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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
FN icon
626
Fabrinet
FN
$16.3B
$20.1M 0.02%
102,016
-44,029
-30% -$9.61M
USHY icon
627
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.6B
$20.1M 0.02%
545,567
+47,619
+10% +$1.77M
PTEN icon
628
Patterson-UTI
PTEN
$3.9B
$20.1M 0.02%
2,437,510
+635,064
+35% +$5.33M
NI icon
629
NiSource
NI
$21.3B
$20M 0.02%
499,240
-23,597
-5% -$909K
NTES icon
630
NetEase
NTES
$84.2B
$19.9M 0.02%
193,939
+65,514
+51% +$6.59M
INDI icon
631
indie Semiconductor
INDI
$716M
$19.9M 0.02%
9,765,405
-147,643
-1% -$514K
CM icon
632
Canadian Imperial Bank of Commerce
CM
$109B
$19.5M 0.02%
346,264
-28,841
-8% -$1.74M
AHR icon
633
American Healthcare REIT
AHR
$10.6B
$19.4M 0.02%
641,064
+7,570
+1% +$218K
AZO icon
634
AutoZone
AZO
$48.8B
$19.4M 0.02%
5,080
-16
-0.3% -$55.2K
AMH icon
635
American Homes 4 Rent
AMH
$12.4B
$19.2M 0.02%
508,644
-17,673
-3% -$631K
CNI icon
636
Canadian National Railway
CNI
$76.1B
$19.2M 0.02%
197,504
-17,271
-8% -$1.75M
VNQ icon
637
Vanguard Real Estate ETF
VNQ
$39.3B
$19.2M 0.02%
211,821
+19,757
+10% +$1.79M
CEVA icon
638
CEVA Inc
CEVA
$927M
$19.1M 0.02%
741,914
-4,256
-0.6% -$137K
VRT icon
639
Vertiv
VRT
$101B
$19.1M 0.02%
264,300
-69,741
-21% -$7.42M
CCC
640
CCC Intelligent Solutions
CCC
$3.71B
$19M 0.02%
2,103,707
+2,071,173
+6,366% +$21.5M
VUG icon
641
Vanguard Morningstar Growth ETF
VUG
$225B
$19M 0.02%
306,984
-96,708
-24% -$6.52M
MRVL icon
642
Marvell Technology
MRVL
$174B
$18.9M 0.02%
307,435
-675,884
-69% -$65.6M
CUZ icon
643
Cousins Properties
CUZ
$5.17B
$18.9M 0.02%
639,287
+606,485
+1,849% +$18.1M
CHKP icon
644
Check Point Software Technologies
CHKP
$12.6B
$18.8M 0.02%
82,362
-13,491
-14% -$2.86M
BXP icon
645
Boston Properties
BXP
$11.2B
$18.7M 0.02%
278,778
+12,184
+5% +$854K
FIX icon
646
Comfort Systems
FIX
$62.3B
$18.7M 0.02%
58,069
+1,146
+2% +$462K
TLT icon
647
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
$18.5M 0.02%
203,005
-11,409
-5% -$1.02M
IWD icon
648
iShares Russell 1000 Value ETF
IWD
$82.6B
$18.3M 0.02%
97,521
-15,632
-14% -$2.98M
BNS icon
649
Scotiabank
BNS
$108B
$18.3M 0.02%
391,942
-16,672
-4% -$837K
ITT icon
650
ITT
ITT
$17.7B
$18.3M 0.02%
141,730
-4,920
-3% -$701K
24 25
26
27 28

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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.