Neuberger Berman Group
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Neuberger Berman Group’s Nu Holdings NU Stock Holding History

Neuberger Berman Group’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.6M Sell
2,831,526
-62,496
-2% -$1.01M 0.03% 519
2025
Q4 		$48.5M Buy
2,894,022
+1,263,198
+77% +$20.3M 0.04% 476
2025
Q3 		$26.1M Sell
1,630,824
-193,837
-11% -$2.7M 0.02% 597
2025
Q2 		$25M Sell
1,824,661
-1,950,670
-52% -$23.4M 0.02% 594
2025
Q1 		$38.7M Sell
3,775,331
-665,603
-15% -$7.87M 0.03% 486
2024
Q4 		$46M Buy
4,440,934
+3,818,618
+614% +$50.8M 0.04% 462
2024
Q3 		$8.5M Sell
622,316
-847,902
-58% -$11.4M 0.01% 830
2024
Q2 		$19M Sell
1,470,218
-43,465
-3% -$506K 0.02% 649
2024
Q1 		$18.1M Buy
1,513,683
+1,413,921
+1,417% +$14.4M 0.01% 670
2023
Q4 		$831K Sell
99,762
-4,998
-5% -$40.4K ﹤0.01% 1332
2023
Q3 		$760K Sell
104,760
-5,303
-5% -$39.7K ﹤0.01% 1333
2023
Q2 		$868K Sell
110,063
-35,740
-25% -$220K ﹤0.01% 1283
2023
Q1 		$694K Sell
145,803
-26,764
-16% -$119K ﹤0.01% 1361
2022
Q4 		$702K Sell
172,567
-29,935
-15% -$130K ﹤0.01% 1347
2022
Q3 		$891K Sell
202,502
-64,686
-24% -$297K ﹤0.01% 1292
2022
Q2 		$999K Buy
+267,188
New +$1.36M ﹤0.01% 1280

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group's NU Position: Q1 2026 in Review

Neuberger Berman Group reduced its Nu Holdings (NU) stake by 2.2% in Q1 2026, selling an estimated $1.01M and leaving 2,831,526 shares worth $40.6M. The position accounts for 0.03% of the portfolio, ranked #519.

Neuberger Berman Group first reported a position in NU in Q2 2022 and has held it in 16 quarters since. The position peaked at $48.5M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Neuberger Berman Group held 2,831,526 shares of Nu Holdings worth $40.6M as of Q1 2026.
  • Neuberger Berman Group sold 62,496 Nu Holdings shares in Q1 2026, an estimated $1.01M.
  • Nu Holdings made up 0.03% of Neuberger Berman Group's portfolio in Q1 2026, its #519 holding.
  • Neuberger Berman Group first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
  • Neuberger Berman Group's Nu Holdings position peaked at $48.5M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.