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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
IAUM icon
1451
iShares Gold Trust Micro
IAUM
$6.4B
$670K ﹤0.01%
21,500
-6,500
-23% -$186K
LMAT icon
1452
LeMaitre Vascular
LMAT
$2.38B
$670K ﹤0.01%
7,985
+283
+4% +$26.3K
NVEE
1453
DELISTED
NV5 Global
NVEE
$668K ﹤0.01%
34,641
+338
+1% +$6.19K
AA icon
1454
Alcoa
AA
$12.3B
$664K ﹤0.01%
21,757
+3,153
+17% +$110K
JBTM
1455
JBT Marel
JBTM
$6.86B
$659K ﹤0.01%
5,396
+1,118
+26% +$142K
ACMR icon
1456
ACM Research
ACMR
$5.7B
$659K ﹤0.01%
+26,024
New +$594K
AGM icon
1457
Federal Agricultural Mortgage
AGM
$2.63B
$655K ﹤0.01%
3,491
+6
+0.2% +$1.18K
FNDA icon
1458
Schwab Fundamental US Small Company Index ETF
FNDA
$9.35B
$649K ﹤0.01%
23,682
– –
COLD icon
1459
Americold
COLD
$3.99B
$648K ﹤0.01%
30,216
+12,111
+67% +$263K
OGE icon
1460
OGE Energy
OGE
$9.76B
$644K ﹤0.01%
14,004
-6,332
-31% -$276K
SPYM
1461
State Street SPDR Portfolio S&P 500 ETF
SPYM
$166B
$642K ﹤0.01%
9,762
-13,298
-58% -$920K
MSA icon
1462
Mine Safety
MSA
$7.39B
$641K ﹤0.01%
4,370
+406
+10% +$64.7K
SBRA icon
1463
Sabra Healthcare REIT
SBRA
$5.01B
$638K ﹤0.01%
36,501
-7,880
-18% -$133K
OMF icon
1464
OneMain Financial
OMF
$7.51B
$638K ﹤0.01%
13,045
-199
-2% -$10.6K
CNO icon
1465
CNO Financial Group
CNO
$5.15B
$637K ﹤0.01%
15,291
+2,979
+24% +$119K
NOV icon
1466
NOV
NOV
$7.13B
$636K ﹤0.01%
41,809
+19,004
+83% +$284K
LSTR icon
1467
Landstar System
LSTR
$6.17B
$634K ﹤0.01%
4,219
-95
-2% -$15.3K
MOS icon
1468
The Mosaic Company
MOS
$7.04B
$632K ﹤0.01%
23,417
-133
-0.6% -$3.52K
MUR icon
1469
Murphy Oil
MUR
$5.5B
$632K ﹤0.01%
22,250
+939
+4% +$26.5K
QRVO icon
1470
Qorvo
QRVO
$8.22B
$626K ﹤0.01%
8,645
-88,383
-91% -$6.73M
EXAS
1471
DELISTED
Exact Sciences
EXAS
$625K ﹤0.01%
14,426
-2,065
-13% -$105K
AGCO icon
1472
AGCO
AGCO
$7.41B
$611K ﹤0.01%
6,603
+51
+0.8% +$4.98K
HBM icon
1473
Hudbay
HBM
$10.9B
$607K ﹤0.01%
80,103
-33,936
-30% -$276K
ATRO icon
1474
Astronics
ATRO
$3.65B
$604K ﹤0.01%
30,000
-12,000
-29% -$202K
BYD icon
1475
Boyd Gaming
BYD
$6.23B
$600K ﹤0.01%
9,116
+4,393
+93% +$322K
57 58
59
60 61

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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.