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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
REKR icon
2101
Rekor Systems
REKR
$84.6M
– –
-12,318
Closed -$10.9K
ROCK icon
2102
Gibraltar Industries
ROCK
$1.27B
– –
-3,567
Closed -$209K
SKIN icon
2103
SkinHealth Systems
SKIN
$87.6M
– –
-10,468
Closed -$14K
SLVM icon
2104
Sylvamo
SLVM
$1.49B
– –
-5,712
Closed -$383K
SN icon
2105
SharkNinja
SN
$23.1B
– –
-2,864
Closed -$239K
SPY icon
2106
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$784B
– –
-743
Closed -$817K
SRPT icon
2107
Sarepta Therapeutics
SRPT
$1.64B
– –
-5,530
Closed -$353K
SSP icon
2108
E.W. Scripps
SSP
$259M
– –
-12,846
Closed -$38K
STNG icon
2109
Scorpio Tankers
STNG
$3.76B
– –
-5,700
Closed -$214K
TAC icon
2110
TransAlta
TAC
$4.06B
– –
-15,609
Closed -$146K
TDUP icon
2111
ThredUp
TDUP
$757M
– –
-13,712
Closed -$33K
TPVG icon
2112
TriplePoint Venture Growth BDC
TPVG
$185M
– –
-66,656
Closed -$465K
TWIN icon
2113
Twin Disc
TWIN
$329M
– –
-181,016
Closed -$1.39M
VKTX icon
2114
Viking Therapeutics
VKTX
$3.84B
– –
-10,393
Closed -$251K
W icon
2115
Wayfair
W
$11.9B
– –
-8,122
Closed -$260K
WLK icon
2116
Westlake Corp
WLK
$9.19B
– –
-2,775
Closed -$278K
WOLF icon
2117
Wolfspeed
WOLF
$1.24B
– –
-4,329,584
Closed -$13.7M
X
2118
DELISTED
US Steel
X
– –
-24,852
Closed -$1.05M
XFOR icon
2119
X4 Pharmaceuticals
XFOR
$377M
– –
-1,489
Closed -$10.6K
XPEV icon
2120
XPeng
XPEV
$12.4B
– –
-376,114
Closed -$7.79M
FVR
2121
FrontView REIT
FVR
$474M
– –
-98,717
Closed -$1.26M
LGF.B
2122
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
– –
-6,536,377
Closed -$51.9M
LGF.A
2123
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
– –
-13,202
Closed -$117K
BERY
2124
DELISTED
Berry Global Group, Inc.
BERY
– –
-779,274
Closed -$54.4M
BECN
2125
DELISTED
Beacon Roofing Supply, Inc.
BECN
– –
-344,621
Closed -$42.6M
82 83 84
85
86

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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.