Neuberger Berman Group Portfolio holdings
Neuberger Berman is an employee-owned investment manager that runs stock, bond, private equity and hedge fund portfolios for institutions, advisers and high net worth individuals. Art collector Roy Neuberger and banker Robert Berman co-founded the firm in 1939. Lehman Brothers bought it in 2003, and after Lehman collapsed in 2008 the firm's own managers won a bankruptcy auction for it, spinning it off in 2009 and returning it to full employee ownership by the end of 2014. Since going independent it has moved beyond its traditional focus on stocks into emerging markets debt, high-yield bonds and private equity, and in 2024 it led a private equity group that agreed to buy the school operator Nord Anglia Education. Art has been part of the firm's workplace culture since Roy Neuberger co-founded it, and it bought back many pieces of its collection at auction in 2010 after Lehman had absorbed them.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$463M |
| 2 |
Apple
AAPL
|
+$418M |
| 3 |
SpaceX
SPCX
|
+$361M |
| 4 |
NVIDIA
NVDA
|
+$291M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$428M |
| 2 |
Microsoft
MSFT
|
+$314M |
| 3 |
Boston Scientific
BSX
|
+$269M |
| 4 |
Teradyne
TER
|
+$249M |
| 5 |
T-Mobile US
TMUS
|
+$246M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.73% |
| 2 | Financials | 12.28% |
| 3 | Industrials | 12.11% |
| 4 | Healthcare | 8.91% |
| 5 | Consumer Discretionary | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1576
Flowers Foods
FLO
$1.27B
| $863K | ﹤0.01% |
109,250
+81,282
| +291% | +$651K |
2025 Q3
3 quarters
|
|
1577
Schwab Fundamental US Small Company Index ETF
FNDA
$8.94B
| $861K | ﹤0.01% |
22,626
-842
| -4% | -$30K |
2024 Q3
7 quarters
|
|
1578
Wingstop
WING
$4.31B
| $859K | ﹤0.01% |
4,954
-18,549
| -79% | -$2.92M |
2022 Q3
15 quarters
|
|
1579
SoFi Technologies
SOFI
$20.3B
| $855K | ﹤0.01% |
47,709
-7,300
| -13% | -$124K |
2022 Q4
14 quarters
|
|
1580
Plexus
PLXS
$5.62B
| $852K | ﹤0.01% |
2,834
+259
| +10% | +$67.5K |
2025 Q1
5 quarters
|
|
1581
PENN Entertainment
PENN
$2.35B
| $849K | ﹤0.01% |
39,731
+14,700
| +59% | +$263K |
2026 Q1
1 quarter
|
|
1582
SSR Mining
SSRM
$5.38B
| $848K | ﹤0.01% |
29,997
+1,235
| +4% | +$37.6K |
2024 Q3
7 quarters
|
|
1583
Charter Communications
CHTR
$15.2B
| $848K | ﹤0.01% |
5,961
+1,772
| +42% | +$296K |
2013 Q4
50 quarters
|
|
1584
Sprouts Farmers Market
SFM
$4.74B
| $847K | ﹤0.01% |
10,009
+783
| +8% | +$63.3K |
2022 Q4
14 quarters
|
|
1585
Four Corners Property Trust
FCPT
$2.53B
| $844K | ﹤0.01% |
34,369
-1,543
| -4% | -$38.4K |
2015 Q4
42 quarters
|
|
1586
Assured Guaranty
AGO
$3.22B
| $842K | ﹤0.01% |
10,506
+524
| +5% | +$41.4K |
2023 Q2
12 quarters
|
|
1587
iShares US Aerospace & Defense ETF
ITA
$12.2B
| $838K | ﹤0.01% |
10,374
-21
| -0.2% | -$1.59K |
2025 Q1
5 quarters
|
|
1588
CleanSpark
CLSK
$1.76B
| $834K | ﹤0.01% |
57,329
-57
| -0.1% | -$804 |
2025 Q1
5 quarters
|
|
1589
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
| $834K | ﹤0.01% |
8,111
+252
| +3% | +$25.6K |
2025 Q2
4 quarters
|
|
1590
AXIS Capital
AXS
$7.76B
| $833K | ﹤0.01% |
7,749
+89
| +1% | +$8.92K |
2021 Q4
18 quarters
|
|
1591
Vanguard Dividend Appreciation ETF
VIG
$118B
| $828K | ﹤0.01% |
3,500
-1,105
| -24% | -$254K |
2019 Q2
28 quarters
|
|
1592
CNO Financial Group
CNO
$5.25B
| $827K | ﹤0.01% |
16,215
+323
| +2% | +$15K |
2023 Q4
10 quarters
|
|
1593
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
| $822K | ﹤0.01% |
9,810
-525
| -5% | -$42.9K |
2025 Q3
3 quarters
|
|
1594
ServisFirst Bancshares
SFBS
$4.49B
| $819K | ﹤0.01% |
18,886
-7,968
| -30% | -$314K |
2021 Q3
19 quarters
|
|
1595
Enact Holdings
ACT
$6.16B
| $818K | ﹤0.01% |
17,887
+2,911
| +19% | +$124K |
2022 Q4
14 quarters
|
|
1596
Pinterest
PINS
$11B
| $814K | ﹤0.01% |
38,703
+18,051
| +87% | +$363K |
2020 Q3
23 quarters
|
|
1597
Invesco Semiconductors ETF
PSI
$2.27B
| $812K | ﹤0.01% |
4,323
| – | – |
2023 Q2
12 quarters
|
|
1598
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.27B
| $809K | ﹤0.01% |
6,073
| – | – |
2024 Q4
6 quarters
|
|
1599
A.O. Smith
AOS
$8.59B
| $807K | ﹤0.01% |
12,865
-13,061
| -50% | -$792K |
2013 Q2
52 quarters
|
|
1600
ANI Pharmaceuticals
ANIP
$1.62B
| $802K | ﹤0.01% |
9,694
+659
| +7% | +$52.9K |
2024 Q2
8 quarters
|
|
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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 259 new, 1,157 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 259 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.