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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
-1.78%
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
$119B
AUM Growth
-$6.57B
Cap. Flow
-$1.87B
Cap. Flow %
-1.56%
Top 10 Hldgs %
19.28%
Holding
2,087
New
164
Increased
907
Reduced
818
Closed
115

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$225M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M
3
ABT icon
Abbott
ABT
+$182M
4
HOOD icon
Robinhood
HOOD
+$147M
5
ORCL icon
Oracle
ORCL
+$135M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$198M
2
WMT icon
Walmart Inc
WMT
+$194M
3
NSC icon
Norfolk Southern
NSC
+$175M
4
INTU icon
Intuit
INTU
+$154M
5
TMO icon
Thermo Fisher Scientific
TMO
+$152M

Sector Composition

Rank Sector Weight
1 Technology 24.63%
2 Financials 15.07%
3 Industrials 11.68%
4 Healthcare 9.92%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBCI icon
226
Glacier Bancorp
GBCI
$6.42B
$133M 0.11%
2,998,085
-3,901
-0.1% -$188K
TRU icon
227
TransUnion
TRU
$15.1B
$132M 0.11%
1,592,417
-7,486
-0.5% -$684K
AM icon
228
Antero Midstream
AM
$10.4B
$131M 0.11%
7,296,369
+23,839
+0.3% +$395K
LNN icon
229
Lindsay Corp
LNN
$1.13B
$131M 0.11%
1,037,098
-7,119
-0.7% -$929K
GXO icon
230
GXO Logistics
GXO
$5.77B
$129M 0.11%
3,311,116
-196,751
-6% -$8.22M
PSX icon
231
Phillips 66
PSX
$84.9B
$129M 0.11%
1,041,946
+704,776
+209% +$86.9M
GETY icon
232
Getty Images
GETY
$156M
$128M 0.11%
74,175,262
– –
LMT icon
233
Lockheed Martin
LMT
$134B
$128M 0.11%
285,820
-124,510
-30% -$57.3M
UCB
234
United Community Banks
UCB
$4.24B
$125M 0.1%
4,440,225
+263,372
+6% +$8.24M
SPY icon
235
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$125M 0.1%
223,220
+5,692
+3% +$3.35M
CWEN icon
236
Clearway Energy Class C
CWEN
$4.94B
$124M 0.1%
4,101,944
+309,635
+8% +$8.42M
CTRA
237
DELISTED
Coterra Energy
CTRA
$124M 0.1%
4,273,863
+1,375,108
+47% +$38.3M
CRDO icon
238
Credo Technology Group
CRDO
$38.6B
$119M 0.1%
2,969,894
+1,953,078
+192% +$121M
CR icon
239
Crane Co
CR
$12.3B
$119M 0.1%
776,038
+3,282
+0.4% +$527K
CCL icon
240
Carnival Corporation Ltd
CCL
$38.1B
$119M 0.1%
6,086,409
+600,508
+11% +$14.3M
IDA icon
241
Idacorp
IDA
$8.27B
$119M 0.1%
1,021,736
+78,083
+8% +$8.75M
STC icon
242
Stewart Information Services
STC
$2.06B
$119M 0.1%
1,663,106
+137,980
+9% +$9.34M
JKHY icon
243
Jack Henry & Associates
JKHY
$10.9B
$118M 0.1%
647,969
-6,581
-1% -$1.15M
MRK icon
244
Merck
MRK
$322B
$118M 0.1%
1,317,117
-69,310
-5% -$6.47M
SRLN icon
245
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$118M 0.1%
2,871,091
+2,169,958
+309% +$90.3M
PEG icon
246
Public Service Enterprise Group
PEG
$38.2B
$117M 0.1%
1,426,787
-106,077
-7% -$8.85M
EFX icon
247
Equifax
EFX
$20.3B
$117M 0.1%
478,861
-115,530
-19% -$29M
MAR icon
248
Marriott International
MAR
$98.3B
$115M 0.1%
484,034
-16,576
-3% -$4.51M
XLV icon
249
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$115M 0.1%
787,772
+367,962
+88% +$53.5M
OKE icon
250
Oneok
OKE
$57.2B
$114M 0.1%
1,151,748
-91,892
-7% -$9.12M
8 9
10
11 12

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Neuberger Berman Group's Q1 2025 Portfolio in Review

As of Q1 2025, Neuberger Berman Group held 2,087 positions worth $119B, down 5.2% from $126B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Neuberger Berman Group's Q1 2025 filing shows 164 new, 907 increased, 818 reduced and 115 closed positions. Its largest new stake was CoreWeave: 1,479,150 shares worth $54.8M. The largest sale was UnitedHealth, an estimated $198M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q1 2025 buy was CoreWeave: 1,479,150 shares worth $54.8M.
  • Neuberger Berman Group added most to Intel in Q1 2025, an estimated $225M increase.
  • Neuberger Berman Group's biggest Q1 2025 reduction was UnitedHealth, cutting an estimated $198M.
  • Neuberger Berman Group fully exited Summit Materials, Inc. Class A Common Stock in Q1 2025, selling an estimated $51.9M.
  • Neuberger Berman Group's ten largest holdings make up 19% of its $119B portfolio in Q1 2025.
  • Neuberger Berman Group opened 164 new positions and closed 115 in Q1 2025.
  • Neuberger Berman Group's portfolio value fell 5.2% quarter-over-quarter to $119B.

Based on Neuberger Berman Group's 13F filing for Q1 2025, filed 13 May 2025.