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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
AWK icon
576
American Water Works
AWK
$26.1B
$24.5M 0.02%
166,328
-859
-0.5% -$113K
GD icon
577
General Dynamics
GD
$103B
$24.5M 0.02%
89,801
-10,023
-10% -$2.61M
BEPC icon
578
Brookfield Renewable
BEPC
$6.23B
$24.5M 0.02%
876,189
+90,474
+12% +$2.48M
HIG icon
579
Hartford Financial Services
HIG
$39.2B
$24.4M 0.02%
197,339
+17,065
+9% +$1.96M
WHR icon
580
Whirlpool
WHR
$2.54B
$24.4M 0.02%
269,840
-15,824
-6% -$1.68M
BJRI icon
581
BJ's Restaurants
BJRI
$1.44B
$24.3M 0.02%
710,105
+194,837
+38% +$6.92M
RDWR icon
582
Radware
RDWR
$1.16B
$24.1M 0.02%
1,113,560
-2,591
-0.2% -$57.9K
MAC icon
583
Macerich
MAC
$7.34B
$24.1M 0.02%
1,401,655
+317,421
+29% +$6.07M
CPT icon
584
Camden Property Trust
CPT
$11B
$23.8M 0.02%
194,594
-50,739
-21% -$5.97M
ZS icon
585
Zscaler
ZS
$25B
$23.8M 0.02%
119,864
-188,175
-61% -$37.5M
CVS icon
586
CVS Health
CVS
$134B
$23.5M 0.02%
347,509
-31,366
-8% -$1.88M
WMG icon
587
Warner Music
WMG
$13.1B
$23.3M 0.02%
+744,486
New +$24.2M
UIS icon
588
Unisys
UIS
$218M
$23.3M 0.02%
5,095,124
-148,497
-3% -$828K
ACWI icon
589
iShares MSCI ACWI ETF
ACWI
$32.8B
$23.3M 0.02%
200,112
+5,401
+3% +$647K
BFH icon
590
Bread Financial
BFH
$4.48B
$23.3M 0.02%
464,804
-218,790
-32% -$12.4M
BRBR icon
591
BellRing Brands
BRBR
$1.51B
$23.2M 0.02%
312,063
+52,563
+20% +$3.86M
OXY icon
592
Occidental Petroleum
OXY
$55.2B
$23.2M 0.02%
470,436
+109,081
+30% +$5.33M
NTRA icon
593
Natera
NTRA
$38.7B
$23.2M 0.02%
163,795
-283
-0.2% -$45.5K
HUBB icon
594
Hubbell
HUBB
$25.2B
$23.1M 0.02%
69,769
+964
+1% +$373K
RSP icon
595
Invesco S&P 500 Equal Weight ETF
RSP
$98.1B
$23.1M 0.02%
133,109
-13,729
-9% -$2.44M
UA icon
596
Under Armour Class C
UA
$2.83B
$23M 0.02%
3,867,383
-169,979
-4% -$1.16M
VLO icon
597
Valero Energy
VLO
$88.5B
$23M 0.02%
173,821
-5,956
-3% -$790K
SBUX icon
598
Starbucks
SBUX
$118B
$22.8M 0.02%
232,390
+11,741
+5% +$1.21M
QQQ icon
599
Invesco QQQ Trust
QQQ
$469B
$22.6M 0.02%
48,273
-7,828
-14% -$3.98M
KVUE icon
600
Kenvue
KVUE
$36.5B
$22.5M 0.02%
936,264
+670,791
+253% +$14.9M
22 23
24
25 26

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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.