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Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $150B
1-Year Est. Return 40.08%
This Fund
S&P 500
This Quarter Est. Return
+22.49%
1 Year Est. Return
+40.08%
3 Year Est. Return
+113.08%
5 Year Est. Return
+141.06%
10 Year Est. Return
+565.41%
AUM
$150B
AUM Growth
+$18.9B
Cap. Flow
+$836M
Cap. Flow %
0.56%
Top 10 Hldgs %
22.99%
Holding
2,421
New
260
Increased
1,156
Reduced
848
Closed
81

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$463M
2
AAPL icon
Apple
AAPL
+$418M
3
SPCX
SpaceX
SPCX
+$361M
4
NVDA icon
NVIDIA
NVDA
+$291M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$285M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$428M
2
MSFT icon
Microsoft
MSFT
+$314M
3
BSX icon
Boston Scientific
BSX
+$269M
4
TER icon
Teradyne
TER
+$249M
5
TMUS icon
T-Mobile US
TMUS
+$246M

Sector Composition

Rank Sector Weight
1 Technology 28.74%
2 Financials 12.29%
3 Industrials 12.09%
4 Healthcare 8.91%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.45T
$6.12B 4.07%
30,582,784
+1,415,407
+5% +$291M
AAPL icon
2
Apple
AAPL
$4.61T
$5.02B 3.34%
17,364,966
+1,463,068
+9% +$418M
AMZN icon
3
Amazon
AMZN
$2.77T
$4.61B 3.07%
19,353,814
+1,843,791
+11% +$463M
MSFT icon
4
Microsoft
MSFT
$3.67T
$3.96B 2.63%
10,608,282
-777,101
-7% -$314M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.14T
$3.56B 2.37%
9,967,022
+431,886
+5% +$155M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.1T
$3.09B 2.06%
8,752,111
+186,867
+2% +$66.8M
JPM icon
7
JPMorgan Chase
JPM
$940B
$2.61B 1.74%
7,975,997
+89,456
+1% +$27.8M
LLY icon
8
Eli Lilly
LLY
$1T
$2.04B 1.35%
1,697,061
-35,588
-2% -$36.4M
IVV icon
9
iShares Core S&P 500 ETF
IVV
$870B
$2.01B 1.34%
2,690,124
+391,477
+17% +$285M
AVGO icon
10
Broadcom
AVGO
$1.75T
$1.54B 1.03%
4,088,730
-115,659
-3% -$46.4M
ASML icon
11
ASML
ASML
$678B
$1.5B 1%
754,422
+29,442
+4% +$46.9M
META icon
12
Meta Platforms (Facebook)
META
$1.56T
$1.41B 0.94%
2,500,148
+30,651
+1% +$18.7M
HD icon
13
Home Depot
HD
$313B
$1.29B 0.86%
3,663,875
-219,806
-6% -$71.5M
NEE icon
14
NextEra Energy
NEE
$175B
$1.18B 0.78%
13,420,559
-392,702
-3% -$35.5M
ADI icon
15
Analog Devices
ADI
$176B
$1.13B 0.75%
2,847,987
+250,032
+10% +$99M
APH icon
16
Amphenol
APH
$202B
$1.06B 0.7%
11,979,500
+167,146
+1% +$12M
MU icon
17
Micron Technology
MU
$1.13T
$1.05B 0.7%
909,205
-135,766
-13% -$102M
JNJ icon
18
Johnson & Johnson
JNJ
$649B
$1.05B 0.7%
4,126,113
+483,573
+13% +$113M
V icon
19
Visa
V
$688B
$1.03B 0.68%
3,000,800
-98,091
-3% -$31.5M
GE icon
20
GE Aerospace
GE
$347B
$989M 0.66%
2,645,684
-24,684
-0.9% -$7.73M
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.08T
$951M 0.63%
1,902,101
+251,927
+15% +$121M
INTC icon
22
Intel
INTC
$552B
$914M 0.61%
6,573,029
-839,642
-11% -$84.9M
AMD icon
23
Advanced Micro Devices
AMD
$826B
$870M 0.58%
1,498,054
-1,043,228
-41% -$428M
CAT icon
24
Caterpillar
CAT
$378B
$862M 0.57%
810,361
-55,518
-6% -$48.8M
WMB icon
25
Williams Companies
WMB
$92.8B
$858M 0.57%
11,544,576
+33,135
+0.3% +$2.44M
1
2 3 4 5

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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 260 new, 1,156 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 260 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.