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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
AVTR icon
1501
Avantor
AVTR
$10.1B
$1.07M ﹤0.01%
107,724
+86,284
+402% +$743K
AMX icon
1502
America Movil
AMX
$68.9B
$1.06M ﹤0.01%
40,950
+5,452
+15% +$143K
OVV icon
1503
Ovintiv
OVV
$17.9B
$1.06M ﹤0.01%
20,190
+147
+0.7% +$8.39K
FSM icon
1504
Fortuna Silver Mines
FSM
$3.64B
$1.06M ﹤0.01%
125,666
-454
-0.4% -$4.4K
IYW icon
1505
iShares US Technology ETF
IYW
$25.5B
$1.05M ﹤0.01%
4,174
+1,107
+36% +$254K
HOMB icon
1506
Home BancShares
HOMB
$6.03B
$1.05M ﹤0.01%
36,728
+2,468
+7% +$67.1K
AUB icon
1507
Atlantic Union Bankshares
AUB
$5.84B
$1.05M ﹤0.01%
24,759
+1,749
+8% +$66.8K
VWO icon
1508
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$1.04M ﹤0.01%
17,501
-4,984
-22% -$293K
GMED icon
1509
Globus Medical
GMED
$10.5B
$1.04M ﹤0.01%
13,214
-561
-4% -$47.7K
IVE icon
1510
iShares S&P 500 Value ETF
IVE
$50.1B
$1.04M ﹤0.01%
4,597
+70
+2% +$15.6K
FR icon
1511
First Industrial Realty Trust
FR
$8.2B
$1.04M ﹤0.01%
17,004
+352
+2% +$21.8K
ALLY icon
1512
Ally Financial
ALLY
$13.3B
$1.04M ﹤0.01%
22,650
-50,108
-69% -$2.17M
WSC icon
1513
WillScot Mobile Mini Holdings
WSC
$3.62B
$1.03M ﹤0.01%
35,707
+6,981
+24% +$169K
ORCL icon
1514
CALL
Oracle
ORCL
$457B
$1.03M ﹤0.01%
+7,000
New +$1.27M
TCOM icon
1515
Trip.com Group
TCOM
$25.8B
$1.02M ﹤0.01%
25,675
+422
+2% +$20.9K
TFPM icon
1516
Triple Flag Precious Metals
TFPM
$6.99B
$1.02M ﹤0.01%
34,034
+26,144
+331% +$841K
FRT icon
1517
Federal Realty Investment Trust
FRT
$10.2B
$1.02M ﹤0.01%
8,292
+432
+5% +$50.3K
KB icon
1518
KB Financial Group
KB
$45.2B
$1.02M ﹤0.01%
9,679
+2,759
+40% +$291K
SM icon
1519
SM Energy
SM
$8.67B
$1.01M ﹤0.01%
38,791
+2,683
+7% +$80.6K
LKQ icon
1520
LKQ Corp
LKQ
$6.46B
$1.01M ﹤0.01%
38,406
+4,843
+14% +$135K
MHK icon
1521
Mohawk Industries
MHK
$9.05B
$1.01M ﹤0.01%
8,334
-318
-4% -$33.4K
XOP icon
1522
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.06B
$1.01M ﹤0.01%
6,550
– –
DY icon
1523
Dycom Industries
DY
$9.06B
$1.01M ﹤0.01%
1,990
-484
-20% -$212K
FNDF icon
1524
Schwab Fundamental International Large Company Index ETF
FNDF
$26.5B
$1M ﹤0.01%
19,036
-1,503
-7% -$79K
OGE icon
1525
OGE Energy
OGE
$9.69B
$1,000K ﹤0.01%
20,549
+5,613
+38% +$269K
59 60
61
62 63

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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.