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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
EMB icon
476
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$40.3M 0.03%
445,395
+210,431
+90% +$19.1M
VRNS icon
477
Varonis Systems
VRNS
$4.98B
$40.3M 0.03%
996,265
+527,158
+112% +$22.7M
CNDT icon
478
Conduent
CNDT
$276M
$40.1M 0.03%
14,794,433
-243,466
-2% -$890K
KLAC icon
479
KLA
KLAC
$255B
$39.9M 0.03%
587,130
+93,320
+19% +$6.72M
WAB icon
480
Wabtec
WAB
$50.5B
$39.5M 0.03%
217,827
-975
-0.4% -$187K
GLPI icon
481
Gaming and Leisure Properties
GLPI
$12.6B
$39.4M 0.03%
773,334
+278,035
+56% +$13.7M
AMGN icon
482
Amgen
AMGN
$210B
$39.3M 0.03%
126,174
-12,327
-9% -$3.64M
EA icon
483
Electronic Arts
EA
$52.9B
$39.2M 0.03%
271,257
-20,381
-7% -$2.75M
NOC icon
484
Northrop Grumman
NOC
$78.4B
$39M 0.03%
76,252
+9,341
+14% +$4.46M
PBA icon
485
Pembina Pipeline
PBA
$28.1B
$38.8M 0.03%
968,647
-41,675
-4% -$1.56M
NU icon
486
Nu Holdings
NU
$69.2B
$38.7M 0.03%
3,775,331
-665,603
-15% -$7.87M
NRG icon
487
NRG Energy
NRG
$24.7B
$38.6M 0.03%
404,039
+2,785
+0.7% +$282K
UDR icon
488
UDR
UDR
$12.4B
$38.5M 0.03%
851,625
-16,300
-2% -$698K
ATRC icon
489
AtriCure
ATRC
$1.98B
$38.4M 0.03%
1,186,065
+246,877
+26% +$9.16M
NVRI icon
490
Enviri
NVRI
$671M
$38.3M 0.03%
5,755,670
+1,008,706
+21% +$7.93M
ACHC icon
491
Acadia Healthcare
ACHC
$2.95B
$38.2M 0.03%
1,262,730
-22,581
-2% -$860K
GFL icon
492
GFL Environmental
GFL
$15.2B
$38.1M 0.03%
789,537
-138,081
-15% -$6.26M
CMCSA icon
493
Comcast
CMCSA
$88.5B
$37.7M 0.03%
1,022,444
-425,542
-29% -$15.4M
SHEL icon
494
Shell
SHEL
$249B
$37.6M 0.03%
513,791
+36,354
+8% +$2.45M
SUN icon
495
Sunoco
SUN
$14B
$37.4M 0.03%
644,512
+146,621
+29% +$8.3M
UNM icon
496
Unum
UNM
$14.5B
$37.2M 0.03%
457,265
+34,377
+8% +$2.65M
ELV icon
497
Elevance Health
ELV
$82B
$37.2M 0.03%
85,546
-158,016
-65% -$63.4M
RIO icon
498
Rio Tinto
RIO
$161B
$37M 0.03%
616,213
-44,656
-7% -$2.75M
IWM icon
499
iShares Russell 2000 ETF
IWM
$83B
$36.1M 0.03%
181,110
+38,915
+27% +$8.44M
BRO icon
500
Brown & Brown
BRO
$23.8B
$36M 0.03%
289,704
+199,463
+221% +$22.3M
18 19
20
21 22

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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.