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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
(+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 | 9.53% |
| 4 | Consumer Discretionary | 9.36% |
| 5 | Healthcare | 9.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1076
HealthStream
HSTM
$859M
| $237K | ﹤0.01% |
8,389
-3
| -0% | -$82 |
|
1077
BioMarin Pharmaceuticals
BMRN
$13.3B
| $236K | ﹤0.01% |
4,350
-79
| -2% | -$4.52K |
|
1078
Zimmer Biomet
ZBH
$18.7B
| $236K | ﹤0.01% |
2,390
-171
| -7% | -$16.9K |
|
1079
iShares US Technology ETF
IYW
$25.3B
| $234K | ﹤0.01% |
1,194
+138
| +13% | +$25.2K |
|
1080
Toll Brothers
TOL
$14B
| $233K | ﹤0.01% |
1,681
+93
| +6% | +$12.1K |
|
1081
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.61B
| $232K | ﹤0.01% |
1,984
| – | – |
|
|
UMH
1082
UMH Properties
UMH
$1.34B
| $232K | ﹤0.01% |
15,637
-8,282
| -35% | -$133K |
|
1083
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
| $231K | ﹤0.01% |
2,719
-1,300
| -32% | -$110K |
|
1084
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
| $231K | ﹤0.01% |
2,300
+615
| +36% | +$60.4K |
|
1085
SiriusXM
SIRI
$9.7B
| $231K | ﹤0.01% |
9,935
| – | – |
|
1086
Resideo Technologies
REZI
$3.67B
| $229K | ﹤0.01% |
5,329
+1,857
| +53% | +$58K |
|
1087
Brookfield Renewable
BEP
$9.8B
| $227K | ﹤0.01% |
8,790
+1,140
| +15% | +$29.4K |
|
1088
Erie Indemnity
ERIE
$13.2B
| $227K | ﹤0.01% |
710
+45
| +7% | +$15.5K |
|
1089
Riot Platforms
RIOT
$7.34B
| $227K | ﹤0.01% |
11,934
+11,041
| +1,236% | +$153K |
|
1090
Akamai
AKAM
$16.9B
| $226K | ﹤0.01% |
2,980
-12
| -0.4% | -$925 |
|
1091
Perrigo
PRGO
$1.75B
| $226K | ﹤0.01% |
10,145
-3,166
| -24% | -$77.4K |
|
1092
Wintrust Financial
WTFC
$10.7B
| $225K | ﹤0.01% |
1,700
+1,100
| +183% | +$145K |
|
1093
Alexandria Real Estate Equities
ARE
$8.32B
| $224K | ﹤0.01% |
2,692
+588
| +28% | +$47.1K |
|
1094
Playtika
PLTK
$1.07B
| $222K | ﹤0.01% |
57,130
| – | – |
|
1095
GATX Corp
GATX
$6.23B
| $221K | ﹤0.01% |
1,264
+13
| +1% | +$2.1K |
|
1096
Keurig Dr Pepper
KDP
$39.9B
| $219K | ﹤0.01% |
8,564
-265
| -3% | -$8.3K |
|
1097
First American
FAF
$7.37B
| $218K | ﹤0.01% |
3,389
-18
| -0.5% | -$1.14K |
|
1098
Capital Group Growth ETF
CGGR
$25B
| $217K | ﹤0.01% |
4,935
| – | – |
|
1099
iShares Select U.S. REIT ETF
ICF
$2.08B
| $215K | ﹤0.01% |
3,500
-500
| -13% | -$30.6K |
|
1100
AutoNation
AN
$6.88B
| $214K | ﹤0.01% |
980
-17
| -2% | -$3.58K |
|
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.