Neuberger Berman Group Portfolio holdings
Neuberger Berman is an employee-owned investment manager that runs stock, bond, private equity and hedge fund portfolios for institutions, advisers and high net worth individuals. Art collector Roy Neuberger and banker Robert Berman co-founded the firm in 1939. Lehman Brothers bought it in 2003, and after Lehman collapsed in 2008 the firm's own managers won a bankruptcy auction for it, spinning it off in 2009 and returning it to full employee ownership by the end of 2014. Since going independent it has moved beyond its traditional focus on stocks into emerging markets debt, high-yield bonds and private equity, and in 2024 it led a private equity group that agreed to buy the school operator Nord Anglia Education. Art has been part of the firm's workplace culture since Roy Neuberger co-founded it, and it bought back many pieces of its collection at auction in 2010 after Lehman had absorbed them.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$463M |
| 2 |
Apple
AAPL
|
+$418M |
| 3 |
SpaceX
SPCX
|
+$361M |
| 4 |
NVIDIA
NVDA
|
+$291M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$428M |
| 2 |
Microsoft
MSFT
|
+$314M |
| 3 |
Boston Scientific
BSX
|
+$269M |
| 4 |
Teradyne
TER
|
+$249M |
| 5 |
T-Mobile US
TMUS
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.73% |
| 2 | Financials | 12.28% |
| 3 | Industrials | 12.11% |
| 4 | Healthcare | 8.91% |
| 5 | Consumer Discretionary | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
UGI
UGI
$7.94B
| $283M | 0.19% |
8,201,866
-225,301
| -3% | -$7.96M |
2023 Q3
11 quarters
|
|
102
Arista Networks
ANET
$216B
| $281M | 0.19% |
1,667,355
+488,537
| +41% | +$76.7M |
2017 Q3
35 quarters
|
|
103
Tesla
TSLA
$1.42T
| $281M | 0.19% |
668,759
+57,147
| +9% | +$22.7M |
2015 Q1
45 quarters
|
|
104
Vertex Pharmaceuticals
VRTX
$139B
| $278M | 0.18% |
559,445
+7,923
| +1% | +$3.51M |
2013 Q2
52 quarters
|
|
105
Element Solutions
ESI
$7.61B
| $276M | 0.18% |
5,777,953
-2,189,476
| -27% | -$90.9M |
2020 Q4
22 quarters
|
|
106
Veeco
VECO
$2.27B
| $275M | 0.18% |
3,651,115
+200,453
| +6% | +$11.4M |
2014 Q2
48 quarters
|
|
107
Prologis
PLD
$121B
| $271M | 0.18% |
2,003,203
+882,065
| +79% | +$125M |
2013 Q2
52 quarters
|
|
108
Western Midstream Partners
WES
$16.5B
| $271M | 0.18% |
6,190,369
-93,341
| -1% | -$4.02M |
2013 Q2
52 quarters
|
|
109
W.W. Grainger
GWW
$67.4B
| $269M | 0.18% |
197,952
+67,045
| +51% | +$82.6M |
2013 Q2
52 quarters
|
|
110
Capital One
COF
$121B
| $268M | 0.18% |
1,334,600
+92,048
| +7% | +$17.6M |
2013 Q2
52 quarters
|
|
111
Procter & Gamble
PG
$383B
| $266M | 0.18% |
1,815,807
-21,060
| -1% | -$3.07M |
2013 Q2
52 quarters
|
|
112
Wells Fargo
WFC
$252B
| $266M | 0.18% |
3,214,004
-1,377,753
| -30% | -$111M |
2013 Q2
52 quarters
|
|
113
Philip Morris
PM
$308B
| $265M | 0.18% |
1,461,558
+67,266
| +5% | +$11.7M |
2013 Q2
52 quarters
|
|
114
Ametek
AME
$52.4B
| $264M | 0.18% |
1,092,452
+75,684
| +7% | +$17.4M |
2013 Q2
52 quarters
|
|
115
Regeneron Pharmaceuticals
REGN
$93.6B
| $263M | 0.17% |
421,976
-5,153
| -1% | -$3.51M |
2013 Q2
52 quarters
|
|
116
Phillips 66
PSX
$95.8B
| $262M | 0.17% |
1,547,269
+123,163
| +9% | +$21.2M |
2013 Q2
52 quarters
|
|
117
Edwards Lifesciences
EW
$58.7B
| $261M | 0.17% |
2,886,953
+536,774
| +23% | +$45M |
2013 Q2
52 quarters
|
|
118
Spotify
SPOT
$124B
| $260M | 0.17% |
565,401
+37,882
| +7% | +$18.1M |
2023 Q1
13 quarters
|
|
119
Brookfield Infrastructure Partners
BIP
$18.2B
| $258M | 0.17% |
7,067,911
-636,366
| -8% | -$23.8M |
2013 Q2
52 quarters
|
|
120
EchoStar
ECHO
$27.5B
| $254M | 0.17% |
2,499,457
+1,753,947
| +235% | +$214M |
2025 Q1
5 quarters
|
|
121
Pfizer
PFE
$168B
| $248M | 0.16% |
10,281,652
+588,533
| +6% | +$15.4M |
2013 Q2
52 quarters
|
|
122
White Mountains Insurance
WTM
$5.35B
| $247M | 0.16% |
119,141
-5,574
| -4% | -$11.9M |
2013 Q2
52 quarters
|
|
123
Take-Two Interactive
TTWO
$40.2B
| $245M | 0.16% |
979,993
+213,843
| +28% | +$47.2M |
2020 Q2
24 quarters
|
|
124
Lumentum
LITE
$48.8B
| $241M | 0.16% |
280,339
+73,334
| +35% | +$65.4M |
2021 Q4
18 quarters
|
|
125
Waters Corp
WAT
$45B
| $239M | 0.16% |
638,786
+255,838
| +67% | +$87.3M |
2020 Q4
22 quarters
|
|
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Neuberger Berman Group's Q2 2026 Portfolio in Review
As of Q2 2026, Neuberger Berman Group held 2,421 positions worth $150B, up 14% from $131B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Neuberger Berman Group's Q2 2026 filing shows 259 new, 1,157 increased, 848 reduced and 81 closed positions. Its largest new stake was SpaceX: 2,127,228 shares worth $363M. The largest sale was Advanced Micro Devices, an estimated $428M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q2 2026 buy was SpaceX: 2,127,228 shares worth $363M.
- Neuberger Berman Group added most to Amazon in Q2 2026, an estimated $463M increase.
- Neuberger Berman Group's biggest Q2 2026 reduction was Advanced Micro Devices, cutting an estimated $428M.
- Neuberger Berman Group fully exited Hologic in Q2 2026, selling an estimated $103M.
- Neuberger Berman Group's ten largest holdings make up 23% of its $150B portfolio in Q2 2026.
- Neuberger Berman Group opened 259 new positions and closed 81 in Q2 2026.
- Neuberger Berman Group's portfolio value rose 14% quarter-over-quarter to $150B.
Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.