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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
(+6.1%)
Cap. Flow
-$5.17M
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
35.89%
Holding
2,784
New
266
Increased
1,378
Reduced
646
Closed
230
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$333M |
| 2 |
Citigroup
C
|
+$271M |
| 3 |
Coca-Cola Europacific Partners
CCEP
|
+$234M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$227M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$187M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FISV
Fiserv Inc
FISV
|
+$357M |
| 2 |
Oracle
ORCL
|
+$258M |
| 3 |
Corteva
CTVA
|
+$256M |
| 4 |
Corpay
CPAY
|
+$176M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1626
Brink's
BCO
$4.55B
| $24K | ﹤0.01% |
204
+79
| +63% | +$8.27K |
|
1627
Cal-Maine
CALM
$3.85B
| $24K | ﹤0.01% |
255
+74
| +41% | +$7.9K |
|
1628
Elanco Animal Health
ELAN
$11.1B
| $24K | ﹤0.01% |
1,138
+922
| +427% | +$15.4K |
|
1629
Enovix
ENVX
$1.01B
| $24K | ﹤0.01% |
2,432
-11,893
| -83% | -$132K |
|
1630
Fomento Económico Mexicano
FMX
$40.9B
| $24K | ﹤0.01% |
245
+107
| +78% | +$9.94K |
|
1631
Fortis
FTS
$28.3B
| $24K | ﹤0.01% |
472
+20
| +4% | +$984 |
|
1632
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.21B
| $24K | ﹤0.01% |
802
+478
| +148% | +$13.2K |
|
|
HBI
1633
DELISTED
Hanesbrands
HBI
| $24K | ﹤0.01% |
3,677
-9,451
| -72% | -$52.2K |
|
1634
Highwoods Properties
HIW
$3.41B
| $24K | ﹤0.01% |
751
+172
| +30% | +$5.26K |
|
1635
Hawkins
HWKN
$2.73B
| $24K | ﹤0.01% |
136
-133,980
| -100% | -$22.4M |
|
1636
Par Pacific Holdings
PARR
$3.59B
| $24K | ﹤0.01% |
671
+142
| +27% | +$4.62K |
|
1637
Tanger
SKT
$4.44B
| $24K | ﹤0.01% |
698
+245
| +54% | +$7.99K |
|
|
SPYM
1638
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
| $24K | ﹤0.01% |
303
+72
| +31% | +$5.43K |
|
|
VSXY
1639
Victoria's Secret
VSXY
$7.95B
| $24K | ﹤0.01% |
905
+163
| +22% | +$3.66K |
|
1640
AST SpaceMobile
ASTS
$20.5B
| $23K | ﹤0.01% |
457
+182
| +66% | +$8.77K |
|
1641
Bankunited
BKU
$3.3B
| $23K | ﹤0.01% |
591
+198
| +50% | +$7.5K |
|
1642
Cushman & Wakefield Ltd
CWK
$3.12B
| $23K | ﹤0.01% |
1,402
+309
| +28% | +$4.36K |
|
|
GDO
1643
Western Asset Global Corporate Defined Opportunity Fund
GDO
$77.3M
| $23K | ﹤0.01% |
1,905
| – | – |
|
1644
Goodyear
GT
$1.74B
| $23K | ﹤0.01% |
3,073
-1,071
| -26% | -$10.1K |
|
1645
Maximus
MMS
$2.9B
| $23K | ﹤0.01% |
246
+84
| +52% | +$6.81K |
|
1646
Envista
NVST
$4.53B
| $23K | ﹤0.01% |
1,071
-14
| -1% | -$288 |
|
1647
ONE Gas
OGS
$4.96B
| $23K | ﹤0.01% |
293
+72
| +33% | +$5.39K |
|
1648
Ormat Technologies
ORA
$6.87B
| $23K | ﹤0.01% |
237
-54
| -19% | -$4.87K |
|
1649
Otter Tail
OTTR
$3.88B
| $23K | ﹤0.01% |
273
+121
| +80% | +$9.81K |
|
1650
PBF Energy
PBF
$7.86B
| $23K | ﹤0.01% |
761
+133
| +21% | +$3.48K |
|
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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.