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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
ETR icon
601
Entergy
ETR
$49.2B
$1.2M ﹤0.01%
12,854
+2,505
+24% +$220K
CHD icon
602
Church & Dwight Co
CHD
$24.5B
$1.2M ﹤0.01%
13,667
+9,337
+216% +$875K
JBL icon
603
Jabil
JBL
$35.8B
$1.2M ﹤0.01%
5,505
-977
-15% -$213K
KXI icon
604
iShares Global Consumer Staples ETF
KXI
$1.06B
$1.2M ﹤0.01%
18,584
– –
SCI icon
605
Service Corp International
SCI
$11.4B
$1.18M ﹤0.01%
14,224
-347
-2% -$27.7K
BWIN
606
Baldwin Insurance Group
BWIN
$2.78B
$1.18M ﹤0.01%
41,805
– –
MIDD icon
607
Middleby
MIDD
$5.88B
$1.18M ﹤0.01%
8,854
-1,317
-13% -$183K
VRSK icon
608
Verisk Analytics
VRSK
$23.7B
$1.17M ﹤0.01%
4,667
+10
+0.2% +$2.75K
CVLT icon
609
Commault Systems
CVLT
$5.75B
$1.17M ﹤0.01%
6,205
+808
+15% +$146K
AVTR icon
610
Avantor
AVTR
$9.25B
$1.17M ﹤0.01%
93,783
-7,001,679
-99% -$90.2M
WAT icon
611
Waters Corp
WAT
$40.2B
$1.16M ﹤0.01%
3,885
-48
-1% -$14.5K
JEPI icon
612
JPMorgan Equity Premium Income ETF
JEPI
$46B
$1.16M ﹤0.01%
20,292
+185
+0.9% +$10.5K
SKWD icon
613
Skyward Specialty Insurance
SKWD
$2.54B
$1.15M ﹤0.01%
24,255
+4,290
+21% +$215K
LPLA icon
614
LPL Financial
LPLA
$29.1B
$1.15M ﹤0.01%
3,457
+126
+4% +$45.7K
EHC icon
615
Encompass Health
EHC
$12.4B
$1.15M ﹤0.01%
9,015
-538
-6% -$64K
EMXC icon
616
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.8B
$1.14M ﹤0.01%
16,856
– –
PHM icon
617
Pultegroup
PHM
$24.6B
$1.14M ﹤0.01%
8,594
+705
+9% +$87.6K
PODD icon
618
Insulet
PODD
$9.85B
$1.14M ﹤0.01%
3,676
+169
+5% +$53K
BIP icon
619
Brookfield Infrastructure Partners
BIP
$17.6B
$1.13M ﹤0.01%
34,435
+1,336
+4% +$42K
CPNG icon
620
Coupang
CPNG
$28.9B
$1.13M ﹤0.01%
35,004
-2,448
-7% -$74K
WSFS icon
621
WSFS Financial
WSFS
$4.1B
$1.13M ﹤0.01%
20,894
+87
+0.4% +$4.91K
MAR icon
622
Marriott International
MAR
$90.3B
$1.13M ﹤0.01%
4,318
+150
+4% +$40.3K
JLL icon
623
Jones Lang LaSalle
JLL
$16.4B
$1.12M ﹤0.01%
3,750
+513
+16% +$147K
USMV icon
624
iShares MSCI USA Min Vol Factor ETF
USMV
$24.5B
$1.11M ﹤0.01%
11,705
-5,081
-30% -$476K
VFH icon
625
Vanguard Financials ETF
VFH
$13.8B
$1.11M ﹤0.01%
8,475
+250
+3% +$32.4K
23 24
25
26 27

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
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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.