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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
KMX icon
976
CarMax
KMX
$8.34B
$341K ﹤0.01%
7,580
-2,083
-22% -$124K
RWJ icon
977
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.09B
$341K ﹤0.01%
7,065
– –
REG icon
978
Regency Centers
REG
$13.9B
$340K ﹤0.01%
4,666
+267
+6% +$19K
BXP icon
979
Boston Properties
BXP
$10.8B
$339K ﹤0.01%
4,554
-463
-9% -$32.7K
DEO icon
980
Diageo
DEO
$54B
$339K ﹤0.01%
3,550
+973
+38% +$102K
FND icon
981
Floor & Decor
FND
$6.3B
$339K ﹤0.01%
4,595
+951
+26% +$77.9K
BHF icon
982
Brighthouse Financial
BHF
$3.46B
$336K ﹤0.01%
6,328
-70
-1% -$3.42K
CBSH icon
983
Commerce Bancshares
CBSH
$8.44B
$335K ﹤0.01%
5,879
+108
+2% +$6.35K
BALL icon
984
Ball Corp
BALL
$16.6B
$334K ﹤0.01%
6,621
-513
-7% -$27.7K
CNXC icon
985
Concentrix
CNXC
$1.56B
$334K ﹤0.01%
7,217
-72
-1% -$3.84K
SNA icon
986
Snap-on
SNA
$21.3B
$334K ﹤0.01%
963
+330
+52% +$108K
AES icon
987
AES
AES
$10.5B
$333K ﹤0.01%
25,373
+2,525
+11% +$32.8K
CGGO icon
988
Capital Group Global Growth Equity ETF
CGGO
$11.9B
$333K ﹤0.01%
9,750
– –
CNS icon
989
Cohen & Steers
CNS
$4.22B
$330K ﹤0.01%
5,032
-62
-1% -$4.54K
SHOE
990
Shoe Station Group
SHOE
$437M
$330K ﹤0.01%
15,894
-79
-0.5% -$1.71K
VOX icon
991
Vanguard Communication Services ETF
VOX
$5.88B
$329K ﹤0.01%
1,750
– –
SON icon
992
Sonoco
SON
$5.72B
$327K ﹤0.01%
7,605
+942
+14% +$43.5K
TSN icon
993
Tyson Foods
TSN
$20.1B
$327K ﹤0.01%
6,029
+264
+5% +$14.6K
AORT icon
994
Artivion
AORT
$1.28B
$326K ﹤0.01%
7,688
+7,335
+2,078% +$276K
WGO icon
995
Winnebago Industries
WGO
$906M
$326K ﹤0.01%
9,748
+57
+0.6% +$1.88K
CNH
996
CNH Industrial
CNH
$16.9B
$326K ﹤0.01%
30,068
-1,985
-6% -$24.2K
LW icon
997
Lamb Weston
LW
$7.12B
$325K ﹤0.01%
5,598
-213
-4% -$11.6K
VHT icon
998
Vanguard Health Care ETF
VHT
$19B
$325K ﹤0.01%
1,249
– –
NOBL icon
999
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$324K ﹤0.01%
6,300
-140
-2% -$7.24K
NFG icon
1000
National Fuel Gas
NFG
$7.78B
$323K ﹤0.01%
3,479
+4
+0.1% +$349
38 39
40
41 42

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
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.