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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
XYZ
1176
Block Inc
XYZ
$48.4B
$1.84M ﹤0.01%
27,035
-3,462
-11% -$201K
XLK icon
1177
State Street Technology Select Sector SPDR ETF
XLK
$115B
$1.81M ﹤0.01%
14,286
-150
-1% -$16.6K
PAYC icon
1178
Paycom
PAYC
$7.64B
$1.8M ﹤0.01%
7,768
-1,825
-19% -$433K
IMVP
1179
Invesco India ETF
IMVP
$125M
$1.79M ﹤0.01%
66,432
+186
+0.3% +$4.83K
IGOV icon
1180
iShares International Treasury Bond ETF
IGOV
$1.53B
$1.79M ﹤0.01%
+41,504
New +$1.73M
PFG icon
1181
Principal Financial Group
PFG
$24.3B
$1.79M ﹤0.01%
22,493
+2,345
+12% +$180K
EPAM icon
1182
EPAM Systems
EPAM
$5.51B
$1.76M ﹤0.01%
9,966
+1,264
+15% +$211K
ICL icon
1183
ICL Group
ICL
$6.53B
$1.75M ﹤0.01%
+254,915
New +$1.66M
BMRN icon
1184
BioMarin Pharmaceuticals
BMRN
$11.6B
$1.75M ﹤0.01%
31,757
-64,410
-67% -$3.79M
SPYM
1185
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$1.73M ﹤0.01%
23,767
+14,005
+143% +$942K
MRNA icon
1186
Moderna
MRNA
$21.8B
$1.7M ﹤0.01%
61,637
-29
-0% -$764
ORI icon
1187
Old Republic International
ORI
$10.5B
$1.7M ﹤0.01%
44,153
+10,122
+30% +$381K
RVLV icon
1188
Revolve Group
RVLV
$1.8B
$1.68M ﹤0.01%
83,845
+21,836
+35% +$442K
VB icon
1189
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$1.67M ﹤0.01%
7,056
-2,885
-29% -$644K
BSAC icon
1190
Banco Santander Chile
BSAC
$16.3B
$1.66M ﹤0.01%
66,823
+4,361
+7% +$105K
ESGV icon
1191
Vanguard ESG US Stock ETF
ESGV
$13.1B
$1.66M ﹤0.01%
15,125
+5,328
+54% +$537K
TR icon
1192
Tootsie Roll Industries
TR
$2.93B
$1.66M ﹤0.01%
51,034
-193
-0.4% -$6.19K
TRC icon
1193
Tejon Ranch
TRC
$457M
$1.66M ﹤0.01%
97,620
-4,400
-4% -$72.5K
ESS icon
1194
Essex Property Trust
ESS
$18.3B
$1.65M ﹤0.01%
5,833
+371
+7% +$104K
PTC icon
1195
PTC
PTC
$15.8B
$1.64M ﹤0.01%
9,542
+594
+7% +$95.7K
MTN icon
1196
Vail Resorts
MTN
$5.32B
$1.64M ﹤0.01%
10,439
-6,497
-38% -$965K
MOS icon
1197
The Mosaic Company
MOS
$7.03B
$1.62M ﹤0.01%
44,397
+20,980
+90% +$672K
XIFR
1198
XPLR Infrastructure LP
XIFR
$1.12B
$1.61M ﹤0.01%
195,788
-50,127
-20% -$435K
CMS icon
1199
CMS Energy
CMS
$22.6B
$1.61M ﹤0.01%
23,170
+5,560
+32% +$396K
LYG icon
1200
Lloyds Banking Group
LYG
$89.5B
$1.6M ﹤0.01%
376,912
-75,147
-17% -$299K
46 47
48
49 50

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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.