We are live on ! Find out more
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
CROX icon
1426
Crocs
CROX
$6.73B
$713K ﹤0.01%
6,714
+2,396
+55% +$248K
SAIC icon
1427
Saic
SAIC
$5.14B
$707K ﹤0.01%
6,297
+3,102
+97% +$335K
SDY icon
1428
State Street SPDR S&P Dividend ETF
SDY
$23.7B
$706K ﹤0.01%
5,203
-1,741
-25% -$234K
TEM
1429
Tempus AI
TEM
$8.51B
$703K ﹤0.01%
14,571
-1,600,843
-99% -$86.4M
VFC icon
1430
VF Corp
VFC
$6.02B
$699K ﹤0.01%
45,043
+955
+2% +$21.2K
SNV
1431
DELISTED
Synovus
SNV
$696K ﹤0.01%
14,894
+3,230
+28% +$167K
CPB icon
1432
Campbell Soup
CPB
$6.77B
$696K ﹤0.01%
17,436
-10,820
-38% -$424K
MTZ icon
1433
MasTec
MTZ
$21.8B
$696K ﹤0.01%
5,962
+455
+8% +$61.4K
OZK icon
1434
Bank OZK
OZK
$5.71B
$696K ﹤0.01%
16,011
+2,059
+15% +$97.4K
PCH
1435
DELISTED
PotlatchDeltic
PCH
$695K ﹤0.01%
15,405
+4,239
+38% +$186K
MFG icon
1436
Mizuho Financial
MFG
$126B
$695K ﹤0.01%
126,111
+34,004
+37% +$187K
FMC icon
1437
FMC
FMC
$1.3B
$695K ﹤0.01%
16,465
+3,696
+29% +$164K
RGEN icon
1438
Repligen
RGEN
$8.33B
$693K ﹤0.01%
+5,446
New +$838K
TKR icon
1439
Timken Company
TKR
$9.2B
$692K ﹤0.01%
9,633
+1,056
+12% +$81.5K
PHO icon
1440
Invesco Water Resources ETF
PHO
$2.07B
$691K ﹤0.01%
10,707
-2,269
-17% -$151K
IBDT icon
1441
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$690K ﹤0.01%
27,331
– –
FNDF icon
1442
Schwab Fundamental International Large Company Index ETF
FNDF
$25.2B
$688K ﹤0.01%
19,036
– –
ONON icon
1443
On Holding
ONON
$12.6B
$687K ﹤0.01%
15,646
-461,960
-97% -$24.3M
IVW icon
1444
iShares S&P 500 Growth ETF
IVW
$77.1B
$683K ﹤0.01%
7,360
-108
-1% -$10.9K
ACM icon
1445
Aecom
ACM
$9.69B
$682K ﹤0.01%
7,351
+1,421
+24% +$144K
RXL icon
1446
ProShares Ultra Health Care
RXL
$84M
$680K ﹤0.01%
14,000
– –
TEX icon
1447
Terex
TEX
$7.63B
$678K ﹤0.01%
17,934
+1,958
+12% +$85.5K
GGB icon
1448
Gerdau
GGB
$10.1B
$674K ﹤0.01%
237,484
+80,509
+51% +$235K
BEN icon
1449
Franklin Resources
BEN
$18.1B
$673K ﹤0.01%
34,949
+6,519
+23% +$131K
NCDL icon
1450
Nuveen Churchill Direct Lending
NCDL
$626M
$673K ﹤0.01%
+39,611
New +$680K
56 57
58
59 60

Similar funds

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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.