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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 | |
|---|---|---|---|---|---|---|
1201
Kyndryl
KD
$2.53B
| $143K | ﹤0.01% |
4,777
+1,301
| +37% | +$44.7K |
|
1202
Smith & Nephew
SNN
$11.3B
| $143K | ﹤0.01% |
3,942
+233
| +6% | +$8.04K |
|
1203
iShares MSCI KLD 400 Social ETF
DSI
$5.51B
| $142K | ﹤0.01% |
1,130
| – | – |
|
1204
West Pharmaceutical
WST
$26.1B
| $142K | ﹤0.01% |
543
-46
| -8% | -$11.2K |
|
1205
Cytokinetics
CYTK
$8.99B
| $141K | ﹤0.01% |
2,580
+2,063
| +399% | +$85K |
|
1206
Saic
SAIC
$5.56B
| $141K | ﹤0.01% |
1,429
-11
| -0.8% | -$1.23K |
|
1207
Fidelity National Financial
FNF
$11.1B
| $140K | ﹤0.01% |
2,311
+1,239
| +116% | +$72K |
|
1208
WIX.com
WIX
$3.09B
| $139K | ﹤0.01% |
782
-1
| -0.1% | -$150 |
|
1209
AB InBev
BUD
$154B
| $138K | ﹤0.01% |
2,310
+365
| +19% | +$23K |
|
1210
Fabrinet
FN
$15B
| $138K | ﹤0.01% |
378
+207
| +121% | +$68.2K |
|
1211
Kforce
KFRC
$923M
| $138K | ﹤0.01% |
4,596
-39
| -0.8% | -$1.38K |
|
1212
Cemex
CX
$14B
| $137K | ﹤0.01% |
15,160
+218
| +1% | +$1.86K |
|
1213
Northern Trust International Quality Dividend ETF
IQDF
$1.16B
| $136K | ﹤0.01% |
4,775
| – | – |
|
|
COOP
1214
DELISTED
Mr. Cooper
COOP
| $135K | ﹤0.01% |
639
-1,192
| -65% | -$219K |
|
1215
Burlington
BURL
$16B
| $133K | ﹤0.01% |
527
+40
| +8% | +$10.9K |
|
1216
iShares MSCI EAFE Growth ETF
EFG
$16.6B
| $133K | ﹤0.01% |
1,170
| – | – |
|
1217
Ligand Pharmaceuticals
LGND
$6.01B
| $132K | ﹤0.01% |
746
+679
| +1,013% | +$101K |
|
1218
RPM International
RPM
$12.8B
| $132K | ﹤0.01% |
1,114
+268
| +32% | +$32.2K |
|
1219
Yum China
YUMC
$13.7B
| $132K | ﹤0.01% |
3,093
+263
| +9% | +$12K |
|
1220
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.71B
| $131K | ﹤0.01% |
+3,014
| New | +$130K |
|
1221
Trex
TREX
$4.56B
| $131K | ﹤0.01% |
2,515
+586
| +30% | +$35.7K |
|
1222
Knife River
KNF
$3.1B
| $130K | ﹤0.01% |
1,691
+1,349
| +394% | +$110K |
|
|
CRNX
1223
DELISTED
Crinetics Pharmaceuticals
CRNX
| $129K | ﹤0.01% |
3,100
+2,855
| +1,165% | +$91.3K |
|
1224
Wipro
WIT
$16.3B
| $129K | ﹤0.01% |
48,869
-2,381
| -5% | -$6.7K |
|
1225
nVent Electric
NVT
$26.6B
| $128K | ﹤0.01% |
1,294
+319
| +33% | +$27.7K |
|
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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.