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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
+12.24%
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
$130B
AUM Growth
+$10.6B
Cap. Flow
-$164M
Cap. Flow %
-0.13%
Top 10 Hldgs %
21.27%
Holding
2,138
New
167
Increased
1,007
Reduced
798
Closed
89

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$338M
2
META icon
Meta Platforms (Facebook)
META
+$297M
3
BA icon
Boeing
BA
+$208M
4
UNH icon
UnitedHealth
UNH
+$183M
5
LIN icon
Linde
LIN
+$169M

Top Sells

Rank Stock Value
1
KR icon
Kroger
KR
+$306M
2
ACN icon
Accenture
ACN
+$268M
3
GS icon
Goldman Sachs
GS
+$191M
4
PLTR icon
Palantir
PLTR
+$169M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$152M

Sector Composition

Rank Sector Weight
1 Technology 26.98%
2 Financials 14.56%
3 Industrials 11.86%
4 Consumer Discretionary 9.48%
5 Healthcare 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APTV icon
651
Aptiv
APTV
$12B
$20M 0.02%
292,457
-76,543
-21% -$4.74M
SBUX icon
652
Starbucks
SBUX
$120B
$19.9M 0.02%
217,379
-15,011
-6% -$1.3M
D icon
653
Dominion Energy
D
$60.8B
$19.7M 0.02%
347,973
-47,121
-12% -$2.58M
RGLD icon
654
Royal Gold
RGLD
$16.8B
$19.5M 0.02%
109,863
+100,887
+1,124% +$17.9M
KEYS icon
655
Keysight
KEYS
$54.5B
$19.4M 0.01%
118,223
+45
+0% +$6.86K
TEL icon
656
TE Connectivity
TEL
$59.6B
$19.2M 0.01%
113,639
-5,808
-5% -$882K
GL icon
657
Globe Life
GL
$14.2B
$19.1M 0.01%
153,884
-14,809
-9% -$1.8M
QTWO icon
658
Q2 Holdings
QTWO
$3.8B
$19M 0.01%
203,152
-5,746
-3% -$485K
CUZ icon
659
Cousins Properties
CUZ
$5.19B
$18.9M 0.01%
629,705
-9,582
-1% -$270K
VNQ icon
660
Vanguard Real Estate ETF
VNQ
$39.2B
$18.9M 0.01%
212,035
+214
+0.1% +$18.9K
ATMU icon
661
Atmus Filtration Technologies
ATMU
$4.22B
$18.9M 0.01%
518,116
-305,255
-37% -$10.9M
CHKP icon
662
Check Point Software Technologies
CHKP
$13B
$18.7M 0.01%
84,676
+2,314
+3% +$509K
ITT icon
663
ITT
ITT
$17.5B
$18.7M 0.01%
119,306
-22,424
-16% -$3.19M
IBN icon
664
ICICI Bank
IBN
$108B
$18.6M 0.01%
551,744
+47,955
+10% +$1.59M
CRC icon
665
California Resources
CRC
$4.67B
$18.5M 0.01%
405,656
+161,632
+66% +$6.61M
NEM icon
666
Newmont
NEM
$98.7B
$18.5M 0.01%
317,387
+58,877
+23% +$3.14M
ULTA icon
667
Ulta Beauty
ULTA
$22B
$18.4M 0.01%
39,422
+7,113
+22% +$2.94M
IWF icon
668
iShares Russell 1000 Growth ETF
IWF
$121B
$18.4M 0.01%
173,416
+87,268
+101% +$8.34M
ARCC icon
669
Ares Capital
ARCC
$13.5B
$18M 0.01%
821,600
+17,681
+2% +$376K
EE icon
670
Excelerate Energy
EE
$1.25B
$18M 0.01%
615,004
+352,950
+135% +$9.9M
XYL icon
671
Xylem
XYL
$27.3B
$17.9M 0.01%
138,655
-10,626
-7% -$1.29M
WWD icon
672
Woodward
WWD
$21.3B
$17.9M 0.01%
72,986
+15,469
+27% +$3.16M
CRWV
673
CoreWeave
CRWV
$39.2B
$17.8M 0.01%
109,425
-1,369,725
-93% -$126M
HDB icon
674
HDFC Bank
HDB
$123B
$17.6M 0.01%
458,814
+55,982
+14% +$2.03M
QXO
675
QXO Inc
QXO
$13.8B
$17.6M 0.01%
815,280
+258,680
+46% +$4.25M
25 26
27
28 29

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Neuberger Berman Group's Q2 2025 Portfolio in Review

As of Q2 2025, Neuberger Berman Group held 2,138 positions worth $130B, up 8.8% from $119B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Neuberger Berman Group's Q2 2025 filing shows 167 new, 1,007 increased, 798 reduced and 89 closed positions. Its largest new stake was Caris Life Sciences: 6,239,520 shares worth $167M. The largest sale was Kroger, an estimated $306M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q2 2025 buy was Caris Life Sciences: 6,239,520 shares worth $167M.
  • Neuberger Berman Group added most to Home Depot in Q2 2025, an estimated $338M increase.
  • Neuberger Berman Group's biggest Q2 2025 reduction was Kroger, cutting an estimated $306M.
  • Neuberger Berman Group fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $73.6M.
  • Neuberger Berman Group's ten largest holdings make up 21% of its $130B portfolio in Q2 2025.
  • Neuberger Berman Group opened 167 new positions and closed 89 in Q2 2025.
  • Neuberger Berman Group's portfolio value rose 8.8% quarter-over-quarter to $130B.

Based on Neuberger Berman Group's 13F filing for Q2 2025, filed 13 Aug 2025.