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 |
SpaceX
SPCX
|
+$714M |
| 2 |
Microsoft
MSFT
|
+$462M |
| 3 |
Snowflake
SNOW
|
+$195M |
| 4 |
Marvell Technology
MRVL
|
+$191M |
| 5 |
Airbnb
ABNB
|
+$177M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$283M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$212M |
| 3 |
AstraZeneca
AZN
|
+$204M |
| 4 |
Micron Technology
MU
|
+$203M |
| 5 |
McDonald's
MCD
|
+$197M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.63% |
| 2 | Financials | 11.74% |
| 3 | Industrials | 11% |
| 4 | Healthcare | 9.49% |
| 5 | Consumer Discretionary | 7.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2001
Invesco Preferred ETF
PGX
$3.58B
| $288K | ﹤0.01% |
+28,627
| New | +$304K |
2026 Q3
0 quarters
|
|
2002
PTC Therapeutics
PTCT
$5.3B
| $288K | ﹤0.01% |
4,445
-1,326
| -23% | -$96.6K |
2025 Q3
4 quarters
|
|
2003
Synaptics
SYNA
$4.69B
| $287K | ﹤0.01% |
2,834
-49,849
| -95% | -$5.27M |
2026 Q1
2 quarters
|
|
2004
Kohl's
KSS
$2.72B
| $286K | ﹤0.01% |
15,502
+619
| +4% | +$11.2K |
2025 Q4
3 quarters
|
|
2005
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.3B
| $285K | ﹤0.01% |
845
+43
| +5% | +$15K |
2025 Q3
4 quarters
|
|
2006
Mechanics Bancorp
MCHB
$3.19B
| $285K | ﹤0.01% |
19,291
-660
| -3% | -$10.6K |
2025 Q4
3 quarters
|
|
2007
Joby Aviation
JOBY
$5.16B
| $285K | ﹤0.01% |
47,053
+19,163
| +69% | +$139K |
2024 Q2
9 quarters
|
|
2008
JBT Marel
JBTM
$6.41B
| $284K | ﹤0.01% |
2,694
-440
| -14% | -$54.7K |
2021 Q4
19 quarters
|
|
2009
Oscar Health
OSCR
$9.6B
| $284K | ﹤0.01% |
9,223
+244
| +3% | +$7.5K |
2026 Q2
1 quarter
|
|
2010
Ethan Allen Interiors
ETD
$441M
| $283K | ﹤0.01% |
13,511
-6,336
| -32% | -$143K |
2026 Q2
1 quarter
|
|
2011
Defiance AI & Power Infrastructure ETF
AIPO
$733M
| $282K | ﹤0.01% |
9,992
+100
| +1% | +$2.94K |
2026 Q2
1 quarter
|
|
2012
Olin
OLN
$1.99B
| $281K | ﹤0.01% |
18,140
-1,223
| -6% | -$23.2K |
2025 Q3
4 quarters
|
|
2013
Herc Holdings
HRI
$5.53B
| $280K | ﹤0.01% |
2,245
-38
| -2% | -$5.7K |
2026 Q2
1 quarter
|
|
2014
Grab
GRAB
$13.1B
| $280K | ﹤0.01% |
90,025
-20,530
| -19% | -$71K |
2022 Q2
17 quarters
|
|
2015
Invesco AI and Next Gen Software ETF
IGPT
$1.18B
| $279K | ﹤0.01% |
2,748
| – | – |
2026 Q2
1 quarter
|
|
2016
SiriusPoint
SPNT
$3.06B
| $279K | ﹤0.01% |
11,491
-1,783
| -13% | -$43.4K |
2025 Q1
6 quarters
|
|
2017
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$38.9B
| $279K | ﹤0.01% |
4,556
-291
| -6% | -$18.2K |
2025 Q3
4 quarters
|
|
2018
Bank of Hawaii
BOH
$2.72B
| $278K | ﹤0.01% |
4,035
-902
| -18% | -$70.7K |
2013 Q2
53 quarters
|
|
2019
NETSCOUT
NTCT
$2.34B
| $277K | ﹤0.01% |
6,888
-764
| -10% | -$30.4K |
2026 Q1
2 quarters
|
|
2020
Boise Cascade
BCC
$2.35B
| $276K | ﹤0.01% |
3,728
+23
| +0.6% | +$1.8K |
2023 Q3
12 quarters
|
|
2021
First Internet Bancorp
INBK
$221M
| $276K | ﹤0.01% |
10,456
+148
| +1% | +$4.11K |
2025 Q4
3 quarters
|
|
2022
Diodes
DIOD
$4.02B
| $275K | ﹤0.01% |
2,844
-13
| -0.5% | -$1.21K |
2026 Q2
1 quarter
|
|
2023
Renasant Corp
RNST
$3.63B
| $275K | ﹤0.01% |
7,075
+60
| +0.9% | +$2.52K |
2025 Q2
5 quarters
|
|
2024
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
| $275K | ﹤0.01% |
4,323
-1,258
| -23% | -$78.2K |
2025 Q2
5 quarters
|
|
2025
Global X US Infrastructure Development ETF
PAVE
$13.4B
| $273K | ﹤0.01% |
5,197
-1,721
| -25% | -$96.1K |
2025 Q2
5 quarters
|
|
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Neuberger Berman Group's Q3 2026 Portfolio in Review
As of Q3 2026, Neuberger Berman Group held 2,471 positions worth $148B, down 1.9% from $150B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Neuberger Berman Group's Q3 2026 filing shows 131 new, 983 increased, 1,107 reduced and 182 closed positions. Its largest new stake was Columbia Financial: 12,893,876 shares worth $143M. The largest sale was Alphabet (Google) Class A, an estimated $283M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q3 2026 buy was Columbia Financial: 12,893,876 shares worth $143M.
- Neuberger Berman Group added most to SpaceX in Q3 2026, an estimated $714M increase.
- Neuberger Berman Group's biggest Q3 2026 reduction was Alphabet (Google) Class A, cutting an estimated $283M.
- Neuberger Berman Group fully exited Electronic Arts in Q3 2026, selling an estimated $169M.
- Neuberger Berman Group's ten largest holdings make up 26% of its $148B portfolio in Q3 2026.
- Neuberger Berman Group opened 131 new positions and closed 182 in Q3 2026.
- Neuberger Berman Group's portfolio value fell 1.9% quarter-over-quarter to $148B.
Based on Neuberger Berman Group's 13F filing for Q3 2026, filed 13 Nov 2026.