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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
IRM icon
576
Iron Mountain
IRM
$34.8B
$36.7M 0.02%
290,384
-70,367
-20% -$8.63M
ACWI icon
577
iShares MSCI ACWI ETF
ACWI
$33.5B
$36.7M 0.02%
233,539
-3,070
-1% -$469K
CNI icon
578
Canadian National Railway
CNI
$74.6B
$36.7M 0.02%
307,260
+35,339
+13% +$4.02M
MIDD icon
579
Middleby
MIDD
$5.05B
$36.6M 0.02%
212,561
-105,247
-33% -$15.9M
MNDY icon
580
monday.com
MNDY
$3.85B
$36.2M 0.02%
498,976
+482,011
+2,841% +$35.3M
AAOI icon
581
Applied Optoelectronics
AAOI
$8.96B
$35.9M 0.02%
242,612
-274,729
-53% -$44.7M
XBI icon
582
State Street SPDR S&P Biotech ETF
XBI
$11.4B
$35.7M 0.02%
225,749
-13,005
-5% -$1.76M
CRDO icon
583
Credo Technology Group
CRDO
$32.1B
$35.5M 0.02%
130,511
-44,037
-25% -$8.7M
PATH icon
584
UiPath
PATH
$7.87B
$35.5M 0.02%
3,266,116
+205,705
+7% +$2.2M
SBAC icon
585
SBA Communications
SBAC
$20.1B
$35.2M 0.02%
199,390
-26,540
-12% -$5.47M
VOYA icon
586
Voya Financial
VOYA
$9.43B
$35.1M 0.02%
387,791
+377,165
+3,549% +$30.7M
VSXY
587
Victoria's Secret
VSXY
$6.03B
$35.1M 0.02%
420,358
+159,818
+61% +$9.58M
PCG icon
588
PG&E
PCG
$31.5B
$34.9M 0.02%
2,073,669
-191,707
-8% -$3.23M
AIN icon
589
Albany International
AIN
$1.77B
$34.8M 0.02%
465,977
+150,794
+48% +$9.45M
ALSN icon
590
Allison Transmission
ALSN
$10.8B
$34.7M 0.02%
307,907
+98,111
+47% +$11.9M
PLTR icon
591
Palantir
PLTR
$419B
$34.6M 0.02%
296,719
+48,280
+19% +$6.59M
CNQ icon
592
Canadian Natural Resources
CNQ
$104B
$34M 0.02%
860,764
+28,248
+3% +$1.28M
DUK icon
593
Duke Energy
DUK
$93.7B
$34M 0.02%
268,904
+23,484
+10% +$2.96M
HLMN icon
594
Hillman Solutions
HLMN
$1.49B
$34M 0.02%
4,036,801
+1,614,744
+67% +$12.8M
XLE icon
595
CALL
State Street Energy Select Sector SPDR ETF
XLE
$42.2B
$34M 0.02%
640,000
+636,100
+16,310% +$36.4M
VCSH icon
596
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$33.1M 0.02%
419,416
-14
-0% -$1.11K
BIO icon
597
Bio-Rad Laboratories Class A
BIO
$10.3B
$32.8M 0.02%
111,812
+108,783
+3,591% +$30.9M
ABG icon
598
Asbury Automotive
ABG
$3.9B
$32.8M 0.02%
163,028
-374,167
-70% -$73.7M
VLTO icon
599
Veralto
VLTO
$23.5B
$32.8M 0.02%
369,569
-455,958
-55% -$39.6M
CW icon
600
Curtiss-Wright
CW
$20.9B
$32.5M 0.02%
42,912
+15,512
+57% +$11.4M
22 23
24
25 26

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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.