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 | |
|---|---|---|---|---|---|---|---|
176
Medtronic
MDT
$130B
| $194M | 0.13% |
2,468,323
-1,229,880
| -33% | -$99.2M |
2013 Q2
52 quarters
|
|
177
BHP
BHP
$203B
| $193M | 0.13% |
2,313,533
+56,489
| +3% | +$4.69M |
2019 Q1
29 quarters
|
|
178
Seagate
STX
$106B
| $191M | 0.13% |
197,863
+31,340
| +19% | +$23.9M |
2020 Q3
23 quarters
|
|
179
Wynn Resorts
WYNN
$8.56B
| $190M | 0.13% |
1,952,908
+211,718
| +12% | +$21.8M |
2022 Q2
16 quarters
|
|
180
Reddit
RDDT
$18.4B
| $189M | 0.13% |
1,089,929
+313,177
| +40% | +$50.2M |
2024 Q4
6 quarters
|
|
181
Waste Connections
WCN
$47.3B
| $188M | 0.12% |
1,126,933
-240,265
| -18% | -$38M |
2013 Q2
52 quarters
|
|
182
Tidewater
TDW
$3.49B
| $187M | 0.12% |
2,803,406
-467,965
| -14% | -$37.1M |
2023 Q1
13 quarters
|
|
183
Idexx Laboratories
IDXX
$53.3B
| $186M | 0.12% |
353,322
+3,615
| +1% | +$2.03M |
2013 Q2
52 quarters
|
|
184
Neuberger Option Strategy ETF
NBOS
$529M
| $186M | 0.12% |
6,638,404
-139,929
| -2% | -$3.88M |
2024 Q1
9 quarters
|
|
185
UL Solutions
ULS
$15.9B
| $185M | 0.12% |
1,819,860
+529,443
| +41% | +$50.1M |
2024 Q3
7 quarters
|
|
186
Federal Signal
FSS
$6.92B
| $185M | 0.12% |
1,441,454
+47,697
| +3% | +$5.47M |
2020 Q4
22 quarters
|
|
187
Texas Roadhouse
TXRH
$12.1B
| $185M | 0.12% |
958,137
-238,183
| -20% | -$40.6M |
2013 Q2
52 quarters
|
|
188
Expedia Group
EXPE
$30.7B
| $185M | 0.12% |
723,261
-227,975
| -24% | -$54.1M |
2013 Q2
52 quarters
|
|
189
DigitalOcean
DOCN
$8.55B
| $184M | 0.12% |
1,170,873
+282,853
| +32% | +$38.3M |
2025 Q4
2 quarters
|
|
190
O'Reilly Automotive
ORLY
$72.3B
| $184M | 0.12% |
1,996,090
+271,976
| +16% | +$24.8M |
2013 Q2
52 quarters
|
|
191
State Street SPDR S&P 500 ETF Trust
SPY
$777B
| $183M | 0.12% |
245,690
+5,066
| +2% | +$3.67M |
2013 Q2
52 quarters
|
|
192
Coherent
COHR
$38B
| $181M | 0.12% |
459,039
-246,962
| -35% | -$87.4M |
2013 Q2
52 quarters
|
|
193
Applovin
APP
$130B
| $179M | 0.12% |
347,866
+81,470
| +31% | +$39.3M |
2024 Q2
8 quarters
|
|
194
Standex International
SXI
$2.76B
| $179M | 0.12% |
499,695
-295,605
| -37% | -$82.7M |
2020 Q2
24 quarters
|
|
195
Citigroup
C
$197B
| $176M | 0.12% |
1,260,451
+480,160
| +62% | +$62.5M |
2013 Q2
52 quarters
|
|
196
Rambus
RMBS
$7.98B
| $173M | 0.12% |
1,311,777
+9,608
| +0.7% | +$1.25M |
2013 Q2
52 quarters
|
|
197
D.R. Horton
DHI
$41.3B
| $173M | 0.11% |
1,061,164
-59,766
| -5% | -$8.92M |
2013 Q2
52 quarters
|
|
198
Gilead Sciences
GILD
$207B
| $172M | 0.11% |
1,361,825
+30,767
| +2% | +$4.05M |
2013 Q2
52 quarters
|
|
199
Kirby Corp
KEX
$6.39B
| $172M | 0.11% |
1,262,228
-473,160
| -27% | -$67.7M |
2021 Q1
21 quarters
|
|
200
Marriott International
MAR
$107B
| $170M | 0.11% |
459,645
-62,822
| -12% | -$23.2M |
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.