We are live on ! Find out more
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
XYZ
1176
Block Inc
XYZ
$50.4B
$1.66M ﹤0.01%
30,497
-296,822
-91% -$22.2M
IMVP
1177
Invesco India ETF
IMVP
$115M
$1.66M ﹤0.01%
66,246
-866
-1% -$21.3K
TAP icon
1178
Molson Coors Class B
TAP
$7.93B
$1.65M ﹤0.01%
27,184
+4,139
+18% +$238K
PBR icon
1179
Petrobras
PBR
$121B
$1.65M ﹤0.01%
115,036
-9,685
-8% -$134K
DAVA icon
1180
Endava
DAVA
$163M
$1.64M ﹤0.01%
84,273
+48,701
+137% +$1.35M
DFH icon
1181
Dream Finders Homes
DFH
$1.3B
$1.64M ﹤0.01%
72,575
+2,071
+3% +$48.4K
NTRS icon
1182
Northern Trust
NTRS
$33.4B
$1.64M ﹤0.01%
16,594
-317
-2% -$33.6K
MGA icon
1183
Magna International
MGA
$18.7B
$1.63M ﹤0.01%
47,924
+5,768
+14% +$222K
SW
1184
Smurfit Westrock
SW
$25.4B
$1.63M ﹤0.01%
36,138
-7,894
-18% -$400K
TRC icon
1185
Tejon Ranch
TRC
$451M
$1.62M ﹤0.01%
102,020
+6,000
+6% +$95.4K
DT icon
1186
Dynatrace
DT
$13.3B
$1.62M ﹤0.01%
34,284
+11,080
+48% +$606K
EXPD icon
1187
Expeditors International
EXPD
$23.7B
$1.61M ﹤0.01%
13,424
+495
+4% +$57K
OFLX icon
1188
Omega Flex
OFLX
$311M
$1.61M ﹤0.01%
46,168
-67,772
-59% -$2.63M
IWM icon
1189
PUT
iShares Russell 2000 ETF
IWM
$83B
$1.58M ﹤0.01%
+2,378
New +$516K
TR icon
1190
Tootsie Roll Industries
TR
$2.98B
$1.57M ﹤0.01%
51,227
+6
+0% +$179
TLN
1191
Talen Energy Corp
TLN
$16.3B
$1.54M ﹤0.01%
7,736
-4,747
-38% -$1.03M
MTG icon
1192
MGIC Investment
MTG
$6.35B
$1.54M ﹤0.01%
62,281
-5,925
-9% -$144K
SJM icon
1193
J.M. Smucker
SJM
$12.7B
$1.54M ﹤0.01%
12,976
-1,712
-12% -$185K
AMCR icon
1194
Amcor
AMCR
$21.8B
$1.53M ﹤0.01%
31,636
+5,010
+19% +$247K
EWBC icon
1195
East-West Bancorp
EWBC
$18.3B
$1.52M ﹤0.01%
16,958
+2,529
+18% +$241K
TER icon
1196
Teradyne
TER
$63.1B
$1.52M ﹤0.01%
18,403
-135,587
-88% -$15.2M
EVR icon
1197
Evercore
EVR
$12.4B
$1.51M ﹤0.01%
7,575
-219,229
-97% -$54.6M
XEL icon
1198
Xcel Energy
XEL
$48.6B
$1.51M ﹤0.01%
21,306
+2,791
+15% +$190K
XENE icon
1199
Xenon Pharmaceuticals
XENE
$6.19B
$1.5M ﹤0.01%
44,852
-48,109
-52% -$1.83M
ALSN icon
1200
Allison Transmission
ALSN
$10.2B
$1.49M ﹤0.01%
15,589
-1,857
-11% -$197K
46 47
48
49 50

Similar funds

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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.