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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
+8.73%
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
$137B
AUM Growth
+$6.89B
Cap. Flow
-$979M
Cap. Flow %
-0.72%
Top 10 Hldgs %
22.62%
Holding
2,162
New
113
Increased
854
Reduced
981
Closed
131

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$231M
2
PFE icon
Pfizer
PFE
+$149M
3
LLY icon
Eli Lilly
LLY
+$143M
4
STUB
StubHub Holdings
STUB
+$135M
5
HUM icon
Humana
HUM
+$135M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$188M
2
TTWO icon
Take-Two Interactive
TTWO
+$176M
3
CRDO icon
Credo Technology Group
CRDO
+$163M
4
META icon
Meta Platforms (Facebook)
META
+$163M
5
AMZN icon
Amazon
AMZN
+$150M

Sector Composition

Rank Sector Weight
1 Technology 27.46%
2 Financials 14.12%
3 Industrials 11.69%
4 Consumer Discretionary 9.32%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
201
Micron Technology
MU
$930B
$170M 0.12%
1,014,774
-1,073,571
-51% -$137M
ISRG icon
202
Intuitive Surgical
ISRG
$127B
$169M 0.12%
378,029
-28,712
-7% -$13.8M
POWI icon
203
Power Integrations
POWI
$3.38B
$168M 0.12%
4,188,254
+204,498
+5% +$9.87M
CI icon
204
Cigna
CI
$73.7B
$168M 0.12%
582,602
-127,128
-18% -$37.6M
UCB
205
United Community Banks
UCB
$4.24B
$165M 0.12%
5,258,350
+232,985
+5% +$7.37M
IDA icon
206
Idacorp
IDA
$8.27B
$164M 0.12%
1,238,167
+16,220
+1% +$2.01M
WDAY icon
207
Workday
WDAY
$39.6B
$163M 0.12%
679,178
-13,578
-2% -$3.14M
WDC icon
208
Western Digital
WDC
$188B
$163M 0.12%
1,368,391
-85,063
-6% -$6.95M
ABG icon
209
Asbury Automotive
ABG
$4.31B
$163M 0.12%
664,772
-10,596
-2% -$2.58M
VSAT icon
210
Viasat
VSAT
$10.6B
$161M 0.12%
5,516,414
-25,222
-0.5% -$603K
AEIS icon
211
Advanced Energy
AEIS
$11.6B
$160M 0.12%
941,080
-128,571
-12% -$19.4M
HUBS icon
212
HubSpot
HUBS
$12.2B
$159M 0.12%
339,941
+18,262
+6% +$9.19M
SCI icon
213
Service Corp International
SCI
$11.7B
$159M 0.12%
1,908,395
-317,298
-14% -$25.3M
NBSD
214
Neuberger Short Duration Income ETF
NBSD
$1.19B
$159M 0.12%
3,098,137
-35,511
-1% -$1.81M
EXP icon
215
Eagle Materials
EXP
$6.29B
$158M 0.12%
680,009
-138,194
-17% -$31.3M
AER icon
216
AerCap
AER
$23.7B
$158M 0.12%
1,308,265
-183,835
-12% -$21.5M
EPAC icon
217
Enerpac Tool Group
EPAC
$1.83B
$156M 0.11%
3,816,794
+476,245
+14% +$19.2M
ATR icon
218
AptarGroup
ATR
$8.55B
$155M 0.11%
1,160,746
-42,440
-4% -$6.14M
WINA icon
219
Winmark
WINA
$1.2B
$155M 0.11%
310,585
-7,140
-2% -$3.07M
MPWR icon
220
Monolithic Power Systems
MPWR
$70.1B
$154M 0.11%
167,806
+57,417
+52% +$46.6M
AME icon
221
Ametek
AME
$55.4B
$154M 0.11%
821,369
-6,333
-0.8% -$1.17M
RMBS icon
222
Rambus
RMBS
$9.87B
$154M 0.11%
1,482,008
+133,970
+10% +$10.3M
HCA icon
223
HCA Healthcare
HCA
$87.2B
$154M 0.11%
361,812
+93,723
+35% +$36.3M
CHD icon
224
Church & Dwight Co
CHD
$23.4B
$154M 0.11%
1,755,336
-595,887
-25% -$55.9M
WBD icon
225
Warner Bros
WBD
$65.9B
$153M 0.11%
7,852,367
+5,836,952
+290% +$79.5M
7 8
9
10 11

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Neuberger Berman Group's Q3 2025 Portfolio in Review

As of Q3 2025, Neuberger Berman Group held 2,162 positions worth $137B, up 5.3% from $130B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Neuberger Berman Group's Q3 2025 filing shows 113 new, 854 increased, 981 reduced and 131 closed positions. Its largest new stake was StubHub Holdings: 7,368,767 shares worth $124M. The largest sale was UnitedHealth, an estimated $188M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q3 2025 buy was StubHub Holdings: 7,368,767 shares worth $124M.
  • Neuberger Berman Group added most to Walt Disney in Q3 2025, an estimated $231M increase.
  • Neuberger Berman Group's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $188M.
  • Neuberger Berman Group fully exited Hess in Q3 2025, selling an estimated $128M.
  • Neuberger Berman Group's ten largest holdings make up 23% of its $137B portfolio in Q3 2025.
  • Neuberger Berman Group opened 113 new positions and closed 131 in Q3 2025.
  • Neuberger Berman Group's portfolio value rose 5.3% quarter-over-quarter to $137B.

Based on Neuberger Berman Group's 13F filing for Q3 2025, filed 12 Nov 2025.