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Bessemer Group

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
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 9.59%
4 Healthcare 9.35%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRBN icon
1376
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$62K ﹤0.01%
+275
New +$60K
DOCU
1377
DocuSign
DOCU
$12.6B
$62K ﹤0.01%
873
+350
+67% +$27K
EQNR icon
1378
Equinor
EQNR
$100B
$62K ﹤0.01%
2,553
-256
-9% -$6.42K
INOD icon
1379
Innodata
INOD
$2.38B
$62K ﹤0.01%
+800
New +$40.4K
Z icon
1380
Zillow
Z
$6.39B
$62K ﹤0.01%
794
+80
+11% +$6.54K
GTES icon
1381
Gates Industrial Corp
GTES
$6.8B
$61K ﹤0.01%
2,461
+392
+19% +$9.74K
ISRA icon
1382
VanEck Israel ETF
ISRA
$159M
$61K ﹤0.01%
1,125
– –
STRL icon
1383
Sterling Infrastructure
STRL
$15.7B
$61K ﹤0.01%
181
+56
+45% +$15.9K
DFUV icon
1384
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$60K ﹤0.01%
1,344
– –
RBLX icon
1385
Roblox
RBLX
$33.2B
$60K ﹤0.01%
434
+432
+21,600% +$53.7K
CRS icon
1386
Carpenter Technology
CRS
$19.7B
$59K ﹤0.01%
241
– –
DFUS
1387
Dimensional US Equity ETF
DFUS
$21.6B
$59K ﹤0.01%
813
– –
EXEL icon
1388
Exelixis
EXEL
$14.4B
$59K ﹤0.01%
1,442
+156
+12% +$6.27K
LII icon
1389
Lennox International
LII
$12.9B
$59K ﹤0.01%
110
+38
+53% +$22.2K
OMF icon
1390
OneMain Financial
OMF
$6.6B
$59K ﹤0.01%
1,034
+917
+784% +$54.1K
PHIN icon
1391
Phinia Inc
PHIN
$2.27B
$59K ﹤0.01%
1,021
+57
+6% +$3.08K
PML
1392
PIMCO Municipal Income Fund II
PML
$436M
$59K ﹤0.01%
+7,500
New +$55.3K
WBS
1393
DELISTED
Webster Financial
WBS
$59K ﹤0.01%
999
+300
+43% +$17.9K
EOSE icon
1394
Eos Energy Enterprises
EOSE
$1.15B
$58K ﹤0.01%
5,108
– –
PHG icon
1395
Philips
PHG
$24.4B
$58K ﹤0.01%
2,180
-2,428
-53% -$62.3K
RPG icon
1396
Invesco S&P 500 Pure Growth ETF
RPG
$1.94B
$58K ﹤0.01%
+1,220
New +$57.2K
SITE icon
1397
SiteOne Landscape Supply
SITE
$3.99B
$58K ﹤0.01%
448
+329
+276% +$44.6K
TIP icon
1398
iShares TIPS Bond ETF
TIP
$14.5B
$58K ﹤0.01%
525
+193
+58% +$21.3K
SPHD icon
1399
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.23B
$57K ﹤0.01%
1,154
+625
+118% +$30.5K
PCG.PRX
1400
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.02B
$57K ﹤0.01%
+1,454
New +$56.7K
54 55
56
57 58

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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.