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 | |
|---|---|---|---|---|---|---|---|
1876
Planet Fitness
PLNT
$4.52B
| $427K | ﹤0.01% |
8,186
-849
| -9% | -$49.8K |
2023 Q4
10 quarters
|
|
1877
Tamboran Resources
TBN
$1.03B
| $425K | ﹤0.01% |
+13,085
| New | +$468K |
2026 Q2
0 quarters
|
|
1878
First Financial Bancorp
FFBC
$3.42B
| $425K | ﹤0.01% |
12,567
+1,539
| +14% | +$47K |
2026 Q1
1 quarter
|
|
1879
Signet Jewelers
SIG
$4.56B
| $422K | ﹤0.01% |
4,899
+633
| +15% | +$54.7K |
2025 Q2
4 quarters
|
|
1880
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $422K | ﹤0.01% |
4,643
+469
| +11% | +$41.3K |
2025 Q3
3 quarters
|
|
1881
Carriage Services
CSV
$450M
| $421K | ﹤0.01% |
10,977
+341
| +3% | +$14.9K |
2025 Q4
2 quarters
|
|
1882
Intuitive Machines
LUNR
$2.24B
| $418K | ﹤0.01% |
19,535
-167,739
| -90% | -$4.71M |
2025 Q4
2 quarters
|
|
1883
Grab
GRAB
$13B
| $417K | ﹤0.01% |
110,555
+8,140
| +8% | +$29.6K |
2022 Q2
16 quarters
|
|
1884
iShares MSCI South Africa ETF
EZA
$467M
| $416K | ﹤0.01% |
+6,577
| New | +$450K |
2026 Q2
0 quarters
|
|
1885
Steven Madden
SHOO
$3.07B
| $415K | ﹤0.01% |
9,863
+1,050
| +12% | +$42.5K |
2025 Q4
2 quarters
|
|
1886
Willis Lease Finance
WLFC
$1.01B
| $415K | ﹤0.01% |
+5,442
| New | +$356K |
2026 Q2
0 quarters
|
|
1887
GameStop
GME
$12.8B
| $415K | ﹤0.01% |
18,778
-990
| -5% | -$22.7K |
2025 Q4
2 quarters
|
|
1888
Vericel Corp
VCEL
$2.94B
| $411K | ﹤0.01% |
9,239
+517
| +6% | +$18.6K |
2023 Q4
10 quarters
|
|
1889
Marten Transport
MRTN
$982M
| $411K | ﹤0.01% |
23,671
+5,212
| +28% | +$82.9K |
2025 Q2
4 quarters
|
|
1890
Global X US Infrastructure Development ETF
PAVE
$13.7B
| $408K | ﹤0.01% |
6,918
| – | – |
2025 Q2
4 quarters
|
|
1891
LTC Properties
LTC
$2.46B
| $405K | ﹤0.01% |
10,532
+1,269
| +14% | +$48.2K |
2025 Q2
4 quarters
|
|
1892
Impinj
PI
$5.37B
| $404K | ﹤0.01% |
2,819
-67,362
| -96% | -$8.79M |
2024 Q2
8 quarters
|
|
1893
Sprott Physical Gold
PHYS
$13.9B
| $403K | ﹤0.01% |
13,374
| – | – |
2024 Q1
9 quarters
|
|
1894
Avista
AVA
$3.4B
| $403K | ﹤0.01% |
9,855
+2,234
| +29% | +$92K |
2025 Q1
5 quarters
|
|
1895
Bank of Hawaii
BOH
$2.73B
| $402K | ﹤0.01% |
4,937
+993
| +25% | +$77.7K |
2013 Q2
52 quarters
|
|
1896
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.32B
| $402K | ﹤0.01% |
5,966
+1,540
| +35% | +$113K |
2025 Q3
3 quarters
|
|
1897
iShares MSCI UAE ETF
UAE
$333M
| $401K | ﹤0.01% |
21,112
| – | – |
2025 Q2
4 quarters
|
|
1898
CAE Inc
CAE
$9.04B
| $401K | ﹤0.01% |
16,034
+112
| +0.7% | +$2.9K |
2025 Q1
5 quarters
|
|
1899
Futu Holdings
FUTU
$13.4B
| $400K | ﹤0.01% |
4,264
-47
| -1% | -$6.02K |
2022 Q2
16 quarters
|
|
1900
Icon
ICLR
$14.8B
| $399K | ﹤0.01% |
2,296
-1,607
| -41% | -$205K |
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.