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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
NXPI icon
401
NXP Semiconductors
NXPI
$56.7B
$57.7M 0.05%
303,704
+86,130
+40% +$18.4M
SGI
402
Somnigroup International
SGI
$13.9B
$57.2M 0.05%
957,664
+270
+0% +$16.3K
AJG icon
403
Arthur J. Gallagher & Co
AJG
$63.6B
$56.8M 0.05%
164,396
+153,722
+1,440% +$48.6M
NJR icon
404
New Jersey Resources
NJR
$5.87B
$56.6M 0.05%
1,154,304
-10,917
-0.9% -$518K
ZETA icon
405
Zeta Global
ZETA
$5.6B
$56.6M 0.05%
4,171,863
+2,161,711
+108% +$38.6M
NWE icon
406
NorthWestern Energy
NWE
$4.27B
$56.5M 0.05%
976,942
-955
-0.1% -$51.9K
NDAQ icon
407
Nasdaq
NDAQ
$52.5B
$56.4M 0.05%
743,707
-41,684
-5% -$3.28M
BG icon
408
Bunge Global
BG
$20.4B
$56.3M 0.05%
736,906
-54,273
-7% -$4.06M
GM icon
409
General Motors
GM
$80.3B
$56.2M 0.05%
1,194,784
+207,905
+21% +$10.2M
ARES icon
410
Ares Management
ARES
$30.4B
$56M 0.05%
381,880
-168,486
-31% -$29.1M
AEP icon
411
American Electric Power
AEP
$69.7B
$55.7M 0.05%
509,954
-464
-0.1% -$47K
OLED icon
412
Universal Display
OLED
$3.74B
$55M 0.05%
394,332
-33,361
-8% -$4.98M
CRWV
413
CoreWeave
CRWV
$44.5B
$54.8M 0.05%
+1,479,150
New +$57M
SUI icon
414
Sun Communities
SUI
$15.2B
$54.8M 0.05%
426,137
-3,270
-0.8% -$418K
ENB icon
415
Enbridge
ENB
$118B
$54.6M 0.05%
1,232,913
-310,291
-20% -$13.5M
CCEP icon
416
Coca-Cola Europacific Partners
CCEP
$47.9B
$54.6M 0.05%
627,835
-67,573
-10% -$5.51M
BERY
417
DELISTED
Berry Global Group, Inc.
BERY
$54.4M 0.05%
779,274
+769,809
+8,133% +$53.5M
MOH icon
418
Molina Healthcare
MOH
$10.3B
$54M 0.05%
164,152
-11,226
-6% -$3.39M
SGOV icon
419
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.9B
$53.9M 0.05%
535,657
+48,918
+10% +$4.92M
VSAT icon
420
Viasat
VSAT
$11.4B
$53.9M 0.05%
5,190,232
+145,868
+3% +$1.41M
WSC icon
421
WillScot Mobile Mini Holdings
WSC
$4.61B
$53.8M 0.05%
1,935,729
+716,872
+59% +$24.4M
TXT icon
422
Textron
TXT
$14.8B
$53.5M 0.04%
739,866
-41,328
-5% -$3.09M
MPLX icon
423
MPLX
MPLX
$59.4B
$53.3M 0.04%
996,777
+352,782
+55% +$18.5M
CPAY icon
424
Corpay
CPAY
$25.1B
$53.2M 0.04%
152,625
+12,225
+9% +$4.42M
POR icon
425
Portland General Electric
POR
$5.93B
$52.2M 0.04%
1,169,857
-6,013
-0.5% -$258K
15 16
17
18 19

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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.