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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
(-5.2%)
Cap. Flow
-$1.87B
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
19.28%
Holding
2,087
New
164
Increased
907
Reduced
818
Closed
115
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intel
INTC
|
+$225M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$202M |
| 3 |
Abbott
ABT
|
+$182M |
| 4 |
Robinhood
HOOD
|
+$147M |
| 5 |
Oracle
ORCL
|
+$135M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$198M |
| 2 |
Walmart Inc
WMT
|
+$194M |
| 3 |
Norfolk Southern
NSC
|
+$175M |
| 4 |
Intuit
INTU
|
+$154M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1476
First Industrial Realty Trust
FR
$8.55B
| $596K | ﹤0.01% |
11,040
-1,075
| -9% | -$58.1K |
|
1477
Erie Indemnity
ERIE
$12.3B
| $594K | ﹤0.01% |
1,418
| – | – |
|
1478
Incyte
INCY
$24.1B
| $587K | ﹤0.01% |
+9,688
| New | +$676K |
|
|
CHX
1479
DELISTED
ChampionX
CHX
| $585K | ﹤0.01% |
19,643
-947,132
| -98% | -$27.7M |
|
1480
Schneider National
SNDR
$6.27B
| $585K | ﹤0.01% |
25,607
-620
| -2% | -$16.8K |
|
|
AIV
1481
Aimco
AIV
$388M
| $581K | ﹤0.01% |
66,026
+311
| +0.5% | +$2.76K |
|
1482
Healthcare Realty
HR
$7.02B
| $580K | ﹤0.01% |
34,311
-2,838
| -8% | -$47.2K |
|
1483
WisdomTree India Earnings Fund ETF
EPI
$2.05B
| $577K | ﹤0.01% |
13,211
+4,800
| +57% | +$206K |
|
1484
Grab
GRAB
$15.5B
| $574K | ﹤0.01% |
126,703
-65,034
| -34% | -$303K |
|
1485
Corebridge Financial
CRBG
$14B
| $573K | ﹤0.01% |
+18,157
| New | +$588K |
|
1486
XP
XP
$8.87B
| $573K | ﹤0.01% |
41,671
+19,524
| +88% | +$269K |
|
1487
First Bancorp
FBP
$4.48B
| $573K | ﹤0.01% |
29,885
-4,157
| -12% | -$80.7K |
|
1488
Quaker Houghton
KWR
$2.93B
| $570K | ﹤0.01% |
4,614
+159
| +4% | +$21.6K |
|
|
GTM
1489
ZoomInfo Technologies
GTM
$1.05B
| $567K | ﹤0.01% |
56,719
+5,573
| +11% | +$58.4K |
|
1490
Penske Automotive Group
PAG
$14.3B
| $564K | ﹤0.01% |
3,919
-12
| -0.3% | -$1.92K |
|
|
OKLO
1491
Oklo
OKLO
$7.49B
| $562K | ﹤0.01% |
25,989
-68
| -0.3% | -$2.3K |
|
1492
Lazard
LAZ
$4.29B
| $555K | ﹤0.01% |
12,806
| – | – |
|
1493
Clear Secure
YOU
$5.55B
| $550K | ﹤0.01% |
21,212
+6,137
| +41% | +$153K |
|
1494
Stantec
STN
$8.13B
| $546K | ﹤0.01% |
6,587
-11,696
| -64% | -$935K |
|
1495
Guidewire Software
GWRE
$13.2B
| $545K | ﹤0.01% |
2,911
+18
| +0.6% | +$3.5K |
|
1496
H&R Block
HRB
$5.76B
| $538K | ﹤0.01% |
9,804
-1,338
| -12% | -$71.5K |
|
1497
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
| $538K | ﹤0.01% |
6,505
-4,600
| -41% | -$378K |
|
1498
Helmerich & Payne
HP
$3.44B
| $534K | ﹤0.01% |
20,448
+2,152
| +12% | +$62.6K |
|
1499
Hormel Foods
HRL
$13.8B
| $533K | ﹤0.01% |
17,230
+9,230
| +115% | +$274K |
|
1500
Parsons
PSN
$5.12B
| $532K | ﹤0.01% |
+8,989
| New | +$651K |
|
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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.