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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
SHEL icon
526
Shell
SHEL
$254B
$32.9M 0.03%
466,448
-47,343
-9% -$3.17M
IWM icon
527
iShares Russell 2000 ETF
IWM
$79.8B
$32.8M 0.03%
151,866
-29,244
-16% -$5.88M
CPT icon
528
Camden Property Trust
CPT
$11B
$32.7M 0.03%
290,301
+95,707
+49% +$11M
BOX icon
529
Box
BOX
$4.37B
$32.6M 0.03%
955,286
+263,619
+38% +$8.64M
ELV icon
530
Elevance Health
ELV
$81.5B
$32.6M 0.03%
83,797
-1,749
-2% -$703K
RDWR icon
531
Radware
RDWR
$1.1B
$32.6M 0.03%
1,107,183
-6,377
-0.6% -$151K
OXY icon
532
Occidental Petroleum
OXY
$56.8B
$32.5M 0.03%
772,742
+302,306
+64% +$12.6M
ALNY icon
533
Alnylam Pharmaceuticals
ALNY
$27.5B
$32.3M 0.02%
99,044
+605
+0.6% +$167K
VICI icon
534
VICI Properties
VICI
$29B
$32.3M 0.02%
989,898
+31,674
+3% +$1.01M
WMG icon
535
Warner Music
WMG
$13.5B
$32.2M 0.02%
1,182,536
+438,050
+59% +$12.2M
TD icon
536
Toronto Dominion Bank
TD
$198B
$32.2M 0.02%
438,624
+65,851
+18% +$4.3M
CDNS icon
537
Cadence Design Systems
CDNS
$93.6B
$32M 0.02%
103,786
-11,647
-10% -$3.39M
PATH icon
538
UiPath
PATH
$6.61B
$31.9M 0.02%
2,495,934
+13,980
+0.6% +$168K
PCG icon
539
PG&E
PCG
$38.3B
$31.8M 0.02%
2,277,684
+193,579
+9% +$3.15M
ROK icon
540
Rockwell Automation
ROK
$53.4B
$31.7M 0.02%
95,357
-313,221
-77% -$89.2M
BR icon
541
Broadridge
BR
$17.8B
$31.6M 0.02%
129,959
+110,470
+567% +$26.3M
ROST icon
542
Ross Stores
ROST
$80.5B
$31.4M 0.02%
246,317
+12,406
+5% +$1.72M
EXR icon
543
Extra Space Storage
EXR
$31.3B
$31.3M 0.02%
212,234
+25,236
+13% +$3.67M
BJRI icon
544
BJ's Restaurants
BJRI
$1.42B
$31.1M 0.02%
698,293
-11,812
-2% -$466K
GMS
545
DELISTED
GMS Inc
GMS
$31M 0.02%
+285,265
New +$22.1M
RACE icon
546
Ferrari
RACE
$69.2B
$30.9M 0.02%
63,334
-2,791
-4% -$1.3M
VCSH icon
547
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$30.7M 0.02%
386,611
+8,410
+2% +$662K
MO icon
548
Altria Group
MO
$114B
$30.6M 0.02%
521,311
+57,109
+12% +$3.35M
IWB icon
549
iShares Russell 1000 ETF
IWB
$48.2B
$30.4M 0.02%
89,426
+1,761
+2% +$553K
ICLR icon
550
Icon
ICLR
$12.6B
$30.3M 0.02%
208,286
-553,413
-73% -$78.5M
20 21
22
23 24

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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.