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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
-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
Cap. Flow
-$1.87B
Cap. Flow %
-1.56%
Top 10 Hldgs %
19.28%
Holding
2,087
New
164
Increased
907
Reduced
818
Closed
115

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$225M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M
3
ABT icon
Abbott
ABT
+$182M
4
HOOD icon
Robinhood
HOOD
+$147M
5
ORCL icon
Oracle
ORCL
+$135M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$198M
2
WMT icon
Walmart Inc
WMT
+$194M
3
NSC icon
Norfolk Southern
NSC
+$175M
4
INTU icon
Intuit
INTU
+$154M
5
TMO icon
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
PANW icon
176
Palo Alto Networks
PANW
$270B
$172M 0.14%
1,006,416
+19,721
+2% +$3.65M
WDAY icon
177
Workday
WDAY
$39.6B
$168M 0.14%
718,452
+24,868
+4% +$6.35M
NBSM icon
178
Neuberger Small-Mid Cap ETF
NBSM
$115M
$167M 0.14%
6,984,393
-514,014
-7% -$12.9M
ESE icon
179
ESCO Technologies
ESE
$8.17B
$167M 0.14%
1,049,981
-6,442
-0.6% -$965K
GWW icon
180
W.W. Grainger
GWW
$65.3B
$166M 0.14%
168,370
+5,400
+3% +$5.58M
CRH icon
181
CRH
CRH
$63.2B
$164M 0.14%
1,859,068
-19,089
-1% -$1.88M
BFAM icon
182
Bright Horizons
BFAM
$3.92B
$162M 0.14%
1,276,478
+76,596
+6% +$9.4M
PLD icon
183
Prologis
PLD
$135B
$162M 0.14%
1,445,176
-410,582
-22% -$47.5M
TSCO icon
184
Tractor Supply
TSCO
$16.1B
$160M 0.13%
2,905,705
-15,151
-0.5% -$829K
AMAT icon
185
Applied Materials
AMAT
$403B
$157M 0.13%
1,081,861
-228,140
-17% -$38.4M
CMI icon
186
Cummins
CMI
$87.5B
$157M 0.13%
501,175
-142,307
-22% -$50.1M
AER icon
187
AerCap
AER
$23.7B
$156M 0.13%
1,527,478
-118,258
-7% -$11.7M
MKSI icon
188
MKS Inc
MKSI
$20.1B
$156M 0.13%
1,943,939
+159,805
+9% +$16.1M
NVT icon
189
nVent Electric
NVT
$24.9B
$155M 0.13%
2,950,036
-328,292
-10% -$20.8M
MTCH icon
190
Match Group
MTCH
$9.19B
$154M 0.13%
4,937,239
-358,906
-7% -$11.7M
TTC icon
191
Toro Company
TTC
$8.75B
$154M 0.13%
2,115,186
-39,719
-2% -$3.14M
URI icon
192
United Rentals
URI
$67.2B
$153M 0.13%
244,161
-15,608
-6% -$10.7M
HON icon
193
Honeywell
HON
$77B
$153M 0.13%
766,072
-42,437
-5% -$8.59M
ROL icon
194
Rollins
ROL
$18.3B
$152M 0.13%
2,820,126
-58,667
-2% -$2.95M
CSW
195
CSW Industrials
CSW
$5.2B
$150M 0.13%
514,766
-147,728
-22% -$47.9M
EXPO icon
196
Exponent
EXPO
$3.24B
$150M 0.13%
1,851,096
-310,068
-14% -$27M
SXI icon
197
Standex International
SXI
$3.59B
$150M 0.13%
928,296
+19,265
+2% +$3.53M
GTES icon
198
Gates Industrial Corporation Ltd.
GTES
$7.08B
$149M 0.13%
8,107,430
+2,898,590
+56% +$59.8M
EPAC icon
199
Enerpac Tool Group
EPAC
$1.83B
$149M 0.12%
3,310,897
+1,122,014
+51% +$49.8M
DE icon
200
Deere & Co
DE
$160B
$148M 0.12%
316,289
+229,406
+264% +$107M
6 7
8
9 10

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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.