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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
KMB icon
626
Kimberly-Clark
KMB
$36.9B
$24M 0.02%
192,679
-32,368
-14% -$4.18M
FWRG icon
627
First Watch Restaurant Group
FWRG
$783M
$23.9M 0.02%
1,530,296
-76,533
-5% -$1.33M
BJRI icon
628
BJ's Restaurants
BJRI
$1.44B
$23.9M 0.02%
783,639
+85,346
+12% +$3.05M
TFPM icon
629
Triple Flag Precious Metals
TFPM
$6.04B
$23.8M 0.02%
813,576
-287,194
-26% -$7.42M
ALIT icon
630
Alight
ALIT
$509M
$23.7M 0.02%
362,536
+55,141
+18% +$4.87M
INDA icon
631
iShares MSCI India ETF
INDA
$6.75B
$23.6M 0.02%
454,169
-220,972
-33% -$11.8M
IP icon
632
International Paper
IP
$22.8B
$23.5M 0.02%
507,279
-13,365
-3% -$653K
QDEL icon
633
QuidelOrtho
QDEL
$1.13B
$23.3M 0.02%
793,072
+499,174
+170% +$13.6M
AIZ icon
634
Assurant
AIZ
$13.8B
$23.3M 0.02%
107,493
-6,718
-6% -$1.36M
CNI icon
635
Canadian National Railway
CNI
$78.1B
$23.2M 0.02%
246,297
+900
+0.4% +$86.8K
TRMB icon
636
Trimble
TRMB
$12.6B
$23M 0.02%
281,942
+244,346
+650% +$19.9M
BJ icon
637
BJs Wholesale Club
BJ
$11.9B
$23M 0.02%
246,750
-264,503
-52% -$27M
ADBE icon
638
Adobe
ADBE
$92B
$22.9M 0.02%
64,985
-55,595
-46% -$19.9M
WAT icon
639
Waters Corp
WAT
$36.3B
$22.9M 0.02%
76,409
+26,491
+53% +$7.99M
LOPE icon
640
Grand Canyon Education
LOPE
$3.76B
$22.9M 0.02%
104,260
+59,908
+135% +$11.5M
AHR icon
641
American Healthcare REIT
AHR
$11.1B
$22.7M 0.02%
541,032
-120,374
-18% -$4.84M
MET icon
642
MetLife
MET
$61.4B
$22.6M 0.02%
273,992
+116,951
+74% +$9.2M
NXT icon
643
Nextpower Inc
NXT
$15.2B
$22.5M 0.02%
303,767
+206,526
+212% +$13.3M
AQN icon
644
Algonquin Power & Utilities
AQN
$4.67B
$22.4M 0.02%
+4,179,236
New +$24M
BWA icon
645
BorgWarner
BWA
$13.3B
$22.3M 0.02%
507,757
+483,485
+1,992% +$19.3M
TKO icon
646
TKO Group
TKO
$13.8B
$22.2M 0.02%
110,139
-138,526
-56% -$25.3M
NEM icon
647
Newmont
NEM
$99.2B
$22.2M 0.02%
263,094
-54,293
-17% -$3.79M
STWD icon
648
Starwood Property Trust
STWD
$6.17B
$22.1M 0.02%
1,142,990
+103,316
+10% +$2.08M
PIPR icon
649
Piper Sandler
PIPR
$5.27B
$22.1M 0.02%
254,708
+134,480
+112% +$11M
IART icon
650
Integra LifeSciences
IART
$1.56B
$22M 0.02%
1,535,184
+676,618
+79% +$9.27M
24 25
26
27 28

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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.