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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
+1.41%
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
$131B
AUM Growth
-$2.93B
Cap. Flow
+$260M
Cap. Flow %
0.2%
Top 10 Hldgs %
22.07%
Holding
2,274
New
167
Increased
1,051
Reduced
863
Closed
112

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$419M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$355M
3
BSX icon
Boston Scientific
BSX
+$245M
4
AMZN icon
Amazon
AMZN
+$234M
5
TER icon
Teradyne
TER
+$208M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$212M
2
PM icon
Philip Morris
PM
+$181M
3
SNDK
Sandisk
SNDK
+$154M
4
MSFT icon
Microsoft
MSFT
+$154M
5
LITE icon
Lumentum
LITE
+$153M

Sector Composition

Rank Sector Weight
1 Technology 24.67%
2 Financials 13.1%
3 Industrials 12.38%
4 Healthcare 9.15%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MC icon
1101
Moelis & Co
MC
$4.98B
$2.64M ﹤0.01%
46,311
-1,059
-2% -$68.8K
OPY icon
1102
Oppenheimer Holdings
OPY
$1.17B
$2.63M ﹤0.01%
29,530
-725
-2% -$60.7K
TECK icon
1103
Teck Resources
TECK
$29.5B
$2.63M ﹤0.01%
53,591
+5,132
+11% +$275K
BF.B icon
1104
Brown-Forman Class B
BF.B
$12B
$2.63M ﹤0.01%
99,345
-24,183
-20% -$649K
RBLX icon
1105
Roblox
RBLX
$34B
$2.62M ﹤0.01%
46,332
-895,344
-95% -$60.1M
INVZ icon
1106
Innoviz Technologies
INVZ
$135M
$2.61M ﹤0.01%
4,149,968
-48,574
-1% -$44.4K
TPG icon
1107
TPG
TPG
$6.87B
$2.61M ﹤0.01%
64,311
-507,805
-89% -$26M
LYB icon
1108
LyondellBasell Industries
LYB
$19.5B
$2.58M ﹤0.01%
32,038
+9,812
+44% +$582K
SGC icon
1109
Superior Group of Companies
SGC
$193M
$2.58M ﹤0.01%
254,030
-9,672
-4% -$97.4K
BOTZ icon
1110
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$2.58M ﹤0.01%
+77,542
New +$2.86M
ITOT icon
1111
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$2.57M ﹤0.01%
18,025
-1,460
-7% -$217K
DG icon
1112
Dollar General
DG
$25.9B
$2.54M ﹤0.01%
21,426
+1,224
+6% +$175K
XEL icon
1113
Xcel Energy
XEL
$51B
$2.54M ﹤0.01%
31,760
+3,201
+11% +$251K
TU icon
1114
Telus
TU
$16B
$2.53M ﹤0.01%
196,885
+14,774
+8% +$200K
BKD icon
1115
Brookdale Senior Living
BKD
$3.62B
$2.53M ﹤0.01%
184,882
+171,639
+1,296% +$2.4M
DFTX
1116
Definium Therapeutics
DFTX
$5.73B
$2.52M ﹤0.01%
+133,369
New +$2.26M
SXT icon
1117
Sensient Technologies
SXT
$5.4B
$2.51M ﹤0.01%
29,030
-67,096
-70% -$6.28M
BWA icon
1118
BorgWarner
BWA
$13.2B
$2.48M ﹤0.01%
45,663
-35,030
-43% -$1.85M
NBTR
1119
Neuberger Total Return Bond ETF
NBTR
$54.2M
$2.47M ﹤0.01%
49,404
-17,746
-26% -$898K
CSGP icon
1120
CoStar Group
CSGP
$11.3B
$2.46M ﹤0.01%
61,102
-108,565
-64% -$5.65M
IJR icon
1121
iShares Core S&P Small-Cap ETF
IJR
$109B
$2.46M ﹤0.01%
19,781
-12,554
-39% -$1.59M
DOCU
1122
DocuSign
DOCU
$9.63B
$2.43M ﹤0.01%
51,293
-71,730
-58% -$3.67M
BKU icon
1123
Bankunited
BKU
$3.38B
$2.43M ﹤0.01%
53,842
+1,007
+2% +$47K
RPRX icon
1124
Royalty Pharma
RPRX
$26.1B
$2.43M ﹤0.01%
50,594
-10,487
-17% -$459K
SNY icon
1125
Sanofi
SNY
$104B
$2.42M ﹤0.01%
50,299
+6,559
+15% +$306K
43 44
45
46 47

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Neuberger Berman Group's Q1 2026 Portfolio in Review

As of Q1 2026, Neuberger Berman Group held 2,274 positions worth $131B, down 2.2% from $134B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Neuberger Berman Group's Q1 2026 filing shows 167 new, 1,051 increased, 863 reduced and 112 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 738,175 shares worth $46.5M. The largest sale was Abbott, an estimated $212M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 738,175 shares worth $46.5M.
  • Neuberger Berman Group added most to NVIDIA in Q1 2026, an estimated $419M increase.
  • Neuberger Berman Group's biggest Q1 2026 reduction was Abbott, cutting an estimated $212M.
  • Neuberger Berman Group fully exited Exact Sciences in Q1 2026, selling an estimated $82M.
  • Neuberger Berman Group's ten largest holdings make up 22% of its $131B portfolio in Q1 2026.
  • Neuberger Berman Group opened 167 new positions and closed 112 in Q1 2026.
  • Neuberger Berman Group's portfolio value fell 2.2% quarter-over-quarter to $131B.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.