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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
CVNA icon
501
Carvana
CVNA
$72.7B
$36M 0.03%
860,765
+244,515
+40% +$10.8M
PCG icon
502
PG&E
PCG
$38.4B
$35.8M 0.03%
2,084,105
+37,040
+2% +$614K
ALIT icon
503
Alight
ALIT
$517M
$35.5M 0.03%
299,258
+54,628
+22% +$7.19M
RDDT icon
504
Reddit
RDDT
$29.8B
$35.1M 0.03%
334,804
+43,829
+15% +$7.24M
BANC icon
505
Banc of California
BANC
$3.05B
$35.1M 0.03%
2,471,040
-35,768
-1% -$541K
FER icon
506
Ferrovial N.V. Ordinary Shares
FER
$47.6B
$34.9M 0.03%
792,392
-8,143
-1% -$351K
SPHY icon
507
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.6B
$34.7M 0.03%
1,480,283
+1,250,668
+545% +$29.6M
IP icon
508
International Paper
IP
$21.9B
$34.3M 0.03%
642,379
+459,506
+251% +$25.1M
TKO icon
509
TKO Group
TKO
$13.8B
$33.5M 0.03%
219,300
+26,851
+14% +$4.1M
VVV icon
510
Valvoline
VVV
$4.95B
$33.5M 0.03%
961,707
+2,979
+0.3% +$109K
INDA icon
511
iShares MSCI India ETF
INDA
$6.61B
$33.3M 0.03%
647,761
-43,259
-6% -$2.18M
ARM icon
512
Arm
ARM
$255B
$33.1M 0.03%
309,967
-85,177
-22% -$11.9M
YUM icon
513
Yum! Brands
YUM
$40.6B
$33.1M 0.03%
210,229
+165,754
+373% +$23.9M
HSY icon
514
Hershey
HSY
$35.7B
$33M 0.03%
193,182
+187,210
+3,135% +$30.6M
PDCO
515
DELISTED
Patterson Companies, Inc.
PDCO
$32.7M 0.03%
1,045,553
-294,022
-22% -$9.13M
CMTG icon
516
Claros Mortgage Trust
CMTG
$251M
$32.6M 0.03%
8,750,000
– –
BE icon
517
Bloom Energy
BE
$64.3B
$32.4M 0.03%
1,626,948
-54,795
-3% -$1.31M
JD icon
518
JD.com
JD
$44.6B
$32.4M 0.03%
787,202
-949,149
-55% -$38.1M
MLR icon
519
Miller Industries
MLR
$572M
$32.1M 0.03%
757,082
+260,955
+53% +$15.2M
CCI icon
520
Crown Castle
CCI
$33.5B
$32.1M 0.03%
307,597
-198,306
-39% -$18.5M
CLF icon
521
Cleveland-Cliffs
CLF
$6.4B
$32M 0.03%
3,865,869
+47,952
+1% +$487K
PKG icon
522
Packaging Corp of America
PKG
$22.4B
$31.6M 0.03%
159,616
+4,859
+3% +$1.04M
HYG icon
523
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$31.4M 0.03%
398,539
-664,052
-62% -$52.7M
DECK icon
524
Deckers Outdoor
DECK
$13.6B
$31.4M 0.03%
281,066
-5,065
-2% -$818K
AMRX icon
525
Amneal Pharmaceuticals
AMRX
$6.02B
$31.4M 0.03%
3,735,083
-27,664
-0.7% -$231K
19 20
21
22 23

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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.