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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
KHC icon
1176
Kraft Heinz
KHC
$30.4B
$1.79M ﹤0.01%
68,776
+11,430
+20% +$311K
BSAC icon
1177
Banco Santander Chile
BSAC
$15.8B
$1.79M ﹤0.01%
67,749
+926
+1% +$22.7K
LPLA icon
1178
LPL Financial
LPLA
$26.3B
$1.78M ﹤0.01%
5,354
-139,226
-96% -$50.5M
IVZ icon
1179
Invesco
IVZ
$13.3B
$1.78M ﹤0.01%
77,474
+6,686
+9% +$139K
VTRS icon
1180
Viatris
VTRS
$20.1B
$1.78M ﹤0.01%
179,350
+45,664
+34% +$444K
EMBJ
1181
Embraer S.A. ADS
EMBJ
$11.6B
$1.77M ﹤0.01%
29,444
-10,938
-27% -$618K
VONE icon
1182
Vanguard Russell 1000 ETF
VONE
$8.19B
$1.76M ﹤0.01%
5,817
-1,326
-19% -$386K
RDY icon
1183
Dr. Reddy's Laboratories
RDY
$9.82B
$1.75M ﹤0.01%
125,059
-86,470
-41% -$1.24M
ALB icon
1184
Albemarle
ALB
$13.5B
$1.75M ﹤0.01%
21,541
+1,726
+9% +$133K
JEF icon
1185
Jefferies Financial Group
JEF
$12.9B
$1.73M ﹤0.01%
26,456
+52
+0.2% +$3.17K
AVTR icon
1186
Avantor
AVTR
$7.81B
$1.73M ﹤0.01%
138,264
+26,658
+24% +$343K
LYG icon
1187
Lloyds Banking Group
LYG
$87.4B
$1.72M ﹤0.01%
378,366
+1,454
+0.4% +$6.36K
SJM icon
1188
J.M. Smucker
SJM
$12.6B
$1.7M ﹤0.01%
15,639
+3,452
+28% +$375K
MEDP icon
1189
Medpace
MEDP
$16.8B
$1.7M ﹤0.01%
3,297
+120
+4% +$52.4K
CNC icon
1190
Centene
CNC
$31.3B
$1.69M ﹤0.01%
47,246
+12,974
+38% +$392K
ENPH icon
1191
Enphase Energy
ENPH
$4.84B
$1.68M ﹤0.01%
47,583
+22,520
+90% +$837K
APPF icon
1192
AppFolio
APPF
$5.85B
$1.68M ﹤0.01%
6,098
-4,057
-40% -$1.1M
IMVP
1193
Invesco India ETF
IMVP
$122M
$1.68M ﹤0.01%
67,005
+573
+0.9% +$14.8K
STZ icon
1194
Constellation Brands
STZ
$22.2B
$1.67M ﹤0.01%
12,406
-1,368
-10% -$218K
DOC icon
1195
Healthpeak Properties
DOC
$15.4B
$1.66M ﹤0.01%
86,605
-2,896
-3% -$51.9K
SBS icon
1196
Sabesp
SBS
$19.7B
$1.65M ﹤0.01%
345,033
-188,203
-35% -$792K
USPH icon
1197
US Physical Therapy
USPH
$1.14B
$1.64M ﹤0.01%
19,260
-9,551
-33% -$765K
PPL
1198
PPL Corp
PPL
$27.3B
$1.63M ﹤0.01%
43,931
-340
-0.8% -$12.2K
PAYC icon
1199
Paycom
PAYC
$6.78B
$1.63M ﹤0.01%
7,835
+67
+0.9% +$15.1K
PFGC icon
1200
Performance Food Group
PFGC
$17.5B
$1.63M ﹤0.01%
15,674
-1,658
-10% -$166K
46 47
48
49 50

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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.