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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
NSA
1051
DELISTED
National Storage Affiliates Trust
NSA
$3.15M ﹤0.01%
104,175
-2,998
-3% -$93.6K
SCHD icon
1052
Schwab US Dividend Equity ETF
SCHD
$102B
$3.11M ﹤0.01%
114,094
+8,135
+8% +$222K
EQH icon
1053
Equitable Holdings
EQH
$13.1B
$3.1M ﹤0.01%
61,143
-367,407
-86% -$19.5M
UVV icon
1054
Universal Corp
UVV
$1.34B
$3.07M ﹤0.01%
54,972
-216
-0.4% -$11.9K
VV icon
1055
Vanguard Large-Cap ETF
VV
$51.9B
$3.06M ﹤0.01%
9,946
+641
+7% +$190K
SGC icon
1056
Superior Group of Companies
SGC
$193M
$3.06M ﹤0.01%
285,592
-19,510
-6% -$224K
QBTS icon
1057
D-Wave Quantum
QBTS
$6B
$3.06M ﹤0.01%
+123,784
New +$2.26M
INGR icon
1058
Ingredion
INGR
$6.38B
$3.03M ﹤0.01%
24,919
-1,943
-7% -$250K
APLD icon
1059
Applied Digital
APLD
$7.77B
$3.02M ﹤0.01%
131,599
-82,771
-39% -$1.23M
DOCS icon
1060
Doximity
DOCS
$3.67B
$3M ﹤0.01%
41,029
+35,678
+667% +$2.33M
MSDL icon
1061
Morgan Stanley Direct Lending Fund
MSDL
$1.29B
$2.98M ﹤0.01%
185,206
-76,561
-29% -$1.4M
RLI icon
1062
RLI Corp
RLI
$5.68B
$2.98M ﹤0.01%
45,657
-1,998,757
-98% -$135M
KMX icon
1063
CarMax
KMX
$8.27B
$2.98M ﹤0.01%
66,330
-12,328
-16% -$736K
PODD icon
1064
Insulet
PODD
$11.3B
$2.96M ﹤0.01%
9,604
-632
-6% -$198K
DD icon
1065
DuPont de Nemours
DD
$18.6B
$2.95M ﹤0.01%
30,155
+126
+0.4% +$11.9K
TSN icon
1066
Tyson Foods
TSN
$20.2B
$2.93M ﹤0.01%
54,010
+11,439
+27% +$632K
SOBO
1067
South Bow Corp
SOBO
$8.03B
$2.93M ﹤0.01%
103,628
+749
+0.7% +$20.4K
RDW icon
1068
Redwire
RDW
$2.08B
$2.92M ﹤0.01%
325,273
+124,634
+62% +$1.46M
STAG icon
1069
STAG Industrial
STAG
$7.86B
$2.92M ﹤0.01%
82,712
+14,411
+21% +$514K
VYM icon
1070
Vanguard High Dividend Yield ETF
VYM
$81.1B
$2.92M ﹤0.01%
20,708
+4,026
+24% +$553K
RF icon
1071
Regions Financial
RF
$26.3B
$2.89M ﹤0.01%
109,768
-13,356
-11% -$347K
PAAS icon
1072
Pan American Silver
PAAS
$18.6B
$2.89M ﹤0.01%
74,646
-6,915
-8% -$222K
MAS icon
1073
Masco
MAS
$16B
$2.88M ﹤0.01%
40,928
-25,806
-39% -$1.82M
RGTI icon
1074
Rigetti Computing
RGTI
$4.7B
$2.86M ﹤0.01%
+96,066
New +$1.68M
CINF icon
1075
Cincinnati Financial
CINF
$28.3B
$2.86M ﹤0.01%
18,084
+615
+4% +$93.3K
41 42
43
44 45

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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.