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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
-0.3%
1 Year Est. Return
+28.76%
3 Year Est. Return
+103.2%
5 Year Est. Return
+139.19%
10 Year Est. Return
+508.5%
AUM
$63.6B
AUM Growth
-$1.51B
Cap. Flow
+$1.11B
Cap. Flow %
1.75%
Top 10 Hldgs %
32.99%
Holding
2,755
New
161
Increased
1,185
Reduced
715
Closed
223

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$324M
2
LLY icon
Eli Lilly
LLY
+$276M
3
MCD icon
McDonald's
MCD
+$240M
4
XPO icon
XPO
XPO
+$233M
5
MSFT icon
Microsoft
MSFT
+$225M

Top Sells

Rank Stock Value
1
DHR icon
Danaher
DHR
+$439M
2
UNH icon
UnitedHealth
UNH
+$373M
3
BSX icon
Boston Scientific
BSX
+$308M
4
SPGI icon
S&P Global
SPGI
+$266M
5
MA icon
Mastercard
MA
+$256M

Sector Composition

Rank Sector Weight
1 Technology 26.42%
2 Industrials 11.63%
3 Financials 11.59%
4 Communication Services 9.82%
5 Healthcare 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCPC
576
Balchem Corp
BCPC
$5.23B
$3.78M 0.01%
22,314
-11
-0% -$1.87K
AEO icon
577
American Eagle Outfitters
AEO
$2.85B
$3.77M 0.01%
225,426
+62,212
+38% +$1.4M
RUSHA icon
578
Rush Enterprises Class A
RUSHA
$5.95B
$3.76M 0.01%
56,839
+54
+0.1% +$3.56K
TDS icon
579
Telephone and Data Systems
TDS
$3.91B
$3.74M 0.01%
88,810
+490
+0.6% +$21.5K
NHC icon
580
National Healthcare
NHC
$3.53B
$3.73M 0.01%
23,371
– –
MDLZ icon
581
Mondelez International
MDLZ
$77.7B
$3.71M 0.01%
64,277
+9,897
+18% +$573K
ESRT icon
582
Empire State Realty Trust
ESRT
$976M
$3.7M 0.01%
712,061
+255,804
+56% +$1.54M
EMR icon
583
Emerson Electric
EMR
$82.9B
$3.7M 0.01%
28,257
+2,051
+8% +$295K
TRV icon
584
Travelers Companies
TRV
$80.8B
$3.69M 0.01%
12,663
+585
+5% +$171K
NFG icon
585
National Fuel Gas
NFG
$7.84B
$3.68M 0.01%
39,208
+266
+0.7% +$23.2K
BHE icon
586
Benchmark Electronics
BHE
$2.91B
$3.67M 0.01%
65,516
-165
-0.3% -$8.88K
MIR icon
587
Mirion Technologies
MIR
$4.05B
$3.67M 0.01%
197,580
+235
+0.1% +$5.3K
BC icon
588
Brunswick
BC
$5.19B
$3.66M 0.01%
50,304
+992
+2% +$80K
ACN icon
589
Accenture
ACN
$89.9B
$3.66M 0.01%
18,439
-2,910
-14% -$678K
CRI icon
590
Carter's
CRI
$1.43B
$3.66M 0.01%
102,219
– –
HYG icon
591
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$3.65M 0.01%
45,916
-69
-0.2% -$5.55K
WEX icon
592
WEX
WEX
$6.11B
$3.65M 0.01%
23,853
-59
-0.2% -$9.22K
LKQ icon
593
LKQ Corp
LKQ
$6.58B
$3.64M 0.01%
124,003
+74,230
+149% +$2.38M
HDV
594
iShares Core High Dividend ETF
HDV
$14.4B
$3.64M 0.01%
134,155
+8,280
+7% +$220K
NWN icon
595
Northwest Natural Holdings
NWN
$2.17B
$3.62M 0.01%
67,961
+317
+0.5% +$15.7K
NTCT icon
596
NETSCOUT
NTCT
$2.86B
$3.61M 0.01%
113,617
– –
CATY icon
597
Cathay General Bancorp
CATY
$4.2B
$3.6M 0.01%
72,303
+98
+0.1% +$4.95K
KALU icon
598
Kaiser Aluminum
KALU
$2.67B
$3.6M 0.01%
29,915
-54
-0.2% -$6.84K
THRM icon
599
Gentherm
THRM
$1.31B
$3.6M 0.01%
129,695
+43,500
+50% +$1.42M
PTCT icon
600
PTC Therapeutics
PTCT
$6.37B
$3.6M 0.01%
52,813
+52,572
+21,814% +$3.72M
22 23
24
25 26

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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
Mitsubishi UFJ Financial Group
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Bessemer Group's Q1 2026 Portfolio in Review

As of Q1 2026, Bessemer Group held 2,755 positions worth $63.6B, down 2.3% from $65.1B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Bessemer Group's Q1 2026 filing shows 161 new, 1,185 increased, 715 reduced and 223 closed positions. Its largest new stake was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M. The largest sale was Danaher, an estimated $439M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q1 2026 buy was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M.
  • Bessemer Group added most to Berkshire Hathaway Class B in Q1 2026, an estimated $324M increase.
  • Bessemer Group's biggest Q1 2026 reduction was Danaher, cutting an estimated $439M.
  • Bessemer Group fully exited Light & Wonder in Q1 2026, selling an estimated $118M.
  • Bessemer Group's ten largest holdings make up 33% of its $63.6B portfolio in Q1 2026.
  • Bessemer Group opened 161 new positions and closed 223 in Q1 2026.
  • Bessemer Group's portfolio value fell 2.3% quarter-over-quarter to $63.6B.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.