We are live on ! Find out more
Bessemer Group

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
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 9.53%
4 Consumer Discretionary 9.36%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALV icon
1401
Autoliv
ALV
$8.96B
$56K ﹤0.01%
448
+89
+25% +$10.7K
ANF icon
1402
Abercrombie & Fitch
ANF
$5.25B
$56K ﹤0.01%
666
+485
+268% +$45.2K
IDA icon
1403
Idacorp
IDA
$8.1B
$56K ﹤0.01%
430
+14
+3% +$1.73K
KBH icon
1404
KB Home
KBH
$3.54B
$56K ﹤0.01%
875
– –
SAN icon
1405
Banco Santander
SAN
$210B
$56K ﹤0.01%
5,334
+2,778
+109% +$25.9K
NTR icon
1406
Nutrien
NTR
$32.1B
$55K ﹤0.01%
937
+203
+28% +$11.8K
OLLI icon
1407
Ollie's Bargain Outlet
OLLI
$4.76B
$55K ﹤0.01%
430
+86
+25% +$11.4K
OVV icon
1408
Ovintiv
OVV
$17.6B
$55K ﹤0.01%
1,337
+275
+26% +$11.2K
SITM icon
1409
SiTime
SITM
$20B
$55K ﹤0.01%
186
+40
+27% +$9.27K
AFG icon
1410
American Financial Group
AFG
$12B
$54K ﹤0.01%
368
+283
+333% +$37.5K
ASB icon
1411
Associated Banc-Corp
ASB
$6.02B
$54K ﹤0.01%
2,074
+740
+55% +$19K
MFG icon
1412
Mizuho Financial
MFG
$127B
$54K ﹤0.01%
7,901
+2,201
+39% +$13.7K
SKYY icon
1413
First Trust Cloud Computing ETF
SKYY
$3.22B
$54K ﹤0.01%
402
– –
TKR icon
1414
Timken Company
TKR
$8.91B
$54K ﹤0.01%
718
+541
+306% +$41.7K
VYX icon
1415
NCR Voyix
VYX
$1.11B
$54K ﹤0.01%
4,279
+421
+11% +$5.55K
AIR icon
1416
AAR Corp
AIR
$5.86B
$53K ﹤0.01%
600
+431
+255% +$32.8K
BINC icon
1417
BlackRock Flexible Income ETF
BINC
$16.2B
$53K ﹤0.01%
+1,000
New +$52.9K
BL icon
1418
BlackLine
BL
$1.63B
$53K ﹤0.01%
989
+184
+23% +$9.94K
CORT icon
1419
Corcept Therapeutics
CORT
$12.1B
$53K ﹤0.01%
629
+342
+119% +$24.7K
FNB icon
1420
FNB Corp
FNB
$6.8B
$53K ﹤0.01%
3,314
+2,306
+229% +$36.7K
KYMR icon
1421
Kymera Therapeutics
KYMR
$9.11B
$53K ﹤0.01%
940
+815
+652% +$36.8K
BLD
1422
DELISTED
TopBuild
BLD
$52K ﹤0.01%
133
+32
+32% +$12.8K
DYNF icon
1423
BlackRock US Equity Factor Rotation ETF
DYNF
$40B
$52K ﹤0.01%
880
+435
+98% +$24.7K
PTON icon
1424
Peloton Interactive
PTON
$2.45B
$52K ﹤0.01%
5,731
+419
+8% +$3.12K
UGI icon
1425
UGI
UGI
$7.54B
$52K ﹤0.01%
1,553
+771
+99% +$27K
55 56
57
58 59

Similar funds

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.