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Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $131B
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+1.41%
1 Year Est. Return
+28.36%
3 Year Est. Return
+86.21%
5 Year Est. Return
+112.87%
10 Year Est. Return
+467.9%
AUM
$131B
AUM Growth
-$2.93B
Cap. Flow
+$260M
Cap. Flow %
0.2%
Top 10 Hldgs %
22.07%
Holding
2,274
New
167
Increased
1,051
Reduced
863
Closed
112

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$419M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$355M
3
BSX icon
Boston Scientific
BSX
+$245M
4
AMZN icon
Amazon
AMZN
+$234M
5
TER icon
Teradyne
TER
+$208M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$212M
2
PM icon
Philip Morris
PM
+$181M
3
SNDK
Sandisk
SNDK
+$154M
4
MSFT icon
Microsoft
MSFT
+$154M
5
LITE icon
Lumentum
LITE
+$153M

Sector Composition

Rank Sector Weight
1 Technology 24.67%
2 Financials 13.1%
3 Industrials 12.38%
4 Healthcare 9.15%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.02T
$5.09B 3.87%
29,167,377
+2,284,520
+8% +$419M
MSFT icon
2
Microsoft
MSFT
$2.95T
$4.21B 3.21%
11,385,383
-367,606
-3% -$154M
AAPL icon
3
Apple
AAPL
$4.81T
$4.04B 3.07%
15,901,898
-313,762
-2% -$81.7M
AMZN icon
4
Amazon
AMZN
$2.66T
$3.65B 2.77%
17,510,023
+1,063,513
+6% +$234M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.24T
$2.74B 2.08%
9,535,136
+60,322
+0.6% +$19M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.22T
$2.46B 1.87%
8,565,244
-195,665
-2% -$61.5M
JPM icon
7
JPMorgan Chase
JPM
$918B
$2.32B 1.76%
7,886,541
-327,973
-4% -$99.5M
LLY icon
8
Eli Lilly
LLY
$1.05T
$1.59B 1.21%
1,732,649
-44,142
-2% -$44.8M
IVV icon
9
iShares Core S&P 500 ETF
IVV
$887B
$1.5B 1.14%
2,298,647
+519,698
+29% +$355M
META icon
10
Meta Platforms (Facebook)
META
$1.63T
$1.41B 1.08%
2,469,497
+47,731
+2% +$30.6M
AVGO icon
11
Broadcom
AVGO
$1.84T
$1.3B 0.99%
4,204,389
-29,473
-0.7% -$9.7M
NEE icon
12
NextEra Energy
NEE
$183B
$1.28B 0.98%
13,813,261
+12,091
+0.1% +$1.07M
HD icon
13
Home Depot
HD
$331B
$1.28B 0.97%
3,883,681
+8,637
+0.2% +$3.15M
XOM icon
14
ExxonMobil
XOM
$629B
$1.06B 0.81%
6,265,593
-599,898
-9% -$87.5M
ASML icon
15
ASML
ASML
$692B
$957M 0.73%
724,980
-19,081
-3% -$26.1M
V icon
16
Visa
V
$677B
$937M 0.71%
3,098,891
+69,845
+2% +$22.5M
JNJ icon
17
Johnson & Johnson
JNJ
$603B
$890M 0.68%
3,642,540
+7,649
+0.2% +$1.78M
COST icon
18
Costco
COST
$412B
$889M 0.68%
892,222
+56,644
+7% +$55.2M
WMB icon
19
Williams Companies
WMB
$89.7B
$838M 0.64%
11,511,441
-285,429
-2% -$19.8M
TMUS icon
20
T-Mobile US
TMUS
$206B
$827M 0.63%
3,936,458
-521,655
-12% -$107M
ADI icon
21
Analog Devices
ADI
$186B
$826M 0.63%
2,597,955
+209,010
+9% +$66.5M
MSI icon
22
Motorola Solutions
MSI
$67.4B
$818M 0.62%
1,883,950
+258,419
+16% +$112M
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.06T
$791M 0.6%
1,650,174
-202,879
-11% -$99.6M
GE icon
24
GE Aerospace
GE
$353B
$758M 0.58%
2,670,368
+185,397
+7% +$58.3M
APH icon
25
Amphenol
APH
$194B
$746M 0.57%
5,906,177
-790,555
-12% -$111M
1
2 3 4 5

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Neuberger Berman Group's Q1 2026 Portfolio in Review

As of Q1 2026, Neuberger Berman Group held 2,274 positions worth $131B, down 2.2% from $134B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Neuberger Berman Group's Q1 2026 filing shows 167 new, 1,051 increased, 863 reduced and 112 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 738,175 shares worth $46.5M. The largest sale was Abbott, an estimated $212M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 738,175 shares worth $46.5M.
  • Neuberger Berman Group added most to NVIDIA in Q1 2026, an estimated $419M increase.
  • Neuberger Berman Group's biggest Q1 2026 reduction was Abbott, cutting an estimated $212M.
  • Neuberger Berman Group fully exited Exact Sciences in Q1 2026, selling an estimated $82M.
  • Neuberger Berman Group's ten largest holdings make up 22% of its $131B portfolio in Q1 2026.
  • Neuberger Berman Group opened 167 new positions and closed 112 in Q1 2026.
  • Neuberger Berman Group's portfolio value fell 2.2% quarter-over-quarter to $131B.

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