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Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $150B
1-Year Est. Return 40.08%
This Fund
S&P 500
This Quarter Est. Return
-1.78%
1 Year Est. Return
+40.08%
3 Year Est. Return
+113.08%
5 Year Est. Return
+141.06%
10 Year Est. Return
+565.41%
AUM
$119B
AUM Growth
-$6.57B
Cap. Flow
-$1.86B
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 11.65%
4 Healthcare 9.92%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYV icon
451
Live Nation Entertainment
LYV
$39.7B
$45.5M 0.04%
348,591
+48,918
+16% +$6.68M
C icon
452
Citigroup
C
$228B
$45.3M 0.04%
638,253
+112,418
+21% +$8.57M
OS
453
DELISTED
OneStream Inc
OS
$45.2M 0.04%
2,118,016
+1,712,524
+422% +$43.9M
SSYS icon
454
Stratasys
SSYS
$659M
$45.1M 0.04%
4,592,824
+109,331
+2% +$1.12M
SMTC icon
455
Semtech
SMTC
$14.1B
$44.7M 0.04%
1,293,264
+10,291
+0.8% +$508K
PCAR icon
456
PACCAR
PCAR
$64.5B
$44.4M 0.04%
456,065
-149,818
-25% -$15.8M
SE icon
457
Sea Limited
SE
$62.9B
$44.3M 0.04%
339,653
+202,199
+147% +$25.1M
PH icon
458
Parker-Hannifin
PH
$117B
$43.9M 0.04%
72,174
+5,519
+8% +$3.61M
MFC icon
459
Manulife Financial
MFC
$72.7B
$43.6M 0.04%
1,400,296
+33,507
+2% +$1.01M
ADEA icon
460
Adeia
ADEA
$2.75B
$43.6M 0.04%
3,288,035
-19,064
-0.6% -$265K
WEX icon
461
WEX
WEX
$6.82B
$43.5M 0.04%
276,978
-80,319
-22% -$13.2M
AB icon
462
AllianceBernstein
AB
$3.36B
$43.4M 0.04%
1,132,892
+1,098,916
+3,234% +$41.4M
BECN
463
DELISTED
Beacon Roofing Supply, Inc.
BECN
$42.6M 0.04%
344,621
+342,386
+15,319% +$39.9M
APG icon
464
APi Group
APG
$16B
$42.6M 0.04%
1,787,076
+200,208
+13% +$5.01M
ITCI
465
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$42.1M 0.04%
318,782
+230,395
+261% +$28.7M
CTAS icon
466
Cintas
CTAS
$79.6B
$41.8M 0.04%
203,373
+781
+0.4% +$156K
WING icon
467
Wingstop
WING
$2.75B
$41.7M 0.03%
184,968
+45,608
+33% +$11.9M
IT icon
468
Gartner
IT
$12.4B
$41.7M 0.03%
99,253
+70,983
+251% +$35M
TT icon
469
Trane Technologies
TT
$93B
$41.6M 0.03%
123,361
-43,068
-26% -$15.6M
ITRI icon
470
Itron
ITRI
$4.04B
$41.4M 0.03%
395,144
-4,755
-1% -$498K
BL icon
471
BlackLine
BL
$1.69B
$41M 0.03%
+847,196
New +$46.4M
CGNT icon
472
Cognyte Software
CGNT
$626M
$41M 0.03%
5,238,803
+5,394
+0.1% +$49.1K
TME icon
473
Tencent Music
TME
$12.9B
$40.8M 0.03%
2,834,732
+481,056
+20% +$6.01M
THS
474
DELISTED
Treehouse Foods
THS
$40.6M 0.03%
1,498,608
-38,285
-2% -$1.21M
WEC icon
475
WEC Energy
WEC
$33.7B
$40.4M 0.03%
370,734
-32,625
-8% -$3.33M
17 18
19
20 21

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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.