We are live on ! Find out more
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
+3.72%
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
$134B
AUM Growth
-$2.51B
Cap. Flow
-$4.46B
Cap. Flow %
-3.32%
Top 10 Hldgs %
24%
Holding
2,213
New
182
Increased
966
Reduced
894
Closed
102

Top Buys

Rank Stock Value
1
NBCR
Neuberger Core Equity ETF
NBCR
+$190M
2
URI icon
United Rentals
URI
+$166M
3
CEG icon
Constellation Energy
CEG
+$147M
4
UGI icon
UGI
UGI
+$134M
5
CLS icon
Celestica
CLS
+$116M

Top Sells

Rank Stock Value
1
SNDK
Sandisk
SNDK
+$246M
2
SPGI icon
S&P Global
SPGI
+$201M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$197M
4
AON icon
Aon
AON
+$184M
5
JPM icon
JPMorgan Chase
JPM
+$172M

Sector Composition

Rank Sector Weight
1 Technology 26.15%
2 Financials 14.23%
3 Industrials 11.38%
4 Healthcare 9.42%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDB icon
551
MongoDB
MDB
$27.1B
$32.8M 0.02%
78,151
+44,525
+132% +$16.2M
BFH icon
552
Bread Financial
BFH
$4.37B
$32.5M 0.02%
439,457
-14,270
-3% -$938K
GPK icon
553
Graphic Packaging
GPK
$3.17B
$32.1M 0.02%
2,134,741
-2,239,961
-51% -$36.8M
TSEM icon
554
Tower Semiconductor
TSEM
$24.8B
$32.1M 0.02%
273,144
-131,261
-32% -$12.6M
WEX icon
555
WEX
WEX
$6.37B
$32M 0.02%
214,818
-15,452
-7% -$2.33M
ADSK icon
556
Autodesk
ADSK
$49.5B
$32M 0.02%
108,088
-32,314
-23% -$9.78M
BEPC icon
557
Brookfield Renewable
BEPC
$6.08B
$31.4M 0.02%
818,066
-159,401
-16% -$6.41M
VCSH icon
558
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$31.4M 0.02%
393,283
-207
-0.1% -$16.5K
MIDD icon
559
Middleby
MIDD
$6.04B
$31.2M 0.02%
209,811
+204,923
+4,192% +$26.9M
TRP icon
560
TC Energy
TRP
$70.2B
$31.2M 0.02%
565,366
+73,561
+15% +$3.92M
W icon
561
Wayfair
W
$11.2B
$31M 0.02%
308,856
-11,301
-4% -$1.09M
CW icon
562
Curtiss-Wright
CW
$26.7B
$30.8M 0.02%
55,917
+10,580
+23% +$5.9M
SUN icon
563
Sunoco
SUN
$14.4B
$30.8M 0.02%
588,129
-125,174
-18% -$6.61M
KIM icon
564
Kimco Realty
KIM
$17.2B
$30.8M 0.02%
1,518,936
-318,131
-17% -$6.61M
SUNC
565
SunocoCorp LLC
SUNC
$3.94B
$30.7M 0.02%
+623,922
New +$31.4M
IWB icon
566
iShares Russell 1000 ETF
IWB
$48.2B
$30.6M 0.02%
81,968
+6,488
+9% +$2.4M
BJRI icon
567
BJ's Restaurants
BJRI
$1.42B
$30.4M 0.02%
770,911
-12,728
-2% -$452K
XYL icon
568
Xylem
XYL
$27.3B
$30.3M 0.02%
222,465
-7,083
-3% -$1.02M
WHR icon
569
Whirlpool
WHR
$2.43B
$30.2M 0.02%
418,354
-13,988
-3% -$1.03M
EHC icon
570
Encompass Health
EHC
$11B
$30.1M 0.02%
283,933
+86,531
+44% +$10M
SG icon
571
Sweetgreen
SG
$766M
$30.1M 0.02%
4,457,334
+3,089,983
+226% +$21.2M
WIX icon
572
WIX.com
WIX
$2.3B
$29.8M 0.02%
286,583
-11,436
-4% -$1.38M
XBI icon
573
State Street SPDR S&P Biotech ETF
XBI
$9.95B
$29.7M 0.02%
243,257
-4,539
-2% -$520K
SWX icon
574
Southwest Gas
SWX
$6.47B
$29.6M 0.02%
370,497
+127,133
+52% +$10.2M
MO icon
575
Altria Group
MO
$114B
$29.6M 0.02%
512,972
-8,404
-2% -$507K
21 22
23
24 25

Similar funds

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Neuberger Berman Group's Q4 2025 Portfolio in Review

As of Q4 2025, Neuberger Berman Group held 2,213 positions worth $134B, down 1.8% from $137B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Neuberger Berman Group withdrew a net $4.46B in Q4 2025, closing 102 positions and reducing 894 holdings. Its most notable exit was Verona Pharma, an estimated $36M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

Against the trend, Neuberger Berman Group opened a new position in BillionToOne Inc worth $57.4M.

  • Neuberger Berman Group's largest Q4 2025 buy was BillionToOne Inc: 700,867 shares worth $57.4M.
  • Neuberger Berman Group added most to Neuberger Core Equity ETF in Q4 2025, an estimated $190M increase.
  • Neuberger Berman Group's biggest Q4 2025 reduction was Sandisk, cutting an estimated $246M.
  • Neuberger Berman Group fully exited Verona Pharma in Q4 2025, selling an estimated $36M.
  • Neuberger Berman Group's ten largest holdings make up 24% of its $134B portfolio in Q4 2025.
  • Neuberger Berman Group opened 182 new positions and closed 102 in Q4 2025.
  • Neuberger Berman Group's portfolio value fell 1.8% quarter-over-quarter to $134B.

Based on Neuberger Berman Group's 13F filing for Q4 2025, filed 13 Feb 2026.