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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
CVX icon
26
Chevron
CVX
$374B
$671M 0.56%
4,014,902
+441,243
+12% +$69.1M
CME icon
27
CME Group
CME
$93.5B
$662M 0.55%
2,494,017
+268,854
+12% +$66.3M
ADI icon
28
Analog Devices
ADI
$178B
$616M 0.52%
3,055,357
-239,307
-7% -$51.7M
ASML icon
29
ASML
ASML
$608B
$613M 0.51%
925,149
-37,429
-4% -$27.2M
TRGP icon
30
Targa Resources
TRGP
$56.2B
$598M 0.5%
2,983,671
+19,671
+0.7% +$3.9M
TJX icon
31
TJX Companies
TJX
$178B
$585M 0.49%
4,806,057
-39,427
-0.8% -$4.79M
MCD icon
32
McDonald's
MCD
$194B
$581M 0.49%
1,860,301
-295,897
-14% -$88.5M
ABT icon
33
Abbott
ABT
$187B
$575M 0.48%
4,337,753
+1,432,246
+49% +$182M
WMB icon
34
Williams Companies
WMB
$85.8B
$567M 0.48%
9,491,824
+1,599,179
+20% +$91.5M
FISV
35
Fiserv Inc
FISV
$28.9B
$564M 0.47%
2,552,559
-155,140
-6% -$34M
BX icon
36
Blackstone
BX
$107B
$546M 0.46%
3,903,171
+29,490
+0.8% +$4.79M
PGR icon
37
Progressive
PGR
$128B
$542M 0.45%
1,917,986
-562,521
-23% -$147M
LNG icon
38
Cheniere Energy
LNG
$52.8B
$542M 0.45%
2,340,550
-110,693
-5% -$24.9M
EOG icon
39
EOG Resources
EOG
$74.4B
$536M 0.45%
4,185,283
+904,095
+28% +$116M
PM icon
40
Philip Morris
PM
$312B
$531M 0.44%
3,346,103
+863,159
+35% +$122M
EPD icon
41
Enterprise Products Partners
EPD
$83.6B
$528M 0.44%
15,465,755
+460,136
+3% +$15.3M
GE icon
42
GE Aerospace
GE
$377B
$527M 0.44%
2,631,465
-9,362
-0.4% -$1.84M
ETN icon
43
Eaton
ETN
$150B
$516M 0.43%
1,897,371
+189,972
+11% +$59.2M
BAC icon
44
Bank of America
BAC
$439B
$514M 0.43%
12,317,761
+1,313,786
+12% +$58.5M
UNP icon
45
Union Pacific
UNP
$175B
$507M 0.42%
2,146,374
-384,022
-15% -$92.4M
TXN icon
46
Texas Instruments
TXN
$253B
$500M 0.42%
2,779,472
+517,063
+23% +$96.8M
VRSK icon
47
Verisk Analytics
VRSK
$27.8B
$492M 0.41%
1,652,392
+70,718
+4% +$20.4M
UBER icon
48
Uber
UBER
$144B
$483M 0.4%
6,635,272
-141,340
-2% -$10.2M
WFC icon
49
Wells Fargo
WFC
$263B
$473M 0.4%
6,587,173
+337,701
+5% +$25.4M
NFLX icon
50
Netflix
NFLX
$301B
$471M 0.39%
5,046,120
+197,000
+4% +$18.7M
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.