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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
+3.72%
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
$134B
AUM Growth
-$2.51B
Cap. Flow
-$4.46B
Cap. Flow %
-3.32%
Top 10 Hldgs %
24%
Holding
2,213
New
182
Increased
966
Reduced
894
Closed
102

Top Buys

Rank Stock Value
1
NBCR
Neuberger Core Equity ETF
NBCR
+$190M
2
URI icon
United Rentals
URI
+$166M
3
CEG icon
Constellation Energy
CEG
+$147M
4
UGI icon
UGI
UGI
+$134M
5
CLS icon
Celestica
CLS
+$116M

Top Sells

Rank Stock Value
1
SNDK
Sandisk
SNDK
+$246M
2
SPGI icon
S&P Global
SPGI
+$201M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$197M
4
AON icon
Aon
AON
+$184M
5
JPM icon
JPMorgan Chase
JPM
+$172M

Sector Composition

Rank Sector Weight
1 Technology 26.15%
2 Financials 14.23%
3 Industrials 11.38%
4 Healthcare 9.42%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.84T
$5.68B 4.23%
11,752,989
+77,481
+0.7% +$38.8M
NVDA icon
2
NVIDIA
NVDA
$5.01T
$5.01B 3.73%
26,882,857
+266,284
+1% +$49.6M
AAPL icon
3
Apple
AAPL
$4.89T
$4.41B 3.28%
16,215,660
-551,721
-3% -$148M
AMZN icon
4
Amazon
AMZN
$2.5T
$3.8B 2.83%
16,446,510
+3,255
+0% +$745K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.91T
$2.97B 2.21%
9,474,814
-173,889
-2% -$49.7M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.9T
$2.75B 2.05%
8,760,909
-688,384
-7% -$197M
JPM icon
7
JPMorgan Chase
JPM
$939B
$2.65B 1.97%
8,214,514
-554,872
-6% -$172M
LLY icon
8
Eli Lilly
LLY
$1.07T
$1.91B 1.42%
1,776,791
+28,576
+2% +$27.3M
META icon
9
Meta Platforms (Facebook)
META
$1.51T
$1.6B 1.19%
2,421,766
+121,596
+5% +$81.2M
AVGO icon
10
Broadcom
AVGO
$1.82T
$1.47B 1.09%
4,233,862
+317,062
+8% +$113M
HD icon
11
Home Depot
HD
$332B
$1.33B 0.99%
3,875,044
+32,666
+0.9% +$12M
IVV icon
12
iShares Core S&P 500 ETF
IVV
$876B
$1.22B 0.91%
1,778,949
+10,733
+0.6% +$7.29M
NEE icon
13
NextEra Energy
NEE
$187B
$1.11B 0.82%
13,801,170
+1,218,057
+10% +$101M
V icon
14
Visa
V
$677B
$1.06B 0.79%
3,029,046
+183,251
+6% +$62.4M
ORCL icon
15
Oracle
ORCL
$331B
$942M 0.7%
4,832,366
-166,711
-3% -$39.7M
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
$932M 0.69%
1,853,053
-129,489
-7% -$64.4M
TMUS icon
17
T-Mobile US
TMUS
$193B
$905M 0.67%
4,458,113
-193,109
-4% -$40.9M
APH icon
18
Amphenol
APH
$188B
$905M 0.67%
6,696,732
+705,266
+12% +$94.3M
MA icon
19
Mastercard
MA
$477B
$894M 0.67%
1,565,050
-59,917
-4% -$33.5M
XOM icon
20
ExxonMobil
XOM
$651B
$826M 0.62%
6,865,491
-45,441
-0.7% -$5.27M
ASML icon
21
ASML
ASML
$675B
$796M 0.59%
744,061
-55,171
-7% -$57.6M
GE icon
22
GE Aerospace
GE
$367B
$765M 0.57%
2,484,971
-71,676
-3% -$21.6M
JNJ icon
23
Johnson & Johnson
JNJ
$634B
$752M 0.56%
3,634,891
-427,874
-11% -$84.6M
COST icon
24
Costco
COST
$415B
$721M 0.54%
835,578
-40,959
-5% -$37.1M
WMB icon
25
Williams Companies
WMB
$90.5B
$709M 0.53%
11,796,870
+77,795
+0.7% +$4.7M
1
2 3 4 5

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Neuberger Berman Group's Q4 2025 Portfolio in Review

As of Q4 2025, Neuberger Berman Group held 2,213 positions worth $134B, down 1.8% from $137B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Neuberger Berman Group withdrew a net $4.46B in Q4 2025, closing 102 positions and reducing 894 holdings. Its most notable exit was Verona Pharma, an estimated $36M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

Against the trend, Neuberger Berman Group opened a new position in BillionToOne Inc worth $57.4M.

  • Neuberger Berman Group's largest Q4 2025 buy was BillionToOne Inc: 700,867 shares worth $57.4M.
  • Neuberger Berman Group added most to Neuberger Core Equity ETF in Q4 2025, an estimated $190M increase.
  • Neuberger Berman Group's biggest Q4 2025 reduction was Sandisk, cutting an estimated $246M.
  • Neuberger Berman Group fully exited Verona Pharma in Q4 2025, selling an estimated $36M.
  • Neuberger Berman Group's ten largest holdings make up 24% of its $134B portfolio in Q4 2025.
  • Neuberger Berman Group opened 182 new positions and closed 102 in Q4 2025.
  • Neuberger Berman Group's portfolio value fell 1.8% quarter-over-quarter to $134B.

Based on Neuberger Berman Group's 13F filing for Q4 2025, filed 13 Feb 2026.