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Neuberger Berman Group Portfolio holdings
AUM
$150B
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
21.9
quarters
Top 10 Avg Time Held Equity + Options
22.3
quarters
Top 20 Avg Time Held Equity + Options
17.6
quarters
Avg Time Held Equity only
21.9
quarters
Top 10 Avg Time Held Equity only
22.3
quarters
Top 20 Avg Time Held Equity only
17.6
quarters
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 | |
|---|---|---|---|---|---|---|---|
1701
EchoStar
ECHO
$27.7B
| $327K | ﹤0.01% |
11,788
+9
| +0.1% | +$198 |
2025 Q1
1 quarter
|
|
1702
Invesco Variable Rate Preferred ETF
VRP
$3B
| $326K | ﹤0.01% |
13,346
+3,011
| +29% | +$72.5K |
2020 Q4
18 quarters
|
|
1703
CVB Financial
CVBF
$3.81B
| $325K | ﹤0.01% |
16,409
+4,798
| +41% | +$89.3K |
2025 Q1
1 quarter
|
|
1704
DELISTED
Liberty Broadband Class A
LBRDA
| $322K | ﹤0.01% |
3,287
-25
| -0.8% | -$2.22K |
2014 Q4
42 quarters
|
|
1705
Tandem Diabetes Care
TNDM
$1.14B
| $321K | ﹤0.01% |
17,233
-61
| -0.4% | -$1.21K |
2023 Q4
6 quarters
|
|
1706
BGC Group
BGC
$5.41B
| $320K | ﹤0.01% |
31,250
-1,924
| -6% | -$17.7K |
2024 Q2
4 quarters
|
|
1707
HUB Group
HUBG
$1.63B
| $319K | ﹤0.01% |
+9,538
| New | +$320K |
2025 Q2
0 quarters
|
|
1708
Pearson
PSO
$10.4B
| $317K | ﹤0.01% |
+21,244
| New | +$330K |
2025 Q2
0 quarters
|
|
1709
VanEck Pharmaceutical ETF
PPH
$1.04B
| $316K | ﹤0.01% |
3,593
| – | – |
2022 Q3
11 quarters
|
|
1710
Schwab US Large-Cap Growth ETF
SCHG
$65.3B
| $315K | ﹤0.01% |
10,801
-256
| -2% | -$6.77K |
2024 Q3
3 quarters
|
|
1711
Knight Transportation
KNX
$10.5B
| $315K | ﹤0.01% |
+7,119
| New | +$303K |
2025 Q2
0 quarters
|
|
1712
DELISTED
Enstar Group
ESGR
| $312K | ﹤0.01% |
929
+204
| +28% | +$68.2K |
2023 Q1
9 quarters
|
|
1713
DELISTED
Blueprint Medicines
BPMC
| $310K | ﹤0.01% |
2,421
-65,373
| -96% | -$6.79M |
2022 Q3
11 quarters
|
|
1714
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
| $308K | ﹤0.01% |
+7,213
| New | +$291K |
2025 Q2
0 quarters
|
|
1715
Bank of Hawaii
BOH
$2.65B
| $308K | ﹤0.01% |
4,559
+128
| +3% | +$8.51K |
2013 Q2
48 quarters
|
|
1716
DELISTED
Sandstorm Gold
SAND
| $306K | ﹤0.01% |
+32,630
| New | +$279K |
2025 Q2
0 quarters
|
|
1717
Americold
COLD
$3.98B
| $305K | ﹤0.01% |
18,342
-11,874
| -39% | -$215K |
2024 Q3
3 quarters
|
|
1718
DELISTED
Confluent
CFLT
| $305K | ﹤0.01% |
+12,233
| New | +$276K |
2025 Q2
0 quarters
|
|
1719
HealthStream
HSTM
$1.02B
| $304K | ﹤0.01% |
11,003
-377
| -3% | -$11.1K |
2025 Q1
1 quarter
|
|
1720
Crane NXT
CXT
$2.94B
| $302K | ﹤0.01% |
5,599
+175
| +3% | +$8.91K |
2021 Q4
14 quarters
|
|
1721
LXP Industrial Trust
LXP
$3.6B
| $300K | ﹤0.01% |
7,263
+1,915
| +36% | +$78.8K |
2023 Q3
7 quarters
|
|
1722
iShares US Aerospace & Defense ETF
ITA
$12B
| $300K | ﹤0.01% |
1,590
| – | – |
2025 Q1
1 quarter
|
|
1723
iShares Semiconductor ETF
SOXX
$45.1B
| $299K | ﹤0.01% |
1,255
-513
| -29% | -$103K |
2024 Q1
5 quarters
|
|
1724
Navient
NAVI
$868M
| $298K | ﹤0.01% |
21,162
+3,062
| +17% | +$39.4K |
2021 Q2
16 quarters
|
|
1725
Procept Biorobotics
PRCT
$1.12B
| $298K | ﹤0.01% |
5,180
-1,983
| -28% | -$112K |
2024 Q3
3 quarters
|
|
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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.