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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
FISV
51
Fiserv Inc
FISV
$29.7B
$493M 0.38%
2,858,032
+305,473
+12% +$55.4M
INTU icon
52
Intuit
INTU
$91.1B
$482M 0.37%
611,769
-31,266
-5% -$21.2M
EPD icon
53
Enterprise Products Partners
EPD
$83.7B
$478M 0.37%
15,428,246
-37,509
-0.2% -$1.17M
NOW icon
54
ServiceNow
NOW
$120B
$467M 0.36%
2,272,205
-215,010
-9% -$40.6M
IBM icon
55
IBM
IBM
$213B
$450M 0.35%
1,526,055
-135,878
-8% -$35M
BAC icon
56
Bank of America
BAC
$429B
$441M 0.34%
9,328,780
-2,988,981
-24% -$126M
BSX icon
57
Boston Scientific
BSX
$68.4B
$425M 0.33%
3,961,215
+44,274
+1% +$4.48M
EOG icon
58
EOG Resources
EOG
$77.7B
$424M 0.33%
3,547,775
-637,508
-15% -$72.8M
UNH icon
59
UnitedHealth
UNH
$382B
$421M 0.32%
1,348,285
+479,160
+55% +$183M
UNP icon
60
Union Pacific
UNP
$174B
$419M 0.32%
1,819,614
-326,760
-15% -$72.5M
SPOT icon
61
Spotify
SPOT
$108B
$418M 0.32%
544,500
+208,689
+62% +$134M
BA icon
62
Boeing
BA
$169B
$410M 0.32%
1,954,822
+1,103,387
+130% +$208M
VOO icon
63
Vanguard S&P 500 ETF
VOO
$956B
$404M 0.31%
710,824
-21,506
-3% -$11.3M
APO icon
64
Apollo Global Management
APO
$69B
$393M 0.3%
2,767,623
+10,164
+0.4% +$1.35M
PG icon
65
Procter & Gamble
PG
$340B
$389M 0.3%
2,438,754
-221,081
-8% -$36.1M
AMT icon
66
American Tower
AMT
$83.5B
$388M 0.3%
1,754,165
+335,420
+24% +$72.4M
CNP icon
67
CenterPoint Energy
CNP
$28.3B
$380M 0.29%
10,331,244
+873,603
+9% +$32.4M
COF icon
68
Capital One
COF
$128B
$375M 0.29%
1,760,934
+582,274
+49% +$109M
TMO icon
69
Thermo Fisher Scientific
TMO
$214B
$374M 0.29%
921,688
+37,529
+4% +$15.7M
EQT icon
70
EQT Corp
EQT
$32.9B
$365M 0.28%
6,259,701
+1,067,921
+21% +$57.6M
VST icon
71
Vistra
VST
$48.2B
$364M 0.28%
1,877,709
-239,807
-11% -$35.5M
COO icon
72
Cooper Companies
COO
$14.2B
$360M 0.28%
5,064,006
+1,455,208
+40% +$111M
FE icon
73
FirstEnergy
FE
$28.4B
$358M 0.28%
8,900,553
-190,743
-2% -$7.87M
TSM icon
74
TSMC
TSM
$1.94T
$356M 0.27%
1,569,924
+341,276
+28% +$63.2M
BLK icon
75
Blackrock
BLK
$167B
$355M 0.27%
338,683
-1,881
-0.6% -$1.78M
1 2
3
4 5

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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.