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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
EG icon
1326
Everest Group
EG
$15.2B
$1.09M ﹤0.01%
3,118
+360
+13% +$122K
FCNCA icon
1327
First Citizens BancShares
FCNCA
$24.6B
$1.08M ﹤0.01%
606
-5
-0.8% -$9.86K
ACMR icon
1328
ACM Research
ACMR
$5.83B
$1.08M ﹤0.01%
27,679
+404
+1% +$12K
AVT icon
1329
Avnet
AVT
$7.33B
$1.08M ﹤0.01%
20,587
+4,892
+31% +$263K
AGCO icon
1330
AGCO
AGCO
$8.78B
$1.07M ﹤0.01%
10,030
-56
-0.6% -$6.18K
MHK icon
1331
Mohawk Industries
MHK
$6.9B
$1.07M ﹤0.01%
8,322
+436
+6% +$54K
PRF icon
1332
Invesco FTSE RAFI US 1000 ETF
PRF
$9.73B
$1.07M ﹤0.01%
23,698
– –
MSA icon
1333
Mine Safety
MSA
$6.74B
$1.06M ﹤0.01%
6,187
-171
-3% -$29.6K
TFIN icon
1334
Triumph Financial Inc
TFIN
$1.84B
$1.06M ﹤0.01%
21,205
-6,585
-24% -$388K
IWV icon
1335
iShares Russell 3000 ETF
IWV
$19.5B
$1.06M ﹤0.01%
2,795
-585
-17% -$213K
TEX icon
1336
Terex
TEX
$7.98B
$1.05M ﹤0.01%
20,520
-322
-2% -$16.4K
CHTR icon
1337
Charter Communications
CHTR
$14.7B
$1.05M ﹤0.01%
3,824
-1,901
-33% -$574K
JAZZ icon
1338
Jazz Pharmaceuticals
JAZZ
$15.9B
$1.05M ﹤0.01%
7,947
+2,295
+41% +$275K
RVLV icon
1339
Revolve Group
RVLV
$1.79B
$1.05M ﹤0.01%
49,163
-34,682
-41% -$756K
FWONA icon
1340
Liberty Media Series A
FWONA
$22.3B
$1.04M ﹤0.01%
10,959
-355
-3% -$32.4K
LAD icon
1341
Lithia Motors
LAD
$7.78B
$1.04M ﹤0.01%
3,301
-1
-0% -$323
FLEX icon
1342
Flex
FLEX
$43.4B
$1.04M ﹤0.01%
17,964
+784
+5% +$41.6K
ZTO icon
1343
ZTO Express
ZTO
$18.2B
$1.03M ﹤0.01%
53,745
-3,943
-7% -$75.5K
CBT icon
1344
Cabot Corp
CBT
$4.65B
$1.03M ﹤0.01%
13,566
+327
+2% +$25.5K
SKM icon
1345
SK Telecom
SKM
$13.7B
$1.03M ﹤0.01%
47,698
+783
+2% +$17.4K
E icon
1346
ENI
E
$76B
$1.02M ﹤0.01%
29,236
+6,148
+27% +$212K
IWR icon
1347
iShares Russell Mid-Cap ETF
IWR
$56.8B
$1.02M ﹤0.01%
10,581
– –
CGBD icon
1348
Carlyle Secured Lending
CGBD
$698M
$1.02M ﹤0.01%
+81,483
New +$1.12M
HST icon
1349
Host Hotels & Resorts
HST
$16.8B
$1.02M ﹤0.01%
59,810
-97,396
-62% -$1.62M
CAE icon
1350
CAE Inc. Common Shares
CAE
$8.1B
$1.02M ﹤0.01%
34,352
-17,169
-33% -$483K
52 53
54
55 56

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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.