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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
VZ icon
701
Verizon
VZ
$195B
$14.1M 0.01%
309,896
-3,059,622
-91% -$127M
RELX icon
702
RELX
RELX
$61.8B
$14M 0.01%
279,344
+22,249
+9% +$1.09M
PDD icon
703
Pinduoduo
PDD
$126B
$14M 0.01%
117,951
+4,739
+4% +$544K
INVX
704
Innovex International
INVX
$1.96B
$14M 0.01%
776,723
+38,211
+5% +$649K
IDCC icon
705
InterDigital
IDCC
$7.87B
$13.9M 0.01%
67,227
+62,959
+1,475% +$12.7M
LPLA icon
706
LPL Financial
LPLA
$28.3B
$13.8M 0.01%
42,276
+35,886
+562% +$12.5M
WOLF icon
707
Wolfspeed
WOLF
$1.23B
$13.7M 0.01%
4,329,584
+1,822,958
+73% +$10.7M
TSLX icon
708
Sixth Street Specialty
TSLX
$1.63B
$13.5M 0.01%
604,720
+30,907
+5% +$688K
INSM icon
709
Insmed
INSM
$21.4B
$13.5M 0.01%
176,633
+27,392
+18% +$2.1M
SU icon
710
Suncor Energy
SU
$79.4B
$13.4M 0.01%
346,921
+17,939
+5% +$685K
AAOI icon
711
Applied Optoelectronics
AAOI
$7.57B
$13.4M 0.01%
872,417
+208,564
+31% +$5.24M
ODP
712
DELISTED
ODP
ODP
$13.4M 0.01%
931,156
+19,552
+2% +$375K
HDB icon
713
HDFC Bank
HDB
$123B
$13.3M 0.01%
402,832
-2,268
-0.6% -$69.2K
EWJ icon
714
iShares MSCI Japan ETF
EWJ
$22B
$13.2M 0.01%
192,130
-9,667
-5% -$665K
NUE icon
715
Nucor
NUE
$58.6B
$13.1M 0.01%
108,897
+6,305
+6% +$812K
TXNM
716
TXNM Energy Inc
TXNM
$6.41B
$13M 0.01%
+243,204
New +$12.2M
BCE icon
717
BCE
BCE
$20.2B
$13M 0.01%
566,300
+91,206
+19% +$2.15M
SCHL icon
718
Scholastic
SCHL
$767M
$12.9M 0.01%
685,867
-174,642
-20% -$3.49M
RDNT icon
719
RadNet
RDNT
$5.02B
$12.9M 0.01%
258,979
+58,698
+29% +$3.47M
MRP
720
Millrose Properties Inc
MRP
$4.65B
$12.9M 0.01%
+485,543
New +$11.4M
PLMR icon
721
Palomar
PLMR
$3.55B
$12.9M 0.01%
+93,874
New +$11.1M
CRS icon
722
Carpenter Technology
CRS
$25.8B
$12.8M 0.01%
70,803
+15,103
+27% +$2.91M
EGP icon
723
EastGroup Properties
EGP
$11.2B
$12.6M 0.01%
71,770
+65,157
+985% +$11.3M
EBAY icon
724
eBay
EBAY
$50.6B
$12.6M 0.01%
186,570
+10,160
+6% +$677K
SAIA icon
725
Saia
SAIA
$9.27B
$12.6M 0.01%
36,077
-45,923
-56% -$20M
27 28
29
30 31

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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.