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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 | |
|---|---|---|---|---|---|---|
1851
Gibraltar Industries
ROCK
$1.45B
| $13K | ﹤0.01% |
204
+35
| +21% | +$2.19K |
|
1852
Rogers Corp
ROG
$2.29B
| $13K | ﹤0.01% |
164
+61
| +59% | +$4.54K |
|
1853
Royalty Pharma
RPRX
$25.8B
| $13K | ﹤0.01% |
+351
| New | +$12.7K |
|
1854
Sotera Health
SHC
$5.41B
| $13K | ﹤0.01% |
795
+446
| +128% | +$6.26K |
|
1855
Selective Insurance
SIGI
$5.66B
| $13K | ﹤0.01% |
167
+126
| +307% | +$10.2K |
|
1856
SoundHound AI
SOUN
$3.25B
| $13K | ﹤0.01% |
819
+371
| +83% | +$4.92K |
|
|
TLN
1857
Talen Energy Corp
TLN
$16.4B
| $13K | ﹤0.01% |
+31
| New | +$11.2K |
|
|
AAMI
1858
Acadian Asset Management
AAMI
$3.22B
| $13K | ﹤0.01% |
249
+57
| +30% | +$2.54K |
|
|
SAIL
1859
SailPoint Inc
SAIL
$11B
| $13K | ﹤0.01% |
+587
| New | +$12.3K |
|
1860
Alarm.com
ALRM
$2.79B
| $12K | ﹤0.01% |
225
-428
| -66% | -$23.9K |
|
1861
AdvanSix
ASIX
$438M
| $12K | ﹤0.01% |
662
+210
| +46% | +$4.41K |
|
1862
Astec Industries
ASTE
$991M
| $12K | ﹤0.01% |
236
+83
| +54% | +$3.63K |
|
1863
AngloGold Ashanti
AU
$49.2B
| $12K | ﹤0.01% |
+177
| New | +$9.9K |
|
1864
Bio-Rad Laboratories Class A
BIO
$9.48B
| $12K | ﹤0.01% |
43
+34
| +378% | +$9.25K |
|
|
CIM
1865
Chimera Investment
CIM
$980M
| $12K | ﹤0.01% |
921
+468
| +103% | +$6.51K |
|
1866
Capri Holdings
CPRI
$1.75B
| $12K | ﹤0.01% |
615
-185
| -23% | -$3.71K |
|
1867
CVR Energy
CVI
$3.26B
| $12K | ﹤0.01% |
325
-23
| -7% | -$689 |
|
1868
Darling Ingredients
DAR
$9.99B
| $12K | ﹤0.01% |
395
+87
| +28% | +$2.91K |
|
1869
WisdomTree US Total Dividend Fund
DTD
$1.69B
| $12K | ﹤0.01% |
140
| – | – |
|
|
EHAB
1870
DELISTED
Enhabit
EHAB
| $12K | ﹤0.01% |
1,500
-29
| -2% | -$218 |
|
1871
Embecta
EMBC
$296M
| $12K | ﹤0.01% |
892
-118
| -12% | -$1.49K |
|
1872
First Commonwealth Financial
FCF
$2.17B
| $12K | ﹤0.01% |
712
+73
| +11% | +$1.25K |
|
1873
Federated Hermes
FHI
$4.71B
| $12K | ﹤0.01% |
225
| – | – |
|
1874
flyExclusive
FLYX
$63.7M
| $12K | ﹤0.01% |
2,500
| – | – |
|
1875
Garrett Motion
GTX
$5.41B
| $12K | ﹤0.01% |
838
| – | – |
|
Similar funds
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.