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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
(-5.2%)
Cap. Flow
-$1.87B
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
19.28%
Holding
2,087
New
164
Increased
907
Reduced
818
Closed
115
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intel
INTC
|
+$225M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$202M |
| 3 |
Abbott
ABT
|
+$182M |
| 4 |
Robinhood
HOOD
|
+$147M |
| 5 |
Oracle
ORCL
|
+$135M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$198M |
| 2 |
Walmart Inc
WMT
|
+$194M |
| 3 |
Norfolk Southern
NSC
|
+$175M |
| 4 |
Intuit
INTU
|
+$154M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
726
IQVIA
IQV
$38.4B
| $12.6M | 0.01% |
70,791
-154,368
| -69% | -$29.9M |
|
|
CWAN
727
DELISTED
Clearwater Analytics
CWAN
| $12.5M | 0.01% |
+466,090
| New | +$13.1M |
|
728
Dover
DOV
$27.7B
| $12.5M | 0.01% |
71,090
+6,580
| +10% | +$1.27M |
|
|
MASI
729
DELISTED
Masimo
MASI
| $12.5M | 0.01% |
74,962
-63,160
| -46% | -$11M |
|
730
Newmont
NEM
$100B
| $12.5M | 0.01% |
258,510
-1,898,824
| -88% | -$83.4M |
|
|
NVO
731
Novo Nordisk
NVO
$208B
| $12.5M | 0.01% |
179,658
-102,425
| -36% | -$8.46M |
|
732
Elanco Animal Health
ELAN
$12.8B
| $12.5M | 0.01% |
1,187,501
+54,191
| +5% | +$613K |
|
733
Hess Midstream
HESM
$5.23B
| $12.4M | 0.01% |
293,527
+3,979
| +1% | +$162K |
|
734
Zurn Elkay Water Solutions
ZWS
$8.49B
| $12.4M | 0.01% |
375,977
+24,407
| +7% | +$879K |
|
735
Autoliv
ALV
$9.07B
| $12.4M | 0.01% |
139,512
-366,843
| -72% | -$34.9M |
|
736
First Solar
FSLR
$25B
| $12.2M | 0.01% |
96,674
-8,749
| -8% | -$1.37M |
|
737
Bank of Montreal
BMO
$126B
| $12.2M | 0.01% |
127,473
-7,236
| -5% | -$716K |
|
738
Novartis
NVS
$292B
| $12.2M | 0.01% |
109,130
-3,737
| -3% | -$398K |
|
739
Lincoln Electric
LECO
$14.6B
| $12.1M | 0.01% |
64,066
-6,528
| -9% | -$1.28M |
|
740
Wintrust Financial
WTFC
$10.9B
| $12M | 0.01% |
106,997
+41,236
| +63% | +$5.1M |
|
741
L3Harris
LHX
$51.7B
| $11.9M | 0.01% |
56,921
-3,447
| -6% | -$723K |
|
742
MetLife
MET
$62B
| $11.9M | 0.01% |
148,180
+9,056
| +7% | +$753K |
|
743
Ulta Beauty
ULTA
$23B
| $11.8M | 0.01% |
32,309
-7,686
| -19% | -$2.93M |
|
744
Thomson Reuters
TRI
$44.4B
| $11.8M | 0.01% |
67,343
+1,447
| +2% | +$250K |
|
745
Agilent Technologies
A
$39.5B
| $11.8M | 0.01% |
100,757
-2,294
| -2% | -$309K |
|
746
Hewlett Packard
HPE
$66.5B
| $11.7M | 0.01% |
761,118
+190,566
| +33% | +$3.79M |
|
747
BHP
BHP
$212B
| $11.7M | 0.01% |
241,549
-1,550
| -0.6% | -$77.2K |
|
748
iShares TIPS Bond ETF
TIP
$14.5B
| $11.5M | 0.01% |
103,933
-22,629
| -18% | -$2.46M |
|
749
MGM Resorts International
MGM
$11.4B
| $11.5M | 0.01% |
389,188
+75,870
| +24% | +$2.55M |
|
750
Allegro MicroSystems
ALGM
$7.74B
| $11.5M | 0.01% |
+457,770
| New | +$11.4M |
|
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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.