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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
(-5.2%)
Cap. Flow
-$1.87B
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
19.28%
Holding
2,087
New
164
Increased
907
Reduced
818
Closed
115
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intel
INTC
|
+$225M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$202M |
| 3 |
Abbott
ABT
|
+$182M |
| 4 |
Robinhood
HOOD
|
+$147M |
| 5 |
Oracle
ORCL
|
+$135M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$198M |
| 2 |
Walmart Inc
WMT
|
+$194M |
| 3 |
Norfolk Southern
NSC
|
+$175M |
| 4 |
Intuit
INTU
|
+$154M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
JHG
1276
DELISTED
Janus Henderson
JHG
| $1.1M | ﹤0.01% |
30,411
+3,272
| +12% | +$135K |
|
1277
Essential Utilities
WTRG
$11.2B
| $1.1M | ﹤0.01% |
27,785
+853
| +3% | +$31.3K |
|
1278
Eastman Chemical
EMN
$8.45B
| $1.09M | ﹤0.01% |
12,422
-424
| -3% | -$40K |
|
1279
Transocean
RIG
$5.78B
| $1.09M | ﹤0.01% |
344,986
+97,003
| +39% | +$340K |
|
1280
AngloGold Ashanti
AU
$41.2B
| $1.08M | ﹤0.01% |
29,032
| – | – |
|
1281
Jazz Pharmaceuticals
JAZZ
$16.4B
| $1.08M | ﹤0.01% |
8,727
-263
| -3% | -$34.3K |
|
1282
Rivian
RIVN
$22.8B
| $1.08M | ﹤0.01% |
86,904
+3,822
| +5% | +$48.1K |
|
1283
iShares US Healthcare Providers ETF
IHF
$1.26B
| $1.08M | ﹤0.01% |
+20,425
| New | +$1.05M |
|
1284
Zions Bancorporation
ZION
$10.5B
| $1.08M | ﹤0.01% |
21,591
-113
| -0.5% | -$6.08K |
|
1285
Vanguard Total International Stock ETF
VXUS
$158B
| $1.08M | ﹤0.01% |
17,327
-542
| -3% | -$33.5K |
|
1286
Jones Lang LaSalle
JLL
$16.9B
| $1.08M | ﹤0.01% |
4,339
+1,146
| +36% | +$302K |
|
1287
BILL Holdings
BILL
$4.84B
| $1.07M | ﹤0.01% |
+23,389
| New | +$1.57M |
|
1288
Sumitomo Mitsui Financial
SMFG
$158B
| $1.07M | ﹤0.01% |
69,343
+17,010
| +33% | +$259K |
|
1289
SiriusXM
SIRI
$10.4B
| $1.06M | ﹤0.01% |
47,084
+13,348
| +40% | +$314K |
|
1290
Enovix
ENVX
$960M
| $1.06M | ﹤0.01% |
165,128
-67,878
| -29% | -$604K |
|
1291
U-Haul Holding Co Series N
UHAL.B
$12.6B
| $1.06M | ﹤0.01% |
17,893
-160
| -0.9% | -$10K |
|
1292
ASE Group
ASX
$85.1B
| $1.06M | ﹤0.01% |
120,856
-18,348
| -13% | -$187K |
|
|
X
1293
DELISTED
US Steel
X
| $1.05M | ﹤0.01% |
24,852
-40,677
| -62% | -$1.54M |
|
1294
CALL
Lamb Weston
LW
$7.31B
| $1.05M | ﹤0.01% |
+2,000
| New | +$113K |
|
1295
Veeva Systems
VEEV
$34.4B
| $1.05M | ﹤0.01% |
4,526
+1,244
| +38% | +$284K |
|
1296
Petrobras Class A
PBR.A
$107B
| $1.04M | ﹤0.01% |
80,121
-11,656
| -13% | -$146K |
|
1297
Hyatt Hotels
H
$16.4B
| $1.03M | ﹤0.01% |
8,431
-50
| -0.6% | -$7.2K |
|
1298
Brinker International
EAT
$9.36B
| $1.03M | ﹤0.01% |
6,906
+2,037
| +42% | +$313K |
|
1299
Post Holdings
POST
$4.11B
| $1.03M | ﹤0.01% |
8,840
+731
| +9% | +$81.1K |
|
1300
United Therapeutics
UTHR
$22B
| $1.03M | ﹤0.01% |
3,333
+119
| +4% | +$40.8K |
|
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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.