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 | |
|---|---|---|---|---|---|---|---|
1901
NBT Bancorp
NBTB
$2.73B
| $397K | ﹤0.01% |
8,037
+753
| +10% | +$34.4K |
2026 Q1
1 quarter
|
|
1902
Gentex
GNTX
$3.97B
| $394K | ﹤0.01% |
15,596
+338
| +2% | +$7.99K |
2019 Q3
27 quarters
|
|
1903
Kforce
KFRC
$986M
| $394K | ﹤0.01% |
8,394
+1,075
| +15% | +$43.9K |
2026 Q1
1 quarter
|
|
1904
Energizer
ENR
$1.67B
| $394K | ﹤0.01% |
+18,359
| New | +$350K |
2026 Q2
0 quarters
|
|
1905
WD-40
WDFC
$2.94B
| $393K | ﹤0.01% |
1,613
-869
| -35% | -$186K |
2016 Q2
40 quarters
|
|
1906
Ivanhoe Electric
IE
$1.14B
| $392K | ﹤0.01% |
40,841
-505
| -1% | -$6.38K |
2025 Q3
3 quarters
|
|
1907
SK Telecom
SKM
$13B
| $392K | ﹤0.01% |
44,316
-18,115
| -29% | -$670K |
2019 Q4
26 quarters
|
|
1908
iRadimed
IRMD
$1.11B
| $391K | ﹤0.01% |
4,095
-392
| -9% | -$35.7K |
2024 Q4
6 quarters
|
|
1909
Horace Mann Educators
HMN
$2.17B
| $391K | ﹤0.01% |
7,566
+1,242
| +20% | +$57.6K |
2026 Q1
1 quarter
|
|
1910
Matsons
MATX
$6.38B
| $390K | ﹤0.01% |
2,028
+15
| +0.7% | +$2.73K |
2025 Q4
2 quarters
|
|
1911
Energy Fuels
UUUU
$1.82B
| $389K | ﹤0.01% |
26,773
-4,639
| -15% | -$85.2K |
2025 Q4
2 quarters
|
|
1912
Boot Barn
BOOT
$4.06B
| $388K | ﹤0.01% |
2,363
-50,234
| -96% | -$8.15M |
2025 Q2
4 quarters
|
|
1913
Ladder Capital
LADR
$1.08B
| $386K | ﹤0.01% |
38,794
+1,692
| +5% | +$17.2K |
2015 Q4
42 quarters
|
|
1914
Baytex Energy
BTE
$2.9B
| $384K | ﹤0.01% |
95,826
-35,231
| -27% | -$163K |
2025 Q2
4 quarters
|
|
1915
Olin
OLN
$2.04B
| $384K | ﹤0.01% |
19,363
-1,259
| -6% | -$32.9K |
2025 Q3
3 quarters
|
|
1916
Northwest Bancshares
NWBI
$2.22B
| $379K | ﹤0.01% |
25,006
+4,403
| +21% | +$61.4K |
2025 Q1
5 quarters
|
|
1917
City Holding Co
CHCO
$2B
| $379K | ﹤0.01% |
2,854
+635
| +29% | +$79.8K |
2025 Q2
4 quarters
|
|
1918
Inspire Medical Systems
INSP
$1.78B
| $376K | ﹤0.01% |
+8,423
| New | +$399K |
2026 Q2
0 quarters
|
|
1919
Erie Indemnity
ERIE
$14.2B
| $373K | ﹤0.01% |
+1,557
| New | +$357K |
2026 Q2
0 quarters
|
|
1920
Post Holdings
POST
$3.54B
| $373K | ﹤0.01% |
4,225
-3,104
| -42% | -$302K |
2021 Q3
19 quarters
|
|
1921
Graham Holdings Company
GHC
$5.1B
| $371K | ﹤0.01% |
325
-29
| -8% | -$32.6K |
2024 Q3
7 quarters
|
|
1922
Figure Technology Solutions
FIGR
$6.04B
| $368K | ﹤0.01% |
11,976
-11,092
| -48% | -$371K |
2025 Q3
3 quarters
|
|
1923
Beacon Financial Corp
BBT
$2.56B
| $366K | ﹤0.01% |
12,006
+37
| +0.3% | +$1.11K |
2025 Q1
5 quarters
|
|
1924
The GEO Group
GEO
$4.29B
| $365K | ﹤0.01% |
12,355
+2,287
| +23% | +$51.8K |
2025 Q1
5 quarters
|
|
1925
Innoviva
INVA
$1.36B
| $365K | ﹤0.01% |
16,059
+6,183
| +63% | +$142K |
2026 Q1
1 quarter
|
|
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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.