We are live on ! Find out more
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
MKC icon
776
McCormick & Company Non-Voting
MKC
$14.3B
$629K ﹤0.01%
9,397
+344
+4% +$24.1K
RJF icon
777
Raymond James Financial
RJF
$34.5B
$627K ﹤0.01%
3,633
+339
+10% +$56.2K
PULS icon
778
PGIM Ultra Short Bond ETF
PULS
$18.4B
$626K ﹤0.01%
+12,557
New +$624K
STVN icon
779
Stevanato
STVN
$5.62B
$626K ﹤0.01%
24,295
+2,105
+9% +$52K
BBY icon
780
Best Buy
BBY
$17.4B
$617K ﹤0.01%
8,151
+1,685
+26% +$121K
SXT icon
781
Sensient Technologies
SXT
$5.51B
$616K ﹤0.01%
6,558
-1,582
-19% -$173K
LNT icon
782
Alliant Energy
LNT
$17.7B
$611K ﹤0.01%
9,052
+391
+5% +$25.2K
NWSA icon
783
News Corp Class A
NWSA
$15.4B
$611K ﹤0.01%
19,916
+3,026
+18% +$89.7K
CNI icon
784
Canadian National Railway
CNI
$75.7B
$610K ﹤0.01%
6,473
-41,358
-86% -$3.99M
HPQ icon
785
HP
HPQ
$27.3B
$610K ﹤0.01%
22,413
+3,714
+20% +$99K
PPL
786
PPL Corp
PPL
$26.3B
$610K ﹤0.01%
16,407
+1,722
+12% +$61.9K
CHDN icon
787
Churchill Downs
CHDN
$6.02B
$607K ﹤0.01%
6,258
-216
-3% -$22.2K
EXC icon
788
Exelon
EXC
$45.8B
$606K ﹤0.01%
13,463
+2,368
+21% +$104K
GSK icon
789
GSK
GSK
$104B
$604K ﹤0.01%
14,001
+730
+6% +$28.5K
MTZ icon
790
MasTec
MTZ
$21.5B
$603K ﹤0.01%
2,836
+45
+2% +$8.24K
NRC icon
791
NRC Health Common Stock
NRC
$462M
$602K ﹤0.01%
47,110
– –
PBA icon
792
Pembina Pipeline
PBA
$27.8B
$602K ﹤0.01%
14,919
-4,034
-21% -$152K
GOOS
793
Canada Goose Holdings
GOOS
$849M
$601K ﹤0.01%
43,700
– –
FWONK icon
794
Liberty Media Series C
FWONK
$25.8B
$599K ﹤0.01%
5,733
+55
+1% +$5.58K
TTD icon
795
Trade Desk
TTD
$6.29B
$599K ﹤0.01%
12,218
-3,024
-20% -$192K
DLTR icon
796
Dollar Tree
DLTR
$24.9B
$597K ﹤0.01%
6,320
+330
+6% +$35.3K
AMSF icon
797
AMERISAFE
AMSF
$522M
$595K ﹤0.01%
13,575
+60
+0.4% +$2.69K
CC icon
798
Chemours
CC
$2.2B
$595K ﹤0.01%
37,567
+749
+2% +$10.9K
VXUS icon
799
Vanguard Total International Stock ETF
VXUS
$162B
$595K ﹤0.01%
8,106
+416
+5% +$29.5K
INCY icon
800
Incyte
INCY
$24.6B
$592K ﹤0.01%
6,978
+511
+8% +$40.4K
30 31
32
33 34

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.