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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
SWX icon
676
Southwest Gas
SWX
$6.47B
$17.5M 0.01%
234,663
-15,386
-6% -$1.11M
WAT icon
677
Waters Corp
WAT
$37B
$17.4M 0.01%
49,918
+2,778
+6% +$955K
WY icon
678
Weyerhaeuser
WY
$18B
$17.3M 0.01%
675,145
-183,833
-21% -$4.81M
ODP
679
DELISTED
ODP
ODP
$17.3M 0.01%
956,333
+25,177
+3% +$395K
LITE icon
680
Lumentum
LITE
$55.5B
$17.3M 0.01%
182,312
+126,946
+229% +$9.01M
VWO icon
681
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$17.3M 0.01%
349,308
-14,195
-4% -$658K
BURL icon
682
Burlington
BURL
$23.2B
$17.1M 0.01%
73,568
+36,809
+100% +$8.75M
MMYT icon
683
MakeMyTrip
MMYT
$5.36B
$17M 0.01%
172,861
-83,111
-32% -$8.38M
MRVL icon
684
Marvell Technology
MRVL
$168B
$16.7M 0.01%
215,375
-92,060
-30% -$5.75M
BRBR icon
685
BellRing Brands
BRBR
$1.44B
$16.6M 0.01%
287,131
-24,932
-8% -$1.66M
TNL icon
686
Travel + Leisure Co
TNL
$4.66B
$16.6M 0.01%
321,596
-3,083
-0.9% -$145K
BAH icon
687
Booz Allen Hamilton
BAH
$8.39B
$16.5M 0.01%
158,655
+1,833
+1% +$205K
ROAD icon
688
Construction Partners
ROAD
$5.84B
$16.3M 0.01%
153,649
+8,211
+6% +$767K
RDNT icon
689
RadNet
RDNT
$5.02B
$16.3M 0.01%
286,594
+27,615
+11% +$1.52M
HLIO icon
690
Helios Technologies
HLIO
$2.57B
$16.2M 0.01%
486,386
+1,432
+0.3% +$43.2K
EBAY icon
691
eBay
EBAY
$50.6B
$16.1M 0.01%
215,785
+29,215
+16% +$2.07M
CW icon
692
Curtiss-Wright
CW
$26.7B
$16M 0.01%
32,679
+11,990
+58% +$4.73M
FRT icon
693
Federal Realty Investment Trust
FRT
$10.7B
$15.9M 0.01%
169,082
-2,010
-1% -$190K
KRC icon
694
Kilroy Realty
KRC
$4.52B
$15.9M 0.01%
462,025
-157,464
-25% -$5.14M
LAMR icon
695
Lamar Advertising Co
LAMR
$16.2B
$15.8M 0.01%
130,363
-88,962
-41% -$10.3M
STN icon
696
Stantec
STN
$8.04B
$15.8M 0.01%
145,454
+138,867
+2,108% +$13.4M
RYAN icon
697
Ryan Specialty Holdings
RYAN
$5.72B
$15.7M 0.01%
230,408
-411,812
-64% -$28.4M
CNMD icon
698
CONMED
CNMD
$1.39B
$15.6M 0.01%
300,345
-2,134
-0.7% -$117K
TFC icon
699
Truist Financial
TFC
$63.3B
$15.5M 0.01%
360,939
-2,260,149
-86% -$88.4M
CCJ icon
700
Cameco
CCJ
$37.6B
$15.5M 0.01%
208,622
+34,133
+20% +$1.82M
26 27
28
29 30

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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.