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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
SHAK icon
676
Shake Shack
SHAK
$2.53B
$16.3M 0.01%
184,313
+26,646
+17% +$2.89M
AIT icon
677
Applied Industrial Technologies
AIT
$12.8B
$16.2M 0.01%
71,916
-4,349
-6% -$1.07M
FUN icon
678
Cedar Fair
FUN
$1.77B
$16.1M 0.01%
452,330
-549,502
-55% -$23.4M
INSP icon
679
Inspire Medical Systems
INSP
$1.45B
$16M 0.01%
100,154
+15,929
+19% +$2.88M
LEN.B icon
680
Lennar Class B
LEN.B
$19.4B
$15.9M 0.01%
146,091
-7,733
-5% -$922K
IBN icon
681
ICICI Bank
IBN
$108B
$15.8M 0.01%
503,789
+39,735
+9% +$1.15M
ALGN icon
682
Align Technology
ALGN
$12.1B
$15.8M 0.01%
99,174
+17,416
+21% +$3.42M
NXT icon
683
Nextpower Inc
NXT
$13.6B
$15.7M 0.01%
372,082
-34,268
-8% -$1.52M
HLIO icon
684
Helios Technologies
HLIO
$2.57B
$15.6M 0.01%
484,954
-3,946
-0.8% -$159K
TPG icon
685
TPG
TPG
$7.01B
$15.6M 0.01%
328,112
-152,201
-32% -$8.87M
PAGP icon
686
Plains GP Holdings
PAGP
$5.21B
$15.5M 0.01%
726,770
-5,733
-0.8% -$121K
CAL icon
687
Caleres
CAL
$431M
$15.4M 0.01%
896,412
+3,157
+0.4% +$56.7K
FLUT icon
688
Flutter Entertainment
FLUT
$18.1B
$15.4M 0.01%
69,323
+43,772
+171% +$11.3M
SONY icon
689
Sony
SONY
$137B
$15.1M 0.01%
596,242
-133,866
-18% -$3.09M
LW icon
690
Lamb Weston
LW
$7.22B
$15M 0.01%
282,006
+196,871
+231% +$11.2M
TNL icon
691
Travel + Leisure Co
TNL
$4.66B
$15M 0.01%
324,679
-7,377
-2% -$387K
AVNS
692
DELISTED
Avanos Medical
AVNS
$15M 0.01%
1,044,533
+67,085
+7% +$1.05M
TSEM icon
693
Tower Semiconductor
TSEM
$24.8B
$14.9M 0.01%
417,555
+375,267
+887% +$17M
CART icon
694
Maplebear
CART
$10.5B
$14.9M 0.01%
372,835
+366,353
+5,652% +$16.3M
YUMC icon
695
Yum China
YUMC
$16.5B
$14.8M 0.01%
285,018
-914
-0.3% -$43.8K
HAIN icon
696
Hain Celestial
HAIN
$45M
$14.8M 0.01%
3,565,407
+115,293
+3% +$515K
OSUR icon
697
OraSure Technologies
OSUR
$279M
$14.5M 0.01%
4,281,067
+653,017
+18% +$2.4M
ZIMV
698
DELISTED
ZimVie
ZIMV
$14.4M 0.01%
1,332,890
+22,075
+2% +$290K
ACIW icon
699
ACI Worldwide
ACIW
$5.83B
$14.4M 0.01%
262,393
+94,415
+56% +$5.01M
VREX icon
700
Varex Imaging
VREX
$472M
$14.2M 0.01%
1,219,305
-15,838
-1% -$209K
26 27
28
29 30

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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.