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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
MC icon
1076
Moelis & Co
MC
$4.97B
$2.94M ﹤0.01%
47,130
-3,236
-6% -$182K
NEU icon
1077
NewMarket
NEU
$7.82B
$2.93M ﹤0.01%
4,248
+204
+5% +$127K
FMX icon
1078
Fomento Económico Mexicano
FMX
$43.6B
$2.9M ﹤0.01%
28,156
+538
+2% +$55.5K
RF icon
1079
Regions Financial
RF
$26.4B
$2.9M ﹤0.01%
123,124
-11,523
-9% -$244K
TECK icon
1080
Teck Resources
TECK
$29.6B
$2.89M ﹤0.01%
71,652
+31,767
+80% +$1.15M
BTI icon
1081
British American Tobacco
BTI
$131B
$2.89M ﹤0.01%
61,049
+12,416
+26% +$550K
SFBS
1082
ServisFirst Bancshares
SFBS
$4.89B
$2.89M ﹤0.01%
37,238
-3,804
-9% -$281K
TRMB icon
1083
Trimble
TRMB
$13.2B
$2.86M ﹤0.01%
37,596
+7,639
+25% +$513K
CNXC icon
1084
Concentrix
CNXC
$1.5B
$2.85M ﹤0.01%
53,939
-1,014
-2% -$53.6K
RCI icon
1085
Rogers Communications
RCI
$18.3B
$2.83M ﹤0.01%
95,647
+12,534
+15% +$328K
FBIN icon
1086
Fortune Brands Innovations
FBIN
$5.88B
$2.82M ﹤0.01%
54,750
-103,291
-65% -$5.41M
IBIT icon
1087
iShares Bitcoin Trust
IBIT
$46.7B
$2.81M ﹤0.01%
45,937
-1,060
-2% -$59.4K
SCHD icon
1088
Schwab US Dividend Equity ETF
SCHD
$103B
$2.81M ﹤0.01%
105,959
+21,556
+26% +$563K
BP icon
1089
BP
BP
$116B
$2.8M ﹤0.01%
93,400
-13,731
-13% -$403K
KFY icon
1090
Korn Ferry
KFY
$4.18B
$2.75M ﹤0.01%
37,509
+5,171
+16% +$344K
SEIC icon
1091
SEI Investments
SEIC
$12.4B
$2.74M ﹤0.01%
30,516
+3,156
+12% +$254K
FHN icon
1092
First Horizon
FHN
$12.2B
$2.71M ﹤0.01%
128,010
+86,971
+212% +$1.66M
GSHD icon
1093
Goosehead Insurance
GSHD
$2.2B
$2.71M ﹤0.01%
25,707
-3,004
-10% -$318K
WRB icon
1094
W.R. Berkley
WRB
$26.9B
$2.69M ﹤0.01%
36,656
+9,685
+36% +$694K
WTW icon
1095
Willis Towers Watson
WTW
$31.2B
$2.69M ﹤0.01%
8,775
+1,375
+19% +$426K
SOBO
1096
South Bow Corp
SOBO
$7.74B
$2.67M ﹤0.01%
102,879
+6,432
+7% +$164K
RPM icon
1097
RPM International
RPM
$13.7B
$2.67M ﹤0.01%
24,265
-18,003
-43% -$1.98M
VV icon
1098
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$2.65M ﹤0.01%
9,305
-2,106
-18% -$555K
NCNO icon
1099
nCino
NCNO
$2.02B
$2.65M ﹤0.01%
94,653
+21,780
+30% +$544K
PAA icon
1100
Plains All American Pipeline
PAA
$17.3B
$2.63M ﹤0.01%
143,667
+5,191
+4% +$90.6K
42 43
44
45 46

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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.