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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
XOP icon
1401
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
$869K ﹤0.01%
6,570
+9
+0.1% +$1.16K
VOE icon
1402
Vanguard Mid-Cap Value ETF
VOE
$23.7B
$863K ﹤0.01%
+4,945
New +$841K
ACIW icon
1403
ACI Worldwide
ACIW
$5.72B
$863K ﹤0.01%
16,345
-490
-3% -$23.2K
VOYA icon
1404
Voya Financial
VOYA
$8.94B
$860K ﹤0.01%
11,500
-325
-3% -$24K
SNV
1405
DELISTED
Synovus
SNV
$860K ﹤0.01%
17,517
+2,036
+13% +$104K
TFX icon
1406
Teleflex
TFX
$5.85B
$856K ﹤0.01%
6,996
+3,368
+93% +$408K
GRP.U
1407
DELISTED
Granite Real Estate Investment Trust
GRP.U
$847K ﹤0.01%
+15,246
New +$837K
TIGO icon
1408
Millicom
TIGO
$15.8B
$845K ﹤0.01%
17,408
-11,824
-40% -$519K
IBDU icon
1409
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
$845K ﹤0.01%
35,996
+6,705
+23% +$157K
ARGX icon
1410
argenx
ARGX
$57.4B
$844K ﹤0.01%
1,144
+308
+37% +$203K
UHAL.B icon
1411
U-Haul Holding Co Series N
UHAL.B
$12.2B
$842K ﹤0.01%
16,535
+344
+2% +$18.3K
VNT icon
1412
Vontier
VNT
$4.33B
$837K ﹤0.01%
19,932
-4,176
-17% -$172K
HOMB icon
1413
Home BancShares
HOMB
$6.21B
$836K ﹤0.01%
29,548
-2,492
-8% -$72.4K
XP icon
1414
XP
XP
$8.62B
$834K ﹤0.01%
44,369
+167
+0.4% +$3K
IBDT icon
1415
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$831K ﹤0.01%
32,571
+7,850
+32% +$200K
SR icon
1416
Spire
SR
$4.92B
$828K ﹤0.01%
10,161
-7,259
-42% -$552K
HXL icon
1417
Hexcel
HXL
$8.32B
$825K ﹤0.01%
13,151
+138
+1% +$8.47K
OKTA icon
1418
Okta
OKTA
$24.1B
$821K ﹤0.01%
8,948
+823
+10% +$76.8K
LYB icon
1419
LyondellBasell Industries
LYB
$19.5B
$820K ﹤0.01%
16,722
-3,751
-18% -$212K
LW icon
1420
CALL
Lamb Weston
LW
$6.82B
$820K ﹤0.01%
2,000
– –
OMF icon
1421
OneMain Financial
OMF
$6.9B
$820K ﹤0.01%
14,517
+1,167
+9% +$68.9K
LUV icon
1422
Southwest Airlines
LUV
$22.1B
$819K ﹤0.01%
25,679
+3,034
+13% +$99.2K
FNDF icon
1423
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$818K ﹤0.01%
19,036
– –
LSTR icon
1424
Landstar System
LSTR
$6.8B
$814K ﹤0.01%
6,644
-642
-9% -$85.2K
VBR icon
1425
Vanguard Small-Cap Value ETF
VBR
$37.1B
$813K ﹤0.01%
3,896
-72
-2% -$14.7K
55 56
57
58 59

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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.