We are live on ! Find out more
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
KO icon
151
Coca-Cola
KO
$383B
$204M 0.16%
2,886,130
-188,794
-6% -$13.4M
GILD icon
152
Gilead Sciences
GILD
$165B
$204M 0.16%
1,836,040
+950,032
+107% +$101M
LEN icon
153
Lennar Class A
LEN
$20.4B
$203M 0.16%
1,831,435
-95,633
-5% -$10.4M
DIS icon
154
Walt Disney
DIS
$171B
$203M 0.16%
1,633,095
-109,886
-6% -$11.4M
WM icon
155
Waste Management
WM
$95B
$202M 0.16%
881,307
-8,990
-1% -$2.09M
GTES icon
156
Gates Industrial Corporation Ltd.
GTES
$6.31B
$201M 0.15%
8,711,407
+603,977
+7% +$12.2M
ESE icon
157
ESCO Technologies
ESE
$7.77B
$200M 0.15%
1,043,772
-6,209
-0.6% -$1.06M
WAY
158
Waystar Holding Corp
WAY
$4.7B
$200M 0.15%
4,896,475
+134,906
+3% +$5.2M
APD icon
159
Air Products & Chemicals
APD
$65.5B
$198M 0.15%
701,124
-46,890
-6% -$12.8M
CMI icon
160
Cummins
CMI
$83.6B
$196M 0.15%
600,076
+98,901
+20% +$30.6M
ESI icon
161
Element Solutions
ESI
$8.48B
$196M 0.15%
8,663,963
+520,333
+6% +$10.9M
PANW icon
162
Palo Alto Networks
PANW
$256B
$195M 0.15%
951,664
-54,752
-5% -$10.2M
MSCI icon
163
MSCI
MSCI
$42.4B
$194M 0.15%
336,096
-52,922
-14% -$29.3M
ALC icon
164
Alcon
ALC
$34B
$193M 0.15%
2,190,474
+4,465
+0.2% +$401K
CRWD icon
165
CrowdStrike
CRWD
$183B
$192M 0.15%
1,508,576
+285,648
+23% +$31M
SRE icon
166
Sempra
SRE
$58.1B
$192M 0.15%
2,531,565
-471,959
-16% -$35M
IDXX icon
167
Idexx Laboratories
IDXX
$44.9B
$188M 0.14%
350,987
-64,154
-15% -$30.7M
ATR icon
168
AptarGroup
ATR
$8.69B
$188M 0.14%
1,203,186
-44,573
-4% -$6.73M
MKSI icon
169
MKS Inc
MKSI
$17.4B
$188M 0.14%
1,888,621
-55,318
-3% -$4.5M
DHI icon
170
D.R. Horton
DHI
$41.2B
$186M 0.14%
1,445,599
-56,310
-4% -$6.93M
CCL icon
171
Carnival Corporation Ltd
CCL
$38.1B
$185M 0.14%
6,588,706
+502,297
+8% +$10.7M
URI icon
172
United Rentals
URI
$65.7B
$185M 0.14%
245,892
+1,731
+0.7% +$1.16M
PAYX icon
173
Paychex
PAYX
$43.4B
$184M 0.14%
1,264,282
+47,190
+4% +$7.1M
LRCX icon
174
Lam Research
LRCX
$316B
$181M 0.14%
1,863,899
-33,168
-2% -$2.63M
SCI icon
175
Service Corp International
SCI
$11.8B
$181M 0.14%
2,225,693
+45,801
+2% +$3.58M
5 6
7
8 9

Similar funds

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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.