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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
+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
(+8.8%)
Cap. Flow
-$164M
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
21.27%
Holding
2,138
New
167
Increased
1,007
Reduced
798
Closed
89
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$338M |
| 2 |
Meta Platforms (Facebook)
META
|
+$297M |
| 3 |
Boeing
BA
|
+$208M |
| 4 |
UnitedHealth
UNH
|
+$183M |
| 5 |
Linde
LIN
|
+$169M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kroger
KR
|
+$306M |
| 2 |
Accenture
ACN
|
+$268M |
| 3 |
Goldman Sachs
GS
|
+$191M |
| 4 |
Palantir
PLTR
|
+$169M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1876
Urban Edge Properties
UE
$2.87B
| $206K | ﹤0.01% |
+11,040
| New | +$202K |
|
|
EVV
1877
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
| $205K | ﹤0.01% |
20,000
| – | – |
|
1878
Cytokinetics
CYTK
$10.9B
| $204K | ﹤0.01% |
6,177
-513
| -8% | -$17.8K |
|
1879
Pathward Financial
CASH
$1.85B
| $203K | ﹤0.01% |
+2,571
| New | +$197K |
|
|
GRAL
1880
GRAIL Inc
GRAL
$3.05B
| $203K | ﹤0.01% |
+3,948
| New | +$143K |
|
|
IBDQ
1881
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| $202K | ﹤0.01% |
8,025
-10,475
| -57% | -$263K |
|
1882
First Commonwealth Financial
FCF
$2.18B
| $202K | ﹤0.01% |
12,439
+1,829
| +17% | +$28.2K |
|
1883
DXP Enterprises
DXPE
$2.4B
| $202K | ﹤0.01% |
+2,303
| New | +$192K |
|
1884
Helmerich & Payne
HP
$3.37B
| $202K | ﹤0.01% |
13,314
-7,134
| -35% | -$131K |
|
1885
SM Energy
SM
$7.58B
| $201K | ﹤0.01% |
+8,123
| New | +$197K |
|
1886
Pacira BioSciences
PCRX
$1.06B
| $200K | ﹤0.01% |
+8,382
| New | +$211K |
|
1887
Ichor Holdings
ICHR
$2.61B
| $200K | ﹤0.01% |
+10,193
| New | +$187K |
|
1888
Arrowhead Research
ARWR
$12.3B
| $200K | ﹤0.01% |
+12,652
| New | +$182K |
|
1889
NexGen Energy
NXE
$6.17B
| $200K | ﹤0.01% |
28,800
+1,800
| +7% | +$10.2K |
|
1890
United-Guardian
UG
$33.2M
| $199K | ﹤0.01% |
24,872
-6,079
| -20% | -$50.3K |
|
|
WSR
1891
DELISTED
Whitestone REIT
WSR
| $197K | ﹤0.01% |
15,835
-467
| -3% | -$5.94K |
|
1892
Valley National Bancorp
VLY
$7.92B
| $194K | ﹤0.01% |
21,682
+279
| +1% | +$2.42K |
|
1893
Pitney Bowes
PBI
$2.46B
| $192K | ﹤0.01% |
17,598
+2,188
| +14% | +$20.6K |
|
1894
Vodafone
VOD
$37.2B
| $192K | ﹤0.01% |
17,970
+3,836
| +27% | +$37.1K |
|
1895
O-I Glass
OI
$1.13B
| $191K | ﹤0.01% |
12,958
+1,287
| +11% | +$16.5K |
|
|
FAT
1896
DELISTED
FAT Brands
FAT
| $190K | ﹤0.01% |
+79,900
| New | +$202K |
|
1897
Bloomin' Brands
BLMN
$759M
| $190K | ﹤0.01% |
22,028
-301,712
| -93% | -$2.42M |
|
1898
Itaú Unibanco
ITUB
$93B
| $189K | ﹤0.01% |
+28,676
| New | +$175K |
|
1899
Newmark Group
NMRK
$2.68B
| $188K | ﹤0.01% |
15,481
+3,298
| +27% | +$36.9K |
|
1900
Provident Financial Services
PFS
$3.24B
| $188K | ﹤0.01% |
10,725
+130
| +1% | +$2.16K |
|
Similar funds
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.