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Neuberger Berman Group Portfolio holdings
AUM
$131B
1-Year Est. Return
28.36%
This Fund
S&P 500
This Quarter
Est. Return
+8.73%
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
$137B
AUM Growth
+$6.89B
(+5.3%)
Cap. Flow
-$979M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
22.62%
Holding
2,162
New
113
Increased
854
Reduced
981
Closed
131
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$231M |
| 2 |
Pfizer
PFE
|
+$149M |
| 3 |
Eli Lilly
LLY
|
+$143M |
| 4 |
STUB
StubHub Holdings
STUB
|
+$135M |
| 5 |
Humana
HUM
|
+$135M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$188M |
| 2 |
Take-Two Interactive
TTWO
|
+$176M |
| 3 |
Credo Technology Group
CRDO
|
+$163M |
| 4 |
Meta Platforms (Facebook)
META
|
+$163M |
| 5 |
Amazon
AMZN
|
+$150M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.46% |
| 2 | Financials | 14.12% |
| 3 | Industrials | 11.69% |
| 4 | Consumer Discretionary | 9.32% |
| 5 | Healthcare | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Capital One
COF
$124B
| $362M | 0.26% |
1,699,047
-61,887
| -4% | -$13.5M |
|
77
PNC Financial Services
PNC
$100B
| $360M | 0.26% |
1,790,525
-64,986
| -4% | -$12.9M |
|
78
CSX Corp
CSX
$98.6B
| $352M | 0.26% |
9,905,278
+473,009
| +5% | +$16.2M |
|
79
RTX Corp
RTX
$287B
| $348M | 0.25% |
2,081,048
-50,095
| -2% | -$7.78M |
|
80
Interactive Brokers
IBKR
$40.9B
| $333M | 0.24% |
4,840,533
-35,244
| -0.7% | -$2.22M |
|
81
Medtronic
MDT
$106B
| $331M | 0.24% |
3,481,751
-170,875
| -5% | -$15.7M |
|
82
American Tower
AMT
$77.6B
| $328M | 0.24% |
1,706,273
-47,892
| -3% | -$9.98M |
|
83
Brookfield
BN
$102B
| $328M | 0.24% |
7,175,205
-180,866
| -2% | -$8.01M |
|
84
Moody's
MCO
$82.2B
| $327M | 0.24% |
687,145
-14,763
| -2% | -$7.44M |
|
85
Synopsys
SNPS
$71.6B
| $326M | 0.24% |
660,598
+39,957
| +6% | +$22.6M |
|
86
IBM
IBM
$202B
| $318M | 0.23% |
1,125,590
-400,465
| -26% | -$105M |
|
87
DT Midstream
DTM
$14.9B
| $316M | 0.23% |
2,797,093
+170,510
| +6% | +$17.8M |
|
88
TSMC
TSM
$2.09T
| $301M | 0.22% |
1,080,886
-489,038
| -31% | -$120M |
|
89
Tetra Tech
TTEK
$8.23B
| $301M | 0.22% |
9,027,698
+124,570
| +1% | +$4.53M |
|
90
3M
MMM
$88.9B
| $298M | 0.22% |
1,918,483
-35,975
| -2% | -$5.55M |
|
|
FISV
91
Fiserv Inc
FISV
$27.2B
| $295M | 0.22% |
2,290,241
-567,791
| -20% | -$81.4M |
|
92
nVent Electric
NVT
$24.5B
| $291M | 0.21% |
2,954,423
-23,205
| -0.8% | -$2.02M |
|
93
Lam Research
LRCX
$381B
| $286M | 0.21% |
2,136,753
+272,854
| +15% | +$28.9M |
|
94
Goldman Sachs
GS
$313B
| $285M | 0.21% |
357,810
-8,119
| -2% | -$6.02M |
|
95
EQT Corp
EQT
$33.1B
| $281M | 0.21% |
5,157,183
-1,102,518
| -18% | -$58.3M |
|
96
Wheaton Precious Metals
WPM
$50.6B
| $277M | 0.2% |
2,482,383
-647,477
| -21% | -$63.3M |
|
97
Energy Transfer Partners
ET
$70.1B
| $276M | 0.2% |
16,104,221
+1,191
| +0% | +$20.9K |
|
98
Valmont Industries
VMI
$9.46B
| $276M | 0.2% |
712,578
-212,991
| -23% | -$77.5M |
|
99
AbbVie
ABBV
$457B
| $275M | 0.2% |
1,187,956
-52,298
| -4% | -$10.6M |
|
100
Intel
INTC
$464B
| $274M | 0.2% |
8,136,491
+2,391,905
| +42% | +$57.9M |
|
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Neuberger Berman Group's Q3 2025 Portfolio in Review
As of Q3 2025, Neuberger Berman Group held 2,162 positions worth $137B, up 5.3% from $130B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Neuberger Berman Group's Q3 2025 filing shows 113 new, 854 increased, 981 reduced and 131 closed positions. Its largest new stake was StubHub Holdings: 7,368,767 shares worth $124M. The largest sale was UnitedHealth, an estimated $188M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q3 2025 buy was StubHub Holdings: 7,368,767 shares worth $124M.
- Neuberger Berman Group added most to Walt Disney in Q3 2025, an estimated $231M increase.
- Neuberger Berman Group's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $188M.
- Neuberger Berman Group fully exited Hess in Q3 2025, selling an estimated $128M.
- Neuberger Berman Group's ten largest holdings make up 23% of its $137B portfolio in Q3 2025.
- Neuberger Berman Group opened 113 new positions and closed 131 in Q3 2025.
- Neuberger Berman Group's portfolio value rose 5.3% quarter-over-quarter to $137B.
Based on Neuberger Berman Group's 13F filing for Q3 2025, filed 12 Nov 2025.