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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
AVAV icon
876
AeroVironment
AVAV
$8.56B
$6.49M 0.01%
54,469
-42,923
-44% -$6.59M
PHM icon
877
Pultegroup
PHM
$25.1B
$6.45M 0.01%
62,753
-24,945
-28% -$2.69M
MBLY icon
878
Mobileye
MBLY
$2.2B
$6.45M 0.01%
448,126
-125,378
-22% -$2.05M
IESC icon
879
IES Holdings
IESC
$14.9B
$6.42M 0.01%
38,900
-125
-0.3% -$26.1K
LULU icon
880
lululemon athletica
LULU
$14B
$6.42M 0.01%
22,679
+7,277
+47% +$2.67M
PI icon
881
Impinj
PI
$5.18B
$6.4M 0.01%
70,571
-58,945
-46% -$6.61M
CORT icon
882
Corcept Therapeutics
CORT
$11.9B
$6.39M 0.01%
55,920
-72,749
-57% -$4.43M
STEP icon
883
StepStone Group
STEP
$4.02B
$6.39M 0.01%
122,248
-186,307
-60% -$11M
GIB icon
884
CGI
GIB
$15.1B
$6.33M 0.01%
63,407
+11,868
+23% +$1.3M
RUSHA icon
885
Rush Enterprises Class A
RUSHA
$6.44B
$6.32M 0.01%
+118,382
New +$6.79M
ASO icon
886
Academy Sports + Outdoors
ASO
$3.02B
$6.31M 0.01%
138,246
+747
+0.5% +$38.4K
RVMD icon
887
Revolution Medicines
RVMD
$40.7B
$6.3M 0.01%
178,082
+31,425
+21% +$1.28M
BXSL icon
888
Blackstone Secured Lending
BXSL
$5.53B
$6.27M 0.01%
193,844
-67,333
-26% -$2.22M
SWKS icon
889
Skyworks Solutions
SWKS
$9.86B
$6.25M 0.01%
96,639
-65,292
-40% -$4.97M
OTEX icon
890
Open Text
OTEX
$6.32B
$6.23M 0.01%
246,981
-38,036
-13% -$1.04M
BROS icon
891
Dutch Bros
BROS
$8.87B
$6.19M 0.01%
100,288
+43,300
+76% +$2.85M
IMO icon
892
Imperial Oil
IMO
$61.7B
$6.16M 0.01%
85,265
-127
-0.1% -$8.72K
KMX icon
893
CarMax
KMX
$8.31B
$6.13M 0.01%
78,673
+511
+0.7% +$41K
KNSL icon
894
Kinsale Capital Group
KNSL
$8.28B
$6.11M 0.01%
12,545
+3,114
+33% +$1.4M
RELY icon
895
Remitly
RELY
$5.24B
$6.1M 0.01%
+293,468
New +$6.73M
AEE icon
896
Ameren
AEE
$30.4B
$6.09M 0.01%
60,705
+1,821
+3% +$175K
AMBA icon
897
Ambarella
AMBA
$3.6B
$6.08M 0.01%
120,704
+69,960
+138% +$4.79M
MFIC icon
898
MidCap Financial Investment
MFIC
$806M
$6.07M 0.01%
471,796
+66,390
+16% +$903K
DEO icon
899
Diageo
DEO
$49B
$6.04M 0.01%
57,639
-5,453
-9% -$616K
BPMC
900
DELISTED
Blueprint Medicines
BPMC
$6M 0.01%
67,794
+1,399
+2% +$136K
34 35
36
37 38

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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.