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Neuberger Berman Group Portfolio holdings
AUM
$150B
1-Year Est. Return
40.08%
This Fund
S&P 500
This Quarter
Est. Return
-1.78%
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
$119B
AUM Growth
-$6.57B
(-5.2%)
Cap. Flow
-$1.86B
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
19.28%
Holding
2,087
New
164
Increased
907
Reduced
818
Closed
115
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intel
INTC
|
+$225M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$202M |
| 3 |
Abbott
ABT
|
+$182M |
| 4 |
Robinhood
HOOD
|
+$147M |
| 5 |
Oracle
ORCL
|
+$135M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$198M |
| 2 |
Walmart Inc
WMT
|
+$194M |
| 3 |
Norfolk Southern
NSC
|
+$175M |
| 4 |
Intuit
INTU
|
+$154M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$152M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.63% |
| 2 | Financials | 15.07% |
| 3 | Industrials | 11.65% |
| 4 | Healthcare | 9.92% |
| 5 | Consumer Discretionary | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Cameco
CCJ
$40.2B
| $7.18M | 0.01% |
174,489
+49,292
| +39% | +$2.32M |
|
852
Schwab US REIT ETF
SCHH
$11B
| $7.12M | 0.01% |
331,000
+75,000
| +29% | +$1.6M |
|
853
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
| $7.1M | 0.01% |
58,277
-7,840
| -12% | -$1.01M |
|
854
FormFactor
FORM
$8.73B
| $7.07M | 0.01% |
250,002
-47,462
| -16% | -$1.74M |
|
855
Huron Consulting
HURN
$2.46B
| $7.06M | 0.01% |
+49,203
| New | +$6.62M |
|
856
ResMed
RMD
$32.6B
| $7.05M | 0.01% |
31,485
+4,855
| +18% | +$1.13M |
|
857
iShares MSCI Saudi Arabia ETF
KSA
$619M
| $7.04M | 0.01% |
170,881
+6,092
| +4% | +$252K |
|
858
Fortinet
FTNT
$127B
| $7.02M | 0.01% |
72,966
+4,129
| +6% | +$419K |
|
|
REVG
859
DELISTED
REV Group
REVG
| $7M | 0.01% |
+221,482
| New | +$7.17M |
|
860
Best Buy
BBY
$20B
| $6.96M | 0.01% |
94,539
-67,832
| -42% | -$5.59M |
|
861
Citizens Financial Group
CFG
$28.2B
| $6.95M | 0.01% |
169,692
-8,048
| -5% | -$359K |
|
862
Williams-Sonoma
WSM
$25.9B
| $6.89M | 0.01% |
43,556
+28,037
| +181% | +$5.42M |
|
863
Vanguard Morningstar Value ETF
VTV
$190B
| $6.83M | 0.01% |
39,523
-3,764
| -9% | -$656K |
|
864
iShares MSCI EAFE ETF
EFA
$78.6B
| $6.82M | 0.01% |
83,433
-69,201
| -45% | -$5.58M |
|
865
Ashland
ASH
$3.23B
| $6.8M | 0.01% |
114,720
-92,155
| -45% | -$5.87M |
|
866
BioMarin Pharmaceuticals
BMRN
$12.7B
| $6.8M | 0.01% |
96,167
+2,415
| +3% | +$162K |
|
867
Atlassian
TEAM
$48.5B
| $6.76M | 0.01% |
31,862
-5,790
| -15% | -$1.53M |
|
868
National Grid
NGG
$77.4B
| $6.74M | 0.01% |
107,240
-242,919
| -69% | -$14.3M |
|
869
Global X Copper Miners ETF NEW
COPX
$7.67B
| $6.68M | 0.01% |
170,958
+4,115
| +2% | +$165K |
|
870
CALL
VanEck Gold Miners ETF
GDX
$28.8B
| $6.62M | 0.01% |
11,000
+8,000
| +267% | +$323K |
|
871
Core & Main
CNM
$7.85B
| $6.62M | 0.01% |
137,019
-4,902
| -3% | -$254K |
|
872
Alkermes
ALKS
$7.9B
| $6.6M | 0.01% |
199,977
+187,667
| +1,525% | +$6.12M |
|
873
Curtiss-Wright
CW
$21.2B
| $6.56M | 0.01% |
20,689
-19,219
| -48% | -$6.49M |
|
874
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
| $6.52M | 0.01% |
15,520
+59
| +0.4% | +$25.5K |
|
|
BWIN
875
Baldwin Insurance Group
BWIN
$3.11B
| $6.51M | 0.01% |
+145,687
| New | +$5.93M |
|
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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.