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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
FIBK icon
1151
First Interstate BancSystem
FIBK
$3.69B
$2.1M ﹤0.01%
72,821
+880
+1% +$23.7K
CNR
1152
Core Natural Resources Inc
CNR
$4.02B
$2.1M ﹤0.01%
30,082
+210
+0.7% +$14.9K
SEB icon
1153
Seaboard Corp
SEB
$4.23B
$2.09M ﹤0.01%
729
+259
+55% +$684K
CTSO icon
1154
Cytosorbents Corp
CTSO
$22.7M
$2.03M ﹤0.01%
1,591,689
-87,939
-5% -$88.3K
MBLY icon
1155
Mobileye
MBLY
$2B
$2.02M ﹤0.01%
112,388
-335,738
-75% -$5.13M
BBHY icon
1156
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$616M
$2.02M ﹤0.01%
43,226
– –
DOW icon
1157
Dow Inc
DOW
$21.9B
$2.01M ﹤0.01%
75,910
-1,541
-2% -$44.8K
VONE icon
1158
Vanguard Russell 1000 ETF
VONE
$8.27B
$2.01M ﹤0.01%
7,143
– –
EVSM icon
1159
Eaton Vance Short Duration Municipal Income ETF
EVSM
$775M
$2M ﹤0.01%
40,092
+16,640
+71% +$828K
BKU icon
1160
Bankunited
BKU
$3.37B
$1.98M ﹤0.01%
55,768
-366
-0.7% -$12.3K
OPY icon
1161
Oppenheimer Holdings
OPY
$1.14B
$1.98M ﹤0.01%
30,155
-2,000
-6% -$122K
UAL icon
1162
United Airlines
UAL
$39.4B
$1.98M ﹤0.01%
24,815
+7,260
+41% +$535K
ALSN icon
1163
Allison Transmission
ALSN
$9.5B
$1.97M ﹤0.01%
20,777
+5,188
+33% +$501K
VIS icon
1164
Vanguard Industrials ETF
VIS
$8.1B
$1.96M ﹤0.01%
6,989
-65
-0.9% -$16.8K
DT icon
1165
Dynatrace
DT
$12.9B
$1.96M ﹤0.01%
35,439
+1,155
+3% +$57.9K
ASX icon
1166
ASE Group
ASX
$77.3B
$1.94M ﹤0.01%
187,596
+66,740
+55% +$623K
BCSF icon
1167
Bain Capital Specialty
BCSF
$806M
$1.94M ﹤0.01%
128,823
+12,590
+11% +$192K
TER icon
1168
Teradyne
TER
$57.6B
$1.93M ﹤0.01%
21,451
+3,048
+17% +$244K
DYN icon
1169
Dyne Therapeutics
DYN
$4.7B
$1.91M ﹤0.01%
+200,266
New +$2.2M
GPC icon
1170
Genuine Parts
GPC
$17.1B
$1.89M ﹤0.01%
15,575
+1,059
+7% +$127K
AMCR icon
1171
Amcor
AMCR
$20.8B
$1.89M ﹤0.01%
41,105
+9,469
+30% +$437K
DCI icon
1172
Donaldson
DCI
$10.9B
$1.88M ﹤0.01%
27,113
-5,448
-17% -$366K
MTG icon
1173
MGIC Investment
MTG
$6.16B
$1.88M ﹤0.01%
67,528
+5,247
+8% +$135K
VPU
1174
Vanguard Utilities ETF
VPU
$8.46B
$1.86M ﹤0.01%
10,565
+175
+2% +$30.2K
CNC icon
1175
Centene
CNC
$30.7B
$1.86M ﹤0.01%
34,272
-6,040
-15% -$354K
45 46
47
48 49

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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.