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 | |
|---|---|---|---|---|---|---|---|
1851
Schwab International Equity ETF
SCHF
$67.7B
| $443K | ﹤0.01% |
15,986
-1,332
| -8% | -$35.9K |
2025 Q2
4 quarters
|
|
1852
Madrigal Pharmaceuticals
MDGL
$9.9B
| $441K | ﹤0.01% |
822
-12,027
| -94% | -$6.16M |
2025 Q3
3 quarters
|
|
1853
Sezzle
SEZL
$5.24B
| $441K | ﹤0.01% |
+2,569
| New | +$271K |
2026 Q2
0 quarters
|
|
1854
Silgan Holdings
SLGN
$4.35B
| $440K | ﹤0.01% |
9,489
+4,064
| +75% | +$162K |
2026 Q1
1 quarter
|
|
1855
WesBanco
WSBC
$3.7B
| $440K | ﹤0.01% |
11,261
+4,026
| +56% | +$142K |
2025 Q4
2 quarters
|
|
1856
JD.com
JD
$37B
| $439K | ﹤0.01% |
17,227
+9,083
| +112% | +$268K |
2026 Q1
1 quarter
|
|
1857
Spectrum Brands
SPB
$2.06B
| $438K | ﹤0.01% |
5,104
+101
| +2% | +$8.17K |
2025 Q4
2 quarters
|
|
1858
iShares Biotechnology ETF
IBB
$11.3B
| $438K | ﹤0.01% |
2,301
-23
| -1% | -$3.95K |
2013 Q2
52 quarters
|
|
1859
B2Gold
BTG
$6.6B
| $437K | ﹤0.01% |
116,548
+9,333
| +9% | +$42.8K |
2025 Q2
4 quarters
|
|
1860
CorVel
CRVL
$4.29B
| $435K | ﹤0.01% |
+6,954
| New | +$405K |
2026 Q2
0 quarters
|
|
1861
First Merchants
FRME
$2.57B
| $435K | ﹤0.01% |
9,948
+4,527
| +84% | +$184K |
2026 Q1
1 quarter
|
|
1862
Mattel
MAT
$4.55B
| $434K | ﹤0.01% |
31,269
+5,742
| +22% | +$84K |
2025 Q2
4 quarters
|
|
1863
M/I Homes
MHO
$3.23B
| $434K | ﹤0.01% |
2,698
+177
| +7% | +$23.7K |
2025 Q1
5 quarters
|
|
1864
OceanFirst Financial
OCFC
$1.75B
| $433K | ﹤0.01% |
+22,184
| New | +$414K |
2026 Q2
0 quarters
|
|
1865
Vanguard Total International Bond ETF
BNDX
$84.9B
| $431K | ﹤0.01% |
8,908
| – | – |
2025 Q2
4 quarters
|
|
1866
Ziff Davis
ZD
$1.72B
| $430K | ﹤0.01% |
8,220
+1,387
| +20% | +$62.8K |
2026 Q1
1 quarter
|
|
1867
Compañía de Minas Buenaventura
BVN
$6.52B
| $430K | ﹤0.01% |
14,679
-14,577
| -50% | -$495K |
2024 Q1
9 quarters
|
|
1868
Diamondrock Hospitality Co
DRH
$2.98B
| $430K | ﹤0.01% |
35,294
+2,305
| +7% | +$25.1K |
2025 Q1
5 quarters
|
|
1869
Rithm Capital
RITM
$5.1B
| $430K | ﹤0.01% |
45,773
+5,456
| +14% | +$52K |
2023 Q4
10 quarters
|
|
1870
Vanguard Consumer Staples ETF
VDC
$8.35B
| $430K | ﹤0.01% |
1,906
-55
| -3% | -$12.5K |
2019 Q2
28 quarters
|
|
1871
Medical Properties Trust
MPT
$1.01B
| $429K | ﹤0.01% |
92,874
-2,540
| -3% | -$12.6K |
2014 Q2
48 quarters
|
|
1872
First Bancorp
FBNC
$2.68B
| $429K | ﹤0.01% |
6,711
+81
| +1% | +$4.8K |
2025 Q4
2 quarters
|
|
1873
Helmerich & Payne
HP
$3.7B
| $428K | ﹤0.01% |
13,069
+562
| +4% | +$21K |
2021 Q4
18 quarters
|
|
1874
Schwab Fundamental International Small Company Index ETF
FNDC
$3.04B
| $428K | ﹤0.01% |
8,811
-343
| -4% | -$16.9K |
2024 Q3
7 quarters
|
|
1875
VF Corp
VFC
$7.96B
| $428K | ﹤0.01% |
25,649
-512
| -2% | -$9.15K |
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.