -$261K
TT icon
424
Trane Technologies
TT
$106B
$3.11M ﹤0.01%
7,363
+683
+10% +$292K
SU icon
425
Suncor Energy
SU
$70.3B
$3.1M ﹤0.01%
74,040
-19,785
-21% -$794K
15 16
17
18 19

Similar funds

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Baird Financial Group
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GQG Partners
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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
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.