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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
+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
Cap. Flow
-$979M
Cap. Flow %
-0.72%
Top 10 Hldgs %
22.62%
Holding
2,162
New
113
Increased
854
Reduced
981
Closed
131

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$231M
2
PFE icon
Pfizer
PFE
+$149M
3
LLY icon
Eli Lilly
LLY
+$143M
4
STUB
StubHub Holdings
STUB
+$135M
5
HUM icon
Humana
HUM
+$135M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$188M
2
TTWO icon
Take-Two Interactive
TTWO
+$176M
3
CRDO icon
Credo Technology Group
CRDO
+$163M
4
META icon
Meta Platforms (Facebook)
META
+$163M
5
AMZN icon
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
NVR icon
1026
NVR
NVR
$17.2B
$3.67M ﹤0.01%
457
-106
-19% -$843K
IBDX icon
1027
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$3.65M ﹤0.01%
142,591
+15,956
+13% +$405K
F icon
1028
Ford
F
$57.3B
$3.65M ﹤0.01%
305,384
+24,456
+9% +$282K
LH icon
1029
Labcorp
LH
$24.3B
$3.62M ﹤0.01%
12,609
-5,995
-32% -$1.61M
VMC icon
1030
Vulcan Materials
VMC
$36.3B
$3.58M ﹤0.01%
11,651
+120
+1% +$34.1K
IBIT icon
1031
iShares Bitcoin Trust
IBIT
$47.2B
$3.58M ﹤0.01%
55,087
+9,150
+20% +$595K
WSM icon
1032
Williams-Sonoma
WSM
$26.7B
$3.58M ﹤0.01%
18,312
-809
-4% -$155K
HUBB icon
1033
Hubbell
HUBB
$25.7B
$3.57M ﹤0.01%
8,307
-202
-2% -$87K
EWTX icon
1034
Edgewise Therapeutics
EWTX
$4.39B
$3.56M ﹤0.01%
219,646
+54,111
+33% +$768K
CBRE icon
1035
CBRE Group
CBRE
$40.8B
$3.55M ﹤0.01%
22,559
-9,415
-29% -$1.46M
AU icon
1036
AngloGold Ashanti
AU
$40.3B
$3.54M ﹤0.01%
50,269
+21,237
+73% +$1.19M
CHT icon
1037
Chunghwa Telecom
CHT
$33.2B
$3.53M ﹤0.01%
80,887
+1,649
+2% +$73.3K
OKLO
1038
Oklo
OKLO
$7B
$3.48M ﹤0.01%
31,152
+5,245
+20% +$411K
IBDW icon
1039
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
$3.47M ﹤0.01%
163,605
+19,897
+14% +$419K
ARES.PRB
1040
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.22B
$3.45M ﹤0.01%
69,440
– –
BP icon
1041
BP
BP
$113B
$3.45M ﹤0.01%
99,996
+6,596
+7% +$221K
DG icon
1042
Dollar General
DG
$25.9B
$3.41M ﹤0.01%
32,996
+12,657
+62% +$1.39M
ZBRA icon
1043
Zebra Technologies
ZBRA
$12.4B
$3.41M ﹤0.01%
11,474
-8,529
-43% -$2.72M
MC icon
1044
Moelis & Co
MC
$4.98B
$3.36M ﹤0.01%
47,100
-30
-0.1% -$2.14K
WTW icon
1045
Willis Towers Watson
WTW
$27.9B
$3.31M ﹤0.01%
9,584
+809
+9% +$262K
FWONK icon
1046
Liberty Media Series C
FWONK
$24.3B
$3.29M ﹤0.01%
31,466
-1,334
-4% -$135K
BTI icon
1047
British American Tobacco
BTI
$132B
$3.2M ﹤0.01%
60,299
-750
-1% -$40.7K
BAC.PRL icon
1048
Bank of America Series L
BAC.PRL
$3.95B
$3.2M ﹤0.01%
2,500
-8
-0.3% -$9.93K
FBIN icon
1049
Fortune Brands Innovations
FBIN
$6.12B
$3.16M ﹤0.01%
59,255
+4,505
+8% +$254K
IJR icon
1050
iShares Core S&P Small-Cap ETF
IJR
$109B
$3.15M ﹤0.01%
26,531
+4,559
+21% +$524K
40 41
42
43 44

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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.