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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
OBDC icon
1451
Blue Owl Capital
OBDC
$5.34B
$742K ﹤0.01%
51,767
+2,680
+5% +$38.1K
PHO icon
1452
Invesco Water Resources ETF
PHO
$2.01B
$742K ﹤0.01%
10,607
-100
-0.9% -$6.64K
GAP
1453
The Gap Inc
GAP
$7.23B
$741K ﹤0.01%
+33,990
New +$760K
ACT icon
1454
Enact Holdings
ACT
$6.61B
$741K ﹤0.01%
19,939
-1,566
-7% -$55.6K
HXL icon
1455
Hexcel
HXL
$7.79B
$735K ﹤0.01%
13,013
-4,119
-24% -$218K
LUV icon
1456
Southwest Airlines
LUV
$22B
$735K ﹤0.01%
22,645
-3,131
-12% -$94.3K
PPLI
1457
People Inc
PPLI
$3.09B
$729K ﹤0.01%
19,535
-5,203
-21% -$188K
AYI icon
1458
Acuity Brands
AYI
$9.83B
$729K ﹤0.01%
2,443
-412
-14% -$107K
TFII icon
1459
TFI International
TFII
$11.1B
$728K ﹤0.01%
8,124
-4,558
-36% -$386K
SKYW icon
1460
Skywest
SKYW
$4.24B
$724K ﹤0.01%
7,029
+2,370
+51% +$225K
ETSY icon
1461
Etsy
ETSY
$7.75B
$719K ﹤0.01%
+14,339
New +$713K
KIE icon
1462
State Street SPDR S&P Insurance ETF
KIE
$649M
$717K ﹤0.01%
12,000
– –
BDC icon
1463
Belden
BDC
$4.85B
$714K ﹤0.01%
6,165
+3,855
+167% +$405K
MIDD icon
1464
Middleby
MIDD
$6.04B
$712K ﹤0.01%
4,947
-1,043
-17% -$147K
CE icon
1465
Celanese
CE
$4.9B
$706K ﹤0.01%
12,753
+7,389
+138% +$368K
SOLV icon
1466
Solventum
SOLV
$14.8B
$706K ﹤0.01%
9,303
-3,243
-26% -$230K
ACMR icon
1467
ACM Research
ACMR
$5.42B
$705K ﹤0.01%
27,275
+1,251
+5% +$28.1K
LW icon
1468
CALL
Lamb Weston
LW
$7.22B
$700K ﹤0.01%
2,000
– –
PTY icon
1469
PIMCO Corporate & Income Opportunity Fund
PTY
$2.48B
$698K ﹤0.01%
50,210
– –
GVA icon
1470
Granite Construction
GVA
$5.29B
$696K ﹤0.01%
7,444
+3,450
+86% +$291K
USMV icon
1471
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$696K ﹤0.01%
7,412
+2,428
+49% +$223K
SMPL icon
1472
Simply Good Foods
SMPL
$901M
$691K ﹤0.01%
21,877
-1,116
-5% -$38.8K
ESNT icon
1473
Essent Group
ESNT
$6.08B
$686K ﹤0.01%
11,303
+4,371
+63% +$252K
HRL icon
1474
Hormel Foods
HRL
$13.8B
$686K ﹤0.01%
22,681
+5,451
+32% +$164K
SCHX icon
1475
Schwab US Large- Cap ETF
SCHX
$71.8B
$685K ﹤0.01%
+28,023
New +$634K
57 58
59
60 61

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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.