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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
AES icon
1301
AES
AES
$10.5B
$1.02M ﹤0.01%
82,404
-27,559
-25% -$319K
ARE icon
1302
Alexandria Real Estate Equities
ARE
$8.52B
$1.02M ﹤0.01%
11,050
-3,229
-23% -$316K
IVZ icon
1303
Invesco
IVZ
$14.1B
$1.02M ﹤0.01%
67,087
+2,152
+3% +$36.7K
UFPI icon
1304
UFP Industries
UFPI
$5.24B
$1.01M ﹤0.01%
9,472
+2,228
+31% +$249K
COKE icon
1305
Coca-Cola Consolidated
COKE
$12B
$1.01M ﹤0.01%
7,500
+4,070
+119% +$547K
SKM icon
1306
SK Telecom
SKM
$13.4B
$1M ﹤0.01%
47,119
-52,388
-53% -$1.13M
FELE icon
1307
Franklin Electric
FELE
$4.86B
$1M ﹤0.01%
10,669
+831
+8% +$82.7K
PRF icon
1308
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$1M ﹤0.01%
24,763
– –
HSIC icon
1309
Henry Schein
HSIC
$10.2B
$998K ﹤0.01%
14,568
-511
-3% -$37.7K
OVV icon
1310
Ovintiv
OVV
$16.8B
$997K ﹤0.01%
23,303
+5,720
+33% +$244K
LNC icon
1311
Lincoln National
LNC
$9B
$996K ﹤0.01%
27,741
+6,040
+28% +$214K
RRC icon
1312
Range Resources
RRC
$9.28B
$987K ﹤0.01%
24,730
+6,742
+37% +$259K
FCNCA icon
1313
First Citizens BancShares
FCNCA
$25.6B
$985K ﹤0.01%
531
+114
+27% +$232K
TFII icon
1314
TFI International
TFII
$11.6B
$982K ﹤0.01%
12,682
+6,703
+112% +$742K
CRGY icon
1315
Crescent Energy
CRGY
$3.73B
$980K ﹤0.01%
87,074
+15
+0% +$207
ITOT icon
1316
iShares Core S&P Total US Stock Market ETF
ITOT
$97.5B
$975K ﹤0.01%
7,993
-30
-0.4% -$3.87K
VNO icon
1317
Vornado Realty Trust
VNO
$7.7B
$966K ﹤0.01%
26,113
+5,517
+27% +$222K
KNF icon
1318
Knife River
KNF
$3.94B
$965K ﹤0.01%
10,699
+381
+4% +$37.1K
ADC icon
1319
Agree Realty
ADC
$9.49B
$964K ﹤0.01%
12,494
+37
+0.3% +$2.71K
NBIX icon
1320
Neurocrine Biosciences
NBIX
$16.9B
$963K ﹤0.01%
8,708
-159,468
-95% -$20.2M
TLK icon
1321
Telkom Indonesia
TLK
$15.1B
$962K ﹤0.01%
65,144
+14,502
+29% +$227K
ESGV icon
1322
Vanguard ESG US Stock ETF
ESGV
$13.6B
$960K ﹤0.01%
9,797
+4,948
+102% +$517K
BMRN icon
1323
CALL
BioMarin Pharmaceuticals
BMRN
$11.7B
$957K ﹤0.01%
2,899
+675
+30% +$45.4K
SOLV icon
1324
Solventum
SOLV
$15.2B
$954K ﹤0.01%
12,546
+4,621
+58% +$344K
HAL icon
1325
Halliburton
HAL
$27B
$954K ﹤0.01%
37,590
-19,373
-34% -$509K
51 52
53
54 55

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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.