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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
+22.49%
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
$150B
AUM Growth
+$18.9B
Cap. Flow
+$836M
Cap. Flow %
0.56%
Top 10 Hldgs %
22.99%
Holding
2,421
New
260
Increased
1,156
Reduced
848
Closed
81

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$463M
2
AAPL icon
Apple
AAPL
+$418M
3
SPCX
SpaceX
SPCX
+$361M
4
NVDA icon
NVIDIA
NVDA
+$291M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$285M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$428M
2
MSFT icon
Microsoft
MSFT
+$314M
3
BSX icon
Boston Scientific
BSX
+$269M
4
TER icon
Teradyne
TER
+$249M
5
TMUS icon
T-Mobile US
TMUS
+$246M

Sector Composition

Rank Sector Weight
1 Technology 28.74%
2 Financials 12.29%
3 Industrials 12.09%
4 Healthcare 8.91%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SSYS icon
501
Stratasys
SSYS
$701M
$50.1M 0.03%
5,874,194
+1,558,705
+36% +$13.7M
J icon
502
Jacobs Solutions
J
$17.1B
$50M 0.03%
396,505
+43,070
+12% +$5.3M
DXCM icon
503
DexCom
DXCM
$33.2B
$49.6M 0.03%
736,024
-993,139
-57% -$66.2M
LOW icon
504
Lowe's Companies
LOW
$115B
$49.5M 0.03%
224,288
+15,449
+7% +$3.51M
EXE
505
Expand Energy Corp
EXE
$22.7B
$49.4M 0.03%
541,764
-187,239
-26% -$17.8M
ARXS
506
Arxis Inc
ARXS
$23.1B
$49.2M 0.03%
+1,065,549
New +$41.6M
VLO icon
507
Valero Energy
VLO
$107B
$48.8M 0.03%
187,185
+9,201
+5% +$2.27M
BNY
508
Bank of New York Mellon
BNY
$112B
$48.6M 0.03%
335,824
+196,413
+141% +$26.9M
OXY icon
509
Occidental Petroleum
OXY
$60B
$48.5M 0.03%
997,829
+14,816
+2% +$841K
OTIS icon
510
Otis Worldwide
OTIS
$27.1B
$48.3M 0.03%
673,159
+18,001
+3% +$1.34M
MOG.A icon
511
Moog Inc Class A
MOG.A
$11.8B
$48.2M 0.03%
113,647
+52,958
+87% +$18.1M
CGNT icon
512
Cognyte Software
CGNT
$626M
$48.2M 0.03%
5,506,788
+190,594
+4% +$1.81M
GNRC icon
513
Generac Holdings
GNRC
$11.1B
$47.9M 0.03%
163,432
+152,844
+1,444% +$38.3M
FTAI icon
514
FTAI Aviation
FTAI
$20.2B
$47.2M 0.03%
174,331
+76,473
+78% +$19.2M
NVRI icon
515
Enviri
NVRI
$645M
$46.9M 0.03%
2,137,281
-3,934,833
-65% -$78.6M
AVB
516
DELISTED
AvalonBay Communities
AVB
$46.5M 0.03%
246,664
-29,732
-11% -$5.37M
CACI icon
517
CACI
CACI
$13.8B
$46.5M 0.03%
100,385
+7,777
+8% +$3.97M
ITRI icon
518
Itron
ITRI
$4.25B
$46.4M 0.03%
537,480
+16,073
+3% +$1.37M
BW icon
519
Babcock & Wilcox
BW
$1.06B
$46.3M 0.03%
3,282,114
-1,770,923
-35% -$30M
INDI icon
520
indie Semiconductor
INDI
$761M
$46M 0.03%
10,354,827
-188,496
-2% -$752K
BDX icon
521
Becton Dickinson
BDX
$50.3B
$46M 0.03%
302,567
+30,643
+11% +$4.58M
SPHR icon
522
Sphere Entertainment
SPHR
$5.11B
$45.8M 0.03%
264,677
+30,824
+13% +$4.3M
BURL icon
523
Burlington
BURL
$16.7B
$45.7M 0.03%
144,106
+68,197
+90% +$22M
CLF icon
524
Cleveland-Cliffs
CLF
$7.13B
$45.6M 0.03%
4,860,120
+365,438
+8% +$4.02M
ZTS icon
525
Zoetis
ZTS
$31.3B
$45.6M 0.03%
634,661
-231,864
-27% -$21.8M
19 20
21
22 23

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Neuberger Berman Group's Q2 2026 Portfolio in Review

As of Q2 2026, Neuberger Berman Group held 2,421 positions worth $150B, up 14% from $131B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Neuberger Berman Group's Q2 2026 filing shows 260 new, 1,156 increased, 848 reduced and 81 closed positions. Its largest new stake was SpaceX: 2,127,228 shares worth $363M. The largest sale was Advanced Micro Devices, an estimated $428M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q2 2026 buy was SpaceX: 2,127,228 shares worth $363M.
  • Neuberger Berman Group added most to Amazon in Q2 2026, an estimated $463M increase.
  • Neuberger Berman Group's biggest Q2 2026 reduction was Advanced Micro Devices, cutting an estimated $428M.
  • Neuberger Berman Group fully exited Hologic in Q2 2026, selling an estimated $103M.
  • Neuberger Berman Group's ten largest holdings make up 23% of its $150B portfolio in Q2 2026.
  • Neuberger Berman Group opened 260 new positions and closed 81 in Q2 2026.
  • Neuberger Berman Group's portfolio value rose 14% quarter-over-quarter to $150B.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.