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 | |
|---|---|---|---|---|---|---|---|
2051
Palomar
PLMR
$4.19B
| $273K | ﹤0.01% |
2,157
+111
| +5% | +$13.1K |
2025 Q4
2 quarters
|
|
2052
Comstock Resources
CRK
$4.5B
| $272K | ﹤0.01% |
18,227
+5,799
| +47% | +$88.7K |
2025 Q1
5 quarters
|
|
2053
Independence Realty Trust
IRT
$3.52B
| $272K | ﹤0.01% |
16,290
-2,142
| -12% | -$34.7K |
2024 Q2
8 quarters
|
|
2054
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.39B
| $271K | ﹤0.01% |
2,362
| – | – |
2024 Q4
6 quarters
|
|
2055
Allegiant Air
ALGT
$2.6B
| $271K | ﹤0.01% |
+2,305
| New | +$199K |
2026 Q2
0 quarters
|
|
2056
Astrana Health
ASTH
$1.56B
| $270K | ﹤0.01% |
+5,825
| New | +$210K |
2026 Q2
0 quarters
|
|
2057
SouthState Bank Corp
SSB
$10.1B
| $269K | ﹤0.01% |
2,688
-145
| -5% | -$14K |
2024 Q2
8 quarters
|
|
2058
ePlus
PLUS
$2.59B
| $268K | ﹤0.01% |
3,221
-128
| -4% | -$10.6K |
2025 Q3
3 quarters
|
|
2059
NioCorp Developments
NB
$420M
| $268K | ﹤0.01% |
55,512
-20
| -0% | -$109 |
2025 Q3
3 quarters
|
|
2060
Vaxcyte
PCVX
$10.5B
| $267K | ﹤0.01% |
4,593
-319
| -6% | -$17.3K |
2025 Q4
2 quarters
|
|
2061
California Water Service
CWT
$3.12B
| $267K | ﹤0.01% |
5,481
-1,092
| -17% | -$49.2K |
2026 Q1
1 quarter
|
|
2062
Blue Owl Capital
OBDC
$5.39B
| $266K | ﹤0.01% |
+24,516
| New | +$274K |
2026 Q2
0 quarters
|
|
2063
Ezcorp Inc
EZPW
$1.7B
| $266K | ﹤0.01% |
+7,687
| New | +$243K |
2026 Q2
0 quarters
|
|
2064
Stellantis
STLA
$11.4B
| $265K | ﹤0.01% |
+46,539
| New | +$344K |
2026 Q2
0 quarters
|
|
2065
Trustmark
TRMK
$2.75B
| $265K | ﹤0.01% |
5,749
+126
| +2% | +$5.61K |
2026 Q1
1 quarter
|
|
2066
DELISTED
Crinetics Pharmaceuticals
CRNX
| $264K | ﹤0.01% |
7,058
+20
| +0.3% | +$743 |
2025 Q3
3 quarters
|
|
2067
Pacira BioSciences
PCRX
$1.46B
| $264K | ﹤0.01% |
+10,405
| New | +$246K |
2026 Q2
0 quarters
|
|
2068
Kohl's
KSS
$2.78B
| $264K | ﹤0.01% |
14,883
-46
| -0.3% | -$682 |
2025 Q4
2 quarters
|
|
2069
DELISTED
Supernus Pharmaceuticals
SUPN
| $264K | ﹤0.01% |
5,666
-150
| -3% | -$7.2K |
2025 Q3
3 quarters
|
|
2070
Liquidia Corp
LQDA
$5.19B
| $264K | ﹤0.01% |
+3,305
| New | +$177K |
2026 Q2
0 quarters
|
|
2071
PJT Partners
PJT
$3.84B
| $263K | ﹤0.01% |
1,742
+151
| +9% | +$23.3K |
2026 Q1
1 quarter
|
|
2072
Vanguard ESG International Stock ETF
VSGX
$6.57B
| $262K | ﹤0.01% |
+3,178
| New | +$252K |
2026 Q2
0 quarters
|
|
2073
First Busey Corp
BUSE
$2.32B
| $261K | ﹤0.01% |
+8,853
| New | +$240K |
2026 Q2
0 quarters
|
|
2074
Progyny
PGNY
$2.72B
| $260K | ﹤0.01% |
+9,023
| New | +$202K |
2026 Q2
0 quarters
|
|
2075
WisdomTree US MidCap Dividend Fund
DON
$4.07B
| $260K | ﹤0.01% |
4,594
| – | – |
2023 Q3
11 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.