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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
MO icon
551
Altria Group
MO
$114B
$27.9M 0.02%
464,202
-18,977
-4% -$1.04M
EHC icon
552
Encompass Health
EHC
$11.2B
$27.8M 0.02%
275,327
+180,744
+191% +$17.6M
EXR icon
553
Extra Space Storage
EXR
$31.6B
$27.8M 0.02%
186,998
-6,020
-3% -$913K
KIM icon
554
Kimco Realty
KIM
$17.1B
$27.7M 0.02%
1,305,725
-461,184
-26% -$10.1M
KKR.PRD
555
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.34B
$27.5M 0.02%
+560,375
New +$27.6M
IR icon
556
Ingersoll Rand
IR
$34.4B
$27.1M 0.02%
338,595
-523,955
-61% -$45.6M
IWB icon
557
iShares Russell 1000 ETF
IWB
$49B
$26.9M 0.02%
87,665
+33,260
+61% +$10.8M
ONTO icon
558
Onto Innovation
ONTO
$13.4B
$26.8M 0.02%
220,651
-306,748
-58% -$51.6M
ALNY icon
559
Alnylam Pharmaceuticals
ALNY
$29.5B
$26.6M 0.02%
98,439
-11,269
-10% -$2.9M
KMB icon
560
Kimberly-Clark
KMB
$35.7B
$26.5M 0.02%
186,438
+8,672
+5% +$1.17M
ALE
561
DELISTED
Allete
ALE
$26.4M 0.02%
401,940
+3,267
+0.8% +$214K
DLR icon
562
Digital Realty Trust
DLR
$70.7B
$26.2M 0.02%
183,096
-42,306
-19% -$6.88M
EW icon
563
Edwards Lifesciences
EW
$51.1B
$26M 0.02%
358,126
-149,685
-29% -$10.7M
ENTG icon
564
Entegris
ENTG
$19.1B
$25.9M 0.02%
295,955
-162,502
-35% -$16.4M
IVT icon
565
InvenTrust Properties
IVT
$2.72B
$25.8M 0.02%
+879,965
New +$25.9M
RY icon
566
Royal Bank of Canada
RY
$292B
$25.7M 0.02%
228,542
-3,479
-1% -$410K
BALL icon
567
Ball Corp
BALL
$17.3B
$25.7M 0.02%
494,246
+41,061
+9% +$2.15M
GEHC icon
568
GE HealthCare
GEHC
$31.5B
$25.6M 0.02%
317,755
+173,678
+121% +$14.9M
PATH icon
569
UiPath
PATH
$6.76B
$25.6M 0.02%
2,481,954
-44,394
-2% -$571K
WY icon
570
Weyerhaeuser
WY
$18.2B
$25.2M 0.02%
858,978
-6,583
-0.8% -$196K
MMYT icon
571
MakeMyTrip
MMYT
$5.81B
$25.1M 0.02%
255,972
-19,630
-7% -$2.03M
LAMR icon
572
Lamar Advertising Co
LAMR
$16B
$25M 0.02%
219,325
-18,885
-8% -$2.3M
CNQ icon
573
Canadian Natural Resources
CNQ
$96.7B
$24.9M 0.02%
810,232
-39,639
-5% -$1.2M
OSPN icon
574
OneSpan
OSPN
$588M
$24.9M 0.02%
1,631,923
-13,707
-0.8% -$244K
REXR icon
575
Rexford Industrial Realty
REXR
$8.4B
$24.8M 0.02%
633,642
+215,820
+52% +$8.64M
21 22
23
24 25

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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.