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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
ECHO
1701
EchoStar
ECHO
$24.8B
$327K ﹤0.01%
11,788
+9
+0.1% +$198
VRP icon
1702
Invesco Variable Rate Preferred ETF
VRP
$3B
$326K ﹤0.01%
13,346
+3,011
+29% +$72.5K
CVBF icon
1703
CVB Financial
CVBF
$4.03B
$325K ﹤0.01%
16,409
+4,798
+41% +$89.3K
LBRDA icon
1704
Liberty Broadband Class A
LBRDA
$4.86B
$322K ﹤0.01%
3,287
-25
-0.8% -$2.22K
TNDM icon
1705
Tandem Diabetes Care
TNDM
$1.38B
$321K ﹤0.01%
17,233
-61
-0.4% -$1.21K
BGC icon
1706
BGC Group
BGC
$5.38B
$320K ﹤0.01%
31,250
-1,924
-6% -$17.7K
HUBG icon
1707
HUB Group
HUBG
$2.83B
$319K ﹤0.01%
+9,538
New +$320K
PSO icon
1708
Pearson
PSO
$10.1B
$317K ﹤0.01%
+21,244
New +$330K
PPH icon
1709
VanEck Pharmaceutical ETF
PPH
$917M
$316K ﹤0.01%
3,593
– –
SCHG icon
1710
Schwab US Large-Cap Growth ETF
SCHG
$61.2B
$315K ﹤0.01%
10,801
-256
-2% -$6.77K
KNX icon
1711
Knight Transportation
KNX
$11.1B
$315K ﹤0.01%
+7,119
New +$303K
ESGR
1712
DELISTED
Enstar Group
ESGR
$312K ﹤0.01%
929
+204
+28% +$68.2K
BPMC
1713
DELISTED
Blueprint Medicines
BPMC
$310K ﹤0.01%
2,421
-65,373
-96% -$6.79M
SPEM icon
1714
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$308K ﹤0.01%
+7,213
New +$291K
BOH icon
1715
Bank of Hawaii
BOH
$3.16B
$308K ﹤0.01%
4,559
+128
+3% +$8.51K
SAND
1716
DELISTED
Sandstorm Gold
SAND
$306K ﹤0.01%
+32,630
New +$279K
COLD icon
1717
Americold
COLD
$4.03B
$305K ﹤0.01%
18,342
-11,874
-39% -$215K
CFLT
1718
DELISTED
Confluent
CFLT
$305K ﹤0.01%
+12,233
New +$276K
HSTM icon
1719
HealthStream
HSTM
$828M
$304K ﹤0.01%
11,003
-377
-3% -$11.1K
CXT icon
1720
Crane NXT
CXT
$3.09B
$302K ﹤0.01%
5,599
+175
+3% +$8.91K
LXP icon
1721
LXP Industrial Trust
LXP
$3.56B
$300K ﹤0.01%
7,263
+1,915
+36% +$78.8K
ITA icon
1722
iShares US Aerospace & Defense ETF
ITA
$14.4B
$300K ﹤0.01%
1,590
– –
SOXX icon
1723
iShares Semiconductor ETF
SOXX
$45.5B
$299K ﹤0.01%
1,255
-513
-29% -$103K
NAVI icon
1724
Navient
NAVI
$830M
$298K ﹤0.01%
21,162
+3,062
+17% +$39.4K
PRCT icon
1725
Procept Biorobotics
PRCT
$1.05B
$298K ﹤0.01%
5,180
-1,983
-28% -$112K
67 68
69
70 71

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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.