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
-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
D icon
951
Dominion Energy
D
$62.5B
$967K ﹤0.01%
15,651
-181
-1% -$11.2K
AWK icon
952
American Water Works
AWK
$26.3B
$965K ﹤0.01%
7,092
-103
-1% -$13.6K
KMB icon
953
Kimberly-Clark
KMB
$36.4B
$965K ﹤0.01%
10,001
+2,927
+41% +$300K
OXY icon
954
Occidental Petroleum
OXY
$57B
$964K ﹤0.01%
14,850
+819
+6% +$41.2K
IGSB icon
955
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$961K ﹤0.01%
18,286
+12,587
+221% +$665K
SDY icon
956
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$956K ﹤0.01%
6,553
-15,894
-71% -$2.37M
APO icon
957
Apollo Global Management
APO
$70.7B
$943K ﹤0.01%
8,466
-1,528,182
-99% -$189M
UNM icon
958
Unum
UNM
$13.8B
$941K ﹤0.01%
12,873
-69
-0.5% -$5.15K
ABNB icon
959
Airbnb
ABNB
$83.7B
$940K ﹤0.01%
7,454
-106
-1% -$13.8K
DGRO icon
960
iShares Core Dividend Growth ETF
DGRO
$42.6B
$927K ﹤0.01%
13,208
+12,905
+4,259% +$925K
PKG icon
961
Packaging Corp of America
PKG
$22.7B
$923K ﹤0.01%
4,350
+872
+25% +$194K
AVY icon
962
Avery Dennison
AVY
$12.3B
$922K ﹤0.01%
5,341
-288
-5% -$52.9K
DSGX icon
963
Descartes Systems
DSGX
$5.84B
$914K ﹤0.01%
12,803
-185,693
-94% -$13.7M
SHY icon
964
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$904K ﹤0.01%
10,953
-5,940
-35% -$492K
CGNX icon
965
Cognex
CGNX
$10.3B
$898K ﹤0.01%
18,304
+124
+0.7% +$5.79K
FERG icon
966
Ferguson
FERG
$44.7B
$896K ﹤0.01%
3,842
-88
-2% -$21.4K
TAC icon
967
TransAlta
TAC
$4.34B
$895K ﹤0.01%
68,300
– –
ROBO icon
968
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
$885K ﹤0.01%
12,940
– –
WH icon
969
Wyndham Hotels & Resorts
WH
$5.46B
$881K ﹤0.01%
10,834
-15,123
-58% -$1.19M
IYK icon
970
iShares US Consumer Staples ETF
IYK
$1.39B
$877K ﹤0.01%
12,519
– –
NVR icon
971
NVR
NVR
$17.2B
$870K ﹤0.01%
132
+18
+16% +$131K
NXPI icon
972
NXP Semiconductors
NXPI
$68B
$870K ﹤0.01%
4,418
-85
-2% -$18.8K
EHC icon
973
Encompass Health
EHC
$11.2B
$869K ﹤0.01%
8,990
+49
+0.5% +$5.03K
COHR icon
974
Coherent
COHR
$55.2B
$865K ﹤0.01%
3,634
+3,189
+717% +$730K
WRB icon
975
W.R. Berkley
WRB
$28B
$865K ﹤0.01%
13,049
+2,229
+21% +$154K
37 38
39
40 41

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
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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.