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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
DFAR icon
2001
Dimensional US Real Estate ETF
DFAR
$1.76B
$8K ﹤0.01%
356
-6
-2% -$141
DLB icon
2002
Dolby
DLB
$5.82B
$8K ﹤0.01%
115
-110
-49% -$8.09K
DXPE icon
2003
DXP Enterprises
DXPE
$2.99B
$8K ﹤0.01%
+71
New +$7.94K
ERIC icon
2004
Ericsson
ERIC
$32.7B
$8K ﹤0.01%
958
+226
+31% +$1.77K
G icon
2005
Genpact
G
$5.73B
$8K ﹤0.01%
186
+38
+26% +$1.67K
GMAB icon
2006
Genmab
GMAB
$19.2B
$8K ﹤0.01%
286
+55
+24% +$1.34K
HP icon
2007
Helmerich & Payne
HP
$4.18B
$8K ﹤0.01%
393
+141
+56% +$2.6K
PPLI
2008
People Inc
PPLI
$3.03B
$8K ﹤0.01%
221
+47
+27% +$1.75K
IX icon
2009
ORIX
IX
$43.3B
$8K ﹤0.01%
322
+124
+63% +$3.08K
IYJ icon
2010
iShares US Industrials ETF
IYJ
$1.94B
$8K ﹤0.01%
54
-166
-75% -$24K
KMT icon
2011
Kennametal
KMT
$2.41B
$8K ﹤0.01%
417
+347
+496% +$7.79K
MTX icon
2012
Minerals Technologies
MTX
$2.32B
$8K ﹤0.01%
126
+58
+85% +$3.54K
NTES icon
2013
NetEase
NTES
$85.4B
$8K ﹤0.01%
50
-612
-92% -$84.2K
PFS icon
2014
Provident Financial Services
PFS
$3.17B
$8K ﹤0.01%
420
+197
+88% +$3.76K
QNST icon
2015
QuinStreet
QNST
$1.26B
$8K ﹤0.01%
487
+109
+29% +$1.73K
RAMP icon
2016
LiveRamp
RAMP
$2.3B
$8K ﹤0.01%
318
+27
+9% +$797
SEM
2017
DELISTED
Select Medical
SEM
$8K ﹤0.01%
618
+307
+99% +$4.09K
SSTK icon
2018
Shutterstock
SSTK
$217M
$8K ﹤0.01%
398
+61
+18% +$1.24K
UHT
2019
Universal Health Realty Income Trust
UHT
$576M
$8K ﹤0.01%
192
+79
+70% +$3.18K
UPST icon
2020
Upstart Holdings
UPST
$2.94B
$8K ﹤0.01%
165
+100
+154% +$7.04K
VOD icon
2021
Vodafone
VOD
$36.4B
$8K ﹤0.01%
699
+108
+18% +$1.23K
WLK icon
2022
Westlake Corp
WLK
$10.1B
$8K ﹤0.01%
97
+54
+126% +$4.5K
WS icon
2023
Worthington Steel
WS
$1.94B
$8K ﹤0.01%
245
+173
+240% +$5.52K
AHR icon
2024
American Healthcare REIT
AHR
$10.7B
$8K ﹤0.01%
+195
New +$7.84K
PRMB
2025
Primo Brands
PRMB
$8.52B
$8K ﹤0.01%
355
– –
79 80
81
82 83

Similar funds

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Baird Financial Group
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
Federated Hermes
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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.