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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
VHT icon
1251
Vanguard Health Care ETF
VHT
$18.2B
$1.2M ﹤0.01%
4,524
+18
+0.4% +$4.79K
IWN icon
1252
iShares Russell 2000 Value ETF
IWN
$14.7B
$1.2M ﹤0.01%
7,928
-69,699
-90% -$11.3M
PPTA
1253
Perpetua Resources
PPTA
$2.59B
$1.19M ﹤0.01%
111,344
+1,365
+1% +$14.7K
PL icon
1254
Planet Labs
PL
$8.14B
$1.19M ﹤0.01%
351,776
+114,826
+48% +$538K
VNET
1255
VNET Group
VNET
$2.06B
$1.19M ﹤0.01%
+144,831
New +$1.33M
VALE icon
1256
Vale
VALE
$63.1B
$1.19M ﹤0.01%
118,821
+2,211
+2% +$20.9K
CHRW icon
1257
C.H. Robinson
CHRW
$18.1B
$1.18M ﹤0.01%
11,566
+631
+6% +$63.8K
FTAI icon
1258
FTAI Aviation
FTAI
$22.8B
$1.18M ﹤0.01%
10,649
-385,493
-97% -$45.6M
VDC icon
1259
Vanguard Consumer Staples ETF
VDC
$8B
$1.18M ﹤0.01%
5,387
-336
-6% -$72.6K
AFRM icon
1260
Affirm
AFRM
$26.2B
$1.18M ﹤0.01%
26,004
-265
-1% -$15.7K
SF
1261
Stifel
SF
$12.7B
$1.17M ﹤0.01%
18,629
+2,844
+18% +$200K
EVSM icon
1262
Eaton Vance Short Duration Municipal Income ETF
EVSM
$781M
$1.17M ﹤0.01%
+23,452
New +$1.17M
PSMT icon
1263
Pricesmart
PSMT
$5.97B
$1.16M ﹤0.01%
13,199
+396
+3% +$35.3K
ROOT icon
1264
Root
ROOT
$936M
$1.16M ﹤0.01%
+8,676
New +$994K
PRI icon
1265
Primerica
PRI
$9.92B
$1.15M ﹤0.01%
4,052
+827
+26% +$236K
USRT icon
1266
iShares Core US REIT ETF
USRT
$4.64B
$1.15M ﹤0.01%
20,000
– –
CGAU
1267
Centerra Gold
CGAU
$3.55B
$1.15M ﹤0.01%
181,290
– –
EQNR icon
1268
Equinor
EQNR
$93.1B
$1.15M ﹤0.01%
43,423
-444
-1% -$10.8K
PNW icon
1269
Pinnacle West Capital
PNW
$12.3B
$1.14M ﹤0.01%
11,950
+11
+0.1% +$982
SWK icon
1270
Stanley Black & Decker
SWK
$15.5B
$1.14M ﹤0.01%
14,788
+3,709
+33% +$313K
AXS icon
1271
AXIS Capital
AXS
$7.57B
$1.12M ﹤0.01%
11,212
+148
+1% +$13.7K
WBS icon
1272
Webster Financial
WBS
$12.6B
$1.12M ﹤0.01%
21,737
+5,485
+34% +$305K
IWV icon
1273
iShares Russell 3000 ETF
IWV
$20.3B
$1.12M ﹤0.01%
3,524
-587
-14% -$197K
NEE.PRR
1274
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
$1.12M ﹤0.01%
27,527
+1,326
+5% +$54.1K
GSG icon
1275
iShares S&P GSCI Commodity-Indexed Trust
GSG
$949M
$1.1M ﹤0.01%
48,461
– –
49 50
51
52 53

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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.