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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
EFXT
1326
Enerflex
EFXT
$2.72B
$1.81M ﹤0.01%
73,550
-14,704
-17% -$367K
ARGX icon
1327
argenx
ARGX
$64.6B
$1.8M ﹤0.01%
1,942
+497
+34% +$410K
SW
1328
Smurfit Westrock
SW
$24B
$1.8M ﹤0.01%
38,880
+1,407
+4% +$58.1K
BBDC icon
1329
Barings BDC
BBDC
$944M
$1.77M ﹤0.01%
207,324
-19,626
-9% -$169K
LUV icon
1330
Southwest Airlines
LUV
$19.4B
$1.76M ﹤0.01%
34,287
+2,890
+9% +$121K
RPM icon
1331
RPM International
RPM
$13.5B
$1.76M ﹤0.01%
15,822
+468
+3% +$48.8K
FNF icon
1332
Fidelity National Financial
FNF
$12.3B
$1.76M ﹤0.01%
37,289
-986
-3% -$47.8K
WDAY icon
1333
Workday
WDAY
$47.2B
$1.76M ﹤0.01%
14,360
+1,053
+8% +$133K
OZK icon
1334
Bank OZK
OZK
$5.5B
$1.76M ﹤0.01%
33,719
+4,606
+16% +$224K
AMCR icon
1335
Amcor
AMCR
$20.9B
$1.74M ﹤0.01%
40,142
-346
-0.9% -$13.7K
AMRZ
1336
Amrize Ltd
AMRZ
$24B
$1.74M ﹤0.01%
32,688
-3,527
-10% -$191K
CHE icon
1337
Chemed
CHE
$6.79B
$1.73M ﹤0.01%
3,725
-238,376
-98% -$100M
FIVE icon
1338
Five Below
FIVE
$13.9B
$1.73M ﹤0.01%
9,645
+3
+0% +$646
OSK icon
1339
Oshkosh
OSK
$9.7B
$1.73M ﹤0.01%
11,269
+802
+8% +$113K
IX icon
1340
ORIX
IX
$41.5B
$1.73M ﹤0.01%
45,373
+12,585
+38% +$448K
EQH icon
1341
Equitable Holdings
EQH
$14.4B
$1.73M ﹤0.01%
39,315
-1,856
-5% -$77.6K
VSNT
1342
Versant Media Group
VSNT
$5.37B
$1.72M ﹤0.01%
47,638
-69,064
-59% -$2.77M
VEEV icon
1343
Veeva Systems
VEEV
$44.5B
$1.7M ﹤0.01%
9,590
-103,977
-92% -$17.1M
TLT icon
1344
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
$1.69M ﹤0.01%
19,582
+2,688
+16% +$231K
IWN icon
1345
iShares Russell 2000 Value ETF
IWN
$14.6B
$1.69M ﹤0.01%
7,643
-10,040
-57% -$2.1M
OKLO
1346
Oklo
OKLO
$7.68B
$1.69M ﹤0.01%
32,215
-2,331
-7% -$145K
IWP icon
1347
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$1.68M ﹤0.01%
11,468
-6
-0.1% -$827
SF
1348
Stifel
SF
$12.3B
$1.67M ﹤0.01%
23,979
-1,044
-4% -$77.8K
COLB icon
1349
Columbia Banking Systems
COLB
$8.71B
$1.67M ﹤0.01%
52,028
+8,762
+20% +$260K
BEN icon
1350
Franklin Templeton
BEN
$17.6B
$1.66M ﹤0.01%
49,935
+11,932
+31% +$357K
52 53
54
55 56

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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.