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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
MLM icon
826
Martin Marietta Materials
MLM
$32.6B
$8.03M 0.01%
16,803
+383
+2% +$195K
SLAB icon
827
Silicon Laboratories
SLAB
$7.21B
$7.92M 0.01%
70,398
-8,476
-11% -$1.15M
SYF icon
828
Synchrony
SYF
$25.5B
$7.9M 0.01%
149,177
+53,373
+56% +$3.3M
GIL icon
829
Gildan
GIL
$10.3B
$7.83M 0.01%
177,157
+29,905
+20% +$1.49M
VWOB icon
830
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.16B
$7.81M 0.01%
121,648
-4,249
-3% -$272K
CBOE icon
831
Cboe Global Markets
CBOE
$30.5B
$7.8M 0.01%
34,456
-3,405
-9% -$706K
XPEV icon
832
XPeng
XPEV
$11.5B
$7.79M 0.01%
+376,114
New +$6.77M
IWF icon
833
iShares Russell 1000 Growth ETF
IWF
$126B
$7.78M 0.01%
86,148
-106,064
-55% -$10.5M
EVRG icon
834
Evergy
EVRG
$19B
$7.76M 0.01%
112,614
-1,228
-1% -$80.4K
STM icon
835
STMicroelectronics
STM
$48.3B
$7.74M 0.01%
352,397
+167,972
+91% +$4.13M
PCG.PRX
836
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.38B
$7.7M 0.01%
172,019
-2,446
-1% -$105K
FBRT
837
Franklin BSP Realty Trust
FBRT
$637M
$7.66M 0.01%
601,027
-1,030
-0.2% -$13.3K
BSY icon
838
Bentley Systems
BSY
$11B
$7.64M 0.01%
194,182
-548,825
-74% -$24.5M
QXO
839
QXO Inc
QXO
$15.3B
$7.54M 0.01%
556,600
– –
IJR icon
840
iShares Core S&P Small-Cap ETF
IJR
$112B
$7.54M 0.01%
72,058
-19,186
-21% -$2.16M
BXMT icon
841
Blackstone Mortgage Trust
BXMT
$2.4B
$7.53M 0.01%
376,548
+102,667
+37% +$1.98M
PIPR icon
842
Piper Sandler
PIPR
$5.17B
$7.53M 0.01%
121,604
-129,056
-51% -$9.24M
AGNC icon
843
AGNC Investment
AGNC
$12.6B
$7.53M 0.01%
785,558
+169,690
+28% +$1.69M
EE icon
844
Excelerate Energy
EE
$1.24B
$7.52M 0.01%
262,054
– –
SO icon
845
Southern Company
SO
$106B
$7.4M 0.01%
80,521
+593
+0.7% +$51.3K
CASY icon
846
Casey's General Stores
CASY
$31.9B
$7.37M 0.01%
16,981
+13,680
+414% +$5.61M
GBDC icon
847
Golub Capital BDC
GBDC
$3.42B
$7.27M 0.01%
480,083
+3,408
+0.7% +$52.3K
ASND icon
848
Ascendis Pharma A/S
ASND
$15.8B
$7.22M 0.01%
46,330
+8,201
+22% +$1.17M
GFS icon
849
GlobalFoundries
GFS
$28.5B
$7.21M 0.01%
195,445
-121,460
-38% -$4.91M
TM icon
850
Toyota
TM
$223B
$7.18M 0.01%
39,681
+12,237
+45% +$2.28M
32 33
34
35 36

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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.