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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
-0.3%
1 Year Est. Return
+28.76%
3 Year Est. Return
+103.2%
5 Year Est. Return
+139.19%
10 Year Est. Return
+508.5%
AUM
$63.6B
AUM Growth
-$1.51B
Cap. Flow
+$1.11B
Cap. Flow %
1.75%
Top 10 Hldgs %
32.99%
Holding
2,755
New
161
Increased
1,185
Reduced
715
Closed
223

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$324M
2
LLY icon
Eli Lilly
LLY
+$276M
3
MCD icon
McDonald's
MCD
+$240M
4
XPO icon
XPO
XPO
+$233M
5
MSFT icon
Microsoft
MSFT
+$225M

Top Sells

Rank Stock Value
1
DHR icon
Danaher
DHR
+$439M
2
UNH icon
UnitedHealth
UNH
+$373M
3
BSX icon
Boston Scientific
BSX
+$308M
4
SPGI icon
S&P Global
SPGI
+$266M
5
MA icon
Mastercard
MA
+$256M

Sector Composition

Rank Sector Weight
1 Technology 26.42%
2 Industrials 11.63%
3 Financials 11.59%
4 Communication Services 9.82%
5 Healthcare 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DAR icon
1801
Darling Ingredients
DAR
$9.93B
$31K ﹤0.01%
505
-5,266
-91% -$259K
EVTL icon
1802
Vertical Aerospace
EVTL
$176M
$31K ﹤0.01%
+14,000
New +$63.7K
GENI icon
1803
Genius Sports
GENI
$1.73B
$31K ﹤0.01%
7,010
– –
NOK icon
1804
Nokia
NOK
$50.8B
$31K ﹤0.01%
3,915
-699
-15% -$5.13K
PFS icon
1805
Provident Financial Services
PFS
$3.11B
$31K ﹤0.01%
1,449
+238
+20% +$5.08K
SPHD icon
1806
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.36B
$31K ﹤0.01%
625
– –
TSME icon
1807
Thrivent Small-Mid Cap ESG ETF
TSME
$964M
$31K ﹤0.01%
750
– –
ALCO icon
1808
Alico
ALCO
$286M
$30K ﹤0.01%
738
– –
BDC icon
1809
Belden
BDC
$4B
$30K ﹤0.01%
267
+35
+15% +$4.41K
BHF icon
1810
Brighthouse Financial
BHF
$3.63B
$30K ﹤0.01%
505
+402
+390% +$25.1K
NTRA icon
1811
Natera
NTRA
$37.5B
$30K ﹤0.01%
148
-22
-13% -$4.73K
SUPN icon
1812
Supernus Pharmaceuticals
SUPN
$2.68B
$30K ﹤0.01%
574
– –
TMP icon
1813
Tompkins Financial
TMP
$1.45B
$30K ﹤0.01%
374
+65
+21% +$5.05K
UHT
1814
Universal Health Realty Income Trust
UHT
$608M
$30K ﹤0.01%
759
+415
+121% +$17.2K
VIS icon
1815
Vanguard Industrials ETF
VIS
$8.23B
$30K ﹤0.01%
+95
New +$30.8K
ABR icon
1816
Arbor Realty Trust
ABR
$960M
$29K ﹤0.01%
+3,809
New +$29.7K
ASTS icon
1817
AST SpaceMobile
ASTS
$16.8B
$29K ﹤0.01%
349
-108
-24% -$10.2K
BGC icon
1818
BGC Group
BGC
$5.58B
$29K ﹤0.01%
3,012
+1,195
+66% +$11.1K
CUZ icon
1819
Cousins Properties
CUZ
$5.29B
$29K ﹤0.01%
1,299
-9,488
-88% -$230K
DB icon
1820
Deutsche Bank
DB
$66.3B
$29K ﹤0.01%
950
-1,041
-52% -$36.7K
GEO icon
1821
The GEO Group
GEO
$4.13B
$29K ﹤0.01%
1,723
+910
+112% +$14.5K
LLYVA icon
1822
Liberty Live Group Series A
LLYVA
$8.8B
$29K ﹤0.01%
313
– –
RDVY icon
1823
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$29K ﹤0.01%
+424
New +$30.2K
SFNC icon
1824
Simmons First National
SFNC
$3.35B
$29K ﹤0.01%
1,518
+925
+156% +$18.5K
TERN
1825
DELISTED
Terns Pharmaceuticals
TERN
$29K ﹤0.01%
541
– –
71 72
73
74 75

Similar funds

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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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
Mitsubishi UFJ Financial Group
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Bessemer Group's Q1 2026 Portfolio in Review

As of Q1 2026, Bessemer Group held 2,755 positions worth $63.6B, down 2.3% from $65.1B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Bessemer Group's Q1 2026 filing shows 161 new, 1,185 increased, 715 reduced and 223 closed positions. Its largest new stake was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M. The largest sale was Danaher, an estimated $439M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q1 2026 buy was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M.
  • Bessemer Group added most to Berkshire Hathaway Class B in Q1 2026, an estimated $324M increase.
  • Bessemer Group's biggest Q1 2026 reduction was Danaher, cutting an estimated $439M.
  • Bessemer Group fully exited Light & Wonder in Q1 2026, selling an estimated $118M.
  • Bessemer Group's ten largest holdings make up 33% of its $63.6B portfolio in Q1 2026.
  • Bessemer Group opened 161 new positions and closed 223 in Q1 2026.
  • Bessemer Group's portfolio value fell 2.3% quarter-over-quarter to $63.6B.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.