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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
CE icon
1326
Celanese
CE
$5.09B
$262K ﹤0.01%
3,970
+262
+7% +$13.7K
HLN icon
1327
Haleon
HLN
$43.1B
$260K ﹤0.01%
25,986
+2,706
+12% +$28.2K
EEMV icon
1328
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$259K ﹤0.01%
4,000
+3,773
+1,662% +$250K
GABC icon
1329
German American Bancorp
GABC
$1.82B
$259K ﹤0.01%
6,200
-15,220
-71% -$630K
PHYS icon
1330
Sprott Physical Gold
PHYS
$14.6B
$257K ﹤0.01%
7,263
+677
+10% +$25K
MRNA icon
1331
Moderna
MRNA
$21.5B
$255K ﹤0.01%
5,019
+1,097
+28% +$51.2K
TCOM icon
1332
Trip.com Group
TCOM
$27.5B
$255K ﹤0.01%
5,115
+5,083
+15,884% +$296K
UFPI icon
1333
UFP Industries
UFPI
$4.97B
$254K ﹤0.01%
2,757
-48
-2% -$4.85K
FDS icon
1334
Factset
FDS
$9.05B
$253K ﹤0.01%
1,161
-1,944
-63% -$454K
STZ icon
1335
Constellation Brands
STZ
$22.2B
$251K ﹤0.01%
1,676
+542
+48% +$83.7K
DEO icon
1336
Diageo
DEO
$46.2B
$248K ﹤0.01%
3,335
-826
-20% -$72.1K
EFAV icon
1337
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
$248K ﹤0.01%
2,719
– –
WTS icon
1338
Watts Water Technologies
WTS
$11.5B
$248K ﹤0.01%
856
-2,472
-74% -$754K
AVAV icon
1339
AeroVironment
AVAV
$7.57B
$247K ﹤0.01%
1,349
+1,232
+1,053% +$325K
SHOE
1340
Shoe Station Group
SHOE
$395M
$247K ﹤0.01%
15,819
– –
TPB icon
1341
Turning Point Brands
TPB
$1.47B
$247K ﹤0.01%
2,845
+674
+31% +$75.1K
NXRT
1342
NexPoint Residential Trust
NXRT
$665M
$246K ﹤0.01%
9,813
+146
+2% +$4.19K
BRKR icon
1343
Bruker
BRKR
$9.2B
$244K ﹤0.01%
6,740
-14,606
-68% -$611K
GATX icon
1344
GATX Corp
GATX
$6.55B
$244K ﹤0.01%
1,430
-20
-1% -$3.6K
PRMB
1345
Primo Brands
PRMB
$8.24B
$244K ﹤0.01%
+12,978
New +$251K
AOS icon
1346
A.O. Smith
AOS
$8.38B
$243K ﹤0.01%
3,692
+281
+8% +$20.3K
AXSM icon
1347
Axsome Therapeutics
AXSM
$12.4B
$242K ﹤0.01%
1,428
-8
-0.6% -$1.38K
FEX icon
1348
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$242K ﹤0.01%
1,984
– –
IBDW icon
1349
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
$242K ﹤0.01%
+11,556
New +$244K
TOL icon
1350
Toll Brothers
TOL
$14B
$242K ﹤0.01%
1,771
+80
+5% +$11.7K
52 53
54
55 56

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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.