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 | |
|---|---|---|---|---|---|---|---|
1826
Kaiser Aluminum
KALU
$1.83B
| $466K | ﹤0.01% |
+2,384
| New | +$405K |
2026 Q2
0 quarters
|
|
1827
Wendy's
WEN
$1.59B
| $466K | ﹤0.01% |
56,192
+5,093
| +10% | +$36.4K |
2013 Q2
52 quarters
|
|
1828
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.39B
| $465K | ﹤0.01% |
21,346
+265
| +1% | +$5.78K |
2023 Q4
10 quarters
|
|
1829
Global X Silver Miners ETF NEW
SIL
$3.79B
| $465K | ﹤0.01% |
6,000
| – | – |
2025 Q1
5 quarters
|
|
1830
Schwab US Broad Market ETF
SCHB
$44.6B
| $463K | ﹤0.01% |
15,992
+179
| +1% | +$5.01K |
2025 Q3
3 quarters
|
|
1831
Provident Financial Services
PFS
$3B
| $463K | ﹤0.01% |
19,589
+2,249
| +13% | +$50.5K |
2025 Q4
2 quarters
|
|
1832
State Street SPDR S&P Homebuilders ETF
XHB
$1.56B
| $462K | ﹤0.01% |
4,000
| – | – |
2020 Q3
23 quarters
|
|
1833
iShares 1-3 Year Treasury Bond ETF
SHY
$27.4B
| $461K | ﹤0.01% |
5,610
+115
| +2% | +$9.46K |
2016 Q4
38 quarters
|
|
1834
Centerra Gold
CGAU
$4B
| $460K | ﹤0.01% |
29,023
-7,400
| -20% | -$130K |
2024 Q2
8 quarters
|
|
1835
BellRing Brands
BRBR
$1.19B
| $459K | ﹤0.01% |
35,469
+25,315
| +249% | +$305K |
2019 Q4
26 quarters
|
|
1836
Sabra Healthcare REIT
SBRA
$5.42B
| $457K | ﹤0.01% |
23,410
-3,270
| -12% | -$64.9K |
2017 Q4
34 quarters
|
|
1837
FMC
FMC
$789M
| $456K | ﹤0.01% |
39,665
-606
| -2% | -$8.45K |
2013 Q2
52 quarters
|
|
1838
Schneider National
SNDR
$5.1B
| $455K | ﹤0.01% |
12,462
-2,332
| -16% | -$76K |
2023 Q1
13 quarters
|
|
1839
JBT Marel
JBTM
$6.44B
| $454K | ﹤0.01% |
3,134
+453
| +17% | +$58.7K |
2021 Q4
18 quarters
|
|
1840
Booz Allen Hamilton
BAH
$10.2B
| $454K | ﹤0.01% |
7,489
-4,111
| -35% | -$314K |
2016 Q4
38 quarters
|
|
1841
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
| $454K | ﹤0.01% |
3,863
-111
| -3% | -$12.3K |
2025 Q3
3 quarters
|
|
1842
State Street SPDR S&P Regional Banking ETF
KRE
$4.71B
| $454K | ﹤0.01% |
6,060
| – | – |
2025 Q3
3 quarters
|
|
1843
Penguin Solutions Inc
PENG
$3.05B
| $452K | ﹤0.01% |
+5,951
| New | +$271K |
2026 Q2
0 quarters
|
|
1844
Invesco KBW Bank ETF
KBWB
$6.77B
| $452K | ﹤0.01% |
4,861
-62
| -1% | -$5.42K |
2026 Q1
1 quarter
|
|
1845
Solana ETF
SOLZ
$90.6M
| $452K | ﹤0.01% |
61,200
-86,900
| -59% | -$706K |
2025 Q4
2 quarters
|
|
|
1846
PUT
Solana ETF
SOLZ
$90.6M
| $452K | ﹤0.01% |
+61,200
| New | +$497K |
2026 Q2
0 quarters
|
|
1847
Hilltop Holdings
HTH
$2.07B
| $451K | ﹤0.01% |
11,624
-83
| -0.7% | -$3.12K |
2025 Q3
3 quarters
|
|
1848
Apple Hospitality REIT
APLE
$4.64B
| $446K | ﹤0.01% |
26,542
+1,622
| +7% | +$23.2K |
2017 Q4
34 quarters
|
|
1849
Genworth Financial
GNW
$3.1B
| $445K | ﹤0.01% |
46,983
+3,090
| +7% | +$27.5K |
2021 Q4
18 quarters
|
|
1850
Ethan Allen Interiors
ETD
$452M
| $443K | ﹤0.01% |
+19,847
| New | +$421K |
2026 Q2
0 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.