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 | |
|---|---|---|---|---|---|---|---|
151
Prosperity Bancshares
PB
$8.6B
| $212M | 0.14% |
2,900,025
-160,017
| -5% | -$11.1M |
2019 Q4
26 quarters
|
|
152
American States Water
AWR
$3.57B
| $211M | 0.14% |
2,557,960
+30,068
| +1% | +$2.33M |
2024 Q2
8 quarters
|
|
153
Glacier Bancorp
GBCI
$6.27B
| $211M | 0.14% |
4,081,530
-375,742
| -8% | -$18.1M |
2016 Q4
38 quarters
|
|
154
Ryan Specialty Holdings
RYAN
$5.71B
| $210M | 0.14% |
5,572,840
+2,467,296
| +79% | +$83.7M |
2021 Q3
19 quarters
|
|
155
Revvity
RVTY
$17.3B
| $209M | 0.14% |
1,876,041
+488,662
| +35% | +$47.1M |
2013 Q2
52 quarters
|
|
156
State Street SPDR Portfolio High Yield Bond Index ETF
SPHY
$11.9B
| $207M | 0.14% |
8,848,319
-770,807
| -8% | -$18.1M |
2022 Q4
14 quarters
|
|
157
Waste Management
WM
$93.9B
| $207M | 0.14% |
929,385
-79,174
| -8% | -$17.6M |
2013 Q2
52 quarters
|
|
158
Colgate-Palmolive
CL
$76.8B
| $207M | 0.14% |
2,251,398
-198,363
| -8% | -$17.4M |
2013 Q2
52 quarters
|
|
159
DaVita
DVA
$12B
| $206M | 0.14% |
925,579
+393,492
| +74% | +$71.5M |
2021 Q4
18 quarters
|
|
160
Live Nation Entertainment
LYV
$41.3B
| $203M | 0.14% |
1,111,101
+272,595
| +33% | +$44.8M |
2020 Q4
22 quarters
|
|
161
DELISTED
Warner Bros
WBD
| $203M | 0.13% |
7,590,252
+557,165
| +8% | +$15.1M |
2015 Q2
44 quarters
|
|
162
Mondelez International
MDLZ
$83.6B
| $202M | 0.13% |
3,494,886
+1,742,382
| +99% | +$105M |
2013 Q2
52 quarters
|
|
163
Cigna
CI
$77.6B
| $201M | 0.13% |
728,717
+170,394
| +31% | +$48.1M |
2013 Q2
52 quarters
|
|
164
Bio-Techne
TECH
$11.4B
| $201M | 0.13% |
2,844,692
-496,145
| -15% | -$26.8M |
2013 Q2
52 quarters
|
|
165
Gates Industrial Corp
GTES
$6.05B
| $201M | 0.13% |
7,169,311
-909,579
| -11% | -$23.4M |
2018 Q1
33 quarters
|
|
166
Eagle Materials
EXP
$5.66B
| $200M | 0.13% |
889,261
+142,644
| +19% | +$29.8M |
2013 Q2
52 quarters
|
|
167
SLB Ltd
SLB
$73.7B
| $197M | 0.13% |
4,246,742
+126,334
| +3% | +$6.77M |
2013 Q2
52 quarters
|
|
168
Nike
NKE
$57.3B
| $197M | 0.13% |
4,791,138
+1,487,543
| +45% | +$65.4M |
2013 Q2
52 quarters
|
|
169
KLA
KLAC
$180B
| $196M | 0.13% |
650,951
-170,749
| -21% | -$33.9M |
2016 Q4
38 quarters
|
|
170
iShares Core MSCI Emerging Markets ETF
IEMG
$142B
| $196M | 0.13% |
2,363,740
+242,314
| +11% | +$19.3M |
2013 Q2
52 quarters
|
|
171
Charles River Laboratories
CRL
$16.2B
| $196M | 0.13% |
862,704
-11,674
| -1% | -$2.08M |
2013 Q2
52 quarters
|
|
172
Synopsys
SNPS
$86.3B
| $195M | 0.13% |
438,153
-65,120
| -13% | -$30.6M |
2017 Q4
34 quarters
|
|
173
IBM
IBM
$232B
| $194M | 0.13% |
689,624
-44,962
| -6% | -$11.3M |
2013 Q2
52 quarters
|
|
174
AptarGroup
ATR
$9.03B
| $194M | 0.13% |
1,548,824
+374,287
| +32% | +$45.4M |
2013 Q2
52 quarters
|
|
175
FedEx
FDX
$72.2B
| $194M | 0.13% |
617,054
+450,546
| +271% | +$164M |
2013 Q2
52 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.