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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
+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
ARWR icon
1501
Arrowhead Research
ARWR
$12.7B
$38K ﹤0.01%
1,068
+132
+14% +$2.9K
CATY icon
1502
Cathay General Bancorp
CATY
$4.26B
$38K ﹤0.01%
781
+394
+102% +$18.9K
DRIV icon
1503
Global X Autonomous & Electric Vehicles ETF
DRIV
$392M
$38K ﹤0.01%
1,350
– –
EWTX icon
1504
Edgewise Therapeutics
EWTX
$4.84B
$38K ﹤0.01%
2,350
+2,165
+1,170% +$30.7K
AEG icon
1505
Aegon
AEG
$13.9B
$37K ﹤0.01%
4,567
+204
+5% +$1.52K
AVAV icon
1506
AeroVironment
AVAV
$9.75B
$37K ﹤0.01%
117
– –
M icon
1507
Macy's
M
$6.45B
$37K ﹤0.01%
2,023
+592
+41% +$8.38K
PLUS icon
1508
ePlus
PLUS
$2.32B
$37K ﹤0.01%
514
+58
+13% +$4.09K
AFRM icon
1509
Affirm
AFRM
$25.7B
$36K ﹤0.01%
494
+330
+201% +$25.1K
ETX
1510
Eaton Vance Municipal Income 2028 Term Trust
ETX
$200M
$36K ﹤0.01%
1,885
– –
KFY icon
1511
Korn Ferry
KFY
$4.25B
$36K ﹤0.01%
506
+95
+23% +$6.93K
ROKU icon
1512
Roku
ROKU
$22.4B
$36K ﹤0.01%
360
+18
+5% +$1.66K
SOFI icon
1513
SoFi Technologies
SOFI
$23.2B
$36K ﹤0.01%
+1,351
New +$32.1K
SR icon
1514
Spire
SR
$4.85B
$36K ﹤0.01%
446
– –
URBN icon
1515
Urban Outfitters
URBN
$6.72B
$36K ﹤0.01%
515
+106
+26% +$7.8K
VRT icon
1516
Vertiv
VRT
$107B
$36K ﹤0.01%
+240
New +$32K
VSAT icon
1517
Viasat
VSAT
$11.7B
$36K ﹤0.01%
1,206
-3,573
-75% -$85.5K
WAL icon
1518
Western Alliance Bancorporation
WAL
$8.89B
$36K ﹤0.01%
414
+112
+37% +$9.49K
ACA icon
1519
Arcosa
ACA
$7.12B
$35K ﹤0.01%
368
+119
+48% +$11.1K
CVE icon
1520
Cenovus Energy
CVE
$55.1B
$35K ﹤0.01%
2,030
-3,898
-66% -$60.9K
CWEN icon
1521
Clearway Energy Class C
CWEN
$7.07B
$35K ﹤0.01%
1,219
+441
+57% +$13.4K
ELS icon
1522
Equity Lifestyle Properties
ELS
$12.5B
$35K ﹤0.01%
574
+321
+127% +$19.5K
XSD icon
1523
State Street SPDR S&P Semiconductor ETF
XSD
$2.84B
$35K ﹤0.01%
111
+55
+98% +$15.6K
GNW icon
1524
Genworth Financial
GNW
$3.71B
$34K ﹤0.01%
3,830
+1,445
+61% +$11.9K
HEFA icon
1525
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.75B
$34K ﹤0.01%
848
– –
59 60
61
62 63

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.