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
-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
AZEK
601
DELISTED
The AZEK Co
AZEK
$22.4M 0.02%
458,712
+442,757
+2,775% +$21M
TD icon
602
Toronto Dominion Bank
TD
$200B
$22.3M 0.02%
372,773
-8,010
-2% -$466K
EQH icon
603
Equitable Holdings
EQH
$13.1B
$22.3M 0.02%
428,631
+367,741
+604% +$19.3M
GL icon
604
Globe Life
GL
$14.3B
$22.2M 0.02%
168,693
-717
-0.4% -$87.7K
D icon
605
Dominion Energy
D
$60.5B
$22.2M 0.02%
395,094
+913
+0.2% +$50.2K
VRNT
606
DELISTED
Verint Systems
VRNT
$22.1M 0.02%
1,223,970
-4,402
-0.4% -$105K
NTAP icon
607
NetApp
NTAP
$35.9B
$22.1M 0.02%
251,027
-77,393
-24% -$8.56M
APTV icon
608
Aptiv
APTV
$12.1B
$22M 0.02%
369,000
+59,440
+19% +$3.77M
SLF icon
609
Sun Life Financial
SLF
$45.7B
$21.6M 0.02%
376,564
-16,247
-4% -$926K
TRP icon
610
TC Energy
TRP
$68.6B
$21.5M 0.02%
456,158
-12,063
-3% -$562K
BOX icon
611
Box
BOX
$4.39B
$21.3M 0.02%
691,667
-249,860
-27% -$8.09M
DUOL icon
612
Duolingo
DUOL
$6.33B
$21.2M 0.02%
68,424
+2,053
+3% +$702K
GLD icon
613
SPDR Gold Trust
GLD
$131B
$21.2M 0.02%
73,590
-2,165
-3% -$573K
PRKS icon
614
United Parks & Resorts
PRKS
$2.15B
$21.1M 0.02%
463,158
-19,901
-4% -$1.03M
AMP icon
615
Ameriprise Financial
AMP
$48.8B
$21.1M 0.02%
43,619
+4,151
+11% +$2.18M
OHI icon
616
Omega Healthcare
OHI
$14.7B
$21.1M 0.02%
554,423
-254,221
-31% -$9.46M
XBI icon
617
State Street SPDR S&P Biotech ETF
XBI
$9.62B
$20.8M 0.02%
256,496
-1,094
-0.4% -$97.8K
SITM icon
618
SiTime
SITM
$16.5B
$20.7M 0.02%
135,211
+105,868
+361% +$20.3M
IART icon
619
Integra LifeSciences
IART
$1.39B
$20.6M 0.02%
937,262
+17,812
+2% +$419K
STWD icon
620
Starwood Property Trust
STWD
$5.92B
$20.5M 0.02%
1,037,802
+111,997
+12% +$2.2M
MDU icon
621
MDU Resources
MDU
$4.2B
$20.5M 0.02%
1,209,930
-19,031
-2% -$329K
STZ icon
622
Constellation Brands
STZ
$22.4B
$20.3M 0.02%
110,828
-94,434
-46% -$17.2M
KRC icon
623
Kilroy Realty
KRC
$4.54B
$20.3M 0.02%
619,489
+111,142
+22% +$3.98M
SFM icon
624
Sprouts Farmers Market
SFM
$8.28B
$20.2M 0.02%
132,443
-15,751
-11% -$2.35M
XPER icon
625
Xperi
XPER
$377M
$20.1M 0.02%
2,605,237
-51,384
-2% -$449K
23 24
25
26 27

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 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.