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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
FPH icon
976
Five Point Holdings
FPH
$379M
$3.96M ﹤0.01%
741,598
-15,900
-2% -$83.8K
RS icon
977
Reliance Steel & Aluminium
RS
$21.2B
$3.94M ﹤0.01%
13,635
+2,615
+24% +$748K
MNST icon
978
Monster Beverage
MNST
$92.1B
$3.87M ﹤0.01%
66,189
+2,020
+3% +$105K
PEB.PRF icon
979
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$121M
$3.86M ﹤0.01%
+220,163
New +$4.21M
MARA icon
980
Marathon Digital Holdings
MARA
$4.48B
$3.81M ﹤0.01%
331,530
-246,736
-43% -$3.92M
AN icon
981
AutoNation
AN
$7.13B
$3.73M ﹤0.01%
23,027
+2,816
+14% +$502K
VTI icon
982
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
$3.71M ﹤0.01%
13,504
-408
-3% -$119K
ZTO icon
983
ZTO Express
ZTO
$18.2B
$3.71M ﹤0.01%
186,935
-91,026
-33% -$1.78M
ALK icon
984
Alaska Air
ALK
$5.86B
$3.7M ﹤0.01%
75,175
+67,813
+921% +$4.45M
AAON icon
985
Aaon
AAON
$7.83B
$3.7M ﹤0.01%
47,356
-12,596
-21% -$1.3M
ZM icon
986
Zoom
ZM
$29.9B
$3.65M ﹤0.01%
49,514
+7,022
+17% +$560K
GPN icon
987
Global Payments
GPN
$24.1B
$3.65M ﹤0.01%
37,280
-454
-1% -$47.5K
CF icon
988
CF Industries
CF
$18.1B
$3.65M ﹤0.01%
46,659
+11,217
+32% +$941K
RJF icon
989
Raymond James Financial
RJF
$34.3B
$3.63M ﹤0.01%
26,225
+3,953
+18% +$614K
EL icon
990
Estee Lauder
EL
$31.5B
$3.63M ﹤0.01%
55,030
+9,915
+22% +$717K
EIX icon
991
Edison International
EIX
$27.2B
$3.63M ﹤0.01%
61,530
+2,726
+5% +$157K
BP icon
992
BP
BP
$109B
$3.62M ﹤0.01%
107,131
-40,938
-28% -$1.34M
RYTM icon
993
Rhythm Pharmaceuticals
RYTM
$7.26B
$3.6M ﹤0.01%
+67,939
New +$3.77M
SGC icon
994
Superior Group of Companies
SGC
$218M
$3.6M ﹤0.01%
328,681
-9,720
-3% -$137K
TPR icon
995
Tapestry
TPR
$31.5B
$3.59M ﹤0.01%
51,017
+13,785
+37% +$1.04M
DOCU
996
DocuSign
DOCU
$11B
$3.56M ﹤0.01%
43,783
+2,524
+6% +$221K
DPZ icon
997
Domino's
DPZ
$12.2B
$3.54M ﹤0.01%
7,712
-89
-1% -$40.3K
SNOW icon
998
Snowflake
SNOW
$110B
$3.52M ﹤0.01%
24,090
-30,186
-56% -$5.12M
LITE icon
999
Lumentum
LITE
$66.1B
$3.5M ﹤0.01%
55,366
+12,484
+29% +$961K
AHCO icon
1000
AdaptHealth
AHCO
$913M
$3.44M ﹤0.01%
317,357
+297,767
+1,520% +$3M
38 39
40
41 42

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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.