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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
HPQ icon
926
HP
HPQ
$24.9B
$5.69M ﹤0.01%
232,524
-81,431
-26% -$2.08M
ASO icon
927
Academy Sports + Outdoors
ASO
$2.94B
$5.68M ﹤0.01%
126,754
-11,492
-8% -$476K
FTS icon
928
Fortis
FTS
$29B
$5.67M ﹤0.01%
119,084
+75,259
+172% +$3.58M
CPRX
929
DELISTED
Catalyst Pharmaceutical
CPRX
$5.67M ﹤0.01%
261,417
+56,098
+27% +$1.32M
BXP icon
930
Boston Properties
BXP
$11.2B
$5.67M ﹤0.01%
84,070
-194,708
-70% -$13M
SPRY icon
931
ARS Pharmaceuticals
SPRY
$509M
$5.67M ﹤0.01%
324,877
+7,530
+2% +$109K
PNFP icon
932
Pinnacle Financial Partners Inc
PNFP
$15.9B
$5.65M ﹤0.01%
51,208
-34,539
-40% -$3.56M
ALKS icon
933
Alkermes
ALKS
$8.22B
$5.62M ﹤0.01%
196,331
-3,646
-2% -$109K
IEX icon
934
IDEX
IEX
$17B
$5.6M ﹤0.01%
31,902
-912
-3% -$162K
SSNC icon
935
SS&C Technologies
SSNC
$18.1B
$5.58M ﹤0.01%
67,430
+19,776
+41% +$1.55M
WTFC icon
936
Wintrust Financial
WTFC
$10.8B
$5.54M ﹤0.01%
44,662
-62,335
-58% -$7.15M
STM icon
937
STMicroelectronics
STM
$46.7B
$5.52M ﹤0.01%
181,648
-170,749
-48% -$4.24M
NEOG icon
938
Neogen
NEOG
$2.63B
$5.47M ﹤0.01%
1,145,304
+816,428
+248% +$4.69M
ILMN icon
939
Illumina
ILMN
$31B
$5.46M ﹤0.01%
57,187
+31,438
+122% +$2.55M
RYTM icon
940
Rhythm Pharmaceuticals
RYTM
$6.81B
$5.44M ﹤0.01%
86,139
+18,200
+27% +$1.11M
PNR icon
941
Pentair
PNR
$10.4B
$5.43M ﹤0.01%
52,886
+15,105
+40% +$1.41M
LAB icon
942
Standard BioTools
LAB
$340M
$5.41M ﹤0.01%
4,513,207
-5,401
-0.1% -$5.99K
FFIV icon
943
F5
FFIV
$22.9B
$5.4M ﹤0.01%
18,360
+6,914
+60% +$1.91M
RHP icon
944
Ryman Hospitality Properties
RHP
$8.43B
$5.4M ﹤0.01%
54,759
-1,963
-3% -$183K
HAIN icon
945
Hain Celestial
HAIN
$45M
$5.4M ﹤0.01%
3,556,444
-8,963
-0.3% -$20.9K
IJH icon
946
iShares Core S&P Mid-Cap ETF
IJH
$122B
$5.39M ﹤0.01%
86,918
+4,686
+6% +$275K
HURN icon
947
Huron Consulting
HURN
$2.41B
$5.39M ﹤0.01%
39,165
-10,038
-20% -$1.43M
RNR icon
948
RenaissanceRe
RNR
$13.3B
$5.37M ﹤0.01%
22,117
+457
+2% +$111K
MNST icon
949
Monster Beverage
MNST
$94.3B
$5.37M ﹤0.01%
85,722
+19,533
+30% +$1.19M
UPS icon
950
United Parcel Service
UPS
$88.6B
$5.37M ﹤0.01%
53,185
+6,302
+13% +$620K
36 37
38
39 40

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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.