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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
-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
CBC
1226
Central Bancompany Inc
CBC
$7.68B
$366K ﹤0.01%
15,270
-32,755
-68% -$793K
FIG
1227
Figma
FIG
$11.2B
$365K ﹤0.01%
17,256
-9,484
-35% -$260K
MKTX icon
1228
MarketAxess Holdings
MKTX
$4.15B
$362K ﹤0.01%
2,190
-786
-26% -$138K
AES icon
1229
AES
AES
$10.6B
$361K ﹤0.01%
25,568
-27,639
-52% -$411K
EL icon
1230
Estee Lauder
EL
$29B
$361K ﹤0.01%
5,042
+899
+22% +$91.9K
JHMM icon
1231
John Hancock Multifactor Mid Cap ETF
JHMM
$5.89B
$359K ﹤0.01%
5,354
– –
IRMD icon
1232
iRadimed
IRMD
$1.21B
$358K ﹤0.01%
3,717
-557
-13% -$55.7K
VLUE icon
1233
iShares MSCI USA Value Factor ETF
VLUE
$9.4B
$358K ﹤0.01%
2,515
+485
+24% +$71.1K
LUV icon
1234
Southwest Airlines
LUV
$22.1B
$355K ﹤0.01%
9,424
+1,239
+15% +$55.9K
FFIN icon
1235
First Financial Bankshares
FFIN
$4.97B
$354K ﹤0.01%
12,001
-34,799
-74% -$1.1M
SKWD icon
1236
Skyward Specialty Insurance
SKWD
$2.45B
$353K ﹤0.01%
8,075
-18,370
-69% -$834K
SON icon
1237
Sonoco
SON
$5.76B
$353K ﹤0.01%
6,526
+80
+1% +$4.12K
SHG icon
1238
Shinhan Financial Group
SHG
$33.6B
$352K ﹤0.01%
5,744
+183
+3% +$11.2K
UHS icon
1239
Universal Health Services
UHS
$9.43B
$351K ﹤0.01%
1,959
+42
+2% +$8.63K
KWR icon
1240
Quaker Houghton
KWR
$2.63B
$350K ﹤0.01%
2,824
+410
+17% +$60.6K
SDVY icon
1241
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$350K ﹤0.01%
8,871
+564
+7% +$22.9K
SFBS
1242
ServisFirst Bancshares
SFBS
$4.79B
$350K ﹤0.01%
4,798
-12,079
-72% -$956K
PEGA icon
1243
Pegasystems
PEGA
$4.41B
$349K ﹤0.01%
8,206
+7,332
+839% +$340K
EXI icon
1244
iShares Global Industrials ETF
EXI
$1.41B
$344K ﹤0.01%
1,899
+294
+18% +$55.5K
VVV icon
1245
Valvoline
VVV
$4.97B
$344K ﹤0.01%
10,204
-19,651
-66% -$680K
EXP icon
1246
Eagle Materials
EXP
$6.6B
$342K ﹤0.01%
1,806
-96
-5% -$20.4K
INDB icon
1247
Independent Bank
INDB
$4.05B
$342K ﹤0.01%
4,530
+62
+1% +$4.86K
AAL icon
1248
American Airlines Group
AAL
$9.58B
$341K ﹤0.01%
31,669
-172
-0.5% -$2.28K
ESQ icon
1249
Esquire Financial Holdings
ESQ
$1.04B
$341K ﹤0.01%
3,170
+474
+18% +$50.7K
ALB icon
1250
Albemarle
ALB
$13.5B
$340K ﹤0.01%
1,885
+408
+28% +$69.7K
48 49
50
51 52

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)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
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
Mitsubishi UFJ Financial Group
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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.