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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
+12.24%
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
$130B
AUM Growth
+$10.6B
(+8.8%)
Cap. Flow
-$160M
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
21.27%
Holding
2,138
New
167
Increased
1,007
Reduced
798
Closed
89
Avg Time Held Equity + Options
5.5
years
Top 10 Avg Time Held Equity + Options
5.6
years
Top 20 Avg Time Held Equity + Options
4.4
years
Avg Time Held Equity only
5.5
years
Top 10 Avg Time Held Equity only
5.6
years
Top 20 Avg Time Held Equity only
4.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$338M |
| 2 |
Meta Platforms (Facebook)
META
|
+$297M |
| 3 |
Boeing
BA
|
+$208M |
| 4 |
UnitedHealth
UNH
|
+$183M |
| 5 |
Linde
LIN
|
+$169M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kroger
KR
|
+$306M |
| 2 |
Accenture
ACN
|
+$268M |
| 3 |
Goldman Sachs
GS
|
+$191M |
| 4 |
Palantir
PLTR
|
+$169M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$152M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.98% |
| 2 | Financials | 14.56% |
| 3 | Industrials | 11.84% |
| 4 | Consumer Discretionary | 9.48% |
| 5 | Healthcare | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1526
First Industrial Realty Trust
FR
$7.79B
| $592K | ﹤0.01% |
12,293
+1,253
| +11% | +$61.1K |
2016 Q2
36 quarters
|
|
1527
iShares S&P India Nifty 50 Index Fund
INDY
$511M
| $587K | ﹤0.01% |
10,790
+961
| +10% | +$50.5K |
2024 Q1
5 quarters
|
|
1528
Graham Holdings Company
GHC
$5.08B
| $581K | ﹤0.01% |
614
+345
| +128% | +$325K |
2024 Q3
3 quarters
|
|
1529
First Bancorp
FBP
$4.15B
| $576K | ﹤0.01% |
27,639
-2,246
| -8% | -$44.2K |
2023 Q3
7 quarters
|
|
1530
iShares Core S&P US Growth ETF
IUSG
$34B
| $575K | ﹤0.01% |
3,821
| – | – |
2024 Q3
3 quarters
|
|
1531
SentinelOne
S
$8.13B
| $574K | ﹤0.01% |
+31,395
| New | +$574K |
2025 Q2
0 quarters
|
|
1532
Vesta Real Estate
VTMX
$3.22B
| $574K | ﹤0.01% |
20,991
+1,018
| +5% | +$27.3K |
2023 Q3
7 quarters
|
|
1533
Aimco
AIV
$244M
| $569K | ﹤0.01% |
65,778
-248
| -0.4% | -$2.01K |
2015 Q4
38 quarters
|
|
1534
ProShares Ultra Health Care
RXL
$103M
| $569K | ﹤0.01% |
14,000
| – | – |
2023 Q4
6 quarters
|
|
1535
Quaker Houghton
KWR
$2.73B
| $564K | ﹤0.01% |
5,036
+422
| +9% | +$45.8K |
2014 Q4
42 quarters
|
|
1536
Eagle Capital Select Equity ETF
EAGL
$4.86B
| $563K | ﹤0.01% |
18,663
| – | – |
2024 Q3
3 quarters
|
|
1537
Sanmina
SANM
$10.1B
| $562K | ﹤0.01% |
5,740
+1,527
| +36% | +$126K |
2025 Q1
1 quarter
|
|
1538
FNB Corp
FNB
$6.11B
| $562K | ﹤0.01% |
38,513
+3,390
| +10% | +$45.8K |
2021 Q4
14 quarters
|
|
1539
Campbell Soup
CPB
$5.92B
| $554K | ﹤0.01% |
18,063
+627
| +4% | +$22.1K |
2017 Q4
30 quarters
|
|
1540
CleanSpark
CLSK
$2.4B
| $553K | ﹤0.01% |
50,120
+39,553
| +374% | +$352K |
2025 Q1
1 quarter
|
|
1541
Ambev
ABEV
$50.3B
| $550K | ﹤0.01% |
228,227
+205,204
| +891% | +$499K |
2013 Q4
46 quarters
|
|
1542
iShares Core MSCI International Developed Markets ETF
IDEV
$33.1B
| $549K | ﹤0.01% |
+7,219
| New | +$522K |
2025 Q2
0 quarters
|
|
1543
Cirrus Logic
CRUS
$5.43B
| $543K | ﹤0.01% |
+5,213
| New | +$511K |
2025 Q2
0 quarters
|
|
1544
CubeSmart
CUBE
$8.68B
| $543K | ﹤0.01% |
12,856
+2,736
| +27% | +$113K |
2020 Q4
18 quarters
|
|
1545
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.99B
| $542K | ﹤0.01% |
22,332
+1,800
| +9% | +$43.4K |
2024 Q1
5 quarters
|
|
1546
DELISTED
Tri Pointe Homes
TPH
| $534K | ﹤0.01% |
16,718
+3,359
| +25% | +$103K |
2024 Q2
4 quarters
|
|
1547
Takeda Pharmaceutical
TAK
$62.1B
| $529K | ﹤0.01% |
34,242
+3,533
| +12% | +$52.2K |
2024 Q1
5 quarters
|
|
1548
Autoliv
ALV
$8.49B
| $528K | ﹤0.01% |
4,715
-134,797
| -97% | -$13.2M |
2020 Q2
20 quarters
|
|
1549
DELISTED
Kennedy-Wilson Holdings
KW
| $525K | ﹤0.01% |
77,250
-24,848
| -24% | -$166K |
2017 Q2
32 quarters
|
|
1550
Upstart Holdings
UPST
$2.41B
| $524K | ﹤0.01% |
8,107
+928
| +13% | +$45.5K |
2024 Q3
3 quarters
|
|
Similar funds
Neuberger Berman Group's Q2 2025 Portfolio in Review
As of Q2 2025, Neuberger Berman Group held 2,138 positions worth $130B, up 8.8% from $119B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Neuberger Berman Group's Q2 2025 filing shows 167 new, 1,007 increased, 798 reduced and 89 closed positions. Its largest new stake was Caris Life Sciences: 6,239,520 shares worth $167M. The largest sale was Kroger, an estimated $306M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q2 2025 buy was Caris Life Sciences: 6,239,520 shares worth $167M.
- Neuberger Berman Group added most to Home Depot in Q2 2025, an estimated $338M increase.
- Neuberger Berman Group's biggest Q2 2025 reduction was Kroger, cutting an estimated $306M.
- Neuberger Berman Group fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $73.6M.
- Neuberger Berman Group's ten largest holdings make up 21% of its $130B portfolio in Q2 2025.
- Neuberger Berman Group opened 167 new positions and closed 89 in Q2 2025.
- Neuberger Berman Group's portfolio value rose 8.8% quarter-over-quarter to $130B.
Based on Neuberger Berman Group's 13F filing for Q2 2025, filed 13 Aug 2025.