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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
(-5.2%)
Cap. Flow
-$1.87B
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
19.28%
Holding
2,087
New
164
Increased
907
Reduced
818
Closed
115
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intel
INTC
|
+$225M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$202M |
| 3 |
Abbott
ABT
|
+$182M |
| 4 |
Robinhood
HOOD
|
+$147M |
| 5 |
Oracle
ORCL
|
+$135M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$198M |
| 2 |
Walmart Inc
WMT
|
+$194M |
| 3 |
Norfolk Southern
NSC
|
+$175M |
| 4 |
Intuit
INTU
|
+$154M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1126
AB InBev
BUD
$167B
| $2.05M | ﹤0.01% |
33,259
+29,165
| +712% | +$1.6M |
|
1127
iShares Core Dividend Growth ETF
DGRO
$43.4B
| $2.04M | ﹤0.01% |
33,087
-815
| -2% | -$51.1K |
|
1128
Illumina
ILMN
$30.7B
| $2.04M | ﹤0.01% |
25,749
-121,445
| -83% | -$13.1M |
|
|
EMBJ
1129
Embraer S.A. ADS
EMBJ
$12.5B
| $2.04M | ﹤0.01% |
42,010
-144,226
| -77% | -$6.42M |
|
1130
Insulet
PODD
$11.6B
| $2.02M | ﹤0.01% |
7,703
+1,738
| +29% | +$470K |
|
|
BLD
1131
DELISTED
TopBuild
BLD
| $2.02M | ﹤0.01% |
6,619
+871
| +15% | +$279K |
|
1132
Bristow Group
VTOL
$1.41B
| $2.01M | ﹤0.01% |
63,777
+1,090
| +2% | +$37.4K |
|
1133
VeriSign
VRSN
$27B
| $2.01M | ﹤0.01% |
7,927
+1,292
| +19% | +$294K |
|
1134
British American Tobacco
BTI
$128B
| $2.01M | ﹤0.01% |
48,633
+2,305
| +5% | +$90.6K |
|
1135
STAG Industrial
STAG
$7.28B
| $2.01M | ﹤0.01% |
55,676
-77,686
| -58% | -$2.71M |
|
1136
Sensient Technologies
SXT
$5.41B
| $2.01M | ﹤0.01% |
26,982
-39
| -0.1% | -$2.84K |
|
1137
nCino
NCNO
$2.14B
| $2M | ﹤0.01% |
72,873
+1,970
| +3% | +$62.3K |
|
1138
iShares Russell Mid-Cap ETF
IWR
$57.3B
| $2M | ﹤0.01% |
23,519
-1,257
| -5% | -$112K |
|
1139
Fortis
FTS
$28.9B
| $2M | ﹤0.01% |
43,825
-4,491
| -9% | -$195K |
|
1140
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$617M
| $1.99M | ﹤0.01% |
43,226
-49
| -0.1% | -$2.27K |
|
1141
Trimble
TRMB
$13.9B
| $1.97M | ﹤0.01% |
29,957
-8,600
| -22% | -$618K |
|
1142
LyondellBasell Industries
LYB
$19.7B
| $1.97M | ﹤0.01% |
27,916
+1,654
| +6% | +$124K |
|
1143
Vanguard Total World Stock ETF
VT
$79.4B
| $1.93M | ﹤0.01% |
16,683
-794
| -5% | -$95K |
|
1144
Bankunited
BKU
$3.46B
| $1.93M | ﹤0.01% |
56,134
-530
| -0.9% | -$20K |
|
1145
Bain Capital Specialty
BCSF
$839M
| $1.93M | ﹤0.01% |
116,233
+3,910
| +3% | +$68.9K |
|
1146
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.04B
| $1.93M | ﹤0.01% |
83,296
| – | – |
|
1147
KeyCorp
KEY
$24.8B
| $1.93M | ﹤0.01% |
120,426
+3,326
| +3% | +$56.4K |
|
1148
W.R. Berkley
WRB
$26.5B
| $1.92M | ﹤0.01% |
26,971
-1,703
| -6% | -$104K |
|
1149
Oppenheimer Holdings
OPY
$1.25B
| $1.92M | ﹤0.01% |
32,155
-195
| -0.6% | -$12.6K |
|
1150
Ford
F
$56.8B
| $1.91M | ﹤0.01% |
190,167
-16,310
| -8% | -$159K |
|
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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.