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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
PKX icon
1501
POSCO
PKX
$16.1B
$772K ﹤0.01%
13,197
+3,703
+39% +$225K
ACIW icon
1502
ACI Worldwide
ACIW
$5.54B
$768K ﹤0.01%
18,736
+3,874
+26% +$163K
MSIF
1503
MSC Income Fund Inc
MSIF
$496M
$766K ﹤0.01%
+62,888
New +$813K
CUBE icon
1504
CubeSmart
CUBE
$9.29B
$765K ﹤0.01%
20,875
+12,711
+156% +$488K
CATY icon
1505
Cathay General Bancorp
CATY
$4.19B
$761K ﹤0.01%
15,272
+6,321
+71% +$319K
FNDA icon
1506
Schwab Fundamental US Small Company Index ETF
FNDA
$9.14B
$761K ﹤0.01%
23,468
– –
HWC icon
1507
Hancock Whitney
HWC
$6.09B
$760K ﹤0.01%
11,954
+1,597
+15% +$107K
BBWI icon
1508
Bath & Body Works
BBWI
$3.9B
$759K ﹤0.01%
40,639
+22,489
+124% +$486K
ITA icon
1509
iShares US Aerospace & Defense ETF
ITA
$14.1B
$758K ﹤0.01%
3,465
+7
+0.2% +$1.64K
SKYW icon
1510
Skywest
SKYW
$3.82B
$757K ﹤0.01%
8,239
+1,507
+22% +$149K
UTZ icon
1511
Utz Brands
UTZ
$1.25B
$756K ﹤0.01%
95,413
-73,190
-43% -$680K
CALM icon
1512
Cal-Maine
CALM
$4.18B
$755K ﹤0.01%
9,545
-8,381
-47% -$688K
OUT icon
1513
Outfront Media
OUT
$5.61B
$752K ﹤0.01%
28,374
+3,613
+15% +$94.2K
ESGD icon
1514
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$751K ﹤0.01%
7,859
+5,339
+212% +$528K
CBSH icon
1515
Commerce Bancshares
CBSH
$8.44B
$749K ﹤0.01%
15,230
-1,269
-8% -$65.9K
WDS icon
1516
Woodside Energy
WDS
$42.5B
$748K ﹤0.01%
31,303
+11,770
+60% +$229K
VLY icon
1517
Valley National Bancorp
VLY
$8.01B
$745K ﹤0.01%
60,688
+16,243
+37% +$202K
GTX icon
1518
Garrett Motion
GTX
$5.9B
$739K ﹤0.01%
40,662
-32,366
-44% -$604K
FHI icon
1519
Federated Hermes
FHI
$4.35B
$733K ﹤0.01%
12,931
-7,037
-35% -$385K
MMS icon
1520
Maximus
MMS
$3.02B
$728K ﹤0.01%
11,355
-3,294
-22% -$267K
VOYA icon
1521
Voya Financial
VOYA
$8.78B
$726K ﹤0.01%
10,626
-853
-7% -$61.8K
POST icon
1522
Post Holdings
POST
$4.09B
$725K ﹤0.01%
7,329
+3,014
+70% +$307K
MTN icon
1523
Vail Resorts
MTN
$5.13B
$718K ﹤0.01%
+5,593
New +$763K
LOPE icon
1524
Grand Canyon Education
LOPE
$3.69B
$717K ﹤0.01%
4,219
-9
-0.2% -$1.51K
OGE icon
1525
OGE Energy
OGE
$10.2B
$716K ﹤0.01%
14,936
+410
+3% +$18.8K
59 60
61
62 63

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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.