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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
CEVA icon
701
CEVA Inc
CEVA
$910M
$15.4M 0.01%
698,719
-43,195
-6% -$960K
RELX icon
702
RELX
RELX
$61.8B
$15.3M 0.01%
282,118
+2,774
+1% +$147K
LHX icon
703
L3Harris
LHX
$51.6B
$15.3M 0.01%
60,814
+3,893
+7% +$894K
LEN.B icon
704
Lennar Class B
LEN.B
$19.4B
$15.2M 0.01%
144,021
-2,070
-1% -$214K
PAGP icon
705
Plains GP Holdings
PAGP
$5.21B
$15M 0.01%
770,466
+43,696
+6% +$814K
XPO icon
706
XPO
XPO
$23.5B
$14.9M 0.01%
117,620
-342,865
-74% -$38.5M
AB icon
707
AllianceBernstein
AB
$3.43B
$14.8M 0.01%
363,158
-769,734
-68% -$30.2M
PLMR icon
708
Palomar
PLMR
$3.55B
$14.8M 0.01%
95,690
+1,816
+2% +$281K
TRNO icon
709
Terreno Realty
TRNO
$7.57B
$14.8M 0.01%
263,121
-12,757
-5% -$730K
SITM icon
710
SiTime
SITM
$16B
$14.7M 0.01%
69,100
-66,111
-49% -$11.9M
SNDK
711
Sandisk
SNDK
$180B
$14.7M 0.01%
323,868
-723,435
-69% -$27.7M
PTEN icon
712
Patterson-UTI
PTEN
$3.98B
$14.6M 0.01%
2,468,218
+30,708
+1% +$185K
SU icon
713
Suncor Energy
SU
$79.4B
$14.5M 0.01%
388,904
+41,983
+12% +$1.52M
HESM icon
714
Hess Midstream
HESM
$5.24B
$14.5M 0.01%
376,685
+83,158
+28% +$3.17M
ZWS icon
715
Zurn Elkay Water Solutions
ZWS
$8.38B
$14.3M 0.01%
392,383
+16,406
+4% +$565K
BROS icon
716
Dutch Bros
BROS
$9.03B
$14.2M 0.01%
207,923
+107,635
+107% +$7.02M
TSLX icon
717
Sixth Street Specialty
TSLX
$1.63B
$14.2M 0.01%
595,029
-9,691
-2% -$213K
STEP icon
718
StepStone Group
STEP
$3.61B
$14.2M 0.01%
255,197
+132,949
+109% +$7.12M
NVS icon
719
Novartis
NVS
$297B
$14M 0.01%
115,299
+6,169
+6% +$695K
JPST icon
720
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$13.9M 0.01%
274,884
+81,674
+42% +$4.13M
RMD icon
721
ResMed
RMD
$30.6B
$13.9M 0.01%
53,916
+22,431
+71% +$5.35M
MUFG icon
722
Mitsubishi UFJ Financial
MUFG
$253B
$13.8M 0.01%
1,001,129
-208,553
-17% -$2.7M
ITGR icon
723
Integer Holdings
ITGR
$4.12B
$13.8M 0.01%
111,985
+19,703
+21% +$2.35M
TLT icon
724
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$13.7M 0.01%
154,776
-48,229
-24% -$4.21M
SONY icon
725
Sony
SONY
$137B
$13.6M 0.01%
523,207
-73,035
-12% -$1.83M
27 28
29
30 31

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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.