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 | |
|---|---|---|---|---|---|---|---|
1651
AZZ Inc
AZZ
$4.02B
| $723K | ﹤0.01% |
4,664
-277
| -6% | -$39.4K |
2025 Q3
3 quarters
|
|
1652
Dropbox
DBX
$7.21B
| $723K | ﹤0.01% |
26,305
+12,026
| +84% | +$309K |
2025 Q2
4 quarters
|
|
1653
Alaska Air
ALK
$4.4B
| $723K | ﹤0.01% |
13,841
+3,839
| +38% | +$164K |
2022 Q1
17 quarters
|
|
1654
Invesco Water Resources ETF
PHO
$2.12B
| $715K | ﹤0.01% |
10,352
| – | – |
2013 Q2
52 quarters
|
|
1655
Maplebear
CART
$13.8B
| $715K | ﹤0.01% |
15,094
+1,634
| +12% | +$68.3K |
2024 Q4
6 quarters
|
|
1656
iShares Russell Top 200 Growth ETF
IWY
$14.8B
| $714K | ﹤0.01% |
2,457
| – | – |
2025 Q3
3 quarters
|
|
1657
TG Therapeutics
TGTX
$9.8B
| $713K | ﹤0.01% |
12,984
+1,461
| +13% | +$59.8K |
2025 Q1
5 quarters
|
|
1658
Hormel Foods
HRL
$12B
| $712K | ﹤0.01% |
28,689
-1,028
| -3% | -$22.9K |
2025 Q4
2 quarters
|
|
1659
iShares S&P 100 ETF
OEF
$20B
| $711K | ﹤0.01% |
1,944
-19
| -1% | -$6.81K |
2020 Q3
23 quarters
|
|
1660
Kontoor Brands
KTB
$4.25B
| $710K | ﹤0.01% |
8,518
+1,851
| +28% | +$135K |
2019 Q3
27 quarters
|
|
1661
HealthStream
HSTM
$866M
| $709K | ﹤0.01% |
26,001
+5,675
| +28% | +$133K |
2025 Q1
5 quarters
|
|
1662
PUT
Alphabet (Google) Class C
GOOG
$3.63T
| $707K | ﹤0.01% |
+2,000
| New | +$715K |
2026 Q2
0 quarters
|
|
1663
iShares MSCI ACWI ex US ETF
ACWX
$17.9B
| $706K | ﹤0.01% |
9,272
-17,821
| -66% | -$1.33M |
2026 Q1
1 quarter
|
|
1664
XP
XP
$7.63B
| $704K | ﹤0.01% |
43,305
-53
| -0.1% | -$945 |
2024 Q4
6 quarters
|
|
1665
Old National Bancorp
ONB
$9.43B
| $703K | ﹤0.01% |
27,162
+621
| +2% | +$14.9K |
2024 Q4
6 quarters
|
|
1666
Super Micro Computer
SMCI
$17.8B
| $697K | ﹤0.01% |
23,772
-4,783
| -17% | -$152K |
2022 Q4
14 quarters
|
|
1667
Cabot Corp
CBT
$3.71B
| $696K | ﹤0.01% |
7,665
+2,589
| +51% | +$212K |
2021 Q4
18 quarters
|
|
1668
Unifirst Corp
UNF
$4.37B
| $690K | ﹤0.01% |
2,610
-797
| -23% | -$208K |
2013 Q2
52 quarters
|
|
1669
Commercial Metals
CMC
$7.04B
| $690K | ﹤0.01% |
10,998
+536
| +5% | +$37.7K |
2023 Q3
11 quarters
|
|
1670
Dolby
DLB
$6.05B
| $688K | ﹤0.01% |
13,078
-9,158
| -41% | -$525K |
2020 Q3
23 quarters
|
|
1671
Hecla Mining
HL
$8.97B
| $687K | ﹤0.01% |
44,522
-1,163
| -3% | -$20.4K |
2023 Q4
10 quarters
|
|
1672
Carlyle Secured Lending
CGBD
$760M
| $686K | ﹤0.01% |
65,157
-6,144
| -9% | -$68.4K |
2025 Q3
3 quarters
|
|
1673
Atlanta Braves Holdings Series A
BATRA
$3.7B
| $681K | ﹤0.01% |
12,098
+51
| +0.4% | +$2.72K |
2025 Q2
4 quarters
|
|
1674
United Bankshares
UBSI
$6.44B
| $681K | ﹤0.01% |
14,855
+1,282
| +9% | +$56.1K |
2025 Q4
2 quarters
|
|
1675
Fulton Financial
FULT
$4.51B
| $679K | ﹤0.01% |
28,119
+6,294
| +29% | +$138K |
2023 Q3
11 quarters
|
|
Similar funds
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.