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Neuberger Berman Group Portfolio holdings
AUM
$150B
1-Year Est. Return
40.08%
This Fund
S&P 500
This Quarter
Est. Return
+12.24%
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
$130B
AUM Growth
+$10.6B
(+8.8%)
Cap. Flow
-$160M
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
21.27%
Holding
2,138
New
167
Increased
1,007
Reduced
798
Closed
89
Avg Time Held Equity + Options
21.9
quarters
Top 10 Avg Time Held Equity + Options
22.3
quarters
Top 20 Avg Time Held Equity + Options
17.6
quarters
Avg Time Held Equity only
21.9
quarters
Top 10 Avg Time Held Equity only
22.3
quarters
Top 20 Avg Time Held Equity only
17.6
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$338M |
| 2 |
Meta Platforms (Facebook)
META
|
+$297M |
| 3 |
Boeing
BA
|
+$208M |
| 4 |
UnitedHealth
UNH
|
+$183M |
| 5 |
Linde
LIN
|
+$169M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kroger
KR
|
+$306M |
| 2 |
Accenture
ACN
|
+$268M |
| 3 |
Goldman Sachs
GS
|
+$191M |
| 4 |
Palantir
PLTR
|
+$169M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$152M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.98% |
| 2 | Financials | 14.56% |
| 3 | Industrials | 11.84% |
| 4 | Consumer Discretionary | 9.48% |
| 5 | Healthcare | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1976
NovaGold Resources
NG
$2.94B
| $62.5K | ﹤0.01% |
15,273
+4,497
| +42% | +$16.8K |
2024 Q2
4 quarters
|
|
1977
Diversified Healthcare Trust
DHC
$1.82B
| $62.3K | ﹤0.01% |
17,399
+3,032
| +21% | +$8.75K |
2024 Q4
2 quarters
|
|
1978
MBIA
MBI
$231M
| $58.3K | ﹤0.01% |
13,433
-60
| -0.4% | -$266 |
2021 Q4
14 quarters
|
|
1979
SEACOR Marine Holdings
SMHI
$233M
| $58K | ﹤0.01% |
11,381
+1,381
| +14% | +$6.99K |
2023 Q2
8 quarters
|
|
1980
Solitario Resources
XPL
$54M
| $56.6K | ﹤0.01% |
87,056
| – | – |
2017 Q4
30 quarters
|
|
1981
Iovance Biotherapeutics
IOVA
$6.62B
| $56.5K | ﹤0.01% |
32,878
-1,121
| -3% | -$2.79K |
2024 Q2
4 quarters
|
|
1982
MannKind Corp
MNKD
$1.06B
| $55.9K | ﹤0.01% |
14,937
+3,709
| +33% | +$16.3K |
2024 Q2
4 quarters
|
|
|
TWNP
1983
DELISTED
Twin Hospitality Group
TWNP
| $54.9K | ﹤0.01% |
+12,146
| New | +$68.4K |
2025 Q2
0 quarters
|
|
1984
Plug Power
PLUG
$2.35B
| $54.1K | ﹤0.01% |
36,304
+3,841
| +12% | +$3.83K |
2024 Q3
3 quarters
|
|
1985
New Fortress Energy
NFE
$24.9M
| $52.4K | ﹤0.01% |
316
-545
| -63% | -$118K |
2022 Q4
10 quarters
|
|
1986
TeraWulf
WULF
$6.87B
| $49.5K | ﹤0.01% |
+11,304
| New | +$38.6K |
2025 Q2
0 quarters
|
|
1987
JetBlue
JBLU
$1.45B
| $47.2K | ﹤0.01% |
11,161
-10,478
| -48% | -$46.9K |
2023 Q4
6 quarters
|
|
1988
Nordic American Tanker
NAT
$1.79B
| $43.3K | ﹤0.01% |
16,479
+3,172
| +24% | +$8.28K |
2024 Q4
2 quarters
|
|
1989
B&G Foods
BGS
$195M
| $43K | ﹤0.01% |
+10,165
| New | +$53.1K |
2025 Q2
0 quarters
|
|
1990
Vaalco Energy
EGY
$632M
| $42.7K | ﹤0.01% |
11,826
-17,722
| -60% | -$61.5K |
2024 Q2
4 quarters
|
|
1991
Lucid Motors
LCID
$1.49B
| $39K | ﹤0.01% |
1,847
+532
| +40% | +$12.7K |
2023 Q4
6 quarters
|
|
1992
AMC Entertainment Holdings
AMC
$2.66B
| $37.6K | ﹤0.01% |
+12,138
| New | +$36K |
2025 Q2
0 quarters
|
|
|
SVC
1993
Service Properties Trust
SVC
$926M
| $36.9K | ﹤0.01% |
3,085
-870
| -22% | -$9.4K |
2024 Q4
2 quarters
|
|
1994
Acco Brands
ACCO
$414M
| $36.2K | ﹤0.01% |
+10,109
| New | +$37.4K |
2025 Q2
0 quarters
|
|
1995
Montauk Renewables
MNTK
$360M
| $35.8K | ﹤0.01% |
+16,112
| New | +$34.1K |
2025 Q2
0 quarters
|
|
1996
Cadiz
CDZI
$290M
| $31.5K | ﹤0.01% |
+10,535
| New | +$30.3K |
2025 Q2
0 quarters
|
|
1997
TScan Therapeutics
TCRX
$16.1M
| $30.7K | ﹤0.01% |
+21,167
| New | +$30.6K |
2025 Q2
0 quarters
|
|
1998
Editas Medicine
EDIT
$445M
| $30.2K | ﹤0.01% |
+13,707
| New | +$22.4K |
2025 Q2
0 quarters
|
|
1999
Sana Biotechnology
SANA
$835M
| $29.8K | ﹤0.01% |
10,927
+698
| +7% | +$1.44K |
2025 Q1
1 quarter
|
|
2000
Energy Vault
NRGV
$591M
| $29.3K | ﹤0.01% |
40,814
-2,000
| -5% | -$1.61K |
2022 Q1
13 quarters
|
|
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Neuberger Berman Group's Q2 2025 Portfolio in Review
As of Q2 2025, Neuberger Berman Group held 2,138 positions worth $130B, up 8.8% from $119B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Neuberger Berman Group's Q2 2025 filing shows 167 new, 1,007 increased, 798 reduced and 89 closed positions. Its largest new stake was Caris Life Sciences: 6,239,520 shares worth $167M. The largest sale was Kroger, an estimated $306M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q2 2025 buy was Caris Life Sciences: 6,239,520 shares worth $167M.
- Neuberger Berman Group added most to Home Depot in Q2 2025, an estimated $338M increase.
- Neuberger Berman Group's biggest Q2 2025 reduction was Kroger, cutting an estimated $306M.
- Neuberger Berman Group fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $73.6M.
- Neuberger Berman Group's ten largest holdings make up 21% of its $130B portfolio in Q2 2025.
- Neuberger Berman Group opened 167 new positions and closed 89 in Q2 2025.
- Neuberger Berman Group's portfolio value rose 8.8% quarter-over-quarter to $130B.
Based on Neuberger Berman Group's 13F filing for Q2 2025, filed 13 Aug 2025.