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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
ABT icon
26
Abbott
ABT
$187B
$677M 0.52%
4,978,899
+641,146
+15% +$84.5M
GE icon
27
GE Aerospace
GE
$377B
$667M 0.51%
2,590,263
-41,202
-2% -$9.04M
UBER icon
28
Uber
UBER
$144B
$651M 0.5%
6,981,526
+346,254
+5% +$28.5M
MSI icon
29
Motorola Solutions
MSI
$73.1B
$647M 0.5%
1,539,182
-35,151
-2% -$14.7M
JNJ icon
30
Johnson & Johnson
JNJ
$643B
$626M 0.48%
4,095,166
-635,174
-13% -$97.6M
CME icon
31
CME Group
CME
$93.5B
$617M 0.47%
2,238,774
-255,243
-10% -$69.4M
APH icon
32
Amphenol
APH
$177B
$603M 0.46%
6,103,018
-1,009,535
-14% -$82.6M
LNG icon
33
Cheniere Energy
LNG
$52.8B
$600M 0.46%
2,463,885
+123,335
+5% +$28.6M
DHR icon
34
Danaher
DHR
$140B
$593M 0.46%
2,999,978
-313,930
-9% -$60.9M
BX icon
35
Blackstone
BX
$107B
$585M 0.45%
3,911,136
+7,965
+0.2% +$1.09M
PM icon
36
Philip Morris
PM
$312B
$581M 0.45%
3,193,194
-152,909
-5% -$26.3M
TJX icon
37
TJX Companies
TJX
$178B
$579M 0.45%
4,689,925
-116,132
-2% -$14.7M
ETN icon
38
Eaton
ETN
$150B
$573M 0.44%
1,606,257
-291,114
-15% -$89.7M
MCD icon
39
McDonald's
MCD
$194B
$545M 0.42%
1,864,960
+4,659
+0.3% +$1.44M
TXN icon
40
Texas Instruments
TXN
$253B
$537M 0.41%
2,586,487
-192,985
-7% -$34.3M
LIN icon
41
Linde
LIN
$236B
$531M 0.41%
1,131,132
+370,261
+49% +$169M
TRGP icon
42
Targa Resources
TRGP
$56.2B
$529M 0.41%
3,036,410
+52,739
+2% +$8.86M
NFLX icon
43
Netflix
NFLX
$301B
$526M 0.4%
3,928,840
-1,117,280
-22% -$126M
CVX icon
44
Chevron
CVX
$374B
$525M 0.4%
3,662,971
-351,931
-9% -$49.6M
WFC icon
45
Wells Fargo
WFC
$263B
$520M 0.4%
6,485,811
-101,362
-2% -$7.31M
KD icon
46
Kyndryl
KD
$2.94B
$518M 0.4%
12,340,569
-384,383
-3% -$13.9M
CSCO icon
47
Cisco
CSCO
$456B
$511M 0.39%
7,371,513
+2,120,167
+40% +$130M
VRSK icon
48
Verisk Analytics
VRSK
$27.8B
$505M 0.39%
1,622,305
-30,087
-2% -$9.12M
PGR icon
49
Progressive
PGR
$128B
$498M 0.38%
1,866,700
-51,286
-3% -$14.1M
WMT icon
50
Walmart Inc
WMT
$900B
$498M 0.38%
5,091,126
+42,645
+0.8% +$4.06M
1
2
3 4 5

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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.