We are live on ! Find out more
Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $131B
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+1.41%
1 Year Est. Return
+28.36%
3 Year Est. Return
+86.21%
5 Year Est. Return
+112.87%
10 Year Est. Return
+467.9%
AUM
$131B
AUM Growth
-$2.93B
Cap. Flow
+$260M
Cap. Flow %
0.2%
Top 10 Hldgs %
22.07%
Holding
2,274
New
167
Increased
1,051
Reduced
863
Closed
112

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$419M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$355M
3
BSX icon
Boston Scientific
BSX
+$245M
4
AMZN icon
Amazon
AMZN
+$234M
5
TER icon
Teradyne
TER
+$208M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$212M
2
PM icon
Philip Morris
PM
+$181M
3
SNDK
Sandisk
SNDK
+$154M
4
MSFT icon
Microsoft
MSFT
+$154M
5
LITE icon
Lumentum
LITE
+$153M

Sector Composition

Rank Sector Weight
1 Technology 24.67%
2 Financials 13.1%
3 Industrials 12.38%
4 Healthcare 9.15%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAUM icon
2001
iShares Gold Trust Micro
IAUM
$6.48B
$201K ﹤0.01%
4,300
-2,200
-34% -$107K
MWA icon
2002
Mueller Water Products
MWA
$3.89B
$201K ﹤0.01%
+7,304
New +$202K
LZB icon
2003
La-Z-Boy
LZB
$1.57B
$201K ﹤0.01%
6,246
+661
+12% +$23.9K
TR icon
2004
Tootsie Roll Industries
TR
$2.96B
$201K ﹤0.01%
4,693
-2,489
-35% -$97.5K
MXL icon
2005
MaxLinear
MXL
$7.77B
$198K ﹤0.01%
11,372
+635
+6% +$11.4K
NCNO icon
2006
nCino
NCNO
$1.82B
$197K ﹤0.01%
13,140
-6,744
-34% -$127K
LU icon
2007
Lufax Holding
LU
$1.19B
$196K ﹤0.01%
104,956
– –
KSS icon
2008
Kohl's
KSS
$2.16B
$193K ﹤0.01%
14,929
+1,861
+14% +$31.4K
AKR icon
2009
Acadia Realty Trust
AKR
$2.98B
$192K ﹤0.01%
+10,040
New +$205K
CERT icon
2010
Certara
CERT
$1.07B
$192K ﹤0.01%
33,618
+22,797
+211% +$174K
JOBY icon
2011
Joby Aviation
JOBY
$7.51B
$191K ﹤0.01%
23,166
-314,299
-93% -$3.54M
CSQ icon
2012
Calamos Strategic Total Return Fund
CSQ
$3.28B
$191K ﹤0.01%
11,136
– –
DHC
2013
Diversified Healthcare Trust
DHC
$2.25B
$188K ﹤0.01%
28,296
+4,238
+18% +$26.9K
RUN icon
2014
Sunrun
RUN
$2.61B
$183K ﹤0.01%
13,481
-3,821
-22% -$63.6K
NWL icon
2015
Newell Brands
NWL
$2.29B
$182K ﹤0.01%
53,052
-69,570
-57% -$292K
FTRE icon
2016
Fortrea Holdings
FTRE
$1.75B
$181K ﹤0.01%
19,173
-1,385
-7% -$17.8K
ADTN icon
2017
Adtran
ADTN
$846M
$175K ﹤0.01%
13,908
+1,517
+12% +$15.4K
BUR icon
2018
Burford Capital
BUR
$914M
$171K ﹤0.01%
37,759
+16,415
+77% +$144K
GEO icon
2019
The GEO Group
GEO
$4.19B
$169K ﹤0.01%
10,068
-1,895
-16% -$30.1K
AVTR icon
2020
Avantor
AVTR
$7.48B
$168K ﹤0.01%
21,440
-121,808
-85% -$1.2M
IOVA icon
2021
Iovance Biotherapeutics
IOVA
$2.31B
$164K ﹤0.01%
46,659
+7,587
+19% +$24.3K
BRBR icon
2022
BellRing Brands
BRBR
$1.49B
$163K ﹤0.01%
10,154
-7,189
-41% -$146K
DFH icon
2023
Dream Finders Homes
DFH
$1.4B
$162K ﹤0.01%
11,620
-3,357
-22% -$59.6K
SMPL icon
2024
Simply Good Foods
SMPL
$931M
$161K ﹤0.01%
11,205
-82,064
-88% -$1.42M
SHC icon
2025
Sotera Health
SHC
$4.93B
$160K ﹤0.01%
+11,161
New +$185K
79 80
81
82 83

Similar funds

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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.