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
NJR icon
1576
New Jersey Resources
NJR
$5.47B
$29K ﹤0.01%
613
+230
+60% +$10.7K
NWG icon
1577
NatWest
NWG
$76.1B
$29K ﹤0.01%
2,068
+972
+89% +$13.7K
NYT icon
1578
New York Times
NYT
$10.3B
$29K ﹤0.01%
511
-1,367
-73% -$78K
RDN icon
1579
Radian Group
RDN
$4.88B
$29K ﹤0.01%
795
+318
+67% +$11.1K
ECG
1580
Everus Construction Group
ECG
$6.82B
$29K ﹤0.01%
338
+137
+68% +$10.2K
CAKE icon
1581
Cheesecake Factory
CAKE
$5.61B
$28K ﹤0.01%
514
+78
+18% +$4.78K
CEF icon
1582
Sprott Physical Gold and Silver Trust
CEF
$8.29B
$28K ﹤0.01%
+760
New +$24.4K
IFRA icon
1583
iShares US Infrastructure ETF
IFRA
$4.59B
$28K ﹤0.01%
526
+365
+227% +$18.7K
KRC icon
1584
Kilroy Realty
KRC
$4.31B
$28K ﹤0.01%
639
+199
+45% +$7.85K
MC icon
1585
Moelis & Co
MC
$4.91B
$28K ﹤0.01%
389
+184
+90% +$13.1K
NBHC icon
1586
National Bank Holdings
NBHC
$1.92B
$28K ﹤0.01%
718
+135
+23% +$5.23K
PUK icon
1587
Prudential
PUK
$34.3B
$28K ﹤0.01%
1,012
+379
+60% +$9.92K
ROIV icon
1588
Roivant Sciences
ROIV
$25.1B
$28K ﹤0.01%
1,852
+543
+41% +$6.72K
TDS icon
1589
Telephone and Data Systems
TDS
$3.88B
$28K ﹤0.01%
699
+277
+66% +$10.7K
VNOM icon
1590
Viper Energy
VNOM
$15.3B
$28K ﹤0.01%
752
+108
+17% +$4.12K
FULT icon
1591
Fulton Financial
FULT
$4.6B
$27K ﹤0.01%
1,433
+462
+48% +$8.74K
GNTX icon
1592
Gentex
GNTX
$5.05B
$27K ﹤0.01%
967
+200
+26% +$5.31K
HRL icon
1593
Hormel Foods
HRL
$13.4B
$27K ﹤0.01%
1,113
-2,289
-67% -$63.4K
HURN icon
1594
Huron Consulting
HURN
$2.47B
$27K ﹤0.01%
186
+20
+12% +$2.73K
IYG icon
1595
iShares US Financial Services ETF
IYG
$2.22B
$27K ﹤0.01%
297
-709
-70% -$62.3K
LTPZ icon
1596
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$740M
$27K ﹤0.01%
+501
New +$26.2K
NTRA icon
1597
Natera
NTRA
$46.1B
$27K ﹤0.01%
170
+50
+42% +$7.91K
PNFP icon
1598
Pinnacle Financial Partners Inc
PNFP
$16B
$27K ﹤0.01%
288
-203,246
-100% -$20.3M
TFPM icon
1599
Triple Flag Precious Metals
TFPM
$6.61B
$27K ﹤0.01%
+916
New +$23.7K
TMDX icon
1600
Transmedics
TMDX
$2.99B
$27K ﹤0.01%
243
+70
+40% +$8.19K
62 63
64
65 66

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.