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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
-1.78%
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
$119B
AUM Growth
-$6.57B
Cap. Flow
-$1.86B
Cap. Flow %
-1.56%
Top 10 Hldgs %
19.28%
Holding
2,087
New
164
Increased
907
Reduced
818
Closed
115

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$225M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M
3
ABT icon
Abbott
ABT
+$182M
4
HOOD icon
Robinhood
HOOD
+$147M
5
ORCL icon
Oracle
ORCL
+$135M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$198M
2
WMT icon
Walmart Inc
WMT
+$194M
3
NSC icon
Norfolk Southern
NSC
+$175M
4
INTU icon
Intuit
INTU
+$154M
5
TMO icon
Thermo Fisher Scientific
TMO
+$152M

Sector Composition

Rank Sector Weight
1 Technology 24.63%
2 Financials 15.07%
3 Industrials 11.65%
4 Healthcare 9.92%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OEF icon
1501
iShares S&P 100 ETF
OEF
$20B
$532K ﹤0.01%
1,965
+21
+1% +$6.03K
EEFT icon
1502
Euronet Worldwide
EEFT
$2.58B
$530K ﹤0.01%
4,963
+627
+14% +$63.6K
XOP icon
1503
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.03B
$528K ﹤0.01%
4,011
– –
CVSA
1504
Covista Inc
CVSA
$4.33B
$525K ﹤0.01%
5,218
+1,496
+40% +$149K
SOFI icon
1505
SoFi Technologies
SOFI
$21.8B
$525K ﹤0.01%
45,143
+241
+0.5% +$3.47K
AXTA icon
1506
Axalta
AXTA
$7.12B
$525K ﹤0.01%
15,821
-258
-2% -$9.17K
EXLS icon
1507
EXL Service
EXLS
$5.44B
$524K ﹤0.01%
11,109
+4,930
+80% +$237K
RITM icon
1508
Rithm Capital
RITM
$5.29B
$524K ﹤0.01%
45,776
+3,751
+9% +$43.4K
EAGL
1509
Eagle Capital Select Equity ETF
EAGL
$4.59B
$523K ﹤0.01%
18,663
– –
EFXT
1510
Enerflex
EFXT
$2.73B
$517K ﹤0.01%
+66,888
New +$591K
DAY
1511
DELISTED
Dayforce
DAY
$516K ﹤0.01%
8,848
-228
-3% -$14.7K
UNF icon
1512
Unifirst Corp
UNF
$4.81B
$516K ﹤0.01%
2,966
+9
+0.3% +$1.88K
M icon
1513
Macy's
M
$5.7B
$507K ﹤0.01%
40,359
+24,365
+152% +$354K
LOPE icon
1514
Grand Canyon Education
LOPE
$4.01B
$507K ﹤0.01%
2,929
+1,348
+85% +$234K
CNS icon
1515
Cohen & Steers
CNS
$3.69B
$504K ﹤0.01%
6,286
-14
-0.2% -$1.19K
NXRT
1516
NexPoint Residential Trust
NXRT
$545M
$504K ﹤0.01%
12,741
+1,438
+13% +$56.9K
GNTX icon
1517
Gentex
GNTX
$4.7B
$503K ﹤0.01%
21,598
+12,010
+125% +$307K
INDY icon
1518
iShares S&P India Nifty 50 Index Fund
INDY
$528M
$499K ﹤0.01%
9,829
-3,409
-26% -$169K
ARW icon
1519
Arrow Electronics
ARW
$10.8B
$499K ﹤0.01%
4,806
+1,398
+41% +$154K
IBDS icon
1520
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.93B
$496K ﹤0.01%
20,532
– –
FLR icon
1521
Fluor
FLR
$7.09B
$496K ﹤0.01%
13,837
-198,137
-93% -$8.56M
ARGX icon
1522
argenx
ARGX
$61.6B
$495K ﹤0.01%
836
+66
+9% +$41.7K
IYW icon
1523
iShares US Technology ETF
IYW
$25B
$491K ﹤0.01%
3,497
-293
-8% -$45.6K
AVT icon
1524
Avnet
AVT
$7.61B
$490K ﹤0.01%
10,192
-5,290
-34% -$268K
JXN icon
1525
Jackson Financial
JXN
$9.29B
$489K ﹤0.01%
5,837
+2,008
+52% +$178K
59 60
61
62 63

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Neuberger Berman Group's Q1 2025 Portfolio in Review

As of Q1 2025, Neuberger Berman Group held 2,087 positions worth $119B, down 5.2% from $126B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Neuberger Berman Group's Q1 2025 filing shows 164 new, 907 increased, 818 reduced and 115 closed positions. Its largest new stake was CoreWeave: 1,479,150 shares worth $54.8M. The largest sale was UnitedHealth, an estimated $198M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q1 2025 buy was CoreWeave: 1,479,150 shares worth $54.8M.
  • Neuberger Berman Group added most to Intel in Q1 2025, an estimated $225M increase.
  • Neuberger Berman Group's biggest Q1 2025 reduction was UnitedHealth, cutting an estimated $198M.
  • Neuberger Berman Group fully exited Summit Materials, Inc. Class A Common Stock in Q1 2025, selling an estimated $51.9M.
  • Neuberger Berman Group's ten largest holdings make up 19% of its $119B portfolio in Q1 2025.
  • Neuberger Berman Group opened 164 new positions and closed 115 in Q1 2025.
  • Neuberger Berman Group's portfolio value fell 5.2% quarter-over-quarter to $119B.

Based on Neuberger Berman Group's 13F filing for Q1 2025, filed 13 May 2025.