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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
EMR icon
326
Emerson Electric
EMR
$83.9B
$88.7M 0.07%
808,708
+3,846
+0.5% +$464K
NPO icon
327
Enpro
NPO
$6.63B
$86.5M 0.07%
534,892
-2,768
-0.5% -$497K
CYBR
328
DELISTED
CyberArk
CYBR
$86M 0.07%
254,495
+77,331
+44% +$27.8M
SITE icon
329
SiteOne Landscape Supply
SITE
$4.12B
$85.9M 0.07%
707,064
+110,460
+19% +$14.6M
SLB icon
330
SLB Ltd
SLB
$73.6B
$84.7M 0.07%
2,026,286
-89,114
-4% -$3.65M
NSC icon
331
Norfolk Southern
NSC
$75.4B
$84.5M 0.07%
356,642
-716,487
-67% -$175M
MCK icon
332
McKesson
MCK
$100B
$84.3M 0.07%
125,294
+62,201
+99% +$38.5M
OII icon
333
Oceaneering
OII
$4.86B
$84.2M 0.07%
3,861,403
-945,296
-20% -$22.4M
NBCM icon
334
Neuberger Commodity Strategy ETF
NBCM
$457M
$81.2M 0.07%
3,587,040
+178,908
+5% +$3.94M
VTR icon
335
Ventas
VTR
$48B
$81M 0.07%
1,178,308
+11,169
+1% +$713K
MTSI icon
336
MACOM Technology Solutions
MTSI
$19.2B
$80.8M 0.07%
802,862
+85,297
+12% +$10.4M
DVN icon
337
Devon Energy
DVN
$52.1B
$80.3M 0.07%
2,148,668
+23,658
+1% +$840K
VLTO icon
338
Veralto
VLTO
$23B
$79.8M 0.07%
819,223
+43,626
+6% +$4.35M
UMBF icon
339
UMB Financial
UMBF
$11.1B
$78.9M 0.07%
780,468
+330,481
+73% +$36.4M
CLS icon
340
Celestica
CLS
$38.1B
$77.4M 0.06%
981,474
+653,337
+199% +$69.3M
GIS icon
341
General Mills
GIS
$19.1B
$76.8M 0.06%
1,283,740
-71,855
-5% -$4.32M
OPLN
342
Openlane
OPLN
$4.21B
$75.6M 0.06%
3,908,504
-42,845
-1% -$884K
CMG icon
343
Chipotle Mexican Grill
CMG
$47.2B
$75.4M 0.06%
1,501,809
+485,843
+48% +$26.4M
ADP icon
344
Automatic Data Processing
ADP
$106B
$75.4M 0.06%
246,730
+14,144
+6% +$4.27M
BDX icon
345
Becton Dickinson
BDX
$45.6B
$75.1M 0.06%
327,385
-9,344
-3% -$2.17M
CHWY icon
346
Chewy
CHWY
$9.25B
$74.9M 0.06%
2,304,006
+606,526
+36% +$21.8M
SBAC icon
347
SBA Communications
SBAC
$19.2B
$74.6M 0.06%
339,248
-59,398
-15% -$12.4M
LKFN icon
348
Lakeland Financial Corp
LKFN
$1.56B
$74.5M 0.06%
1,252,852
-7,742
-0.6% -$508K
EXE
349
Expand Energy Corp
EXE
$21.8B
$74.1M 0.06%
665,938
+127,374
+24% +$13.3M
REZI icon
350
Resideo Technologies
REZI
$5.19B
$74M 0.06%
4,176,541
-93,437
-2% -$1.92M
12 13
14
15 16

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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.