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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
+12.24%
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
$130B
AUM Growth
+$10.6B
Cap. Flow
-$164M
Cap. Flow %
-0.13%
Top 10 Hldgs %
21.27%
Holding
2,138
New
167
Increased
1,007
Reduced
798
Closed
89

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$338M
2
META icon
Meta Platforms (Facebook)
META
+$297M
3
BA icon
Boeing
BA
+$208M
4
UNH icon
UnitedHealth
UNH
+$183M
5
LIN icon
Linde
LIN
+$169M

Top Sells

Rank Stock Value
1
KR icon
Kroger
KR
+$306M
2
ACN icon
Accenture
ACN
+$268M
3
GS icon
Goldman Sachs
GS
+$191M
4
PLTR icon
Palantir
PLTR
+$169M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$152M

Sector Composition

Rank Sector Weight
1 Technology 26.98%
2 Financials 14.56%
3 Industrials 11.86%
4 Consumer Discretionary 9.48%
5 Healthcare 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNN icon
226
Lindsay Corp
LNN
$1.12B
$146M 0.11%
1,008,902
-28,196
-3% -$3.77M
CR icon
227
Crane Co
CR
$12.4B
$145M 0.11%
765,915
-10,123
-1% -$1.68M
UMBF icon
228
UMB Financial
UMBF
$11.1B
$145M 0.11%
1,381,138
+600,670
+77% +$59.9M
LVS icon
229
Las Vegas Sands
LVS
$32.3B
$143M 0.11%
3,277,548
-1,327,177
-29% -$51.6M
GGG icon
230
Graco
GGG
$13B
$142M 0.11%
1,652,751
-50,949
-3% -$4.22M
BRC icon
231
Brady Corp
BRC
$4.39B
$142M 0.11%
2,089,986
+475,611
+29% +$33.1M
QCOM icon
232
Qualcomm
QCOM
$160B
$142M 0.11%
891,354
-603,964
-40% -$88.9M
AEIS icon
233
Advanced Energy
AEIS
$11B
$142M 0.11%
1,069,651
-98,759
-8% -$10.9M
MNDY icon
234
monday.com
MNDY
$3.73B
$142M 0.11%
450,619
+41,659
+10% +$11.6M
IDA icon
235
Idacorp
IDA
$7.86B
$141M 0.11%
1,221,947
+200,211
+20% +$23.2M
SXI icon
236
Standex International
SXI
$3.48B
$141M 0.11%
898,033
-30,263
-3% -$4.54M
SPHY icon
237
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$140M 0.11%
5,898,369
+4,418,086
+298% +$103M
AM icon
238
Antero Midstream
AM
$10.2B
$140M 0.11%
7,401,079
+104,710
+1% +$1.87M
SRLN icon
239
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$140M 0.11%
3,354,813
+483,722
+17% +$19.8M
AWR icon
240
American States Water
AWR
$3.37B
$137M 0.11%
1,782,058
+406,886
+30% +$31.9M
EPAC icon
241
Enerpac Tool Group
EPAC
$1.86B
$135M 0.1%
3,340,549
+29,652
+0.9% +$1.25M
TRU icon
242
TransUnion
TRU
$15.4B
$135M 0.1%
1,535,468
-56,949
-4% -$4.75M
SPY icon
243
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$134M 0.1%
216,834
-6,386
-3% -$3.65M
SYBT icon
244
Stock Yards Bancorp
SYBT
$2.54B
$133M 0.1%
1,679,886
+146,960
+10% +$10.7M
TSLA icon
245
Tesla
TSLA
$1.22T
$133M 0.1%
417,259
+140,930
+51% +$42.5M
COHR icon
246
Coherent
COHR
$48.7B
$131M 0.1%
1,473,635
+496,422
+51% +$35.7M
BKNG icon
247
Booking.com
BKNG
$150B
$131M 0.1%
567,200
-17,650
-3% -$3.61M
BAM icon
248
Brookfield Asset Management
BAM
$76.6B
$131M 0.1%
2,363,247
+105,004
+5% +$5.64M
PLD icon
249
Prologis
PLD
$136B
$130M 0.1%
1,233,380
-211,796
-15% -$22.2M
CSW
250
CSW Industrials
CSW
$5.11B
$129M 0.1%
450,429
-64,337
-12% -$19.4M
8 9
10
11 12

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Neuberger Berman Group's Q2 2025 Portfolio in Review

As of Q2 2025, Neuberger Berman Group held 2,138 positions worth $130B, up 8.8% from $119B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Neuberger Berman Group's Q2 2025 filing shows 167 new, 1,007 increased, 798 reduced and 89 closed positions. Its largest new stake was Caris Life Sciences: 6,239,520 shares worth $167M. The largest sale was Kroger, an estimated $306M.

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

  • Neuberger Berman Group's largest Q2 2025 buy was Caris Life Sciences: 6,239,520 shares worth $167M.
  • Neuberger Berman Group added most to Home Depot in Q2 2025, an estimated $338M increase.
  • Neuberger Berman Group's biggest Q2 2025 reduction was Kroger, cutting an estimated $306M.
  • Neuberger Berman Group fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $73.6M.
  • Neuberger Berman Group's ten largest holdings make up 21% of its $130B portfolio in Q2 2025.
  • Neuberger Berman Group opened 167 new positions and closed 89 in Q2 2025.
  • Neuberger Berman Group's portfolio value rose 8.8% quarter-over-quarter to $130B.

Based on Neuberger Berman Group's 13F filing for Q2 2025, filed 13 Aug 2025.