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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
DEI icon
1726
Douglas Emmett
DEI
$2.02B
$298K ﹤0.01%
19,799
+1,137
+6% +$16.4K
IBDV icon
1727
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
$298K ﹤0.01%
13,541
-63,270
-82% -$1.37M
SAIL
1728
SailPoint Inc
SAIL
$9.22B
$297K ﹤0.01%
13,003
-9,547
-42% -$180K
LUMN icon
1729
Lumen
LUMN
$6.86B
$296K ﹤0.01%
67,572
-1,702
-2% -$6.59K
IUSV icon
1730
iShares Core S&P US Value ETF
IUSV
$27.1B
$296K ﹤0.01%
3,124
– –
STNE icon
1731
StoneCo
STNE
$2.73B
$295K ﹤0.01%
18,399
+1,140
+7% +$15.2K
BRKR icon
1732
Bruker
BRKR
$9.75B
$294K ﹤0.01%
7,143
+969
+16% +$37.4K
LLYVA icon
1733
Liberty Live Group Series A
LLYVA
$9.05B
$293K ﹤0.01%
3,684
-17
-0.5% -$1.24K
PUK icon
1734
Prudential
PUK
$37.7B
$292K ﹤0.01%
11,690
+984
+9% +$22K
TGTX icon
1735
TG Therapeutics
TGTX
$8.15B
$291K ﹤0.01%
8,076
+158
+2% +$5.88K
CHCO icon
1736
City Holding Co
CHCO
$2.04B
$290K ﹤0.01%
+2,370
New +$278K
CATY icon
1737
Cathay General Bancorp
CATY
$4.24B
$290K ﹤0.01%
6,368
+58
+0.9% +$2.46K
KMT icon
1738
Kennametal
KMT
$2.56B
$288K ﹤0.01%
12,561
+721
+6% +$15K
SPNT icon
1739
SiriusPoint
SPNT
$2.76B
$287K ﹤0.01%
14,096
+2,810
+25% +$51.7K
SIVR icon
1740
abrdn Physical Silver Shares ETF
SIVR
$3.97B
$287K ﹤0.01%
+8,350
New +$268K
PINC
1741
DELISTED
Premier
PINC
$286K ﹤0.01%
13,059
+1,876
+17% +$40.4K
TDS icon
1742
Telephone and Data Systems
TDS
$3.79B
$286K ﹤0.01%
8,048
+607
+8% +$21.3K
PAX icon
1743
Patria Investments
PAX
$1.78B
$286K ﹤0.01%
20,362
+2,635
+15% +$31.6K
VAW icon
1744
Vanguard Materials ETF
VAW
$3.02B
$286K ﹤0.01%
1,467
-8
-0.5% -$1.5K
SIGI icon
1745
Selective Insurance
SIGI
$5.67B
$284K ﹤0.01%
3,278
-225
-6% -$19.7K
PRMB
1746
Primo Brands
PRMB
$8.24B
$283K ﹤0.01%
9,542
+1,895
+25% +$60.6K
RTO icon
1747
Rentokil
RTO
$12B
$281K ﹤0.01%
11,724
-3,156
-21% -$73.2K
AVNS
1748
DELISTED
Avanos Medical
AVNS
$281K ﹤0.01%
22,929
-1,021,604
-98% -$12.8M
FMS icon
1749
Fresenius Medical Care
FMS
$13.7B
$280K ﹤0.01%
9,809
+263
+3% +$7.06K
GT icon
1750
Goodyear
GT
$2.01B
$280K ﹤0.01%
27,013
+5,496
+26% +$58.2K
68 69
70
71 72

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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.