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Neuberger Berman Group Portfolio holdings
AUM
$131B
1-Year Est. Return
28.36%
This Fund
S&P 500
This Quarter
Est. Return
+8.73%
1 Year Est. Return
+28.36%
3 Year Est. Return
+86.21%
5 Year Est. Return
+112.87%
10 Year Est. Return
+467.9%
AUM
$137B
AUM Growth
+$6.89B
(+5.3%)
Cap. Flow
-$979M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
22.62%
Holding
2,162
New
113
Increased
854
Reduced
981
Closed
131
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$231M |
| 2 |
Pfizer
PFE
|
+$149M |
| 3 |
Eli Lilly
LLY
|
+$143M |
| 4 |
STUB
StubHub Holdings
STUB
|
+$135M |
| 5 |
Humana
HUM
|
+$135M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$188M |
| 2 |
Take-Two Interactive
TTWO
|
+$176M |
| 3 |
Credo Technology Group
CRDO
|
+$163M |
| 4 |
Meta Platforms (Facebook)
META
|
+$163M |
| 5 |
Amazon
AMZN
|
+$150M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.46% |
| 2 | Financials | 14.12% |
| 3 | Industrials | 11.69% |
| 4 | Consumer Discretionary | 9.32% |
| 5 | Healthcare | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Baytex Energy
BTE
$3.08B
| $299K | ﹤0.01% |
127,590
-24,452
| -16% | -$52.4K |
|
|
SAIL
1752
SailPoint Inc
SAIL
$8.48B
| $296K | ﹤0.01% |
13,420
+417
| +3% | +$8.73K |
|
1753
CBIZ
CBZ
$2.29B
| $296K | ﹤0.01% |
5,580
-103,948
| -95% | -$6.7M |
|
1754
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
| $295K | ﹤0.01% |
+2,434
| New | +$284K |
|
1755
Walker & Dunlop
WD
$1.65B
| $294K | ﹤0.01% |
3,521
+157
| +5% | +$12.6K |
|
1756
Schneider National
SNDR
$6.59B
| $294K | ﹤0.01% |
13,876
-1,029
| -7% | -$25.2K |
|
1757
M/I Homes
MHO
$3.83B
| $292K | ﹤0.01% |
2,023
-68
| -3% | -$9.2K |
|
1758
iRadimed
IRMD
$1.21B
| $292K | ﹤0.01% |
4,105
-409
| -9% | -$27.3K |
|
1759
MYR Group
MYRG
$5.9B
| $292K | ﹤0.01% |
1,402
-15
| -1% | -$2.8K |
|
1760
Plexus
PLXS
$6.81B
| $291K | ﹤0.01% |
2,014
-3,970
| -66% | -$536K |
|
1761
Patria Investments
PAX
$1.72B
| $291K | ﹤0.01% |
19,924
-438
| -2% | -$6.12K |
|
1762
iShares Select Dividend ETF
DVY
$24B
| $290K | ﹤0.01% |
2,044
+200
| +11% | +$27.7K |
|
1763
NMI Holdings
NMIH
$3.25B
| $289K | ﹤0.01% |
7,533
-417
| -5% | -$16.3K |
|
1764
Capri Holdings
CPRI
$1.77B
| $288K | ﹤0.01% |
14,445
+1,746
| +14% | +$35K |
|
1765
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
| $285K | ﹤0.01% |
2,101
-30
| -1% | -$3.92K |
|
1766
Bank of Hawaii
BOH
$3.33B
| $284K | ﹤0.01% |
4,326
-233
| -5% | -$15.5K |
|
1767
Newmark Group
NMRK
$2.73B
| $284K | ﹤0.01% |
15,208
-273
| -2% | -$4.43K |
|
1768
AZZ Inc
AZZ
$4.5B
| $284K | ﹤0.01% |
+2,599
| New | +$288K |
|
1769
Silicon Laboratories
SLAB
$7.15B
| $282K | ﹤0.01% |
2,149
-66,391
| -97% | -$9.04M |
|
1770
City Holding Co
CHCO
$1.97B
| $280K | ﹤0.01% |
2,264
-106
| -4% | -$13.3K |
|
1771
Helmerich & Payne
HP
$3.53B
| $280K | ﹤0.01% |
12,666
-648
| -5% | -$11.9K |
|
1772
BGC Group
BGC
$5.58B
| $279K | ﹤0.01% |
29,444
-1,806
| -6% | -$18.1K |
|
1773
iShares 1-3 Year International Treasury Bond ETF
ISHG
$854M
| $278K | ﹤0.01% |
3,650
| – | – |
|
1774
KB Financial Group
KB
$41.2B
| $278K | ﹤0.01% |
3,347
+418
| +14% | +$34.3K |
|
1775
PVH
PVH
$3.71B
| $277K | ﹤0.01% |
3,312
-316
| -9% | -$24.8K |
|
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DAM
Neuberger Berman Group's Q3 2025 Portfolio in Review
As of Q3 2025, Neuberger Berman Group held 2,162 positions worth $137B, up 5.3% from $130B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Neuberger Berman Group's Q3 2025 filing shows 113 new, 854 increased, 981 reduced and 131 closed positions. Its largest new stake was StubHub Holdings: 7,368,767 shares worth $124M. The largest sale was UnitedHealth, an estimated $188M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q3 2025 buy was StubHub Holdings: 7,368,767 shares worth $124M.
- Neuberger Berman Group added most to Walt Disney in Q3 2025, an estimated $231M increase.
- Neuberger Berman Group's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $188M.
- Neuberger Berman Group fully exited Hess in Q3 2025, selling an estimated $128M.
- Neuberger Berman Group's ten largest holdings make up 23% of its $137B portfolio in Q3 2025.
- Neuberger Berman Group opened 113 new positions and closed 131 in Q3 2025.
- Neuberger Berman Group's portfolio value rose 5.3% quarter-over-quarter to $137B.
Based on Neuberger Berman Group's 13F filing for Q3 2025, filed 12 Nov 2025.