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Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $150B
1-Year Est. Return 40.08%
This Fund
S&P 500
This Quarter Est. Return
+22.49%
1 Year Est. Return
+40.08%
3 Year Est. Return
+113.08%
5 Year Est. Return
+141.06%
10 Year Est. Return
+565.41%
AUM
$150B
AUM Growth
+$18.9B
Cap. Flow
+$836M
Cap. Flow %
0.56%
Top 10 Hldgs %
22.99%
Holding
2,421
New
260
Increased
1,156
Reduced
848
Closed
81

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$463M
2
AAPL icon
Apple
AAPL
+$418M
3
SPCX
SpaceX
SPCX
+$361M
4
NVDA icon
NVIDIA
NVDA
+$291M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$285M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$428M
2
MSFT icon
Microsoft
MSFT
+$314M
3
BSX icon
Boston Scientific
BSX
+$269M
4
TER icon
Teradyne
TER
+$249M
5
TMUS icon
T-Mobile US
TMUS
+$246M

Sector Composition

Rank Sector Weight
1 Technology 28.74%
2 Financials 12.29%
3 Industrials 12.09%
4 Healthcare 8.91%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UTHR icon
1276
United Therapeutics
UTHR
$20.9B
$2.09M ﹤0.01%
3,850
+29
+0.8% +$16.3K
TRC icon
1277
Tejon Ranch
TRC
$444M
$2.08M ﹤0.01%
111,182
-107
-0.1% -$2.07K
KHC icon
1278
Kraft Heinz
KHC
$29.5B
$2.08M ﹤0.01%
87,999
+12,252
+16% +$283K
KDP icon
1279
Keurig Dr Pepper
KDP
$44.3B
$2.07M ﹤0.01%
63,254
-8,872
-12% -$258K
FHB icon
1280
First Hawaiian
FHB
$3.17B
$2.07M ﹤0.01%
70,655
+29,267
+71% +$796K
EWBC icon
1281
East-West Bancorp
EWBC
$17.9B
$2.05M ﹤0.01%
15,894
+155
+1% +$19K
ORCL icon
1282
PUT
Oracle
ORCL
$457B
$2.05M ﹤0.01%
+14,000
New +$2.54M
VONE icon
1283
Vanguard Russell 1000 ETF
VONE
$8.7B
$2.03M ﹤0.01%
5,979
+162
+3% +$53.1K
DD icon
1284
DuPont de Nemours
DD
$17.8B
$2.02M ﹤0.01%
14,902
+1,182
+9% +$168K
UBER icon
1285
PUT
Uber
UBER
$155B
$2.02M ﹤0.01%
+28,000
New +$2.05M
CPAY icon
1286
Corpay
CPAY
$27.3B
$2.01M ﹤0.01%
6,042
+1,266
+27% +$420K
ABBV icon
1287
PUT
AbbVie
ABBV
$453B
$2.01M ﹤0.01%
+8,000
New +$1.72M
CSWC icon
1288
Capital Southwest
CSWC
$1.57B
$2.01M ﹤0.01%
84,495
-7,978
-9% -$187K
ENPH icon
1289
Enphase Energy
ENPH
$4.81B
$2.01M ﹤0.01%
40,744
-2,811
-6% -$128K
WH icon
1290
Wyndham Hotels & Resorts
WH
$5.33B
$2M ﹤0.01%
23,807
-32
-0.1% -$2.65K
SNX icon
1291
TD Synnex
SNX
$21B
$2M ﹤0.01%
7,466
-445
-6% -$107K
TU icon
1292
Telus
TU
$15.2B
$1.99M ﹤0.01%
188,157
-8,728
-4% -$106K
RIVN icon
1293
Rivian
RIVN
$22.8B
$1.98M ﹤0.01%
114,264
+14,696
+15% +$229K
ELAN icon
1294
Elanco Animal Health
ELAN
$12.2B
$1.98M ﹤0.01%
80,489
-1,531
-2% -$35.4K
SNY icon
1295
Sanofi
SNY
$106B
$1.98M ﹤0.01%
46,424
-3,875
-8% -$173K
MEDP icon
1296
Medpace
MEDP
$16.5B
$1.98M ﹤0.01%
3,739
+169
+5% +$78K
PAYC icon
1297
Paycom
PAYC
$10.4B
$1.94M ﹤0.01%
15,467
+5,507
+55% +$718K
CSL icon
1298
Carlisle Companies
CSL
$14B
$1.94M ﹤0.01%
5,341
-1,640
-23% -$574K
PFG icon
1299
Principal Financial Group
PFG
$25B
$1.94M ﹤0.01%
17,973
+284
+2% +$28.8K
MOH icon
1300
Molina Healthcare
MOH
$10.5B
$1.93M ﹤0.01%
8,455
+2,271
+37% +$412K
50 51
52
53 54

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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 260 new, 1,156 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 260 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.