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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 | |
|---|---|---|---|---|---|---|
1701
ORIX
IX
$45.1B
| $294K | ﹤0.01% |
14,095
-2,485
| -15% | -$52.1K |
|
|
AMTM
1702
Amentum Holdings
AMTM
$5.74B
| $294K | ﹤0.01% |
16,153
-5,168
| -24% | -$105K |
|
1703
Global X Silver Miners ETF NEW
SIL
$4.49B
| $291K | ﹤0.01% |
+7,370
| New | +$265K |
|
1704
Lyft
LYFT
$6.17B
| $290K | ﹤0.01% |
24,441
+868
| +4% | +$11.3K |
|
1705
iShares Core S&P US Value ETF
IUSV
$27.6B
| $288K | ﹤0.01% |
+3,124
| New | +$293K |
|
1706
Maximus
MMS
$3.31B
| $288K | ﹤0.01% |
4,228
-3,339
| -44% | -$238K |
|
1707
Telephone and Data Systems
TDS
$4.02B
| $288K | ﹤0.01% |
+7,441
| New | +$268K |
|
|
SHOE
1708
Shoe Station Group
SHOE
$422M
| $288K | ﹤0.01% |
13,099
-195
| -1% | -$4.93K |
|
1709
United Natural Foods
UNFI
$2.93B
| $282K | ﹤0.01% |
+10,279
| New | +$298K |
|
1710
Liberty Broadband Class A
LBRDA
$5.14B
| $282K | ﹤0.01% |
3,312
-18
| -0.5% | -$1.44K |
|
1711
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.42B
| $281K | ﹤0.01% |
1,265
-567
| -31% | -$140K |
|
1712
Kemper
KMPR
$1.73B
| $280K | ﹤0.01% |
4,193
+613
| +17% | +$40.7K |
|
1713
Crane NXT
CXT
$3.1B
| $279K | ﹤0.01% |
5,424
+933
| +21% | +$54.7K |
|
1714
Vanguard Materials ETF
VAW
$3.1B
| $278K | ﹤0.01% |
1,475
-37
| -2% | -$7.17K |
|
1715
United-Guardian
UG
$33.3M
| $278K | ﹤0.01% |
30,951
-6,309
| -17% | -$64.9K |
|
1716
NMI Holdings
NMIH
$3.35B
| $278K | ﹤0.01% |
+7,704
| New | +$280K |
|
|
ECG
1717
Everus Construction Group
ECG
$7.31B
| $278K | ﹤0.01% |
7,487
-232,119
| -97% | -$12.5M |
|
1718
Westlake Corp
WLK
$9.88B
| $278K | ﹤0.01% |
2,775
-176
| -6% | -$19.5K |
|
1719
Schwab US Large-Cap Growth ETF
SCHG
$62.3B
| $277K | ﹤0.01% |
11,057
+2,337
| +27% | +$64K |
|
1720
HEICO Corp Class A
HEI.A
$37.3B
| $275K | ﹤0.01% |
1,305
-156
| -11% | -$30.2K |
|
1721
The Greenbrier Companies
GBX
$1.55B
| $272K | ﹤0.01% |
5,318
+1,696
| +47% | +$101K |
|
1722
National Health Investors
NHI
$3.64B
| $272K | ﹤0.01% |
3,687
-229
| -6% | -$16.2K |
|
1723
Lumen
LUMN
$6.3B
| $272K | ﹤0.01% |
69,274
+23,148
| +50% | +$115K |
|
1724
Cathay General Bancorp
CATY
$4.28B
| $272K | ﹤0.01% |
+6,310
| New | +$290K |
|
|
PRMB
1725
Primo Brands
PRMB
$9.42B
| $271K | ﹤0.01% |
7,647
-1,097
| -13% | -$35.8K |
|
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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.