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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
AZN icon
51
AstraZeneca
AZN
$252B
$520M 0.35%
2,746,590
+111,576
+4% +$21M
MKSI icon
52
MKS Inc
MKSI
$17.6B
$518M 0.34%
1,165,068
-268,461
-19% -$84M
BA icon
53
Boeing
BA
$168B
$508M 0.34%
2,346,066
+100,073
+4% +$22.3M
EPD icon
54
Enterprise Products Partners
EPD
$84.1B
$498M 0.33%
13,560,232
-80,311
-0.6% -$3.03M
CVX icon
55
Chevron
CVX
$409B
$496M 0.33%
2,991,482
-211,708
-7% -$39.4M
NFLX icon
56
Netflix
NFLX
$326B
$494M 0.33%
6,917,871
-527,197
-7% -$46.4M
CME icon
57
CME Group
CME
$101B
$466M 0.31%
2,109,647
-22,899
-1% -$6.33M
LNG icon
58
Cheniere Energy
LNG
$60.3B
$463M 0.31%
1,934,884
-117,393
-6% -$29.2M
CNP icon
59
CenterPoint Energy
CNP
$26.1B
$455M 0.3%
10,338,008
-15,506
-0.1% -$664K
MRK icon
60
Merck
MRK
$371B
$454M 0.3%
3,533,955
+253,104
+8% +$29.6M
UNH icon
61
UnitedHealth
UNH
$356B
$446M 0.3%
1,073,625
+295,659
+38% +$110M
TMUS icon
62
T-Mobile US
TMUS
$195B
$442M 0.29%
2,635,413
-1,301,045
-33% -$246M
SCCO icon
63
Southern Copper
SCCO
$168B
$440M 0.29%
2,560,847
-105,856
-4% -$19M
DTM icon
64
DT Midstream
DTM
$13.2B
$439M 0.29%
2,989,882
+52,474
+2% +$7.42M
SPGI icon
65
S&P Global
SPGI
$131B
$438M 0.29%
1,097,962
-291,785
-21% -$123M
CRWD icon
66
CrowdStrike
CRWD
$218B
$436M 0.29%
2,285,800
-449,428
-16% -$63.9M
BX icon
67
Blackstone
BX
$102B
$436M 0.29%
3,704,747
-472,629
-11% -$56.8M
SNDK
68
Sandisk
SNDK
$255B
$434M 0.29%
191,390
-40,340
-17% -$57.6M
IBKR icon
69
Interactive Brokers
IBKR
$42B
$401M 0.27%
4,601,941
+868,893
+23% +$72.3M
BAC icon
70
Bank of America
BAC
$438B
$398M 0.26%
6,976,270
-494,623
-7% -$26.3M
WDC icon
71
Western Digital
WDC
$169B
$397M 0.26%
621,485
+165,240
+36% +$80.3M
MRVL icon
72
Marvell Technology
MRVL
$201B
$393M 0.26%
1,321,907
+1,052,098
+390% +$211M
CEG icon
73
Constellation Energy
CEG
$106B
$386M 0.26%
1,555,334
+278,263
+22% +$78.4M
GS icon
74
Goldman Sachs
GS
$302B
$373M 0.25%
368,372
+14,038
+4% +$13.7M
PANW icon
75
Palo Alto Networks
PANW
$272B
$368M 0.24%
1,077,767
-33,032
-3% -$7.56M
1 2
3
4 5

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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.