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Neuberger Berman Group Portfolio holdings
AUM
$150B
Turnover
14.09%
1-Year Est. Return
40.08%
This Fund
S&P 500
This Quarter
Est. Return
+1.41%
1 Year Est. Return
+40.08%
3 Year Est. Return
+113.08%
5 Year Est. Return
+141.06%
10 Year Est. Return
+565.4%
AUM
$131B
AUM Growth
-$2.93B
(-2.2%)
Cap. Flow
+$262M
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
22.07%
Holding
2,274
New
167
Increased
1,051
Reduced
863
Closed
112
Avg Time Held Equity + Options
5.6
years
Top 10 Avg Time Held Equity + Options
6.2
years
Top 20 Avg Time Held Equity + Options
4.6
years
Avg Time Held Equity only
5.6
years
Top 10 Avg Time Held Equity only
6.2
years
Top 20 Avg Time Held Equity only
4.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$419M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$355M |
| 3 |
Boston Scientific
BSX
|
+$245M |
| 4 |
Amazon
AMZN
|
+$234M |
| 5 |
Teradyne
TER
|
+$208M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Abbott
ABT
|
+$212M |
| 2 |
Philip Morris
PM
|
+$181M |
| 3 |
Sandisk
SNDK
|
+$154M |
| 4 |
Microsoft
MSFT
|
+$154M |
| 5 |
Lumentum
LITE
|
+$153M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.67% |
| 2 | Financials | 13.1% |
| 3 | Industrials | 12.33% |
| 4 | Healthcare | 9.15% |
| 5 | Consumer Discretionary | 8.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1851
Suburban Propane Partners
SPH
$1.14B
| $286K | ﹤0.01% |
14,500
| – | – |
2013 Q2
51 quarters
|
|
1852
Vaxcyte
PCVX
$10.4B
| $285K | ﹤0.01% |
4,912
+513
| +12% | +$27.9K |
2025 Q4
1 quarter
|
|
1853
Commault Systems
CVLT
$6.49B
| $285K | ﹤0.01% |
3,662
-629,446
| -99% | -$59.7M |
2022 Q3
14 quarters
|
|
1854
Gold Fields
GFI
$32.8B
| $283K | ﹤0.01% |
+6,224
| New | +$313K |
2026 Q1
0 quarters
|
|
1855
Duolingo
DUOL
$6.87B
| $282K | ﹤0.01% |
+2,862
| New | +$353K |
2026 Q1
0 quarters
|
|
1856
Nelnet
NNI
$4.56B
| $282K | ﹤0.01% |
2,187
-1,193
| -35% | -$157K |
2025 Q4
1 quarter
|
|
1857
SiriusPoint
SPNT
$2.92B
| $281K | ﹤0.01% |
13,052
+659
| +5% | +$13.6K |
2025 Q1
4 quarters
|
|
1858
HEICO Corp Class A
HEI.A
$31.9B
| $281K | ﹤0.01% |
1,331
-48
| -3% | -$11.8K |
2024 Q2
7 quarters
|
|
1859
Vericel Corp
VCEL
$2.11B
| $281K | ﹤0.01% |
8,722
+165
| +2% | +$5.86K |
2023 Q4
9 quarters
|
|
1860
Western Union
WU
$1.95B
| $280K | ﹤0.01% |
32,055
+10,201
| +47% | +$96.6K |
2025 Q1
4 quarters
|
|
1861
Schwab US Large-Cap Growth ETF
SCHG
$63.8B
| $279K | ﹤0.01% |
9,570
| – | – |
2024 Q3
6 quarters
|
|
1862
Corcept Therapeutics
CORT
$12.3B
| $278K | ﹤0.01% |
6,895
-175,069
| -96% | -$6.55M |
2024 Q3
6 quarters
|
|
1863
iShares US Utilities ETF
IDU
$1.43B
| $278K | ﹤0.01% |
2,392
| – | – |
2025 Q4
1 quarter
|
|
|
WSR
1864
DELISTED
Whitestone REIT
WSR
| $277K | ﹤0.01% |
17,162
+2,516
| +17% | +$37.9K |
2025 Q1
4 quarters
|
|
1865
Trinity Industries
TRN
$2.04B
| $277K | ﹤0.01% |
8,612
-3,765
| -30% | -$116K |
2024 Q2
7 quarters
|
|
1866
Newmark Group
NMRK
$2.14B
| $277K | ﹤0.01% |
18,486
+1,300
| +8% | +$20.5K |
2024 Q3
6 quarters
|
|
1867
Scorpio Tankers
STNG
$4.19B
| $277K | ﹤0.01% |
+3,705
| New | +$248K |
2026 Q1
0 quarters
|
|
1868
Flagstar Bank National Association
FLG
$4.68B
| $276K | ﹤0.01% |
20,982
+607
| +3% | +$7.96K |
2020 Q2
23 quarters
|
|
1869
Phillips Edison & Co
PECO
$4.89B
| $276K | ﹤0.01% |
7,374
+332
| +5% | +$12.3K |
2025 Q4
1 quarter
|
|
1870
CoreWeave
CRWV
$36B
| $275K | ﹤0.01% |
3,552
+248
| +8% | +$21.5K |
2025 Q1
4 quarters
|
|
1871
United States Lime & Minerals
USLM
$3.07B
| $275K | ﹤0.01% |
2,104
-85
| -4% | -$10.2K |
2025 Q3
2 quarters
|
|
1872
Independence Realty Trust
IRT
$3.49B
| $274K | ﹤0.01% |
18,432
+902
| +5% | +$14.8K |
2024 Q2
7 quarters
|
|
1873
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $274K | ﹤0.01% |
4,847
| – | – |
2025 Q3
2 quarters
|
|
1874
Axcelis
ACLS
$3.53B
| $274K | ﹤0.01% |
2,944
+229
| +8% | +$20.3K |
2025 Q3
2 quarters
|
|
1875
Invesco S&P 500 Momentum ETF
SPMO
$22B
| $273K | ﹤0.01% |
2,434
| – | – |
2025 Q3
2 quarters
|
|
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Neuberger Berman Group's Q1 2026 Portfolio in Review
As of Q1 2026, Neuberger Berman Group held 2,274 positions worth $131B, down 2.2% from $134B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Neuberger Berman Group's Q1 2026 filing shows 167 new, 1,051 increased, 863 reduced and 112 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 738,175 shares worth $46.5M. The largest sale was Abbott, an estimated $212M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 738,175 shares worth $46.5M.
- Neuberger Berman Group added most to NVIDIA in Q1 2026, an estimated $419M increase.
- Neuberger Berman Group's biggest Q1 2026 reduction was Abbott, cutting an estimated $212M.
- Neuberger Berman Group fully exited Exact Sciences in Q1 2026, selling an estimated $82M.
- Neuberger Berman Group's ten largest holdings make up 22% of its $131B portfolio in Q1 2026.
- Neuberger Berman Group opened 167 new positions and closed 112 in Q1 2026.
- Neuberger Berman Group's portfolio value fell 2.2% quarter-over-quarter to $131B.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.