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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
+1.41%
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
$131B
AUM Growth
-$2.93B
Cap. Flow
+$260M
Cap. Flow %
0.2%
Top 10 Hldgs %
22.07%
Holding
2,274
New
167
Increased
1,051
Reduced
863
Closed
112

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$419M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$355M
3
BSX icon
Boston Scientific
BSX
+$245M
4
AMZN icon
Amazon
AMZN
+$234M
5
TER icon
Teradyne
TER
+$208M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$212M
2
PM icon
Philip Morris
PM
+$181M
3
SNDK
Sandisk
SNDK
+$154M
4
MSFT icon
Microsoft
MSFT
+$154M
5
LITE icon
Lumentum
LITE
+$153M

Sector Composition

Rank Sector Weight
1 Technology 24.67%
2 Financials 13.1%
3 Industrials 12.38%
4 Healthcare 9.15%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LUV icon
1351
Southwest Airlines
LUV
$21.9B
$1.18M ﹤0.01%
31,397
+2,892
+10% +$131K
G icon
1352
Genpact
G
$5.15B
$1.18M ﹤0.01%
31,599
+4,975
+19% +$205K
OMF icon
1353
OneMain Financial
OMF
$6.79B
$1.17M ﹤0.01%
21,923
+1,761
+9% +$104K
MNDY icon
1354
monday.com
MNDY
$3.03B
$1.17M ﹤0.01%
16,965
-449,391
-96% -$43.1M
IWO icon
1355
iShares Russell 2000 Growth ETF
IWO
$14.6B
$1.17M ﹤0.01%
3,735
-2,547
-41% -$847K
PRF icon
1356
Invesco FTSE RAFI US 1000 ETF
PRF
$9.68B
$1.17M ﹤0.01%
24,638
– –
SJM icon
1357
J.M. Smucker
SJM
$12.4B
$1.17M ﹤0.01%
12,129
-1,625
-12% -$170K
IBDU icon
1358
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
$1.16M ﹤0.01%
49,864
-1,250
-2% -$29.2K
XLU icon
1359
State Street Utilities Select Sector SPDR ETF
XLU
$24B
$1.14M ﹤0.01%
24,939
+177
+0.7% +$7.94K
WFRD icon
1360
Weatherford International
WFRD
$6.14B
$1.14M ﹤0.01%
12,100
-472
-4% -$44.4K
LNC icon
1361
Lincoln National
LNC
$7.81B
$1.14M ﹤0.01%
32,058
+2,850
+10% +$110K
AL
1362
DELISTED
Air Lease Corp
AL
$1.13M ﹤0.01%
17,423
-5,672
-25% -$366K
SM icon
1363
SM Energy
SM
$8.03B
$1.13M ﹤0.01%
+36,108
New +$824K
ORLA
1364
Orla Mining
ORLA
$3.48B
$1.12M ﹤0.01%
76,744
-17,691
-19% -$294K
SON icon
1365
Sonoco
SON
$5.57B
$1.12M ﹤0.01%
20,731
+9,248
+81% +$476K
IBDT icon
1366
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$1.11M ﹤0.01%
43,971
– –
BYD icon
1367
Boyd Gaming
BYD
$6.43B
$1.11M ﹤0.01%
13,464
+116
+0.9% +$9.74K
SAIC icon
1368
Saic
SAIC
$4.93B
$1.11M ﹤0.01%
11,651
+3,833
+49% +$376K
DOCS icon
1369
Doximity
DOCS
$3.68B
$1.1M ﹤0.01%
47,098
+8,131
+21% +$253K
VOE icon
1370
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$1.1M ﹤0.01%
5,945
-47
-0.8% -$8.78K
TEX icon
1371
Terex
TEX
$7.83B
$1.09M ﹤0.01%
18,430
-1,767
-9% -$109K
PWP icon
1372
Perella Weinberg Partners
PWP
$1.09B
$1.08M ﹤0.01%
59,376
+635
+1% +$12.5K
JXN icon
1373
Jackson Financial
JXN
$8.11B
$1.07M ﹤0.01%
10,163
+2,989
+42% +$334K
CDP icon
1374
COPT Defense Properties
CDP
$4.25B
$1.07M ﹤0.01%
34,917
-9,509
-21% -$296K
SCHX icon
1375
Schwab US Large- Cap ETF
SCHX
$70.8B
$1.07M ﹤0.01%
41,613
– –
53 54
55
56 57

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Neuberger Berman Group's Q1 2026 Portfolio in Review

As of Q1 2026, Neuberger Berman Group held 2,274 positions worth $131B, down 2.2% from $134B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Neuberger Berman Group's Q1 2026 filing shows 167 new, 1,051 increased, 863 reduced and 112 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 738,175 shares worth $46.5M. The largest sale was Abbott, an estimated $212M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 738,175 shares worth $46.5M.
  • Neuberger Berman Group added most to NVIDIA in Q1 2026, an estimated $419M increase.
  • Neuberger Berman Group's biggest Q1 2026 reduction was Abbott, cutting an estimated $212M.
  • Neuberger Berman Group fully exited Exact Sciences in Q1 2026, selling an estimated $82M.
  • Neuberger Berman Group's ten largest holdings make up 22% of its $131B portfolio in Q1 2026.
  • Neuberger Berman Group opened 167 new positions and closed 112 in Q1 2026.
  • Neuberger Berman Group's portfolio value fell 2.2% quarter-over-quarter to $131B.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.