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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
MSFT icon
1
Microsoft
MSFT
$2.84T
$4.3B 3.6%
11,457,484
-317,509
-3% -$129M
AAPL icon
2
Apple
AAPL
$4.89T
$3.71B 3.1%
16,682,672
-360,097
-2% -$83.4M
AMZN icon
3
Amazon
AMZN
$2.5T
$3.17B 2.65%
16,644,016
+135,284
+0.8% +$29.4M
NVDA icon
4
NVIDIA
NVDA
$5.01T
$2.83B 2.37%
26,070,202
-943,282
-3% -$120M
JPM icon
5
JPMorgan Chase
JPM
$939B
$2.17B 1.82%
8,843,276
-267,344
-3% -$68.2M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.91T
$1.57B 1.32%
10,165,055
+1,113,182
+12% +$202M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.9T
$1.41B 1.18%
9,043,698
-247,866
-3% -$45.4M
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.31B 1.09%
2,453,515
-32,012
-1% -$15.6M
TMUS icon
9
T-Mobile US
TMUS
$193B
$1.3B 1.09%
4,878,224
-580,404
-11% -$143M
LLY icon
10
Eli Lilly
LLY
$1.07T
$1.25B 1.05%
1,518,296
+60,882
+4% +$50.7M
META icon
11
Meta Platforms (Facebook)
META
$1.51T
$1.17B 0.98%
2,038,312
+97,862
+5% +$63.1M
HD icon
12
Home Depot
HD
$332B
$1.17B 0.98%
3,186,016
+170,787
+6% +$66.6M
V icon
13
Visa
V
$677B
$989M 0.83%
2,822,722
-89,820
-3% -$30.4M
NEE icon
14
NextEra Energy
NEE
$187B
$942M 0.79%
13,288,310
-1,760,440
-12% -$124M
COST icon
15
Costco
COST
$415B
$888M 0.74%
939,014
-38,957
-4% -$38M
IVV icon
16
iShares Core S&P 500 ETF
IVV
$876B
$874M 0.73%
1,554,663
+12,789
+0.8% +$7.55M
XOM icon
17
ExxonMobil
XOM
$651B
$853M 0.71%
7,180,794
-369,275
-5% -$40.8M
AON icon
18
Aon
AON
$77.3B
$852M 0.71%
2,136,107
+12,245
+0.6% +$4.69M
MA icon
19
Mastercard
MA
$477B
$835M 0.7%
1,523,877
-7,611
-0.5% -$4.14M
SPGI icon
20
S&P Global
SPGI
$126B
$816M 0.68%
1,606,264
-75,602
-4% -$38.6M
JNJ icon
21
Johnson & Johnson
JNJ
$635B
$784M 0.66%
4,730,340
-720,740
-13% -$113M
AVGO icon
22
Broadcom
AVGO
$1.82T
$760M 0.64%
4,539,030
+572,722
+14% +$121M
ORCL icon
23
Oracle
ORCL
$331B
$760M 0.64%
5,434,278
+828,669
+18% +$135M
MSI icon
24
Motorola Solutions
MSI
$69.4B
$689M 0.58%
1,574,333
-73,873
-4% -$33M
DHR icon
25
Danaher
DHR
$135B
$680M 0.57%
3,313,908
+385,575
+13% +$84.2M
1
2 3 4 5

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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.