We are live on ! Find out more
Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $150B
1-Year Est. Return 40.08%
This Fund
S&P 500
This Quarter Est. Return
+22.49%
1 Year Est. Return
+40.08%
3 Year Est. Return
+113.08%
5 Year Est. Return
+141.06%
10 Year Est. Return
+565.41%
AUM
$150B
AUM Growth
+$18.9B
Cap. Flow
+$836M
Cap. Flow %
0.56%
Top 10 Hldgs %
22.99%
Holding
2,421
New
260
Increased
1,156
Reduced
848
Closed
81

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$463M
2
AAPL icon
Apple
AAPL
+$418M
3
SPCX
SpaceX
SPCX
+$361M
4
NVDA icon
NVIDIA
NVDA
+$291M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$285M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$428M
2
MSFT icon
Microsoft
MSFT
+$314M
3
BSX icon
Boston Scientific
BSX
+$269M
4
TER icon
Teradyne
TER
+$249M
5
TMUS icon
T-Mobile US
TMUS
+$246M

Sector Composition

Rank Sector Weight
1 Technology 28.74%
2 Financials 12.29%
3 Industrials 12.09%
4 Healthcare 8.91%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNK icon
1776
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.81B
$529K ﹤0.01%
5,493
– –
ERII icon
1777
Energy Recovery
ERII
$389M
$528K ﹤0.01%
+58,580
New +$557K
VTEB icon
1778
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$527K ﹤0.01%
10,418
+266
+3% +$13.4K
EMXC icon
1779
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.7B
$523K ﹤0.01%
5,115
+1,189
+30% +$112K
AVNT icon
1780
Avient
AVNT
$3.98B
$523K ﹤0.01%
14,139
+4,410
+45% +$160K
PUK icon
1781
Prudential
PUK
$34.4B
$522K ﹤0.01%
19,487
-5,482
-22% -$160K
TEAM icon
1782
Atlassian
TEAM
$48B
$522K ﹤0.01%
6,704
+3,275
+96% +$268K
MP icon
1783
MP Materials
MP
$9.71B
$521K ﹤0.01%
9,293
+769
+9% +$46.8K
QQQM icon
1784
Invesco NASDAQ 100 ETF
QQQM
$105B
$519K ﹤0.01%
+1,713
New +$485K
BC icon
1785
Brunswick
BC
$4.82B
$519K ﹤0.01%
6,159
-473
-7% -$37.9K
HUBG icon
1786
HUB Group
HUBG
$2.24B
$517K ﹤0.01%
11,797
+340
+3% +$14.3K
NXE icon
1787
NexGen Energy
NXE
$7.19B
$517K ﹤0.01%
55,011
-1,940
-3% -$22.1K
APAM icon
1788
Artisan Partners
APAM
$2.95B
$516K ﹤0.01%
14,951
+6,640
+80% +$244K
ALRM icon
1789
Alarm.com
ALRM
$2.77B
$516K ﹤0.01%
11,036
+5,879
+114% +$264K
EQX icon
1790
Equinox Gold
EQX
$15B
$511K ﹤0.01%
52,442
+14,143
+37% +$182K
XME icon
1791
State Street SPDR S&P Metals & Mining ETF
XME
$4.87B
$511K ﹤0.01%
4,775
– –
NMR icon
1792
Nomura Holdings
NMR
$31.1B
$510K ﹤0.01%
58,048
+13,898
+31% +$116K
VGSH icon
1793
Vanguard Short-Term Treasury ETF
VGSH
$30.1B
$506K ﹤0.01%
8,686
-596
-6% -$34.7K
BGC icon
1794
BGC Group
BGC
$5.79B
$504K ﹤0.01%
47,165
+6,542
+16% +$73.2K
INDB icon
1795
Independent Bank
INDB
$3.97B
$503K ﹤0.01%
6,009
+358
+6% +$28.4K
MOAT icon
1796
VanEck Morningstar Wide Moat ETF
MOAT
$12.1B
$502K ﹤0.01%
4,824
– –
LXP icon
1797
LXP Industrial Trust
LXP
$3.58B
$501K ﹤0.01%
9,295
+2,894
+45% +$149K
OFG icon
1798
OFG Bancorp
OFG
$2.25B
$498K ﹤0.01%
10,158
+827
+9% +$37.5K
GSAT icon
1799
Globalstar
GSAT
$10.7B
$497K ﹤0.01%
6,108
+55
+0.9% +$4.43K
PJUL icon
1800
Innovator US Equity Power Buffer ETF July
PJUL
$1.3B
$496K ﹤0.01%
10,158
– –
70 71
72
73 74

Similar funds

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 260 new, 1,156 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 260 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.