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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
CSCO icon
76
Cisco
CSCO
$456B
$324M 0.27%
5,251,346
+1,006,770
+24% +$62M
BLK icon
77
Blackrock
BLK
$170B
$322M 0.27%
340,564
-56,008
-14% -$54.9M
CHE icon
78
Chemed
CHE
$6.87B
$321M 0.27%
521,212
+19,650
+4% +$11.2M
DUK icon
79
Duke Energy
DUK
$101B
$319M 0.27%
2,616,367
-357,523
-12% -$40.8M
CL icon
80
Colgate-Palmolive
CL
$74.2B
$316M 0.26%
3,374,783
+26,918
+0.8% +$2.41M
KR icon
81
Kroger
KR
$36.3B
$312M 0.26%
4,610,227
-283,378
-6% -$18M
AMT icon
82
American Tower
AMT
$79.9B
$309M 0.26%
1,418,745
-115,590
-8% -$22.7M
COO icon
83
Cooper Companies
COO
$14.1B
$304M 0.26%
3,608,798
+1,061,033
+42% +$95.1M
AEM icon
84
Agnico Eagle Mines
AEM
$71.9B
$304M 0.25%
2,806,512
-147,640
-5% -$14.1M
CHD icon
85
Church & Dwight Co
CHD
$23.7B
$300M 0.25%
2,724,278
-70,902
-3% -$7.59M
FICO icon
86
Fair Isaac
FICO
$31B
$299M 0.25%
162,387
-23,918
-13% -$44.3M
ET icon
87
Energy Transfer Partners
ET
$69.5B
$299M 0.25%
16,064,685
+72,026
+0.5% +$1.4M
AIG icon
88
American International
AIG
$42.9B
$298M 0.25%
3,425,482
+73,109
+2% +$5.68M
ZTS icon
89
Zoetis
ZTS
$32.5B
$297M 0.25%
1,804,179
-119,616
-6% -$19.9M
CDW icon
90
CDW
CDW
$18.4B
$296M 0.25%
1,847,697
-197,442
-10% -$35.9M
CSX icon
91
CSX Corp
CSX
$94.2B
$293M 0.25%
9,940,578
-3,591,154
-27% -$114M
ABBV icon
92
AbbVie
ABBV
$465B
$288M 0.24%
1,373,058
-111,196
-7% -$21.6M
WSO icon
93
Watsco Inc
WSO
$15.1B
$284M 0.24%
559,574
-36,408
-6% -$17.9M
RBC icon
94
RBC Bearings
RBC
$18.2B
$284M 0.24%
881,959
-150,785
-15% -$50.9M
EQT icon
95
EQT Corp
EQT
$32.3B
$277M 0.23%
5,191,780
+484,671
+10% +$24.8M
RTX icon
96
RTX Corp
RTX
$295B
$277M 0.23%
2,093,573
+138,316
+7% +$17.5M
WPM icon
97
Wheaton Precious Metals
WPM
$49.8B
$277M 0.23%
3,580,064
+16,838
+0.5% +$1.12M
REGN icon
98
Regeneron Pharmaceuticals
REGN
$72.9B
$277M 0.23%
436,508
-26,021
-6% -$17.9M
HAE icon
99
Haemonetics
HAE
$3.75B
$276M 0.23%
4,348,362
-70,981
-2% -$4.83M
BMY icon
100
Bristol-Myers Squibb
BMY
$130B
$275M 0.23%
4,517,754
+1,866,882
+70% +$109M
2 3
4
5 6

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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.