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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
MSFT icon
1
Microsoft
MSFT
$2.83T
$5.84B 4.5%
11,747,108
+289,624
+3% +$126M
NVDA icon
2
NVIDIA
NVDA
$5.06T
$4.23B 3.26%
26,792,378
+722,176
+3% +$90.9M
AMZN icon
3
Amazon
AMZN
$2.51T
$3.75B 2.89%
17,103,800
+459,784
+3% +$91M
AAPL icon
4
Apple
AAPL
$4.72T
$3.41B 2.62%
16,611,145
-71,527
-0.4% -$14.4M
JPM icon
5
JPMorgan Chase
JPM
$930B
$2.62B 2.02%
9,047,799
+204,523
+2% +$52.2M
META icon
6
Meta Platforms (Facebook)
META
$1.54T
$1.86B 1.43%
2,518,971
+480,659
+24% +$297M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.89T
$1.63B 1.25%
9,233,524
-931,531
-9% -$152M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.89T
$1.57B 1.2%
8,826,110
-217,588
-2% -$36M
HD icon
9
Home Depot
HD
$324B
$1.51B 1.16%
4,121,073
+935,057
+29% +$338M
LLY icon
10
Eli Lilly
LLY
$1.06T
$1.21B 0.93%
1,555,975
+37,679
+2% +$29.3M
ORCL icon
11
Oracle
ORCL
$346B
$1.16B 0.89%
5,286,207
-148,071
-3% -$23.9M
AVGO icon
12
Broadcom
AVGO
$1.87T
$1.13B 0.87%
4,096,579
-442,451
-10% -$96.1M
TMUS icon
13
T-Mobile US
TMUS
$183B
$1.12B 0.86%
4,700,163
-178,061
-4% -$43.5M
IVV icon
14
iShares Core S&P 500 ETF
IVV
$875B
$1.09B 0.84%
1,752,832
+198,169
+13% +$114M
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.06B 0.81%
2,175,083
-278,432
-11% -$141M
V icon
16
Visa
V
$669B
$964M 0.74%
2,714,532
-108,190
-4% -$37.7M
COST icon
17
Costco
COST
$411B
$929M 0.72%
938,975
-39
-0% -$38.8K
MA icon
18
Mastercard
MA
$469B
$895M 0.69%
1,593,603
+69,726
+5% +$38.6M
SPGI icon
19
S&P Global
SPGI
$124B
$894M 0.69%
1,694,790
+88,526
+6% +$44.2M
NEE icon
20
NextEra Energy
NEE
$187B
$866M 0.67%
12,472,748
-815,562
-6% -$56.6M
XOM icon
21
ExxonMobil
XOM
$650B
$752M 0.58%
6,976,934
-203,860
-3% -$21.8M
AON icon
22
Aon
AON
$76B
$742M 0.57%
2,080,814
-55,293
-3% -$20M
WMB icon
23
Williams Companies
WMB
$92B
$717M 0.55%
11,410,703
+1,918,879
+20% +$113M
ADI icon
24
Analog Devices
ADI
$185B
$686M 0.53%
2,883,471
-171,886
-6% -$35.8M
ASML icon
25
ASML
ASML
$693B
$677M 0.52%
845,053
-80,096
-9% -$57.5M
1
2 3 4 5

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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.