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Bessemer Group Portfolio holdings
AUM
$72.7B
1-Year Est. Return
39.36%
This Fund
S&P 500
This Quarter
Est. Return
+8.1%
1 Year Est. Return
+39.36%
3 Year Est. Return
+127.27%
5 Year Est. Return
+171.37%
10 Year Est. Return
+634.48%
AUM
$65.4B
AUM Growth
+$3.78B
(+6.1%)
Cap. Flow
-$5.17M
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
35.89%
Holding
2,784
New
266
Increased
1,378
Reduced
646
Closed
230
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$333M |
| 2 |
Citigroup
C
|
+$271M |
| 3 |
Coca-Cola Europacific Partners
CCEP
|
+$234M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$227M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$187M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FISV
Fiserv Inc
FISV
|
+$357M |
| 2 |
Oracle
ORCL
|
+$258M |
| 3 |
Corteva
CTVA
|
+$256M |
| 4 |
Corpay
CPAY
|
+$176M |
| 5 |
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 | 9.59% |
| 4 | Healthcare | 9.35% |
| 5 | Consumer Discretionary | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Campbell Soup
CPB
$5.78B
| $505K | ﹤0.01% |
15,971
+4,759
| +42% | +$154K |
|
852
Nexstar Media Group
NXST
$4.99B
| $505K | ﹤0.01% |
2,558
+156
| +6% | +$30.5K |
|
|
CYBR
853
DELISTED
CyberArk
CYBR
| $503K | ﹤0.01% |
1,042
+943
| +953% | +$405K |
|
854
iShares MSCI Taiwan ETF
EWT
$12.5B
| $497K | ﹤0.01% |
7,815
+198
| +3% | +$11.9K |
|
|
EMBJ
855
Embraer S.A. ADS
EMBJ
$14B
| $496K | ﹤0.01% |
8,201
| – | – |
|
856
Invesco Water Resources ETF
PHO
$1.93B
| $496K | ﹤0.01% |
6,880
| – | – |
|
857
Lattice Semiconductor
LSCC
$18.2B
| $495K | ﹤0.01% |
6,744
+297
| +5% | +$18.1K |
|
858
Teleflex
TFX
$5.17B
| $495K | ﹤0.01% |
4,049
+309
| +8% | +$37.5K |
|
859
Eversource Energy
ES
$24B
| $494K | ﹤0.01% |
6,955
+960
| +16% | +$62.9K |
|
860
Pool Corp
POOL
$5.99B
| $493K | ﹤0.01% |
1,588
-138
| -8% | -$43.3K |
|
861
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
| $491K | ﹤0.01% |
6,147
+742
| +14% | +$59K |
|
|
VMRK
862
Vivmark Residential
VMRK
$47.6B
| $487K | ﹤0.01% |
7,525
+99
| +1% | +$6.47K |
|
863
iShares US Real Estate ETF
IYR
$4.03B
| $485K | ﹤0.01% |
4,993
| – | – |
|
864
Pinnacle West Capital
PNW
$11.1B
| $480K | ﹤0.01% |
5,361
+30
| +0.6% | +$2.7K |
|
865
Chunghwa Telecom
CHT
$35.8B
| $479K | ﹤0.01% |
10,980
-535
| -5% | -$23.8K |
|
866
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
| $478K | ﹤0.01% |
15,219
| – | – |
|
867
Public Service Enterprise Group
PEG
$33.4B
| $476K | ﹤0.01% |
5,696
-4,130
| -42% | -$346K |
|
868
Royal Gold
RGLD
$21.4B
| $476K | ﹤0.01% |
2,368
+132
| +6% | +$22.8K |
|
|
SEE
869
DELISTED
Sealed Air
SEE
| $475K | ﹤0.01% |
13,437
+583
| +5% | +$18.6K |
|
870
MSC Industrial Direct
MSM
$6.77B
| $474K | ﹤0.01% |
5,142
| – | – |
|
871
Shake Shack
SHAK
$2.24B
| $473K | ﹤0.01% |
5,053
-1,410
| -22% | -$162K |
|
872
Ulta Beauty
ULTA
$23.3B
| $472K | ﹤0.01% |
864
-116
| -12% | -$59.4K |
|
873
United Therapeutics
UTHR
$20.4B
| $472K | ﹤0.01% |
1,126
+28
| +3% | +$9.42K |
|
874
Ventas
VTR
$44.4B
| $470K | ﹤0.01% |
6,711
+509
| +8% | +$34.2K |
|
875
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.63B
| $468K | ﹤0.01% |
14,600
| – | – |
|
Similar funds
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.