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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 | |
|---|---|---|---|---|---|---|---|
1926
The Marzetti Company
MZTI
$2.82B
| $242K | ﹤0.01% |
1,750
-291
| -14% | -$46.3K |
2013 Q2
51 quarters
|
|
1927
WisdomTree US MidCap Dividend Fund
DON
$3.87B
| $241K | ﹤0.01% |
4,594
| – | – |
2023 Q3
10 quarters
|
|
1928
JD.com
JD
$37B
| $241K | ﹤0.01% |
+8,144
| New | +$230K |
2026 Q1
0 quarters
|
|
1929
Pediatrix Medical
MD
$2.26B
| $240K | ﹤0.01% |
+11,215
| New | +$233K |
2026 Q1
0 quarters
|
|
1930
Axos Financial
AX
$4.97B
| $239K | ﹤0.01% |
2,814
+309
| +12% | +$28.2K |
2025 Q1
4 quarters
|
|
1931
Gulfport Energy Corp
GPOR
$2.9B
| $239K | ﹤0.01% |
1,131
-235
| -17% | -$46.7K |
2025 Q4
1 quarter
|
|
1932
Riot Platforms
RIOT
$5.82B
| $239K | ﹤0.01% |
19,342
+3,071
| +19% | +$47.1K |
2024 Q3
6 quarters
|
|
1933
National Health Investors
NHI
$3.23B
| $238K | ﹤0.01% |
2,941
-195
| -6% | -$16.2K |
2024 Q2
7 quarters
|
|
1934
AppFolio
APPF
$7.74B
| $238K | ﹤0.01% |
1,506
-921
| -38% | -$175K |
2024 Q4
5 quarters
|
|
1935
Trustmark
TRMK
$2.61B
| $237K | ﹤0.01% |
+5,623
| New | +$237K |
2026 Q1
0 quarters
|
|
1936
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
| $236K | ﹤0.01% |
3,220
-5
| -0.2% | -$370 |
2024 Q3
6 quarters
|
|
1937
Concentra Group Holdings
CON
$4.99B
| $235K | ﹤0.01% |
+10,972
| New | +$244K |
2026 Q1
0 quarters
|
|
1938
NETSCOUT
NTCT
$2.82B
| $235K | ﹤0.01% |
+7,387
| New | +$214K |
2026 Q1
0 quarters
|
|
1939
TFS Financial
TFSL
$4.58B
| $235K | ﹤0.01% |
+16,712
| New | +$236K |
2026 Q1
0 quarters
|
|
1940
CAVA Group
CAVA
$6.47B
| $234K | ﹤0.01% |
+2,897
| New | +$211K |
2026 Q1
0 quarters
|
|
1941
Atlassian
TEAM
$55B
| $234K | ﹤0.01% |
3,429
-774,297
| -100% | -$76.3M |
2020 Q1
24 quarters
|
|
1942
Urban Edge Properties
UE
$2.44B
| $233K | ﹤0.01% |
11,678
+311
| +3% | +$6.25K |
2025 Q2
3 quarters
|
|
1943
Cogent Biosciences
COGT
$5.12B
| $233K | ﹤0.01% |
+6,061
| New | +$224K |
2026 Q1
0 quarters
|
|
1944
Methanex
MEOH
$4.92B
| $233K | ﹤0.01% |
+3,782
| New | +$190K |
2026 Q1
0 quarters
|
|
1945
Preferred Bank
PFBC
$1.23B
| $233K | ﹤0.01% |
+2,568
| New | +$233K |
2026 Q1
0 quarters
|
|
1946
Pathward Financial
CASH
$1.5B
| $233K | ﹤0.01% |
+2,609
| New | +$227K |
2026 Q1
0 quarters
|
|
1947
CarGurus
CARG
$2.7B
| $232K | ﹤0.01% |
6,820
-2,151
| -24% | -$70.4K |
2025 Q2
3 quarters
|
|
1948
Crane NXT
CXT
$3.12B
| $231K | ﹤0.01% |
5,697
+43
| +0.8% | +$2.09K |
2021 Q4
17 quarters
|
|
1949
Innoviva
INVA
$1.51B
| $230K | ﹤0.01% |
+9,876
| New | +$213K |
2026 Q1
0 quarters
|
|
1950
WisdomTree US MidCap Fund
EZM
$908M
| $230K | ﹤0.01% |
+3,420
| New | +$236K |
2026 Q1
0 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.