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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
RBBN icon
376
Ribbon Communications
RBBN
$377M
$67.5M 0.06%
18,311,527
-152,414
-0.8% -$642K
ZBRA icon
377
Zebra Technologies
ZBRA
$14B
$67.5M 0.06%
238,837
+101,691
+74% +$34.7M
ORLY icon
378
O'Reilly Automotive
ORLY
$72.9B
$66.8M 0.06%
699,390
+27,750
+4% +$2.41M
ICUI icon
379
ICU Medical
ICUI
$4.21B
$66.7M 0.06%
480,590
+1,894
+0.4% +$294K
RMBS icon
380
Rambus
RMBS
$9.87B
$66.7M 0.06%
1,282,168
-376,196
-23% -$22.1M
TDY icon
381
Teledyne Technologies
TDY
$30.4B
$66.4M 0.06%
133,410
+3,032
+2% +$1.5M
VECO icon
382
Veeco
VECO
$3.05B
$66.4M 0.06%
3,295,732
-155,452
-5% -$3.72M
BJ icon
383
BJs Wholesale Club
BJ
$12.5B
$65.3M 0.05%
572,093
+59,674
+12% +$6.14M
GEV icon
384
GE Vernova
GEV
$264B
$65M 0.05%
213,029
+155,712
+272% +$54.3M
AMD icon
385
Advanced Micro Devices
AMD
$776B
$64.6M 0.05%
628,495
-1,134,048
-64% -$126M
GEN icon
386
Gen Digital
GEN
$16.4B
$64.4M 0.05%
2,428,369
+71,608
+3% +$1.96M
OSIS icon
387
OSI Systems
OSIS
$3.65B
$64.2M 0.05%
330,014
-2,889
-0.9% -$550K
COHR icon
388
Coherent
COHR
$51.4B
$63.5M 0.05%
977,213
-255,842
-21% -$21.2M
WHD icon
389
Cactus
WHD
$5.21B
$63.1M 0.05%
1,377,244
-374,735
-21% -$20.8M
FYBR
390
DELISTED
Frontier Communications
FYBR
$63M 0.05%
1,756,278
+802,190
+84% +$28.7M
OTIS icon
391
Otis Worldwide
OTIS
$27.4B
$62.8M 0.05%
609,633
-6,378
-1% -$623K
IEMG icon
392
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$62.6M 0.05%
1,160,549
-18,227
-2% -$981K
ARMK icon
393
Aramark
ARMK
$15B
$62.4M 0.05%
1,808,974
-253,147
-12% -$9.32M
KDP icon
394
Keurig Dr Pepper
KDP
$42.3B
$61.8M 0.05%
1,807,407
-3,031,528
-63% -$98.5M
ETWO
395
DELISTED
E2open Parent Holdings
ETWO
$61.2M 0.05%
30,607,862
– –
MPWR icon
396
Monolithic Power Systems
MPWR
$70.1B
$59.6M 0.05%
102,726
-37,645
-27% -$23.7M
INVH icon
397
Invitation Homes
INVH
$17.7B
$59.5M 0.05%
1,708,415
+488,874
+40% +$15.8M
ATI icon
398
ATI
ATI
$25.6B
$58.9M 0.05%
1,132,296
+296,634
+35% +$16.8M
TPL icon
399
Texas Pacific Land
TPL
$27.8B
$58.3M 0.05%
132,012
-81,906
-38% -$36.5M
WLY icon
400
John Wiley & Sons Class A
WLY
$2.65B
$58.2M 0.05%
1,305,944
+1,291,011
+8,645% +$54.6M
14 15
16
17 18

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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.