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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
+1.41%
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
$131B
AUM Growth
-$2.93B
(-2.2%)
Cap. Flow
+$262M
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
22.07%
Holding
2,274
New
167
Increased
1,051
Reduced
863
Closed
112
Avg Time Held Equity + Options
22.2
quarters
Top 10 Avg Time Held Equity + Options
24.7
quarters
Top 20 Avg Time Held Equity + Options
18.5
quarters
Avg Time Held Equity only
22.3
quarters
Top 10 Avg Time Held Equity only
24.7
quarters
Top 20 Avg Time Held Equity only
18.5
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$419M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$355M |
| 3 |
Boston Scientific
BSX
|
+$245M |
| 4 |
Amazon
AMZN
|
+$234M |
| 5 |
Teradyne
TER
|
+$208M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Abbott
ABT
|
+$212M |
| 2 |
Philip Morris
PM
|
+$181M |
| 3 |
Sandisk
SNDK
|
+$154M |
| 4 |
Microsoft
MSFT
|
+$154M |
| 5 |
Lumentum
LITE
|
+$153M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.67% |
| 2 | Financials | 13.1% |
| 3 | Industrials | 12.33% |
| 4 | Healthcare | 9.15% |
| 5 | Consumer Discretionary | 8.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2001
iShares Gold Trust Micro
IAUM
$6.59B
| $201K | ﹤0.01% |
4,300
-2,200
| -34% | -$107K |
2023 Q3
10 quarters
|
|
2002
Mueller Water Products
MWA
$3.44B
| $201K | ﹤0.01% |
+7,304
| New | +$202K |
2026 Q1
0 quarters
|
|
2003
La-Z-Boy
LZB
$1.18B
| $201K | ﹤0.01% |
6,246
+661
| +12% | +$23.9K |
2025 Q4
1 quarter
|
|
2004
Tootsie Roll Industries
TR
$2.83B
| $201K | ﹤0.01% |
4,693
-2,489
| -35% | -$97.5K |
2021 Q4
17 quarters
|
|
2005
MaxLinear
MXL
$8.19B
| $198K | ﹤0.01% |
11,372
+635
| +6% | +$11.4K |
2025 Q2
3 quarters
|
|
2006
nCino
NCNO
$2.08B
| $197K | ﹤0.01% |
13,140
-6,744
| -34% | -$127K |
2020 Q3
22 quarters
|
|
2007
Lufax Holding
LU
$810M
| $196K | ﹤0.01% |
104,956
| – | – |
2024 Q1
8 quarters
|
|
2008
Kohl's
KSS
$2.35B
| $193K | ﹤0.01% |
14,929
+1,861
| +14% | +$31.4K |
2025 Q4
1 quarter
|
|
2009
Acadia Realty Trust
AKR
$2.51B
| $192K | ﹤0.01% |
+10,040
| New | +$205K |
2026 Q1
0 quarters
|
|
2010
Certara
CERT
$1.39B
| $192K | ﹤0.01% |
33,618
+22,797
| +211% | +$174K |
2025 Q4
1 quarter
|
|
2011
Joby Aviation
JOBY
$5.21B
| $191K | ﹤0.01% |
23,166
-314,299
| -93% | -$3.54M |
2024 Q2
7 quarters
|
|
2012
Calamos Strategic Total Return Fund
CSQ
$3.31B
| $191K | ﹤0.01% |
11,136
| – | – |
2025 Q4
1 quarter
|
|
2013
Diversified Healthcare Trust
DHC
$1.85B
| $188K | ﹤0.01% |
28,296
+4,238
| +18% | +$26.9K |
2024 Q4
5 quarters
|
|
2014
Sunrun
RUN
$1.85B
| $183K | ﹤0.01% |
13,481
-3,821
| -22% | -$63.6K |
2016 Q4
37 quarters
|
|
2015
Newell Brands
NWL
$2.41B
| $182K | ﹤0.01% |
53,052
-69,570
| -57% | -$292K |
2013 Q2
51 quarters
|
|
2016
Fortrea Holdings
FTRE
$1.98B
| $181K | ﹤0.01% |
19,173
-1,385
| -7% | -$17.8K |
2025 Q2
3 quarters
|
|
2017
Adtran
ADTN
$582M
| $175K | ﹤0.01% |
13,908
+1,517
| +12% | +$15.4K |
2025 Q4
1 quarter
|
|
2018
Burford Capital
BUR
$791M
| $171K | ﹤0.01% |
37,759
+16,415
| +77% | +$144K |
2021 Q1
20 quarters
|
|
2019
The GEO Group
GEO
$4.2B
| $169K | ﹤0.01% |
10,068
-1,895
| -16% | -$30.1K |
2025 Q1
4 quarters
|
|
2020
Avantor
AVTR
$10.5B
| $168K | ﹤0.01% |
21,440
-121,808
| -85% | -$1.2M |
2019 Q2
27 quarters
|
|
2021
Iovance Biotherapeutics
IOVA
$6.52B
| $164K | ﹤0.01% |
46,659
+7,587
| +19% | +$24.3K |
2024 Q2
7 quarters
|
|
2022
BellRing Brands
BRBR
$964M
| $163K | ﹤0.01% |
10,154
-7,189
| -41% | -$146K |
2019 Q4
25 quarters
|
|
2023
Dream Finders Homes
DFH
$837M
| $162K | ﹤0.01% |
11,620
-3,357
| -22% | -$59.6K |
2022 Q1
16 quarters
|
|
2024
Simply Good Foods
SMPL
$897M
| $161K | ﹤0.01% |
11,205
-82,064
| -88% | -$1.42M |
2020 Q1
24 quarters
|
|
2025
Sotera Health
SHC
$5.17B
| $160K | ﹤0.01% |
+11,161
| New | +$185K |
2026 Q1
0 quarters
|
|
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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.