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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
PCOR icon
776
Procore
PCOR
$8.4B
$10.4M 0.01%
157,469
-37,666
-19% -$2.84M
ING icon
777
ING
ING
$101B
$10.4M 0.01%
525,985
+94,839
+22% +$1.68M
OPCH icon
778
Option Care Health
OPCH
$3.55B
$10.3M 0.01%
295,365
-70,642
-19% -$2.22M
LASR icon
779
nLIGHT
LASR
$3.95B
$10.2M 0.01%
1,310,190
+35,841
+3% +$361K
NBDS icon
780
Neuberger Disrupters ETF
NBDS
$145M
$10.2M 0.01%
385,421
+18,504
+5% +$559K
ALB icon
781
Albemarle
ALB
$14B
$10.1M 0.01%
140,812
-48,398
-26% -$3.94M
LNTH icon
782
Lantheus
LNTH
$6.59B
$10.1M 0.01%
103,562
+90,574
+697% +$8.47M
AL
783
DELISTED
Air Lease Corp
AL
$10M 0.01%
207,948
+12,278
+6% +$576K
DVA icon
784
DaVita
DVA
$15B
$10M 0.01%
65,364
+57,027
+684% +$8.96M
EQR icon
785
Equity Residential
EQR
$25.3B
$9.91M 0.01%
138,481
-917,008
-87% -$64.8M
ARAY icon
786
Accuray
ARAY
$32.2M
$9.89M 0.01%
5,519,014
+4,684
+0.1% +$9.8K
AFL icon
787
Aflac
AFL
$64.5B
$9.83M 0.01%
88,439
-19,288
-18% -$2.05M
JPST icon
788
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$9.78M 0.01%
193,210
+73,894
+62% +$3.73M
COOP
789
DELISTED
Mr. Cooper
COOP
$9.77M 0.01%
81,695
-104,003
-56% -$10.9M
TGT icon
790
Target
TGT
$67.8B
$9.75M 0.01%
93,410
-3,266
-3% -$408K
QDEL icon
791
QuidelOrtho
QDEL
$1.21B
$9.74M 0.01%
278,619
-12,833
-4% -$523K
ALAB icon
792
Astera Labs
ALAB
$55B
$9.73M 0.01%
+163,004
New +$15.1M
FBIN icon
793
Fortune Brands Innovations
FBIN
$6.22B
$9.62M 0.01%
158,041
-25,016
-14% -$1.68M
SKT icon
794
Tanger
SKT
$4.68B
$9.55M 0.01%
282,674
+7,224
+3% +$243K
WRBY icon
795
Warby Parker
WRBY
$3.47B
$9.54M 0.01%
523,480
+20,625
+4% +$492K
KOF icon
796
Coca-Cola Femsa
KOF
$22.5B
$9.46M 0.01%
103,623
-12,722
-11% -$1.06M
NTR icon
797
Nutrien
NTR
$31.7B
$9.41M 0.01%
189,707
-6,854
-3% -$351K
MPC icon
798
Marathon Petroleum
MPC
$89.6B
$9.38M 0.01%
64,358
+14,556
+29% +$2.15M
VGT icon
799
Vanguard Information Technology ETF
VGT
$141B
$9.29M 0.01%
137,040
+95,432
+229% +$7.19M
CAH icon
800
Cardinal Health
CAH
$55.2B
$9.27M 0.01%
67,316
-5,259
-7% -$670K
30 31
32
33 34

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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.