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Neuberger Berman Group Portfolio holdings
AUM
$150B
Turnover
14.09%
1-Year Est. Return
40.08%
This Fund
S&P 500
This Quarter Est. Return
+1.41%
1 Year Est. Return
+40.08%
3 Year Est. Return
+113.08%
5 Year Est. Return
+141.06%
10 Year Est. Return
+565.4%
AUM
$131B
AUM Growth
-$2.93B
(-2.2%)
Cap. Flow
+$262M
Cap. Flow % of AUM
Cap. Flow %
0.2%
Top 10 Holdings %
Top 10 Hldgs %
22.07%
Holding
2,274
New
167
Increased
1,051
Reduced
863
Closed
112
Avg Time Held
Equity + Options
5.6
years
Top 10 Avg Time Held
Equity + Options
6.2
years
Top 20 Avg Time Held
Equity + Options
4.6
years
Avg Time Held Equity only
5.6
years
Top 10 Avg Time Held Equity only
6.2
years
Top 20 Avg Time Held Equity only
4.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$419M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$355M |
| 3 |
Boston Scientific
BSX
|
+$245M |
| 4 |
Amazon
AMZN
|
+$234M |
| 5 |
Teradyne
TER
|
+$208M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Abbott
ABT
|
+$212M |
| 2 |
Philip Morris
PM
|
+$181M |
| 3 |
Sandisk
SNDK
|
+$154M |
| 4 |
Microsoft
MSFT
|
+$154M |
| 5 |
Lumentum
LITE
|
+$153M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.67% |
| 2 | Financials | 13.1% |
| 3 | Industrials | 12.33% |
| 4 | Healthcare | 9.15% |
| 5 | Consumer Discretionary | 8.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1501
POSCO
PKX
$16.6B
| $772K | ﹤0.01% |
13,197
+3,703
| +39% | +$225K |
2025 Q2
3 quarters
|
|
1502
ACI Worldwide
ACIW
$5.33B
| $768K | ﹤0.01% |
18,736
+3,874
| +26% | +$163K |
2024 Q2
7 quarters
|
|
1503
MSC Income Fund Inc
MSIF
$529M
| $766K | ﹤0.01% |
+62,888
| New | +$813K |
2026 Q1
0 quarters
|
|
1504
CubeSmart
CUBE
$8.78B
| $765K | ﹤0.01% |
20,875
+12,711
| +156% | +$488K |
2020 Q4
21 quarters
|
|
1505
Cathay General Bancorp
CATY
$4B
| $761K | ﹤0.01% |
15,272
+6,321
| +71% | +$319K |
2025 Q1
4 quarters
|
|
1506
Schwab Fundamental US Small Company Index ETF
FNDA
$8.69B
| $761K | ﹤0.01% |
23,468
| – | – |
2024 Q3
6 quarters
|
|
1507
Hancock Whitney
HWC
$5.86B
| $760K | ﹤0.01% |
11,954
+1,597
| +15% | +$107K |
2024 Q3
6 quarters
|
|
1508
Bath & Body Works
BBWI
$4.06B
| $759K | ﹤0.01% |
40,639
+22,489
| +124% | +$486K |
2021 Q1
20 quarters
|
|
1509
iShares US Aerospace & Defense ETF
ITA
$12.2B
| $758K | ﹤0.01% |
3,465
+7
| +0.2% | +$1.64K |
2025 Q1
4 quarters
|
|
1510
Skywest
SKYW
$3.55B
| $757K | ﹤0.01% |
8,239
+1,507
| +22% | +$149K |
2024 Q4
5 quarters
|
|
1511
Utz Brands
UTZ
$1.27B
| $756K | ﹤0.01% |
95,413
-73,190
| -43% | -$680K |
2020 Q2
23 quarters
|
|
1512
Cal-Maine
CALM
$2.97B
| $755K | ﹤0.01% |
9,545
-8,381
| -47% | -$688K |
2024 Q3
6 quarters
|
|
1513
Outfront Media
OUT
$5.35B
| $752K | ﹤0.01% |
28,374
+3,613
| +15% | +$94.2K |
2023 Q4
9 quarters
|
|
1514
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
| $751K | ﹤0.01% |
7,859
+5,339
| +212% | +$528K |
2025 Q2
3 quarters
|
|
1515
Commerce Bancshares
CBSH
$7.99B
| $749K | ﹤0.01% |
15,230
-1,269
| -8% | -$65.9K |
2021 Q4
17 quarters
|
|
1516
Woodside Energy
WDS
$44.9B
| $748K | ﹤0.01% |
31,303
+11,770
| +60% | +$229K |
2025 Q2
3 quarters
|
|
1517
Valley National Bancorp
VLY
$7B
| $745K | ﹤0.01% |
60,688
+16,243
| +37% | +$202K |
2024 Q2
7 quarters
|
|
1518
Garrett Motion
GTX
$4.56B
| $739K | ﹤0.01% |
40,662
-32,366
| -44% | -$604K |
2025 Q4
1 quarter
|
|
1519
Federated Hermes
FHI
$4.18B
| $733K | ﹤0.01% |
12,931
-7,037
| -35% | -$385K |
2025 Q2
3 quarters
|
|
1520
Maximus
MMS
$3.22B
| $728K | ﹤0.01% |
11,355
-3,294
| -22% | -$267K |
2024 Q2
7 quarters
|
|
1521
Voya Financial
VOYA
$8.52B
| $726K | ﹤0.01% |
10,626
-853
| -7% | -$61.8K |
2020 Q2
23 quarters
|
|
1522
Post Holdings
POST
$3.56B
| $725K | ﹤0.01% |
7,329
+3,014
| +70% | +$307K |
2021 Q3
18 quarters
|
|
1523
Vail Resorts
MTN
$5.38B
| $718K | ﹤0.01% |
+5,593
| New | +$763K |
2026 Q1
0 quarters
|
|
1524
Grand Canyon Education
LOPE
$4.21B
| $717K | ﹤0.01% |
4,219
-9
| -0.2% | -$1.51K |
2022 Q1
16 quarters
|
|
1525
OGE Energy
OGE
$9.8B
| $716K | ﹤0.01% |
14,936
+410
| +3% | +$18.8K |
2013 Q2
51 quarters
|
|
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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.