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 | |
|---|---|---|---|---|---|---|---|
1951
Vera Therapeutics
VERA
$2.13B
| $337K | ﹤0.01% |
7,860
-171
| -2% | -$6.37K |
2026 Q1
1 quarter
|
|
1952
Scholar Rock
SRRK
$5.43B
| $337K | ﹤0.01% |
6,131
-93
| -1% | -$4.49K |
2025 Q4
2 quarters
|
|
1953
Monarch Casino & Resort
MCRI
$1.97B
| $337K | ﹤0.01% |
2,557
-167
| -6% | -$19.5K |
2026 Q1
1 quarter
|
|
1954
Telephone and Data Systems
TDS
$3.4B
| $335K | ﹤0.01% |
9,062
-2,573
| -22% | -$108K |
2025 Q1
5 quarters
|
|
1955
Procore
PCOR
$11.7B
| $334K | ﹤0.01% |
8,228
-129,195
| -94% | -$6.39M |
2022 Q1
17 quarters
|
|
1956
La-Z-Boy
LZB
$1.31B
| $334K | ﹤0.01% |
8,319
+2,073
| +33% | +$74.9K |
2025 Q4
2 quarters
|
|
1957
NETSCOUT
NTCT
$2.39B
| $333K | ﹤0.01% |
7,652
+265
| +4% | +$10K |
2026 Q1
1 quarter
|
|
1958
Innovative Industrial Properties
IIPR
$1.46B
| $333K | ﹤0.01% |
5,371
+410
| +8% | +$23K |
2026 Q1
1 quarter
|
|
1959
SoundHound AI
SOUN
$1.81B
| $331K | ﹤0.01% |
51,210
-400
| -0.8% | -$3.1K |
2024 Q3
7 quarters
|
|
1960
Evertec
EVTC
$1.91B
| $331K | ﹤0.01% |
+11,920
| New | +$317K |
2026 Q2
0 quarters
|
|
1961
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.91B
| $331K | ﹤0.01% |
1,249
-8
| -0.6% | -$2.11K |
2024 Q2
8 quarters
|
|
1962
Defiance AI & Power Infrastructure ETF
AIPO
$755M
| $330K | ﹤0.01% |
+9,892
| New | +$307K |
2026 Q2
0 quarters
|
|
1963
TFS Financial
TFSL
$4.58B
| $330K | ﹤0.01% |
18,638
+1,926
| +12% | +$30K |
2026 Q1
1 quarter
|
|
1964
WisdomTree
WT
$3.26B
| $328K | ﹤0.01% |
19,376
+1,247
| +7% | +$22.1K |
2025 Q1
5 quarters
|
|
1965
Herc Holdings
HRI
$5.75B
| $327K | ﹤0.01% |
+2,283
| New | +$294K |
2026 Q2
0 quarters
|
|
1966
Embecta
EMBC
$369M
| $326K | ﹤0.01% |
+100,129
| New | +$546K |
2026 Q2
0 quarters
|
|
1967
Hope Bancorp
HOPE
$1.67B
| $326K | ﹤0.01% |
23,859
+531
| +2% | +$6.65K |
2025 Q1
5 quarters
|
|
|
WSR
1968
DELISTED
Whitestone REIT
WSR
| $325K | ﹤0.01% |
17,159
-3
| -0% | -$56 |
2025 Q1
5 quarters
|
|
1969
Preferred Bank
PFBC
$1.22B
| $325K | ﹤0.01% |
3,061
+493
| +19% | +$47.3K |
2026 Q1
1 quarter
|
|
1970
World Kinect Corp
WKC
$1.8B
| $325K | ﹤0.01% |
+9,869
| New | +$275K |
2026 Q2
0 quarters
|
|
1971
RXO
RXO
$4.69B
| $325K | ﹤0.01% |
11,774
+1,018
| +9% | +$22.5K |
2026 Q1
1 quarter
|
|
1972
Turning Point Brands
TPB
$1.16B
| $324K | ﹤0.01% |
3,821
+510
| +15% | +$42.3K |
2025 Q4
2 quarters
|
|
1973
Urban Outfitters
URBN
$7.31B
| $323K | ﹤0.01% |
4,558
+498
| +12% | +$35.5K |
2026 Q1
1 quarter
|
|
1974
Laureate Education
LAUR
$4.82B
| $322K | ﹤0.01% |
8,875
-8,427
| -49% | -$284K |
2025 Q2
4 quarters
|
|
1975
SiriusPoint
SPNT
$3.12B
| $319K | ﹤0.01% |
13,274
+222
| +2% | +$5.09K |
2025 Q1
5 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.