We are live on
!
Find out more
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
+1.41%
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
$131B
AUM Growth
-$2.93B
(-2.2%)
Cap. Flow
+$262M
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
22.07%
Holding
2,274
New
167
Increased
1,051
Reduced
863
Closed
112
Avg Time Held Equity + Options
5.6
years
Top 10 Avg Time Held Equity + Options
6.2
years
Top 20 Avg Time Held Equity + Options
4.6
years
Avg Time Held Equity only
5.6
years
Top 10 Avg Time Held Equity only
6.2
years
Top 20 Avg Time Held Equity only
4.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$419M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$355M |
| 3 |
Boston Scientific
BSX
|
+$245M |
| 4 |
Amazon
AMZN
|
+$234M |
| 5 |
Teradyne
TER
|
+$208M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Abbott
ABT
|
+$212M |
| 2 |
Philip Morris
PM
|
+$181M |
| 3 |
Sandisk
SNDK
|
+$154M |
| 4 |
Microsoft
MSFT
|
+$154M |
| 5 |
Lumentum
LITE
|
+$153M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.67% |
| 2 | Financials | 13.1% |
| 3 | Industrials | 12.33% |
| 4 | Healthcare | 9.15% |
| 5 | Consumer Discretionary | 8.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1701
Murphy Oil
MUR
$5.98B
| $412K | ﹤0.01% |
9,993
-13,600
| -58% | -$461K |
2021 Q4
17 quarters
|
|
1702
Virtu Financial
VIRT
$5.02B
| $411K | ﹤0.01% |
9,354
+256
| +3% | +$9.97K |
2024 Q3
6 quarters
|
|
1703
MP Materials
MP
$7.15B
| $411K | ﹤0.01% |
8,524
+1,893
| +29% | +$113K |
2025 Q2
3 quarters
|
|
1704
Invesco Semiconductors ETF
PSI
$2.53B
| $408K | ﹤0.01% |
4,323
| – | – |
2023 Q2
11 quarters
|
|
1705
Lazard
LAZ
$3.52B
| $406K | ﹤0.01% |
9,548
-201
| -2% | -$9.83K |
2024 Q2
7 quarters
|
|
1706
iShares 7-10 Year Treasury Bond ETF
IEF
$41.7B
| $404K | ﹤0.01% |
4,238
-217
| -5% | -$20.9K |
2024 Q4
5 quarters
|
|
1707
Frontdoor
FTDR
$5.44B
| $403K | ﹤0.01% |
7,621
-7,544
| -50% | -$450K |
2025 Q2
3 quarters
|
|
1708
Globalstar
GSAT
$10.7B
| $402K | ﹤0.01% |
6,053
+152
| +3% | +$9.27K |
2025 Q3
2 quarters
|
|
1709
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.3B
| $400K | ﹤0.01% |
3,974
| – | – |
2025 Q3
2 quarters
|
|
1710
Dillards
DDS
$10.4B
| $399K | ﹤0.01% |
698
+96
| +16% | +$59.9K |
2025 Q4
1 quarter
|
|
1711
Lyft
LYFT
$6.37B
| $399K | ﹤0.01% |
29,994
+1,137
| +4% | +$17.6K |
2024 Q3
6 quarters
|
|
1712
BGC Group
BGC
$5.4B
| $397K | ﹤0.01% |
40,623
+10,933
| +37% | +$101K |
2024 Q2
7 quarters
|
|
1713
Schwab US Broad Market ETF
SCHB
$44.4B
| $397K | ﹤0.01% |
15,813
-230
| -1% | -$6.04K |
2025 Q3
2 quarters
|
|
1714
State Street SPDR S&P Homebuilders ETF
XHB
$1.47B
| $395K | ﹤0.01% |
4,000
-2
| -0% | -$219 |
2020 Q3
22 quarters
|
|
1715
State Street SPDR S&P Regional Banking ETF
KRE
$3.31B
| $395K | ﹤0.01% |
6,060
+175
| +3% | +$11.8K |
2025 Q3
2 quarters
|
|
1716
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.6B
| $394K | ﹤0.01% |
4,024
-543
| -12% | -$56.5K |
2025 Q2
3 quarters
|
|
1717
iShares MSCI UAE ETF
UAE
$317M
| $394K | ﹤0.01% |
21,112
| – | – |
2025 Q2
3 quarters
|
|
1718
iShares Biotechnology ETF
IBB
$10.3B
| $392K | ﹤0.01% |
2,324
+110
| +5% | +$18.8K |
2013 Q2
51 quarters
|
|
1719
iShares Global Infrastructure ETF
IGF
$10.6B
| $392K | ﹤0.01% |
5,848
-161
| -3% | -$10.6K |
2022 Q1
16 quarters
|
|
1720
Schwab U.S Small- Cap ETF
SCHA
$21.3B
| $391K | ﹤0.01% |
13,447
| – | – |
2025 Q4
1 quarter
|
|
1721
Schneider National
SNDR
$5.52B
| $390K | ﹤0.01% |
14,794
-761
| -5% | -$21.1K |
2023 Q1
12 quarters
|
|
1722
Alliance Resource Partners
ARLP
$3.31B
| $390K | ﹤0.01% |
14,093
+215
| +2% | +$5.57K |
2018 Q2
31 quarters
|
|
1723
Invesco KBW Bank ETF
KBWB
$6.2B
| $390K | ﹤0.01% |
+4,923
| New | +$412K |
2026 Q1
0 quarters
|
|
1724
Levi Strauss
LEVI
$7.84B
| $389K | ﹤0.01% |
21,065
+2,181
| +12% | +$44.7K |
2025 Q3
2 quarters
|
|
1725
Radian Group
RDN
$4.5B
| $387K | ﹤0.01% |
11,685
-80
| -0.7% | -$2.69K |
2021 Q3
18 quarters
|
|
Similar funds
Neuberger Berman Group's Q1 2026 Portfolio in Review
As of Q1 2026, Neuberger Berman Group held 2,274 positions worth $131B, down 2.2% from $134B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Neuberger Berman Group's Q1 2026 filing shows 167 new, 1,051 increased, 863 reduced and 112 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 738,175 shares worth $46.5M. The largest sale was Abbott, an estimated $212M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 738,175 shares worth $46.5M.
- Neuberger Berman Group added most to NVIDIA in Q1 2026, an estimated $419M increase.
- Neuberger Berman Group's biggest Q1 2026 reduction was Abbott, cutting an estimated $212M.
- Neuberger Berman Group fully exited Exact Sciences in Q1 2026, selling an estimated $82M.
- Neuberger Berman Group's ten largest holdings make up 22% of its $131B portfolio in Q1 2026.
- Neuberger Berman Group opened 167 new positions and closed 112 in Q1 2026.
- Neuberger Berman Group's portfolio value fell 2.2% quarter-over-quarter to $131B.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.