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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
-1.78%
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
$119B
AUM Growth
-$6.57B
Cap. Flow
-$1.87B
Cap. Flow %
-1.56%
Top 10 Hldgs %
19.28%
Holding
2,087
New
164
Increased
907
Reduced
818
Closed
115

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$225M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M
3
ABT icon
Abbott
ABT
+$182M
4
HOOD icon
Robinhood
HOOD
+$147M
5
ORCL icon
Oracle
ORCL
+$135M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$198M
2
WMT icon
Walmart Inc
WMT
+$194M
3
NSC icon
Norfolk Southern
NSC
+$175M
4
INTU icon
Intuit
INTU
+$154M
5
TMO icon
Thermo Fisher Scientific
TMO
+$152M

Sector Composition

Rank Sector Weight
1 Technology 24.63%
2 Financials 15.07%
3 Industrials 11.68%
4 Healthcare 9.92%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
51
Amphenol
APH
$177B
$467M 0.39%
7,112,553
-1,088,314
-13% -$74.2M
UNH icon
52
UnitedHealth
UNH
$389B
$455M 0.38%
869,125
-388,165
-31% -$198M
PG icon
53
Procter & Gamble
PG
$347B
$453M 0.38%
2,659,835
-33,699
-1% -$5.64M
WMT icon
54
Walmart Inc
WMT
$900B
$443M 0.37%
5,048,481
-2,065,614
-29% -$194M
AZN icon
55
AstraZeneca
AZN
$267B
$442M 0.37%
3,004,502
+160,469
+6% +$23.2M
ACN icon
56
Accenture
ACN
$101B
$442M 0.37%
1,415,837
-46,200
-3% -$16.3M
TMO icon
57
Thermo Fisher Scientific
TMO
$214B
$440M 0.37%
884,159
-280,613
-24% -$152M
CRM icon
58
Salesforce
CRM
$149B
$420M 0.35%
1,566,129
-358,354
-19% -$111M
IBM icon
59
IBM
IBM
$214B
$413M 0.35%
1,661,933
-465,586
-22% -$114M
MDT icon
60
Medtronic
MDT
$111B
$403M 0.34%
4,479,969
+227,853
+5% +$20.4M
KD icon
61
Kyndryl
KD
$2.94B
$401M 0.34%
12,724,952
+1,333,695
+12% +$50M
NOW icon
62
ServiceNow
NOW
$114B
$396M 0.33%
2,487,215
-25,310
-1% -$4.88M
BSX icon
63
Boston Scientific
BSX
$68.5B
$395M 0.33%
3,916,941
-104,504
-3% -$10.5M
INTU icon
64
Intuit
INTU
$85.6B
$395M 0.33%
643,035
-256,091
-28% -$154M
GS icon
65
Goldman Sachs
GS
$305B
$380M 0.32%
695,256
-53,705
-7% -$32.3M
APO icon
66
Apollo Global Management
APO
$71.9B
$378M 0.32%
2,757,459
+69,270
+3% +$10.7M
VOO icon
67
Vanguard S&P 500 ETF
VOO
$971B
$376M 0.32%
732,330
-9,840
-1% -$5.32M
FE icon
68
FirstEnergy
FE
$28.7B
$367M 0.31%
9,091,296
+137,791
+2% +$5.49M
PNC icon
69
PNC Financial Services
PNC
$100B
$363M 0.3%
2,068,528
-225,987
-10% -$42.7M
LIN icon
70
Linde
LIN
$236B
$354M 0.3%
760,871
+29,877
+4% +$13.5M
CAT icon
71
Caterpillar
CAT
$387B
$347M 0.29%
1,051,592
-22,135
-2% -$7.88M
CNP icon
72
CenterPoint Energy
CNP
$28.8B
$343M 0.29%
9,457,641
-1,649,661
-15% -$55.3M
GDDY icon
73
GoDaddy
GDDY
$13.6B
$339M 0.28%
1,883,395
+357,080
+23% +$68.2M
MCO icon
74
Moody's
MCO
$83.9B
$336M 0.28%
722,525
-23,467
-3% -$11.3M
AVY icon
75
Avery Dennison
AVY
$12.9B
$334M 0.28%
1,875,917
-149,223
-7% -$27.4M
1 2
3
4 5

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Neuberger Berman Group's Q1 2025 Portfolio in Review

As of Q1 2025, Neuberger Berman Group held 2,087 positions worth $119B, down 5.2% from $126B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Neuberger Berman Group's Q1 2025 filing shows 164 new, 907 increased, 818 reduced and 115 closed positions. Its largest new stake was CoreWeave: 1,479,150 shares worth $54.8M. The largest sale was UnitedHealth, an estimated $198M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q1 2025 buy was CoreWeave: 1,479,150 shares worth $54.8M.
  • Neuberger Berman Group added most to Intel in Q1 2025, an estimated $225M increase.
  • Neuberger Berman Group's biggest Q1 2025 reduction was UnitedHealth, cutting an estimated $198M.
  • Neuberger Berman Group fully exited Summit Materials, Inc. Class A Common Stock in Q1 2025, selling an estimated $51.9M.
  • Neuberger Berman Group's ten largest holdings make up 19% of its $119B portfolio in Q1 2025.
  • Neuberger Berman Group opened 164 new positions and closed 115 in Q1 2025.
  • Neuberger Berman Group's portfolio value fell 5.2% quarter-over-quarter to $119B.

Based on Neuberger Berman Group's 13F filing for Q1 2025, filed 13 May 2025.