Neuberger Berman Group Portfolio holdings
Neuberger Berman is an employee-owned investment manager that runs stock, bond, private equity and hedge fund portfolios for institutions, advisers and high net worth individuals. Art collector Roy Neuberger and banker Robert Berman co-founded the firm in 1939. Lehman Brothers bought it in 2003, and after Lehman collapsed in 2008 the firm's own managers won a bankruptcy auction for it, spinning it off in 2009 and returning it to full employee ownership by the end of 2014. Since going independent it has moved beyond its traditional focus on stocks into emerging markets debt, high-yield bonds and private equity, and in 2024 it led a private equity group that agreed to buy the school operator Nord Anglia Education. Art has been part of the firm's workplace culture since Roy Neuberger co-founded it, and it bought back many pieces of its collection at auction in 2010 after Lehman had absorbed them.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$463M |
| 2 |
Apple
AAPL
|
+$418M |
| 3 |
SpaceX
SPCX
|
+$361M |
| 4 |
NVIDIA
NVDA
|
+$291M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$428M |
| 2 |
Microsoft
MSFT
|
+$314M |
| 3 |
Boston Scientific
BSX
|
+$269M |
| 4 |
Teradyne
TER
|
+$249M |
| 5 |
T-Mobile US
TMUS
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.73% |
| 2 | Financials | 12.28% |
| 3 | Industrials | 12.08% |
| 4 | Healthcare | 8.91% |
| 5 | Consumer Discretionary | 8.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
RTX Corp
RTX
$270B
| $366M | 0.24% |
1,930,153
+28,463
| +1% | +$5.22M |
2013 Q2
52 quarters
|
|
77
nVent Electric
NVT
$20.4B
| $363M | 0.24% |
2,142,630
-396,067
| -16% | -$61.8M |
2020 Q2
24 quarters
|
|
|
78
SpaceX
SPCX
$1.83T
| $363M | 0.24% |
+2,127,228
| New | +$361M |
2026 Q2
0 quarters
|
|
79
Danaher
DHR
$163B
| $353M | 0.23% |
1,853,198
-881,303
| -32% | -$160M |
2013 Q2
52 quarters
|
|
80
Corning
GLW
$106B
| $339M | 0.23% |
1,328,672
+396,476
| +43% | +$72.1M |
2013 Q2
52 quarters
|
|
81
Cummins
CMI
$68.8B
| $339M | 0.23% |
476,978
-10,580
| -2% | -$6.97M |
2013 Q2
52 quarters
|
|
82
Thermo Fisher Scientific
TMO
$258B
| $335M | 0.22% |
667,506
-218,064
| -25% | -$105M |
2013 Q2
52 quarters
|
|
83
Cencora
COR
$63.1B
| $332M | 0.22% |
1,174,269
+426,800
| +57% | +$123M |
2016 Q4
38 quarters
|
|
84
PNC Financial Services
PNC
$90.9B
| $330M | 0.22% |
1,339,181
+65,923
| +5% | +$14.8M |
2013 Q2
52 quarters
|
|
85
Progressive
PGR
$134B
| $326M | 0.22% |
1,493,800
-205,869
| -12% | -$41.5M |
2013 Q2
52 quarters
|
|
86
FirstEnergy
FE
$27.2B
| $325M | 0.22% |
6,840,128
-1,081,346
| -14% | -$51.3M |
2021 Q4
18 quarters
|
|
87
AbbVie
ABBV
$521B
| $322M | 0.21% |
1,279,175
+44,339
| +4% | +$9.5M |
2013 Q2
52 quarters
|
|
88
Freeport-McMoran
FCX
$89.7B
| $319M | 0.21% |
5,090,048
+240,921
| +5% | +$15.5M |
2013 Q2
52 quarters
|
|
89
Energy Transfer Partners
ET
$72B
| $319M | 0.21% |
16,691,083
+851,267
| +5% | +$16.5M |
2013 Q2
52 quarters
|
|
90
MACOM Technology Solutions
MTSI
$17.9B
| $314M | 0.21% |
826,969
+38,150
| +5% | +$12.7M |
2015 Q1
45 quarters
|
|
91
Haemonetics
HAE
$5.44B
| $313M | 0.21% |
4,179,443
+618,525
| +17% | +$39.7M |
2013 Q2
52 quarters
|
|
92
Moody's
MCO
$85.2B
| $307M | 0.2% |
677,875
-3,052
| -0.4% | -$1.37M |
2013 Q2
52 quarters
|
|
93
Church & Dwight Co
CHD
$25.4B
| $307M | 0.2% |
3,163,849
+1,303,482
| +70% | +$125M |
2013 Q2
52 quarters
|
|
94
Quanta Services
PWR
$93.5B
| $302M | 0.2% |
419,933
-95,657
| -19% | -$65.4M |
2013 Q2
52 quarters
|
|
95
Brookfield
BN
$87.7B
| $300M | 0.2% |
7,053,087
-96,591
| -1% | -$4.32M |
2013 Q2
52 quarters
|
|
96
Viasat
VSAT
$10.6B
| $299M | 0.2% |
3,360,508
-1,382,170
| -29% | -$91.5M |
2019 Q4
26 quarters
|
|
97
Blackrock
BLK
$177B
| $296M | 0.2% |
307,984
-7,276
| -2% | -$7.52M |
2013 Q2
52 quarters
|
|
98
Vistra
VST
$46.4B
| $296M | 0.2% |
1,864,591
-95,850
| -5% | -$14.9M |
2017 Q2
36 quarters
|
|
99
Robinhood
HOOD
$76.5B
| $289M | 0.19% |
2,880,809
+217,565
| +8% | +$18.2M |
2022 Q1
17 quarters
|
|
100
Valmont Industries
VMI
$8.08B
| $287M | 0.19% |
497,545
-158,257
| -24% | -$79.6M |
2013 Q2
52 quarters
|
|
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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 259 new, 1,157 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 259 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.