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Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $150B
1-Year Est. Return 40.08%
This Fund
S&P 500
This Quarter Est. Return
+22.49%
1 Year Est. Return
+40.08%
3 Year Est. Return
+113.08%
5 Year Est. Return
+141.06%
10 Year Est. Return
+565.41%
AUM
$150B
AUM Growth
+$18.9B
Cap. Flow
+$836M
Cap. Flow %
0.56%
Top 10 Hldgs %
22.99%
Holding
2,421
New
260
Increased
1,156
Reduced
848
Closed
81

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$463M
2
AAPL icon
Apple
AAPL
+$418M
3
SPCX
SpaceX
SPCX
+$361M
4
NVDA icon
NVIDIA
NVDA
+$291M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$285M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$428M
2
MSFT icon
Microsoft
MSFT
+$314M
3
BSX icon
Boston Scientific
BSX
+$269M
4
TER icon
Teradyne
TER
+$249M
5
TMUS icon
T-Mobile US
TMUS
+$246M

Sector Composition

Rank Sector Weight
1 Technology 28.74%
2 Financials 12.29%
3 Industrials 12.09%
4 Healthcare 8.91%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBUX icon
476
Starbucks
SBUX
$116B
$57.5M 0.04%
562,323
+369,972
+192% +$37.3M
MIR icon
477
Mirion Technologies
MIR
$4.12B
$57.4M 0.04%
3,199,539
+2,343,150
+274% +$43.5M
RBC icon
478
RBC Bearings
RBC
$15.6B
$56.5M 0.04%
87,717
-342,221
-80% -$204M
GLD icon
479
SPDR Gold Trust
GLD
$148B
$56.5M 0.04%
153,281
-348
-0.2% -$144K
AFRM icon
480
Affirm
AFRM
$24.3B
$56.4M 0.04%
691,879
+244,257
+55% +$16M
BMY icon
481
Bristol-Myers Squibb
BMY
$132B
$56.1M 0.04%
972,843
+88,540
+10% +$5.08M
BNS icon
482
Scotiabank
BNS
$113B
$55.8M 0.04%
642,680
+146,156
+29% +$11.5M
DLR icon
483
Digital Realty Trust
DLR
$70.3B
$55.7M 0.04%
309,966
-62,807
-17% -$12M
CM icon
484
Canadian Imperial Bank of Commerce
CM
$106B
$55.4M 0.04%
480,915
+35,919
+8% +$3.94M
CVS icon
485
CVS Health
CVS
$123B
$54.8M 0.04%
529,470
-116,414
-18% -$10.4M
WSO icon
486
Watsco Inc
WSO
$13B
$54.3M 0.04%
130,302
-180
-0.1% -$72.4K
PL icon
487
Planet Labs
PL
$6.48B
$53.8M 0.04%
1,623,004
+405,265
+33% +$15M
EFX icon
488
Equifax
EFX
$20.2B
$53.3M 0.04%
335,645
-22,212
-6% -$3.79M
IWM icon
489
iShares Russell 2000 ETF
IWM
$80.1B
$53.3M 0.04%
177,309
-1,273
-0.7% -$358K
VIAV icon
490
Viavi Solutions
VIAV
$9.56B
$52.8M 0.04%
1,105,437
+743,172
+205% +$35.6M
SHEL icon
491
Shell
SHEL
$273B
$52.7M 0.04%
680,466
+74,820
+12% +$6.46M
OKE icon
492
Oneok
OKE
$61.5B
$52.1M 0.03%
599,184
-33,478
-5% -$2.95M
CEVA icon
493
CEVA Inc
CEVA
$795M
$51.6M 0.03%
1,102,905
+94,844
+9% +$3.35M
BFH icon
494
Bread Financial
BFH
$4.16B
$50.9M 0.03%
469,497
+25,104
+6% +$2.25M
VYX icon
495
NCR Voyix
VYX
$1.17B
$50.8M 0.03%
6,223,329
+2,898,101
+87% +$20.4M
RDWR icon
496
Radware
RDWR
$1.18B
$50.7M 0.03%
1,647,378
+78,888
+5% +$2.18M
BL icon
497
BlackLine
BL
$1.75B
$50.7M 0.03%
1,805,786
-218,605
-11% -$6.53M
CASY icon
498
Casey's General Stores
CASY
$27.1B
$50.6M 0.03%
63,695
+13,518
+27% +$10.9M
APG icon
499
APi Group
APG
$17.4B
$50.6M 0.03%
1,195,020
-491,184
-29% -$21.5M
IONS icon
500
Ionis Pharmaceuticals
IONS
$9.42B
$50.2M 0.03%
633,533
+190,261
+43% +$14.3M
18 19
20
21 22

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Neuberger Berman Group's Q2 2026 Portfolio in Review

As of Q2 2026, Neuberger Berman Group held 2,421 positions worth $150B, up 14% from $131B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Neuberger Berman Group's Q2 2026 filing shows 260 new, 1,156 increased, 848 reduced and 81 closed positions. Its largest new stake was SpaceX: 2,127,228 shares worth $363M. The largest sale was Advanced Micro Devices, an estimated $428M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q2 2026 buy was SpaceX: 2,127,228 shares worth $363M.
  • Neuberger Berman Group added most to Amazon in Q2 2026, an estimated $463M increase.
  • Neuberger Berman Group's biggest Q2 2026 reduction was Advanced Micro Devices, cutting an estimated $428M.
  • Neuberger Berman Group fully exited Hologic in Q2 2026, selling an estimated $103M.
  • Neuberger Berman Group's ten largest holdings make up 23% of its $150B portfolio in Q2 2026.
  • Neuberger Berman Group opened 260 new positions and closed 81 in Q2 2026.
  • Neuberger Berman Group's portfolio value rose 14% quarter-over-quarter to $150B.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.