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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
VO icon
1151
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.88M ﹤0.01%
29,028
-60
-0.2% -$4.03K
ASHR icon
1152
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.56B
$1.86M ﹤0.01%
69,919
-8,035
-10% -$213K
ABNB icon
1153
Airbnb
ABNB
$89B
$1.84M ﹤0.01%
15,443
+5,064
+49% +$678K
RBA icon
1154
RB Global
RBA
$20.7B
$1.83M ﹤0.01%
18,287
+1,260
+7% +$120K
AVTR icon
1155
Avantor
AVTR
$9.25B
$1.83M ﹤0.01%
112,752
-753,999
-87% -$14.3M
VONE icon
1156
Vanguard Russell 1000 ETF
VONE
$8.55B
$1.81M ﹤0.01%
7,143
-814
-10% -$218K
CINF icon
1157
Cincinnati Financial
CINF
$27.5B
$1.81M ﹤0.01%
12,275
+1,077
+10% +$152K
VPU
1158
Vanguard Utilities ETF
VPU
$8.43B
$1.77M ﹤0.01%
10,390
-736
-7% -$124K
IPG
1159
DELISTED
Interpublic Group of Companies
IPG
$1.76M ﹤0.01%
64,831
+9,883
+18% +$271K
MRNA icon
1160
Moderna
MRNA
$22.8B
$1.75M ﹤0.01%
61,666
+17,309
+39% +$614K
VIS icon
1161
Vanguard Industrials ETF
VIS
$8.43B
$1.75M ﹤0.01%
7,054
+254
+4% +$65.7K
GPC icon
1162
Genuine Parts
GPC
$18.3B
$1.73M ﹤0.01%
14,516
+2,570
+22% +$309K
LYG icon
1163
Lloyds Banking Group
LYG
$90.3B
$1.73M ﹤0.01%
452,059
-10,580
-2% -$35K
FERG icon
1164
Ferguson
FERG
$49.6B
$1.72M ﹤0.01%
10,815
-10,778
-50% -$1.87M
IBDR icon
1165
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.39B
$1.72M ﹤0.01%
71,080
-210
-0.3% -$5.07K
WPC icon
1166
W.P. Carey
WPC
$16.5B
$1.71M ﹤0.01%
27,090
+1,065
+4% +$63K
PFG icon
1167
Principal Financial Group
PFG
$24.7B
$1.7M ﹤0.01%
20,148
+198
+1% +$16.5K
CTSO icon
1168
Cytosorbents Corp
CTSO
$23.7M
$1.7M ﹤0.01%
1,679,628
-2,255
-0.1% -$2.38K
CHTR icon
1169
Charter Communications
CHTR
$18.3B
$1.69M ﹤0.01%
4,599
+315
+7% +$113K
MAIN icon
1170
Main Street Capital
MAIN
$5.31B
$1.69M ﹤0.01%
29,920
-749
-2% -$44.5K
TFIN icon
1171
Triumph Financial Inc
TFIN
$1.91B
$1.68M ﹤0.01%
29,052
+350
+1% +$25.5K
FTV icon
1172
Fortive
FTV
$18.3B
$1.68M ﹤0.01%
30,384
+5,123
+20% +$301K
ESS icon
1173
Essex Property Trust
ESS
$18.5B
$1.67M ﹤0.01%
5,462
-1
-0% -$292
IBDV icon
1174
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.28B
$1.67M ﹤0.01%
76,811
– –
SBS icon
1175
Sabesp
SBS
$19.1B
$1.66M ﹤0.01%
477,901
+53,045
+12% +$169K
45 46
47
48 49

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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.