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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
TLN
1051
Talen Energy Corp
TLN
$16B
$3.33M ﹤0.01%
11,448
+3,712
+48% +$881K
FERG icon
1052
Ferguson
FERG
$45.4B
$3.29M ﹤0.01%
15,122
+4,307
+40% +$793K
MGA icon
1053
Magna International
MGA
$18.7B
$3.29M ﹤0.01%
85,208
+37,284
+78% +$1.32M
RDW icon
1054
Redwire
RDW
$2.06B
$3.27M ﹤0.01%
200,639
+85,799
+75% +$1.12M
EIX icon
1055
Edison International
EIX
$28.2B
$3.26M ﹤0.01%
63,188
+1,658
+3% +$90.9K
ADM icon
1056
Archer Daniels Midland
ADM
$38.2B
$3.26M ﹤0.01%
61,767
+6,923
+13% +$337K
BF.B icon
1057
Brown-Forman Class B
BF.B
$13.2B
$3.22M ﹤0.01%
119,659
-11,207
-9% -$360K
PODD icon
1058
Insulet
PODD
$11.5B
$3.22M ﹤0.01%
10,236
+2,533
+33% +$731K
UVV icon
1059
Universal Corp
UVV
$1.31B
$3.21M ﹤0.01%
55,188
-313
-0.6% -$18K
IBDX icon
1060
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$3.2M ﹤0.01%
126,635
+600
+0.5% +$14.9K
RDY icon
1061
Dr. Reddy's Laboratories
RDY
$9.87B
$3.18M ﹤0.01%
211,529
+140,354
+197% +$2M
SMR icon
1062
NuScale Power
SMR
$2.91B
$3.17M ﹤0.01%
80,116
+58,212
+266% +$1.46M
SGC icon
1063
Superior Group of Companies
SGC
$185M
$3.14M ﹤0.01%
305,102
-23,579
-7% -$240K
WSM icon
1064
Williams-Sonoma
WSM
$26.9B
$3.12M ﹤0.01%
19,121
-24,435
-56% -$3.84M
TTE icon
1065
TotalEnergies
TTE
$195B
$3.11M ﹤0.01%
50,590
+8,491
+20% +$504K
F icon
1066
Ford
F
$58.5B
$3.05M ﹤0.01%
280,928
+90,761
+48% +$924K
SMIN icon
1067
iShares MSCI India Small-Cap ETF
SMIN
$756M
$3.04M ﹤0.01%
39,490
+7,201
+22% +$518K
BAC.PRL icon
1068
Bank of America Series L
BAC.PRL
$3.97B
$3.04M ﹤0.01%
2,508
-130
-5% -$153K
BBVA icon
1069
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
$3.04M ﹤0.01%
197,614
+5,723
+3% +$82.4K
IBDW icon
1070
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.49B
$3.02M ﹤0.01%
143,708
+2,315
+2% +$47.8K
VMC icon
1071
Vulcan Materials
VMC
$34.8B
$3.01M ﹤0.01%
11,531
+502
+5% +$129K
RYAAY icon
1072
Ryanair
RYAAY
$30.4B
$2.99M ﹤0.01%
51,768
+1,315
+3% +$66.9K
RBRK icon
1073
Rubrik
RBRK
$14.9B
$2.98M ﹤0.01%
33,308
-13,255
-28% -$1.05M
VOYG
1074
Voyager Technologies
VOYG
$1.45B
$2.97M ﹤0.01%
+75,684
New +$3.61M
RGA icon
1075
Reinsurance Group of America
RGA
$15.5B
$2.94M ﹤0.01%
14,823
+2,585
+21% +$505K
41 42
43
44 45

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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.