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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
CWEN icon
276
Clearway Energy Class C
CWEN
$4.94B
$117M 0.09%
3,649,891
-452,053
-11% -$13.5M
AXP icon
277
American Express
AXP
$228B
$116M 0.09%
364,572
-2,956
-0.8% -$832K
ICE icon
278
Intercontinental Exchange
ICE
$87.7B
$116M 0.09%
632,969
-5,110
-0.8% -$878K
CPK icon
279
Chesapeake Utilities
CPK
$3.2B
$116M 0.09%
963,649
+212,793
+28% +$26.8M
IBP icon
280
Installed Building Products
IBP
$6.07B
$115M 0.09%
640,291
+77,699
+14% +$12.9M
JKHY icon
281
Jack Henry & Associates
JKHY
$11B
$113M 0.09%
629,633
-18,336
-3% -$3.26M
KKR icon
282
KKR & Co
KKR
$90.7B
$113M 0.09%
849,415
+46,470
+6% +$5.44M
STC icon
283
Stewart Information Services
STC
$2.08B
$112M 0.09%
1,724,752
+61,646
+4% +$3.96M
VERX icon
284
Vertex
VERX
$2.04B
$112M 0.09%
3,166,478
-89,225
-3% -$3.4M
STR
285
DELISTED
Sitio Royalties
STR
$112M 0.09%
6,074,063
-609,558
-9% -$10.9M
TW icon
286
Tradeweb Markets
TW
$20.8B
$110M 0.08%
748,806
-220,710
-23% -$30.8M
SSD icon
287
Simpson Manufacturing
SSD
$7.68B
$109M 0.08%
703,668
-15,202
-2% -$2.35M
EMR icon
288
Emerson Electric
EMR
$83.3B
$109M 0.08%
819,313
+10,605
+1% +$1.22M
STVN icon
289
Stevanato
STVN
$5.51B
$109M 0.08%
4,467,812
-130,603
-3% -$2.95M
HAYW icon
290
Hayward Holdings
HAYW
$3.26B
$109M 0.08%
7,904,162
-292,399
-4% -$3.94M
GLW icon
291
Corning
GLW
$116B
$109M 0.08%
2,072,743
+70,316
+4% +$3.29M
XLV icon
292
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$107M 0.08%
791,738
+3,966
+0.5% +$536K
ANSS
293
DELISTED
Ansys
ANSS
$106M 0.08%
302,959
+19,195
+7% +$6.29M
APP icon
294
Applovin
APP
$136B
$106M 0.08%
302,149
-51,009
-14% -$16.5M
BRSL
295
Brightstar Lottery PLC
BRSL
$1.87B
$106M 0.08%
6,691,311
-196,869
-3% -$3.09M
HBAN icon
296
Huntington Bancshares
HBAN
$34.5B
$106M 0.08%
6,309,586
+1,380,416
+28% +$20.8M
CRL icon
297
Charles River Laboratories
CRL
$11.3B
$105M 0.08%
694,714
+103,732
+18% +$13.8M
NET icon
298
Cloudflare
NET
$101B
$105M 0.08%
538,186
+386,654
+255% +$56.1M
EMLC icon
299
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.8B
$105M 0.08%
4,147,381
+4,092,047
+7,395% +$100M
BRK.A icon
300
Berkshire Hathaway Class A
BRK.A
$1.1T
$105M 0.08%
144
+11
+8% +$8.38M
10 11
12
13 14

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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.