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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
ENR icon
1526
Energizer
ENR
$1.41B
$488K ﹤0.01%
16,306
+1,676
+11% +$53.7K
IUSG icon
1527
iShares Core S&P US Growth ETF
IUSG
$33.2B
$486K ﹤0.01%
3,821
+2,287
+149% +$316K
KTB icon
1528
Kontoor Brands
KTB
$4.74B
$481K ﹤0.01%
7,501
-11
-0.1% -$852
THO icon
1529
Thor Industries
THO
$4.02B
$478K ﹤0.01%
6,302
+796
+14% +$74.9K
FNB icon
1530
FNB Corp
FNB
$6.82B
$472K ﹤0.01%
35,123
+1,889
+6% +$27.7K
QFIN icon
1531
Qfin Holdings
QFIN
$1.66B
$468K ﹤0.01%
10,418
– –
USMV icon
1532
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$467K ﹤0.01%
4,984
-957
-16% -$88.1K
IBDQ
1533
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$465K ﹤0.01%
18,500
– –
TPVG icon
1534
TriplePoint Venture Growth BDC
TPVG
$188M
$465K ﹤0.01%
66,656
-77,656
-54% -$593K
SSB icon
1535
SouthState Bank Corp
SSB
$10.4B
$465K ﹤0.01%
5,007
+1,764
+54% +$174K
VTMX icon
1536
Vesta Real Estate
VTMX
$3.21B
$464K ﹤0.01%
19,973
+408
+2% +$10.1K
IVE icon
1537
iShares S&P 500 Value ETF
IVE
$49.2B
$463K ﹤0.01%
2,427
+58
+2% +$11.2K
CC icon
1538
Chemours
CC
$2.58B
$462K ﹤0.01%
34,165
-3,864
-10% -$64.2K
ESTC icon
1539
Elastic
ESTC
$7.3B
$459K ﹤0.01%
5,156
+2,433
+89% +$253K
HHH icon
1540
Howard Hughes
HHH
$3.9B
$459K ﹤0.01%
+6,194
New +$468K
BBWI icon
1541
Bath & Body Works
BBWI
$4.2B
$457K ﹤0.01%
15,066
+2,878
+24% +$102K
TAK icon
1542
Takeda Pharmaceutical
TAK
$52.9B
$457K ﹤0.01%
30,709
+5,034
+20% +$70.5K
SDHC icon
1543
Smith Douglas Homes
SDHC
$127M
$456K ﹤0.01%
23,337
+868
+4% +$19.5K
OSK icon
1544
Oshkosh
OSK
$9.4B
$455K ﹤0.01%
4,840
+367
+8% +$36.7K
BUR icon
1545
Burford Capital
BUR
$946M
$454K ﹤0.01%
34,392
+10,050
+41% +$141K
WLYB icon
1546
John Wiley & Sons Class B
WLYB
$2.67B
$453K ﹤0.01%
10,160
-100
-1% -$4.21K
NOG icon
1547
Northern Oil and Gas
NOG
$2.2B
$453K ﹤0.01%
14,976
-799
-5% -$27.4K
RRX icon
1548
Regal Rexnord
RRX
$14.2B
$453K ﹤0.01%
3,976
+2,245
+130% +$312K
TBBB icon
1549
BBB Foods
TBBB
$5.23B
$452K ﹤0.01%
+16,948
New +$472K
SON icon
1550
Sonoco
SON
$5.58B
$451K ﹤0.01%
9,553
+3,050
+47% +$144K
60 61
62
63 64

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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.