Neuberger Berman Group Portfolio holdings
Neuberger Berman is an employee-owned investment manager that runs stock, bond, private equity and hedge fund portfolios for institutions, advisers and high net worth individuals. Art collector Roy Neuberger and banker Robert Berman co-founded the firm in 1939. Lehman Brothers bought it in 2003, and after Lehman collapsed in 2008 the firm's own managers won a bankruptcy auction for it, spinning it off in 2009 and returning it to full employee ownership by the end of 2014. Since going independent it has moved beyond its traditional focus on stocks into emerging markets debt, high-yield bonds and private equity, and in 2024 it led a private equity group that agreed to buy the school operator Nord Anglia Education. Art has been part of the firm's workplace culture since Roy Neuberger co-founded it, and it bought back many pieces of its collection at auction in 2010 after Lehman had absorbed them.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$463M |
| 2 |
Apple
AAPL
|
+$418M |
| 3 |
SpaceX
SPCX
|
+$361M |
| 4 |
NVIDIA
NVDA
|
+$291M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$428M |
| 2 |
Microsoft
MSFT
|
+$314M |
| 3 |
Boston Scientific
BSX
|
+$269M |
| 4 |
Teradyne
TER
|
+$249M |
| 5 |
T-Mobile US
TMUS
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.73% |
| 2 | Financials | 12.28% |
| 3 | Industrials | 12.11% |
| 4 | Healthcare | 8.91% |
| 5 | Consumer Discretionary | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.08T
| $6.12B | 4.07% |
30,582,784
+1,415,407
| +5% | +$291M |
2014 Q4
46 quarters
|
|
|
2
Apple
AAPL
$5.06T
| $5.02B | 3.34% |
17,364,966
+1,463,068
| +9% | +$418M |
2013 Q2
52 quarters
|
|
|
3
Amazon
AMZN
$2.93T
| $4.61B | 3.07% |
19,353,814
+1,843,791
| +11% | +$463M |
2013 Q2
52 quarters
|
|
|
4
Microsoft
MSFT
$3.96T
| $3.96B | 2.63% |
10,608,282
-777,101
| -7% | -$314M |
2013 Q2
52 quarters
|
|
5
Alphabet (Google) Class A
GOOGL
$3.53T
| $3.56B | 2.37% |
9,967,022
+431,886
| +5% | +$155M |
2015 Q4
42 quarters
|
|
6
Alphabet (Google) Class C
GOOG
$3.5T
| $3.09B | 2.06% |
8,752,111
+186,867
| +2% | +$66.8M |
2013 Q2
52 quarters
|
|
7
JPMorgan Chase
JPM
$908B
| $2.61B | 1.74% |
7,975,997
+89,456
| +1% | +$27.8M |
2013 Q2
52 quarters
|
|
8
Eli Lilly
LLY
$1.28T
| $2.04B | 1.35% |
1,697,061
-35,588
| -2% | -$36.4M |
2013 Q2
52 quarters
|
|
|
9
iShares Core S&P 500 ETF
IVV
$870B
| $2.01B | 1.34% |
2,690,124
+391,477
| +17% | +$285M |
2014 Q4
46 quarters
|
|
10
Broadcom
AVGO
$1.58T
| $1.54B | 1.03% |
4,088,730
-115,659
| -3% | -$46.4M |
2016 Q1
41 quarters
|
|
11
ASML
ASML
$581B
| $1.5B | 1% |
754,422
+29,442
| +4% | +$46.9M |
2013 Q2
52 quarters
|
|
12
Meta Platforms (Facebook)
META
$1.64T
| $1.41B | 0.94% |
2,500,148
+30,651
| +1% | +$18.7M |
2013 Q2
52 quarters
|
|
13
Home Depot
HD
$350B
| $1.29B | 0.86% |
3,663,875
-219,806
| -6% | -$71.5M |
2013 Q2
52 quarters
|
|
14
NextEra Energy
NEE
$181B
| $1.18B | 0.78% |
13,420,559
-392,702
| -3% | -$35.5M |
2013 Q2
52 quarters
|
|
15
Analog Devices
ADI
$191B
| $1.13B | 0.75% |
2,847,987
+250,032
| +10% | +$99M |
2013 Q2
52 quarters
|
|
16
Amphenol
APH
$197B
| $1.06B | 0.7% |
11,979,500
+167,146
| +1% | +$12M |
2013 Q2
52 quarters
|
|
17
Micron Technology
MU
$820B
| $1.05B | 0.7% |
909,205
-135,766
| -13% | -$102M |
2016 Q2
40 quarters
|
|
18
Johnson & Johnson
JNJ
$676B
| $1.05B | 0.7% |
4,126,113
+483,573
| +13% | +$113M |
2013 Q2
52 quarters
|
|
19
Visa
V
$789B
| $1.03B | 0.68% |
3,000,800
-98,091
| -3% | -$31.5M |
2013 Q2
52 quarters
|
|
20
GE Aerospace
GE
$351B
| $989M | 0.66% |
2,645,684
-24,684
| -0.9% | -$7.73M |
2013 Q2
52 quarters
|
|
21
Berkshire Hathaway Class B
BRK.B
$1.24T
| $951M | 0.63% |
1,902,101
+251,927
| +15% | +$121M |
2013 Q2
52 quarters
|
|
22
Intel
INTC
$309B
| $914M | 0.61% |
6,573,029
-839,642
| -11% | -$84.9M |
2013 Q2
52 quarters
|
|
|
23
Advanced Micro Devices
AMD
$845B
| $870M | 0.58% |
1,498,054
-1,043,228
| -41% | -$428M |
2016 Q2
40 quarters
|
|
24
Caterpillar
CAT
$267B
| $862M | 0.57% |
810,361
-55,518
| -6% | -$48.8M |
2013 Q2
52 quarters
|
|
25
Williams Companies
WMB
$84.3B
| $858M | 0.57% |
11,544,576
+33,135
| +0.3% | +$2.44M |
2013 Q2
52 quarters
|
|
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Neuberger Berman Group's Q2 2026 Portfolio in Review
As of Q2 2026, Neuberger Berman Group held 2,421 positions worth $150B, up 14% from $131B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Neuberger Berman Group's Q2 2026 filing shows 259 new, 1,157 increased, 848 reduced and 81 closed positions. Its largest new stake was SpaceX: 2,127,228 shares worth $363M. The largest sale was Advanced Micro Devices, an estimated $428M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q2 2026 buy was SpaceX: 2,127,228 shares worth $363M.
- Neuberger Berman Group added most to Amazon in Q2 2026, an estimated $463M increase.
- Neuberger Berman Group's biggest Q2 2026 reduction was Advanced Micro Devices, cutting an estimated $428M.
- Neuberger Berman Group fully exited Hologic in Q2 2026, selling an estimated $103M.
- Neuberger Berman Group's ten largest holdings make up 23% of its $150B portfolio in Q2 2026.
- Neuberger Berman Group opened 259 new positions and closed 81 in Q2 2026.
- Neuberger Berman Group's portfolio value rose 14% quarter-over-quarter to $150B.
Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.