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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
WST icon
301
West Pharmaceutical
WST
$24B
$97M 0.08%
433,436
+52,370
+14% +$14.4M
IBP icon
302
Installed Building Products
IBP
$6.01B
$96.5M 0.08%
562,592
+4,494
+0.8% +$811K
CB icon
303
Chubb
CB
$135B
$96.5M 0.08%
319,383
-1,089
-0.3% -$303K
CPK icon
304
Chesapeake Utilities
CPK
$3.19B
$96.4M 0.08%
750,856
+77,388
+11% +$9.6M
VNOM icon
305
Viper Energy
VNOM
$8.71B
$96.4M 0.08%
2,135,266
-45,640
-2% -$2.15M
CEG icon
306
Constellation Energy
CEG
$93.8B
$96M 0.08%
476,007
-121,928
-20% -$32.7M
SPG icon
307
Simon Property Group
SPG
$74.4B
$95.8M 0.08%
576,572
-689,589
-54% -$121M
RSG icon
308
Republic Services
RSG
$64.8B
$95.7M 0.08%
395,119
+17,390
+5% +$3.9M
TTD icon
309
Trade Desk
TTD
$8.48B
$94.7M 0.08%
1,731,164
+1,016,663
+142% +$92M
SJNK icon
310
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$94.5M 0.08%
3,757,056
+1,009,082
+37% +$25.6M
DOX icon
311
Amdocs
DOX
$5.92B
$94M 0.08%
1,026,881
+38,444
+4% +$3.36M
CRVL icon
312
CorVel
CRVL
$3.06B
$93.9M 0.08%
838,633
-6,898
-0.8% -$770K
STVN icon
313
Stevanato
STVN
$5.42B
$93.9M 0.08%
4,598,415
-37,829
-0.8% -$805K
AMSF icon
314
AMERISAFE
AMSF
$543M
$93.9M 0.08%
1,786,788
-8,970
-0.5% -$455K
APP icon
315
Applovin
APP
$133B
$93.6M 0.08%
353,158
-57,387
-14% -$19.8M
PEP icon
316
PepsiCo
PEP
$190B
$93.2M 0.08%
621,360
+171,676
+38% +$25.6M
KKR icon
317
KKR & Co
KKR
$91.1B
$92.8M 0.08%
802,945
+7,551
+0.9% +$1.04M
HCA icon
318
HCA Healthcare
HCA
$87.2B
$92.6M 0.08%
268,099
-15,396
-5% -$4.95M
NDSN icon
319
Nordson
NDSN
$16.6B
$92.5M 0.08%
458,372
-14,792
-3% -$3.13M
GLW icon
320
Corning
GLW
$119B
$91.7M 0.08%
2,002,427
-131,259
-6% -$6.48M
CWST icon
321
Casella Waste Systems
CWST
$5.71B
$90.9M 0.08%
814,873
+3,056
+0.4% +$334K
VSEC icon
322
VSE Corp
VSEC
$5.45B
$90.6M 0.08%
755,461
+378,661
+100% +$40.6M
ANSS
323
DELISTED
Ansys
ANSS
$89.8M 0.08%
283,764
-123,848
-30% -$41.5M
CRL icon
324
Charles River Laboratories
CRL
$11.2B
$89.1M 0.07%
590,982
+281,793
+91% +$47.2M
ATO icon
325
Atmos Energy
ATO
$28.8B
$88.8M 0.07%
575,183
-5,683
-1% -$829K
11 12
13
14 15

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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.