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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
+8.73%
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
$137B
AUM Growth
+$6.89B
Cap. Flow
-$979M
Cap. Flow %
-0.72%
Top 10 Hldgs %
22.62%
Holding
2,162
New
113
Increased
854
Reduced
981
Closed
131

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$231M
2
PFE icon
Pfizer
PFE
+$149M
3
LLY icon
Eli Lilly
LLY
+$143M
4
STUB
StubHub Holdings
STUB
+$135M
5
HUM icon
Humana
HUM
+$135M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$188M
2
TTWO icon
Take-Two Interactive
TTWO
+$176M
3
CRDO icon
Credo Technology Group
CRDO
+$163M
4
META icon
Meta Platforms (Facebook)
META
+$163M
5
AMZN icon
Amazon
AMZN
+$150M

Sector Composition

Rank Sector Weight
1 Technology 27.46%
2 Financials 14.12%
3 Industrials 11.69%
4 Consumer Discretionary 9.32%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMB icon
26
Williams Companies
WMB
$92B
$742M 0.54%
11,719,075
+308,372
+3% +$18.1M
APH icon
27
Amphenol
APH
$194B
$741M 0.54%
5,991,466
-111,552
-2% -$12.2M
UBER icon
28
Uber
UBER
$140B
$723M 0.53%
7,378,710
+397,184
+6% +$37.1M
MSI icon
29
Motorola Solutions
MSI
$67.6B
$702M 0.51%
1,534,941
-4,241
-0.3% -$1.91M
ABT icon
30
Abbott
ABT
$175B
$701M 0.51%
5,236,100
+257,201
+5% +$33.8M
ADI icon
31
Analog Devices
ADI
$185B
$689M 0.5%
2,805,206
-78,265
-3% -$18.8M
BX icon
32
Blackstone
BX
$152B
$678M 0.5%
3,965,510
+54,374
+1% +$9.32M
TJX icon
33
TJX Companies
TJX
$170B
$674M 0.49%
4,663,839
-26,086
-0.6% -$3.47M
LIN icon
34
Linde
LIN
$234B
$635M 0.46%
1,337,482
+206,350
+18% +$97.7M
CVX icon
35
Chevron
CVX
$387B
$631M 0.46%
4,059,818
+396,847
+11% +$61.5M
ETN icon
36
Eaton
ETN
$161B
$593M 0.43%
1,583,284
-22,973
-1% -$8.36M
WMT icon
37
Walmart Inc
WMT
$863B
$578M 0.42%
5,604,614
+513,488
+10% +$51.1M
MCD icon
38
McDonald's
MCD
$187B
$571M 0.42%
1,879,428
+14,468
+0.8% +$4.4M
CME icon
39
CME Group
CME
$91.9B
$567M 0.41%
2,098,862
-139,912
-6% -$38.1M
LNG icon
40
Cheniere Energy
LNG
$57B
$551M 0.4%
2,346,403
-117,482
-5% -$27.6M
DHR icon
41
Danaher
DHR
$135B
$549M 0.4%
2,773,124
-226,854
-8% -$45.1M
NFLX icon
42
Netflix
NFLX
$287B
$514M 0.38%
4,285,800
+356,960
+9% +$43.6M
SPOT icon
43
Spotify
SPOT
$96.4B
$511M 0.37%
732,377
+187,877
+35% +$131M
WFC icon
44
Wells Fargo
WFC
$261B
$501M 0.37%
5,980,386
-505,425
-8% -$41M
BAC icon
45
Bank of America
BAC
$430B
$499M 0.36%
9,673,404
+344,624
+4% +$16.8M
EPD icon
46
Enterprise Products Partners
EPD
$83.9B
$481M 0.35%
15,393,846
-34,400
-0.2% -$1.09M
BA icon
47
Boeing
BA
$165B
$471M 0.34%
2,182,693
+227,871
+12% +$51.4M
TRGP icon
48
Targa Resources
TRGP
$61.3B
$468M 0.34%
2,790,948
-245,462
-8% -$40.9M
TXN icon
49
Texas Instruments
TXN
$259B
$456M 0.33%
2,483,547
-102,940
-4% -$20.1M
KD icon
50
Kyndryl
KD
$2.57B
$454M 0.33%
15,119,499
+2,778,930
+23% +$95.5M
1
2
3 4 5

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Neuberger Berman Group's Q3 2025 Portfolio in Review

As of Q3 2025, Neuberger Berman Group held 2,162 positions worth $137B, up 5.3% from $130B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Neuberger Berman Group's Q3 2025 filing shows 113 new, 854 increased, 981 reduced and 131 closed positions. Its largest new stake was StubHub Holdings: 7,368,767 shares worth $124M. The largest sale was UnitedHealth, an estimated $188M.

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

  • Neuberger Berman Group's largest Q3 2025 buy was StubHub Holdings: 7,368,767 shares worth $124M.
  • Neuberger Berman Group added most to Walt Disney in Q3 2025, an estimated $231M increase.
  • Neuberger Berman Group's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $188M.
  • Neuberger Berman Group fully exited Hess in Q3 2025, selling an estimated $128M.
  • Neuberger Berman Group's ten largest holdings make up 23% of its $137B portfolio in Q3 2025.
  • Neuberger Berman Group opened 113 new positions and closed 131 in Q3 2025.
  • Neuberger Berman Group's portfolio value rose 5.3% quarter-over-quarter to $137B.

Based on Neuberger Berman Group's 13F filing for Q3 2025, filed 12 Nov 2025.