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 |
SpaceX
SPCX
|
+$714M |
| 2 |
Microsoft
MSFT
|
+$462M |
| 3 |
Snowflake
SNOW
|
+$195M |
| 4 |
Marvell Technology
MRVL
|
+$191M |
| 5 |
Airbnb
ABNB
|
+$177M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$283M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$212M |
| 3 |
AstraZeneca
AZN
|
+$204M |
| 4 |
Micron Technology
MU
|
+$203M |
| 5 |
McDonald's
MCD
|
+$197M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.63% |
| 2 | Financials | 11.74% |
| 3 | Industrials | 11% |
| 4 | Healthcare | 9.49% |
| 5 | Consumer Discretionary | 7.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1626
Federated Hermes
FHI
$4.71B
| $732K | ﹤0.01% |
12,985
-132
| -1% | -$7.98K |
2025 Q2
5 quarters
|
|
1627
America Movil
AMX
$76B
| $729K | ﹤0.01% |
34,391
-6,559
| -16% | -$158K |
2025 Q4
3 quarters
|
|
1628
ADMA Biologics
ADMA
$3.03B
| $728K | ﹤0.01% |
72,609
+53,378
| +278% | +$494K |
2025 Q1
6 quarters
|
|
1629
lululemon athletica
LULU
$12.2B
| $728K | ﹤0.01% |
7,567
-10,852
| -59% | -$1.23M |
2014 Q4
47 quarters
|
|
1630
CleanSpark
CLSK
$1.71B
| $728K | ﹤0.01% |
56,498
-831
| -1% | -$10.9K |
2025 Q1
6 quarters
|
|
1631
Iovance Biotherapeutics
IOVA
$3.59B
| $728K | ﹤0.01% |
49,094
-1,186
| -2% | -$8.49K |
2024 Q2
9 quarters
|
|
1632
Skywest
SKYW
$3.13B
| $726K | ﹤0.01% |
7,491
+694
| +10% | +$70.3K |
2024 Q4
7 quarters
|
|
1633
U-Haul Holding Co Series N
UHAL.B
$9.41B
| $723K | ﹤0.01% |
13,672
+270
| +2% | +$16.3K |
2026 Q2
1 quarter
|
|
1634
Commault Systems
CVLT
$6.22B
| $721K | ﹤0.01% |
4,806
-386
| -7% | -$54.1K |
2022 Q3
16 quarters
|
|
1635
iShares US Aerospace & Defense ETF
ITA
$12.2B
| $720K | ﹤0.01% |
10,422
+48
| +0.5% | +$3.73K |
2025 Q1
6 quarters
|
|
1636
Cohen & Steers
CNS
$3.67B
| $710K | ﹤0.01% |
9,716
-232
| -2% | -$18.4K |
2020 Q2
25 quarters
|
|
1637
CG Oncology
CGON
$6.65B
| $710K | ﹤0.01% |
10,009
+7,039
| +237% | +$517K |
2026 Q2
1 quarter
|
|
1638
Vail Resorts
MTN
$5.45B
| $707K | ﹤0.01% |
5,155
+446
| +9% | +$64.3K |
2026 Q1
2 quarters
|
|
1639
Wayfair
W
$15.3B
| $702K | ﹤0.01% |
6,848
+3,614
| +112% | +$353K |
2025 Q3
4 quarters
|
|
1640
State Street SPDR S&P Insurance ETF
KIE
$565M
| $702K | ﹤0.01% |
12,000
| – | – |
2022 Q4
15 quarters
|
|
1641
Nuveen Churchill Direct Lending
NCDL
$579M
| $701K | ﹤0.01% |
62,363
-1,387
| -2% | -$17.2K |
2025 Q1
6 quarters
|
|
1642
OFG Bancorp
OFG
$2.16B
| $700K | ﹤0.01% |
13,972
+3,814
| +38% | +$198K |
2025 Q2
5 quarters
|
|
1643
Atlanta Braves Holdings Series A
BATRA
$3.65B
| $697K | ﹤0.01% |
12,012
-86
| -0.7% | -$4.83K |
2025 Q2
5 quarters
|
|
1644
Bombardier Recreational Products
DOO
$4.5B
| $697K | ﹤0.01% |
12,380
+60
| +0.5% | +$3.68K |
2026 Q1
2 quarters
|
|
1645
Molson Coors Class B
TAP
$7.57B
| $697K | ﹤0.01% |
19,107
-11,155
| -37% | -$449K |
2016 Q2
41 quarters
|
|
1646
Elbit Systems
ESLT
$33.1B
| $696K | ﹤0.01% |
1,033
+333
| +48% | +$253K |
2025 Q4
3 quarters
|
|
1647
Century Communities
CCS
$1.45B
| $694K | ﹤0.01% |
11,513
-23,521
| -67% | -$1.56M |
2020 Q1
26 quarters
|
|
1648
Navient Holdings, Inc. Common Stock
NAVI
$584M
| $692K | ﹤0.01% |
76,312
-2,483
| -3% | -$22.4K |
2021 Q2
21 quarters
|
|
1649
Box
BOX
$5.99B
| $690K | ﹤0.01% |
20,622
-98
| -0.5% | -$3.15K |
2019 Q3
28 quarters
|
|
1650
FNB Corp
FNB
$6.38B
| $688K | ﹤0.01% |
39,948
+1,850
| +5% | +$34.4K |
2021 Q4
19 quarters
|
|
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Neuberger Berman Group's Q3 2026 Portfolio in Review
As of Q3 2026, Neuberger Berman Group held 2,471 positions worth $148B, down 1.9% from $150B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Neuberger Berman Group's Q3 2026 filing shows 131 new, 983 increased, 1,107 reduced and 182 closed positions. Its largest new stake was Columbia Financial: 12,893,876 shares worth $143M. The largest sale was Alphabet (Google) Class A, an estimated $283M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q3 2026 buy was Columbia Financial: 12,893,876 shares worth $143M.
- Neuberger Berman Group added most to SpaceX in Q3 2026, an estimated $714M increase.
- Neuberger Berman Group's biggest Q3 2026 reduction was Alphabet (Google) Class A, cutting an estimated $283M.
- Neuberger Berman Group fully exited Electronic Arts in Q3 2026, selling an estimated $169M.
- Neuberger Berman Group's ten largest holdings make up 26% of its $148B portfolio in Q3 2026.
- Neuberger Berman Group opened 131 new positions and closed 182 in Q3 2026.
- Neuberger Berman Group's portfolio value fell 1.9% quarter-over-quarter to $148B.
Based on Neuberger Berman Group's 13F filing for Q3 2026, filed 13 Nov 2026.