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
+3.72%
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
$134B
AUM Growth
-$2.51B
(-1.8%)
Cap. Flow
-$4.46B
Cap. Flow
% of AUM
-3.32%
Top 10 Holdings %
Top 10 Hldgs %
24%
Holding
2,213
New
182
Increased
966
Reduced
894
Closed
102
Avg Time Held Equity + Options
5.5
years
Top 10 Avg Time Held Equity + Options
6
years
Top 20 Avg Time Held Equity + Options
4.7
years
Avg Time Held Equity only
5.6
years
Top 10 Avg Time Held Equity only
6
years
Top 20 Avg Time Held Equity only
4.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Neuberger Core Equity ETF
NBCR
|
+$190M |
| 2 |
United Rentals
URI
|
+$166M |
| 3 |
Constellation Energy
CEG
|
+$147M |
| 4 |
UGI
UGI
|
+$134M |
| 5 |
Celestica
CLS
|
+$116M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sandisk
SNDK
|
+$246M |
| 2 |
S&P Global
SPGI
|
+$201M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$197M |
| 4 |
Aon
AON
|
+$184M |
| 5 |
JPMorgan Chase
JPM
|
+$172M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.15% |
| 2 | Financials | 14.23% |
| 3 | Industrials | 11.32% |
| 4 | Healthcare | 9.42% |
| 5 | Consumer Discretionary | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1876
WesBanco
WSBC
$3.5B
| $249K | ﹤0.01% |
+7,488
| New | +$242K |
2025 Q4
0 quarters
|
|
1877
Avista
AVA
$3.06B
| $249K | ﹤0.01% |
6,458
-439
| -6% | -$17.1K |
2025 Q1
3 quarters
|
|
1878
Mercury Insurance
MCY
$5.67B
| $249K | ﹤0.01% |
2,645
-28
| -1% | -$2.43K |
2025 Q3
1 quarter
|
|
1879
Eaton Vance Enhance Equity Income Fund II
EOS
$1.13B
| $248K | ﹤0.01% |
10,600
| – | – |
2022 Q4
12 quarters
|
|
1880
People Inc
PPLI
$3.02B
| $247K | ﹤0.01% |
+6,307
| New | +$221K |
2025 Q4
0 quarters
|
|
1881
Seacoast Banking Corp of Florida
SBCF
$3.06B
| $245K | ﹤0.01% |
7,793
+1,112
| +17% | +$34.7K |
2025 Q3
1 quarter
|
|
1882
Shoe Station Group
SHOE
$360M
| $244K | ﹤0.01% |
14,470
-2,488
| -15% | -$45.7K |
2020 Q3
21 quarters
|
|
1883
SouthState Bank Corp
SSB
$9.62B
| $243K | ﹤0.01% |
2,581
+75
| +3% | +$6.95K |
2024 Q2
6 quarters
|
|
1884
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.4B
| $242K | ﹤0.01% |
802
| – | – |
2025 Q3
1 quarter
|
|
1885
Selective Insurance
SIGI
$5.14B
| $241K | ﹤0.01% |
2,880
-115
| -4% | -$9.23K |
2022 Q3
13 quarters
|
|
1886
Ligand Pharmaceuticals
LGND
$5.88B
| $240K | ﹤0.01% |
1,271
-51
| -4% | -$9.8K |
2025 Q3
1 quarter
|
|
1887
Kingstone Companies
KINS
$267M
| $240K | ﹤0.01% |
+14,259
| New | +$217K |
2025 Q4
0 quarters
|
|
1888
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
| $240K | ﹤0.01% |
2,520
+21
| +0.8% | +$1.98K |
2025 Q2
2 quarters
|
|
1889
National Health Investors
NHI
$3.21B
| $240K | ﹤0.01% |
3,136
-45
| -1% | -$3.45K |
2024 Q2
6 quarters
|
|
1890
Boot Barn
BOOT
$3.42B
| $239K | ﹤0.01% |
1,356
-282
| -17% | -$52.6K |
2025 Q2
2 quarters
|
|
1891
iShares S&P Small-Cap 600 Value ETF
IJS
$7.44B
| $239K | ﹤0.01% |
2,098
-146
| -7% | -$16.4K |
2025 Q3
1 quarter
|
|
|
AXIA
1892
DELISTED
AXIA Energia
AXIA
| $237K | ﹤0.01% |
25,921
-5,632
| -18% | -$48.7K |
2025 Q2
2 quarters
|
|
1893
Customers Bancorp
CUBI
$2.48B
| $237K | ﹤0.01% |
+3,246
| New | +$223K |
2025 Q4
0 quarters
|
|
1894
WisdomTree US MidCap Dividend Fund
DON
$3.81B
| $237K | ﹤0.01% |
4,594
-168
| -4% | -$8.66K |
2023 Q3
9 quarters
|
|
1895
CoreWeave
CRWV
$36.3B
| $237K | ﹤0.01% |
3,304
-498
| -13% | -$50.5K |
2025 Q1
3 quarters
|
|
1896
Renasant Corp
RNST
$3.56B
| $236K | ﹤0.01% |
6,704
+529
| +9% | +$18.7K |
2025 Q2
2 quarters
|
|
1897
Pegasystems
PEGA
$5.56B
| $235K | ﹤0.01% |
+3,941
| New | +$231K |
2025 Q4
0 quarters
|
|
1898
First Internet Bancorp
INBK
$221M
| $234K | ﹤0.01% |
+11,229
| New | +$226K |
2025 Q4
0 quarters
|
|
1899
Cinemark Holdings
CNK
$4.43B
| $234K | ﹤0.01% |
10,060
-670
| -6% | -$17.6K |
2025 Q1
3 quarters
|
|
1900
Palomar
PLMR
$3.6B
| $233K | ﹤0.01% |
+1,726
| New | +$211K |
2025 Q4
0 quarters
|
|
Similar funds
Neuberger Berman Group's Q4 2025 Portfolio in Review
As of Q4 2025, Neuberger Berman Group held 2,213 positions worth $134B, down 1.8% from $137B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Neuberger Berman Group withdrew a net $4.46B in Q4 2025, closing 102 positions and reducing 894 holdings. Its most notable exit was Verona Pharma, an estimated $36M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.
Against the trend, Neuberger Berman Group opened a new position in BillionToOne Inc worth $57.4M.
- Neuberger Berman Group's largest Q4 2025 buy was BillionToOne Inc: 700,867 shares worth $57.4M.
- Neuberger Berman Group added most to Neuberger Core Equity ETF in Q4 2025, an estimated $190M increase.
- Neuberger Berman Group's biggest Q4 2025 reduction was Sandisk, cutting an estimated $246M.
- Neuberger Berman Group fully exited Verona Pharma in Q4 2025, selling an estimated $36M.
- Neuberger Berman Group's ten largest holdings make up 24% of its $134B portfolio in Q4 2025.
- Neuberger Berman Group opened 182 new positions and closed 102 in Q4 2025.
- Neuberger Berman Group's portfolio value fell 1.8% quarter-over-quarter to $134B.
Based on Neuberger Berman Group's 13F filing for Q4 2025, filed 13 Feb 2026.