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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
HOG icon
2001
Harley-Davidson
HOG
$2.58B
– –
-7,919
Closed -$239K
HROW icon
2002
Harrow
HROW
$1.45B
– –
-200,529
Closed -$6.73M
ICF icon
2003
iShares Select U.S. REIT ETF
ICF
$2.09B
– –
-4,978
Closed -$300K
IDU icon
2004
iShares US Utilities ETF
IDU
$1.35B
– –
-2,306
Closed -$222K
IDYA icon
2005
IDEAYA Biosciences
IDYA
$3.42B
– –
-165,527
Closed -$4.25M
IGV icon
2006
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
– –
-2,836
Closed -$284K
IHRT icon
2007
iHeartMedia
IHRT
$543M
– –
-11,330
Closed -$22.4K
IJK icon
2008
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
– –
-3,658
Closed -$333K
ITB icon
2009
iShares US Home Construction ETF
ITB
$2.26B
– –
-2,019
Closed -$209K
IWO icon
2010
iShares Russell 2000 Growth ETF
IWO
$14.3B
– –
-6,973
Closed -$2.01M
JEPI icon
2011
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
– –
-4,533
Closed -$261K
KNX icon
2012
Knight Transportation
KNX
$11.3B
– –
-7,432
Closed -$394K
LCII icon
2013
LCI Industries
LCII
$2.49B
– –
-2,019
Closed -$209K
LUNR icon
2014
Intuitive Machines
LUNR
$1.98B
– –
-39,449
Closed -$716K
MEOH icon
2015
Methanex
MEOH
$4.3B
– –
-4,061
Closed -$203K
MOD icon
2016
Modine Manufacturing
MOD
$10.7B
– –
-87,012
Closed -$10.1M
MTCH icon
2017
CALL
Match Group
MTCH
$9.19B
– –
-11,040
Closed -$1.11M
NKTR icon
2018
Nektar Therapeutics
NKTR
$2.39B
– –
-1,368
Closed -$19.1K
NPWR icon
2019
NET Power
NPWR
$126M
– –
-30,704
Closed -$325K
NTLA icon
2020
Intellia Therapeutics
NTLA
$1.49B
– –
-42,869
Closed -$500K
ONL
2021
Orion Office REIT
ONL
$150M
– –
-12,217
Closed -$45.3K
OWL icon
2022
Blue Owl Capital
OWL
$6.96B
– –
-9,105
Closed -$212K
PACB icon
2023
Pacific Biosciences
PACB
$435M
– –
-28,208
Closed -$51.6K
PGRE
2024
DELISTED
Paramount Group
PGRE
– –
-11,707
Closed -$57.8K
PLTR icon
2025
CALL
Palantir
PLTR
$295B
– –
-600
Closed -$2.16M
79 80
81
82 83

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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.