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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
IPGP icon
476
IPG Photonics
IPGP
$3.61B
$44.9M 0.03%
653,829
+200,220
+44% +$12.5M
TPL icon
477
Texas Pacific Land
TPL
$27.8B
$44.8M 0.03%
127,203
-4,809
-4% -$1.97M
U icon
478
Unity
U
$13.8B
$44.7M 0.03%
1,845,260
+913,781
+98% +$20.1M
P
479
Everpure Inc
P
$25.7B
$44.6M 0.03%
774,074
+86,138
+13% +$4.29M
SLB icon
480
SLB Ltd
SLB
$73.6B
$44.3M 0.03%
1,309,203
-717,083
-35% -$24.9M
LOW icon
481
Lowe's Companies
LOW
$117B
$43.9M 0.03%
198,002
+1,288
+0.7% +$287K
OS
482
DELISTED
OneStream Inc
OS
$43.9M 0.03%
1,549,660
-568,356
-27% -$14.2M
ALGM icon
483
Allegro MicroSystems
ALGM
$7.73B
$42.5M 0.03%
1,244,415
+786,645
+172% +$19.6M
FER icon
484
Ferrovial N.V. Ordinary Shares
FER
$46.9B
$41.5M 0.03%
787,894
-4,498
-0.6% -$219K
AMGN icon
485
Amgen
AMGN
$208B
$41.1M 0.03%
147,346
+21,172
+17% +$6M
JNPR
486
DELISTED
Juniper Networks
JNPR
$41M 0.03%
1,025,956
+999,874
+3,834% +$35.8M
PBA icon
487
Pembina Pipeline
PBA
$28.4B
$40.9M 0.03%
1,089,976
+121,329
+13% +$4.58M
VVV icon
488
Valvoline
VVV
$4.9B
$40.6M 0.03%
1,073,125
+111,418
+12% +$3.9M
CNDT icon
489
Conduent
CNDT
$244M
$40.2M 0.03%
15,239,805
+445,372
+3% +$1.05M
CRVL icon
490
CorVel
CRVL
$3.06B
$40.1M 0.03%
389,682
-448,951
-54% -$49.5M
CMCSA icon
491
Comcast
CMCSA
$85B
$39.9M 0.03%
1,118,218
+95,774
+9% +$3.31M
PLTR icon
492
Palantir
PLTR
$295B
$39.7M 0.03%
291,201
-1,439,223
-83% -$169M
MSTR icon
493
Strategy Inc
MSTR
$34.1B
$39.6M 0.03%
97,901
+39,036
+66% +$14.2M
SGOV icon
494
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$39.4M 0.03%
391,426
-144,231
-27% -$14.5M
MLR icon
495
Miller Industries
MLR
$573M
$39.4M 0.03%
886,036
+128,954
+17% +$5.61M
ATRC icon
496
AtriCure
ATRC
$1.92B
$39M 0.03%
1,189,739
+3,674
+0.3% +$119K
DLR icon
497
Digital Realty Trust
DLR
$69.7B
$38.7M 0.03%
221,978
+38,882
+21% +$6.36M
BE icon
498
Bloom Energy
BE
$60.6B
$38.6M 0.03%
1,619,865
-7,083
-0.4% -$137K
KIM icon
499
Kimco Realty
KIM
$17.2B
$38.2M 0.03%
1,818,132
+512,407
+39% +$10.6M
WEC icon
500
WEC Energy
WEC
$35.7B
$38.2M 0.03%
366,742
-3,992
-1% -$425K
18 19
20
21 22

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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.