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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
HUT
701
Hut 8
HUT
$11.5B
$21.5M 0.01%
185,954
-491,866
-73% -$47.7M
NBSM icon
702
Neuberger Small-Mid Cap ETF
NBSM
$114M
$21.5M 0.01%
747,128
-4,388,119
-85% -$118M
NVS icon
703
Novartis
NVS
$304B
$21.3M 0.01%
136,197
-4,423
-3% -$663K
MNST icon
704
Monster Beverage
MNST
$85.8B
$21.1M 0.01%
439,716
+127,012
+41% +$5.34M
HALO icon
705
Halozyme
HALO
$12.5B
$21M 0.01%
267,855
+240,442
+877% +$16.4M
OSUR icon
706
OraSure Technologies
OSUR
$240M
$20.9M 0.01%
4,685,432
+323,531
+7% +$1.14M
SAM icon
707
Boston Beer
SAM
$1.74B
$20.9M 0.01%
+117,548
New +$23.8M
USB icon
708
US Bancorp
USB
$98.7B
$20.8M 0.01%
345,189
+115,253
+50% +$6.46M
UBS icon
709
UBS Group
UBS
$170B
$20.7M 0.01%
416,384
+121,027
+41% +$5.51M
CMTG icon
710
Claros Mortgage Trust
CMTG
$229M
$20.6M 0.01%
8,757,139
-3,253
-0% -$7.98K
ADC icon
711
Agree Realty
ADC
$9.03B
$20.6M 0.01%
271,434
-44,656
-14% -$3.38M
RVMD icon
712
Revolution Medicines
RVMD
$45B
$20.5M 0.01%
109,221
+89,103
+443% +$13M
SLF icon
713
Sun Life Financial
SLF
$45.1B
$20.4M 0.01%
260,442
-4,615
-2% -$332K
BJ icon
714
BJs Wholesale Club
BJ
$11.8B
$20.2M 0.01%
232,029
-12,080
-5% -$1.11M
AIT icon
715
Applied Industrial Technologies
AIT
$11.9B
$20.1M 0.01%
59,527
+15,391
+35% +$4.72M
MGA icon
716
Magna International
MGA
$18.4B
$20.1M 0.01%
305,897
+49,461
+19% +$3.09M
ODFL icon
717
Old Dominion Freight Line
ODFL
$38.5B
$20.1M 0.01%
92,630
-319
-0.3% -$68.9K
UIS icon
718
Unisys
UIS
$191M
$19.7M 0.01%
5,375,377
+379,873
+8% +$1.19M
MRSH
719
Marsh
MRSH
$88.6B
$19.6M 0.01%
117,667
-8,924
-7% -$1.49M
TLT icon
720
PUT
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
$19.4M 0.01%
+225,000
New +$19.3M
KRYS icon
721
Krystal Biotech
KRYS
$10.6B
$19.3M 0.01%
51,876
+18,792
+57% +$5.61M
GFL icon
722
GFL Environmental
GFL
$19.1B
$19.2M 0.01%
521,912
-1,572
-0.3% -$59.4K
FBIN icon
723
Fortune Brands Innovations
FBIN
$5.15B
$19M 0.01%
346,812
+292,851
+543% +$11.7M
SHAZ
724
SharonAI Holdings
SHAZ
$2B
$19M 0.01%
+224,740
New +$12.7M
CHEF icon
725
Chefs' Warehouse
CHEF
$4.67B
$18.9M 0.01%
196,882
+32,464
+20% +$2.51M
27 28
29
30 31

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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.