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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
HAYW icon
251
Hayward Holdings
HAYW
$3.21B
$114M 0.1%
8,196,561
+960,963
+13% +$14M
BRC icon
252
Brady Corp
BRC
$4.44B
$114M 0.1%
1,614,375
+1,070,000
+197% +$77.7M
VERX icon
253
Vertex
VERX
$2.09B
$114M 0.1%
3,255,703
-271,901
-8% -$12.4M
HLI icon
254
Houlihan Lokey
HLI
$8.77B
$113M 0.09%
700,651
-240,279
-26% -$41.3M
SSD icon
255
Simpson Manufacturing
SSD
$7.72B
$113M 0.09%
718,870
-8,074
-1% -$1.33M
NBSD
256
Neuberger Short Duration Income ETF
NBSD
$1.19B
$113M 0.09%
2,214,150
+421,051
+23% +$21.4M
BRSL
257
Brightstar Lottery PLC
BRSL
$1.84B
$112M 0.09%
6,888,180
+1,270,603
+23% +$21.9M
GPK icon
258
Graphic Packaging
GPK
$3.17B
$112M 0.09%
4,317,376
-38,095
-0.9% -$1.02M
AEIS icon
259
Advanced Energy
AEIS
$11.6B
$111M 0.09%
1,168,410
+133,334
+13% +$15.2M
CRAI icon
260
CRA International
CRAI
$1.16B
$111M 0.09%
641,183
+600
+0.1% +$111K
FTI icon
261
TechnipFMC
FTI
$28.1B
$110M 0.09%
3,495,883
+620,072
+22% +$18.6M
IEFA icon
262
iShares Core MSCI EAFE ETF
IEFA
$190B
$110M 0.09%
1,460,327
+15,932
+1% +$1.19M
ICE icon
263
Intercontinental Exchange
ICE
$85.6B
$110M 0.09%
638,079
-57,695
-8% -$9.45M
WTM icon
264
White Mountains Insurance
WTM
$5.2B
$110M 0.09%
56,864
+11,426
+25% +$21.5M
ANET icon
265
Arista Networks
ANET
$227B
$109M 0.09%
1,399,656
-1,199,032
-46% -$122M
BAM icon
266
Brookfield Asset Management
BAM
$77.3B
$109M 0.09%
2,258,243
-3,725
-0.2% -$203K
COP icon
267
ConocoPhillips
COP
$147B
$108M 0.09%
1,031,067
+53,148
+5% +$5.3M
AWR icon
268
American States Water
AWR
$3.36B
$108M 0.09%
1,375,172
+140,738
+11% +$10.6M
TFC icon
269
Truist Financial
TFC
$63.3B
$108M 0.09%
2,621,088
-861,558
-25% -$38.4M
CRWD icon
270
CrowdStrike
CRWD
$194B
$108M 0.09%
1,222,928
-418,636
-26% -$39.9M
BKNG icon
271
Booking.com
BKNG
$149B
$108M 0.09%
584,850
+38,325
+7% +$7.33M
DGX icon
272
Quest Diagnostics
DGX
$25.7B
$108M 0.09%
636,523
+570,785
+868% +$93.8M
PRGO icon
273
Perrigo
PRGO
$1.4B
$107M 0.09%
3,799,666
+1,001,544
+36% +$26M
LNT icon
274
Alliant Energy
LNT
$18.3B
$106M 0.09%
1,654,801
-37,597
-2% -$2.3M
BRK.A icon
275
Berkshire Hathaway Class A
BRK.A
$1.1T
$106M 0.09%
133
– –
9 10
11
12 13

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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.