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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
FMC icon
1326
FMC
FMC
$1.34B
$1.08M ﹤0.01%
25,782
+9,317
+57% +$370K
FWONA icon
1327
Liberty Media Series A
FWONA
$22.5B
$1.07M ﹤0.01%
11,314
+384
+4% +$32.4K
AKAM icon
1328
Akamai
AKAM
$16.7B
$1.07M ﹤0.01%
13,451
+3,298
+32% +$256K
TCOM icon
1329
Trip.com Group
TCOM
$29.6B
$1.07M ﹤0.01%
18,181
-108,305
-86% -$6.51M
MSA icon
1330
Mine Safety
MSA
$7.35B
$1.07M ﹤0.01%
6,358
+1,988
+45% +$311K
APA icon
1331
APA Corp
APA
$13.2B
$1.06M ﹤0.01%
58,150
+40,578
+231% +$704K
LNC icon
1332
Lincoln National
LNC
$8.73B
$1.06M ﹤0.01%
30,560
+2,819
+10% +$92.2K
ASHR icon
1333
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.54B
$1.05M ﹤0.01%
38,043
-31,876
-46% -$841K
CHRW icon
1334
C.H. Robinson
CHRW
$17.4B
$1.05M ﹤0.01%
10,906
-660
-6% -$61.8K
AGCO icon
1335
AGCO
AGCO
$7.15B
$1.04M ﹤0.01%
10,086
+3,483
+53% +$332K
ZTO icon
1336
ZTO Express
ZTO
$18.3B
$1.02M ﹤0.01%
57,688
-129,247
-69% -$2.34M
DLB icon
1337
Dolby
DLB
$5.51B
$1.01M ﹤0.01%
13,657
+3,219
+31% +$241K
LSTR icon
1338
Landstar System
LSTR
$5.93B
$1.01M ﹤0.01%
7,286
+3,067
+73% +$425K
RRC icon
1339
Range Resources
RRC
$9.38B
$1.01M ﹤0.01%
24,837
+107
+0.4% +$4.03K
UFPI icon
1340
UFP Industries
UFPI
$4.9B
$1M ﹤0.01%
10,101
+629
+7% +$63.5K
PRF icon
1341
Invesco FTSE RAFI US 1000 ETF
PRF
$9.79B
$1M ﹤0.01%
23,698
-1,065
-4% -$42.5K
WCC
1342
WESCO International
WCC
$16.7B
$1M ﹤0.01%
5,405
+521
+11% +$85.9K
CBSH icon
1343
Commerce Bancshares
CBSH
$8.53B
$1M ﹤0.01%
16,906
+1,550
+10% +$90.9K
MKL icon
1344
Markel Group
MKL
$23.3B
$1M ﹤0.01%
501
+1
+0.2% +$1.88K
MUB icon
1345
iShares National Muni Bond ETF
MUB
$45.1B
$997K ﹤0.01%
9,547
+1,623
+20% +$169K
MEDP icon
1346
Medpace
MEDP
$16.1B
$997K ﹤0.01%
3,177
+149
+5% +$44.7K
PNW icon
1347
Pinnacle West Capital
PNW
$12.2B
$996K ﹤0.01%
11,137
-813
-7% -$74.4K
FIVE icon
1348
Five Below
FIVE
$12B
$996K ﹤0.01%
+7,589
New +$739K
SLG icon
1349
SL Green Realty
SLG
$3.76B
$994K ﹤0.01%
16,062
+459
+3% +$26.3K
ENPH icon
1350
Enphase Energy
ENPH
$4.96B
$994K ﹤0.01%
25,063
-11,391
-31% -$526K
52 53
54
55 56

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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.