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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
FITB
126
Fifth Third Bancorp
FITB
$49.8B
$239M 0.16%
4,229,029
+668,115
+19% +$33.9M
DAL icon
127
Delta Air Lines
DAL
$52.7B
$237M 0.16%
2,531,044
-435,006
-15% -$32.8M
SCHW
128
Charles Schwab
SCHW
$189B
$236M 0.16%
2,557,515
-180,031
-7% -$16.4M
CNX icon
129
CNX Resources
CNX
$5.55B
$236M 0.16%
6,947,081
+37,704
+0.5% +$1.36M
AMGN icon
130
Amgen
AMGN
$236B
$234M 0.16%
646,798
+60,827
+10% +$20.8M
APO icon
131
Apollo Global Management
APO
$78.9B
$233M 0.15%
1,966,436
-73,471
-4% -$9.24M
ABT icon
132
Abbott
ABT
$187B
$232M 0.15%
2,558,111
-320,615
-11% -$29.3M
CBU icon
133
Community Bank
CBU
$3.36B
$232M 0.15%
3,456,640
-258,785
-7% -$16.4M
EOG icon
134
EOG Resources
EOG
$76.2B
$231M 0.15%
1,777,757
+36,369
+2% +$4.95M
ACA icon
135
Arcosa
ACA
$7.14B
$229M 0.15%
1,579,472
-1,094,373
-41% -$136M
RIO icon
136
Rio Tinto
RIO
$168B
$227M 0.15%
2,389,913
-64,989
-3% -$6.59M
EQIX icon
137
Equinix
EQIX
$102B
$224M 0.15%
215,281
-24,006
-10% -$25.7M
DVN icon
138
Devon Energy
DVN
$52.9B
$224M 0.15%
5,417,436
+3,185,132
+143% +$148M
UMBF icon
139
UMB Financial
UMBF
$10.9B
$223M 0.15%
1,562,240
-137,399
-8% -$17.7M
DIS icon
140
Walt Disney
DIS
$182B
$222M 0.15%
2,300,425
-376,440
-14% -$38.4M
ROK icon
141
Rockwell Automation
ROK
$48.2B
$222M 0.15%
447,447
+20,971
+5% +$9.12M
KO icon
142
Coca-Cola
KO
$379B
$221M 0.15%
2,724,833
-29,964
-1% -$2.37M
BAM icon
143
Brookfield Asset Management
BAM
$80.8B
$218M 0.14%
4,854,713
+1,080,300
+29% +$51M
DE icon
144
Deere & Co
DE
$187B
$216M 0.14%
341,015
+60,710
+22% +$35.2M
MPWR icon
145
Monolithic Power Systems
MPWR
$60.1B
$216M 0.14%
156,360
+6,253
+4% +$9.39M
EQT icon
146
EQT Corp
EQT
$34.5B
$215M 0.14%
4,050,712
-465,634
-10% -$26.1M
LSCC icon
147
Lattice Semiconductor
LSCC
$16.5B
$214M 0.14%
1,401,783
-1,160,853
-45% -$150M
LFUS icon
148
Littelfuse
LFUS
$10.6B
$213M 0.14%
467,862
-273,321
-37% -$118M
IEFA icon
149
iShares Core MSCI EAFE ETF
IEFA
$196B
$212M 0.14%
2,197,743
+64,487
+3% +$6.19M
SYK icon
150
Stryker
SYK
$116B
$212M 0.14%
672,964
+442,400
+192% +$139M
4 5
6
7 8

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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.