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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
O icon
751
Realty Income
O
$59.2B
$11.4M 0.01%
196,734
-499,687
-72% -$27.7M
CEF icon
752
Sprott Physical Gold and Silver Trust
CEF
$7.4B
$11.4M 0.01%
399,735
-4,217
-1% -$111K
OLLI icon
753
Ollie's Bargain Outlet
OLLI
$4.51B
$11.2M 0.01%
95,878
+7,989
+9% +$845K
LEA icon
754
Lear
LEA
$6.17B
$11.1M 0.01%
+125,667
New +$11.9M
TROW icon
755
T. Rowe Price
TROW
$24.2B
$11.1M 0.01%
120,673
+5,415
+5% +$572K
FCFS icon
756
FirstCash
FCFS
$9.08B
$11.1M 0.01%
+92,134
New +$10.4M
CVCO icon
757
Cavco Industries
CVCO
$4.2B
$11.1M 0.01%
21,297
+19,814
+1,336% +$9.96M
RKLB icon
758
Rocket Lab Corp
RKLB
$44B
$11M 0.01%
615,748
-16,498
-3% -$395K
STLD icon
759
Steel Dynamics
STLD
$37B
$11M 0.01%
87,992
+6,310
+8% +$800K
BAP icon
760
Credicorp
BAP
$31.4B
$10.9M 0.01%
58,472
-1,658
-3% -$308K
HQY icon
761
HealthEquity
HQY
$8.72B
$10.9M 0.01%
123,578
+20,175
+20% +$2.07M
CARR icon
762
Carrier Global
CARR
$52.1B
$10.9M 0.01%
172,038
-116,950
-40% -$7.77M
ITGR icon
763
Integer Holdings
ITGR
$4.23B
$10.9M 0.01%
92,282
-10,375
-10% -$1.36M
MGY icon
764
Magnolia Oil & Gas
MGY
$5.96B
$10.9M 0.01%
430,318
+173,610
+68% +$4.21M
HLN icon
765
Haleon
HLN
$43.2B
$10.8M 0.01%
1,047,009
+87,116
+9% +$857K
ACGL icon
766
Arch Capital
ACGL
$34.5B
$10.7M 0.01%
111,722
-169
-0.2% -$15.6K
CRC icon
767
California Resources
CRC
$4.63B
$10.7M 0.01%
244,024
+38,955
+19% +$1.85M
LOAR icon
768
Loar Holdings
LOAR
$6.74B
$10.6M 0.01%
150,467
-1,423
-0.9% -$103K
HPP
769
Hudson Pacific Properties
HPP
$786M
$10.6M 0.01%
514,655
-17,972
-3% -$376K
SG icon
770
Sweetgreen
SG
$703M
$10.6M 0.01%
424,548
-468,154
-52% -$12.9M
CBZ icon
771
CBIZ
CBZ
$2.99B
$10.6M 0.01%
139,445
+9,060
+7% +$729K
WWD icon
772
Woodward
WWD
$21.5B
$10.5M 0.01%
57,517
+53,910
+1,495% +$9.97M
ODFL icon
773
Old Dominion Freight Line
ODFL
$44B
$10.5M 0.01%
63,337
+54,825
+644% +$9.97M
ROAD icon
774
Construction Partners
ROAD
$6.11B
$10.5M 0.01%
+145,438
New +$11.5M
FDX icon
775
FedEx
FDX
$73.2B
$10.4M 0.01%
42,858
-22,611
-35% -$5.86M
29 30
31
32 33

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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.