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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
HIG icon
676
Hartford Financial Services
HIG
$38.7B
$902K ﹤0.01%
6,760
+1,642
+32% +$211K
SHEL icon
677
Shell
SHEL
$249B
$902K ﹤0.01%
12,615
+922
+8% +$66.4K
AIG icon
678
American International
AIG
$40.7B
$901K ﹤0.01%
11,486
+309
+3% +$24.7K
GDDY icon
679
GoDaddy
GDDY
$11.6B
$901K ﹤0.01%
6,589
-405
-6% -$62.3K
LDOS icon
680
Leidos
LDOS
$17.5B
$897K ﹤0.01%
4,750
+223
+5% +$38.8K
XYL icon
681
Xylem
XYL
$28.3B
$894K ﹤0.01%
6,058
+3,223
+114% +$447K
L icon
682
Loews
L
$23.3B
$893K ﹤0.01%
8,885
-46
-0.5% -$4.35K
CFG icon
683
Citizens Financial Group
CFG
$30.6B
$891K ﹤0.01%
16,779
+3,346
+25% +$167K
PRCT icon
684
Procept Biorobotics
PRCT
$1.24B
$890K ﹤0.01%
24,930
+6,595
+36% +$301K
HPE icon
685
Hewlett Packard
HPE
$72.4B
$889K ﹤0.01%
36,222
+1,572
+5% +$34.8K
MORN icon
686
Morningstar
MORN
$7.54B
$887K ﹤0.01%
3,822
+317
+9% +$84.5K
ORLA
687
DELISTED
Orla Mining
ORLA
$878K ﹤0.01%
81,500
– –
GABC icon
688
German American Bancorp
GABC
$1.87B
$877K ﹤0.01%
22,330
– –
AVY icon
689
Avery Dennison
AVY
$13.5B
$875K ﹤0.01%
5,399
-16
-0.3% -$2.76K
RL icon
690
Ralph Lauren
RL
$24.2B
$875K ﹤0.01%
2,794
+14
+0.5% +$4.17K
AWK icon
691
American Water Works
AWK
$26.9B
$874K ﹤0.01%
6,286
+374
+6% +$52.8K
COIN icon
692
Coinbase
COIN
$39.2B
$874K ﹤0.01%
2,588
+1,422
+122% +$482K
TPR icon
693
Tapestry
TPR
$33.3B
$872K ﹤0.01%
7,709
+381
+5% +$39.9K
TPYP icon
694
Tortoise North American Pipeline ETF
TPYP
$863M
$868K ﹤0.01%
23,812
+22,000
+1,214% +$780K
BOTZ icon
695
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.55B
$864K ﹤0.01%
24,380
– –
IYK icon
696
iShares US Consumer Staples ETF
IYK
$1.43B
$856K ﹤0.01%
12,519
– –
VEEV icon
697
Veeva Systems
VEEV
$38.1B
$855K ﹤0.01%
2,867
-295
-9% -$83K
ROBO icon
698
ROBO Global Robotics & Automation Index ETF
ROBO
$2.09B
$848K ﹤0.01%
12,940
– –
DVN icon
699
Devon Energy
DVN
$49.9B
$845K ﹤0.01%
24,080
+2,304
+11% +$78.4K
EAT icon
700
Brinker International
EAT
$9.76B
$845K ﹤0.01%
6,671
+6,503
+3,871% +$1.01M
26 27
28
29 30

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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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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.