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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
PAA icon
1126
Plains All American Pipeline
PAA
$17.4B
$2.29M ﹤0.01%
133,943
-9,724
-7% -$174K
BBDC icon
1127
Barings BDC
BBDC
$862M
$2.27M ﹤0.01%
259,413
+19,096
+8% +$180K
PSKY
1128
Paramount Skydance Corp
PSKY
$9.19B
$2.27M ﹤0.01%
+119,916
New +$1.9M
TGT icon
1129
Target
TGT
$62.1B
$2.25M ﹤0.01%
25,049
-70,781
-74% -$6.97M
DBA icon
1130
Invesco DB Agriculture Fund
DBA
$1.26B
$2.25M ﹤0.01%
83,930
– –
MSTR icon
1131
Strategy Inc
MSTR
$33.5B
$2.24M ﹤0.01%
6,937
-90,964
-93% -$33.7M
OPY icon
1132
Oppenheimer Holdings
OPY
$1.17B
$2.23M ﹤0.01%
30,155
– –
TECK icon
1133
Teck Resources
TECK
$29.5B
$2.22M ﹤0.01%
50,595
-21,057
-29% -$765K
CG icon
1134
Carlyle Group
CG
$16.3B
$2.22M ﹤0.01%
35,344
-12,444
-26% -$777K
ESGV icon
1135
Vanguard ESG US Stock ETF
ESGV
$12.9B
$2.21M ﹤0.01%
18,682
+3,557
+24% +$405K
XYZ
1136
Block Inc
XYZ
$45.9B
$2.19M ﹤0.01%
30,316
+3,281
+12% +$246K
GPC icon
1137
Genuine Parts
GPC
$17.1B
$2.19M ﹤0.01%
15,795
+220
+1% +$29.5K
IT icon
1138
Gartner
IT
$9.41B
$2.19M ﹤0.01%
8,328
-861
-9% -$251K
PPG icon
1139
PPG Industries
PPG
$25.9B
$2.18M ﹤0.01%
20,764
+66
+0.3% +$7.33K
MORN icon
1140
Morningstar
MORN
$6.56B
$2.18M ﹤0.01%
9,375
-5,241
-36% -$1.4M
FLY
1141
Firefly Aerospace
FLY
$3.23B
$2.17M ﹤0.01%
+74,056
New +$3.33M
FNF icon
1142
Fidelity National Financial
FNF
$13.9B
$2.16M ﹤0.01%
35,662
-1,961
-5% -$114K
WH icon
1143
Wyndham Hotels & Resorts
WH
$5.46B
$2.15M ﹤0.01%
26,918
-418
-2% -$36K
BXP icon
1144
Boston Properties
BXP
$11B
$2.14M ﹤0.01%
28,790
-55,280
-66% -$3.9M
ASX icon
1145
ASE Group
ASX
$80.8B
$2.13M ﹤0.01%
192,101
+4,505
+2% +$47.2K
TR icon
1146
Tootsie Roll Industries
TR
$2.82B
$2.12M ﹤0.01%
52,153
+1,119
+2% +$42.3K
CRCL
1147
Circle Internet Group
CRCL
$15.5B
$2.12M ﹤0.01%
16,007
+1,766
+12% +$279K
SAN icon
1148
Banco Santander
SAN
$194B
$2.11M ﹤0.01%
201,558
+39,977
+25% +$372K
BKU icon
1149
Bankunited
BKU
$3.38B
$2.11M ﹤0.01%
55,326
-442
-0.8% -$16.7K
VIS icon
1150
Vanguard Industrials ETF
VIS
$8.23B
$2.07M ﹤0.01%
6,989
– –
44 45
46
47 48

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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.