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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
NVO
751
Novo Nordisk
NVO
$208B
$12.4M 0.01%
179,566
-92
-0.1% -$6.26K
TROW icon
752
T. Rowe Price
TROW
$23.9B
$12.3M 0.01%
127,359
+6,686
+6% +$614K
PDD icon
753
Pinduoduo
PDD
$126B
$12.2M 0.01%
116,739
-1,212
-1% -$127K
ZIMV
754
DELISTED
ZimVie
ZIMV
$12.2M 0.01%
1,305,762
-27,128
-2% -$248K
LEA icon
755
Lear
LEA
$6.54B
$12.2M 0.01%
128,070
+2,403
+2% +$211K
NBDS icon
756
Neuberger Disrupters ETF
NBDS
$143M
$12.1M 0.01%
354,308
-31,113
-8% -$912K
EGP icon
757
EastGroup Properties
EGP
$11.2B
$12.1M 0.01%
72,438
+668
+0.9% +$111K
CEF icon
758
Sprott Physical Gold and Silver Trust
CEF
$7.4B
$11.9M 0.01%
395,867
-3,868
-1% -$113K
HPE icon
759
Hewlett Packard
HPE
$63.4B
$11.8M 0.01%
576,260
-184,858
-24% -$3.1M
INVX
760
Innovex International
INVX
$1.96B
$11.6M 0.01%
744,920
-31,803
-4% -$489K
IONQ icon
761
IonQ
IONQ
$13.6B
$11.6M 0.01%
270,330
+77,203
+40% +$2.59M
ING icon
762
ING
ING
$99.8B
$11.6M 0.01%
529,357
+3,372
+0.6% +$68.1K
PINS icon
763
Pinterest
PINS
$13.4B
$11.6M 0.01%
322,653
+156,377
+94% +$4.75M
MLM icon
764
Martin Marietta Materials
MLM
$31.5B
$11.5M 0.01%
21,028
+4,225
+25% +$2.23M
WRBY icon
765
Warby Parker
WRBY
$3.28B
$11.5M 0.01%
523,277
-203
-0% -$3.75K
STLD icon
766
Steel Dynamics
STLD
$36B
$11.4M 0.01%
89,351
+1,359
+2% +$173K
SXT icon
767
Sensient Technologies
SXT
$5.26B
$11.4M 0.01%
115,913
+88,931
+330% +$7.95M
IESC icon
768
IES Holdings
IESC
$14.8B
$11.4M 0.01%
38,533
-367
-0.9% -$86.5K
MPC icon
769
Marathon Petroleum
MPC
$92.4B
$11.4M 0.01%
68,440
+4,082
+6% +$612K
RELY icon
770
Remitly
RELY
$4.79B
$11.3M 0.01%
603,383
+309,915
+106% +$6.45M
TRI icon
771
Thomson Reuters
TRI
$42.8B
$11.3M 0.01%
55,433
-11,910
-18% -$2.27M
SYF icon
772
Synchrony
SYF
$24.7B
$11.3M 0.01%
169,289
+20,112
+13% +$1.12M
CAH icon
773
Cardinal Health
CAH
$53.9B
$11.2M 0.01%
66,954
-362
-0.5% -$53.7K
TIP icon
774
iShares TIPS Bond ETF
TIP
$14.5B
$11.2M 0.01%
102,028
-1,905
-2% -$208K
CALX icon
775
Calix
CALX
$2.26B
$11.1M 0.01%
209,445
-33,777
-14% -$1.44M
29 30
31
32 33

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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.