Neuberger Berman Group Portfolio holdings
Neuberger Berman is an employee-owned investment manager that runs stock, bond, private equity and hedge fund portfolios for institutions, advisers and high net worth individuals. Art collector Roy Neuberger and banker Robert Berman co-founded the firm in 1939. Lehman Brothers bought it in 2003, and after Lehman collapsed in 2008 the firm's own managers won a bankruptcy auction for it, spinning it off in 2009 and returning it to full employee ownership by the end of 2014. Since going independent it has moved beyond its traditional focus on stocks into emerging markets debt, high-yield bonds and private equity, and in 2024 it led a private equity group that agreed to buy the school operator Nord Anglia Education. Art has been part of the firm's workplace culture since Roy Neuberger co-founded it, and it bought back many pieces of its collection at auction in 2010 after Lehman had absorbed them.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$463M |
| 2 |
Apple
AAPL
|
+$418M |
| 3 |
SpaceX
SPCX
|
+$361M |
| 4 |
NVIDIA
NVDA
|
+$291M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$428M |
| 2 |
Microsoft
MSFT
|
+$314M |
| 3 |
Boston Scientific
BSX
|
+$269M |
| 4 |
Teradyne
TER
|
+$249M |
| 5 |
T-Mobile US
TMUS
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.73% |
| 2 | Financials | 12.28% |
| 3 | Industrials | 12.11% |
| 4 | Healthcare | 8.91% |
| 5 | Consumer Discretionary | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
Fifth Third Bancorp
FITB
$49.1B
| $239M | 0.16% |
4,229,029
+668,115
| +19% | +$33.9M |
2013 Q2
52 quarters
|
|
127
Delta Air Lines
DAL
$60.4B
| $237M | 0.16% |
2,531,044
-435,006
| -15% | -$32.8M |
2013 Q2
52 quarters
|
|
128
Charles Schwab
SCHW
$160B
| $236M | 0.16% |
2,557,515
-180,031
| -7% | -$16.4M |
2013 Q2
52 quarters
|
|
129
CNX Resources
CNX
$5.15B
| $236M | 0.16% |
6,947,081
+37,704
| +0.5% | +$1.36M |
2021 Q1
21 quarters
|
|
130
Amgen
AMGN
$252B
| $234M | 0.16% |
646,798
+60,827
| +10% | +$20.8M |
2013 Q2
52 quarters
|
|
131
Apollo Global Management
APO
$72.2B
| $233M | 0.15% |
1,966,436
-73,471
| -4% | -$9.24M |
2013 Q2
52 quarters
|
|
132
Abbott
ABT
$191B
| $232M | 0.15% |
2,558,111
-320,615
| -11% | -$29.3M |
2013 Q2
52 quarters
|
|
133
Community Bank
CBU
$3.45B
| $232M | 0.15% |
3,456,640
-258,785
| -7% | -$16.4M |
2013 Q2
52 quarters
|
|
134
EOG Resources
EOG
$77B
| $231M | 0.15% |
1,777,757
+36,369
| +2% | +$4.95M |
2013 Q2
52 quarters
|
|
135
DELISTED
Arcosa
ACA
| $229M | 0.15% |
1,579,472
-1,094,373
| -41% | -$136M |
2021 Q4
18 quarters
|
|
136
Rio Tinto
RIO
$141B
| $227M | 0.15% |
2,389,913
-64,989
| -3% | -$6.59M |
2017 Q1
37 quarters
|
|
137
Equinix
EQIX
$104B
| $224M | 0.15% |
215,281
-24,006
| -10% | -$25.7M |
2015 Q2
44 quarters
|
|
138
Devon Energy
DVN
$46.6B
| $224M | 0.15% |
5,417,436
+3,185,132
| +143% | +$148M |
2013 Q2
52 quarters
|
|
139
UMB Financial
UMBF
$10.4B
| $223M | 0.15% |
1,562,240
-137,399
| -8% | -$17.7M |
2024 Q3
7 quarters
|
|
140
Walt Disney
DIS
$206B
| $222M | 0.15% |
2,300,425
-376,440
| -14% | -$38.4M |
2013 Q2
52 quarters
|
|
141
Rockwell Automation
ROK
$43.2B
| $222M | 0.15% |
447,447
+20,971
| +5% | +$9.12M |
2013 Q2
52 quarters
|
|
142
Coca-Cola
KO
$413B
| $221M | 0.15% |
2,724,833
-29,964
| -1% | -$2.37M |
2013 Q2
52 quarters
|
|
143
Brookfield Asset Management
BAM
$86.5B
| $218M | 0.14% |
4,854,713
+1,080,300
| +29% | +$51M |
2022 Q4
14 quarters
|
|
144
Deere & Co
DE
$186B
| $216M | 0.14% |
341,015
+60,710
| +22% | +$35.2M |
2013 Q2
52 quarters
|
|
145
Monolithic Power Systems
MPWR
$67.7B
| $216M | 0.14% |
156,360
+6,253
| +4% | +$9.39M |
2013 Q4
50 quarters
|
|
146
EQT Corp
EQT
$31.2B
| $215M | 0.14% |
4,050,712
-465,634
| -10% | -$26.1M |
2020 Q4
22 quarters
|
|
147
Lattice Semiconductor
LSCC
$16.2B
| $214M | 0.14% |
1,401,783
-1,160,853
| -45% | -$150M |
2019 Q1
29 quarters
|
|
148
Littelfuse
LFUS
$9.8B
| $213M | 0.14% |
467,862
-273,321
| -37% | -$118M |
2013 Q2
52 quarters
|
|
149
iShares Core MSCI EAFE ETF
IEFA
$193B
| $212M | 0.14% |
2,197,743
+64,487
| +3% | +$6.19M |
2016 Q2
40 quarters
|
|
150
Stryker
SYK
$124B
| $212M | 0.14% |
672,964
+442,400
| +192% | +$139M |
2013 Q2
52 quarters
|
|
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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 259 new, 1,157 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 259 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.