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 | |
|---|---|---|---|---|---|---|---|
2076
WisdomTree US MidCap Fund
EZM
$954M
| $259K | ﹤0.01% |
3,420
| – | – |
2026 Q1
1 quarter
|
|
2077
NexPoint Residential Trust
NXRT
$399M
| $259K | ﹤0.01% |
9,266
-980
| -10% | -$27.3K |
2020 Q2
24 quarters
|
|
2078
The Marzetti Company
MZTI
$3.05B
| $258K | ﹤0.01% |
2,264
+514
| +29% | +$61.8K |
2013 Q2
52 quarters
|
|
2079
ZoomInfo Technologies
GTM
$992M
| $258K | ﹤0.01% |
87,890
+27,333
| +45% | +$123K |
2021 Q2
20 quarters
|
|
2080
Central Garden & Pet Co Class A
CENTA
$2.55B
| $257K | ﹤0.01% |
+6,628
| New | +$231K |
2026 Q2
0 quarters
|
|
2081
REX American Resources
REX
$1.32B
| $256K | ﹤0.01% |
5,672
+149
| +3% | +$6.89K |
2026 Q1
1 quarter
|
|
2082
Oscar Health
OSCR
$9.7B
| $256K | ﹤0.01% |
+8,979
| New | +$193K |
2026 Q2
0 quarters
|
|
2083
McGrath RentCorp
MGRC
$3.15B
| $255K | ﹤0.01% |
2,108
+127
| +6% | +$14.4K |
2025 Q2
4 quarters
|
|
2084
ManpowerGroup
MAN
$2.13B
| $255K | ﹤0.01% |
+7,541
| New | +$231K |
2026 Q2
0 quarters
|
|
2085
Seacoast Banking Corp of Florida
SBCF
$3.25B
| $255K | ﹤0.01% |
7,657
-762
| -9% | -$23.8K |
2025 Q3
3 quarters
|
|
2086
Southside Bancshares
SBSI
$1.04B
| $253K | ﹤0.01% |
+7,188
| New | +$238K |
2026 Q2
0 quarters
|
|
2087
Maximus
MMS
$3.42B
| $252K | ﹤0.01% |
4,687
-6,668
| -59% | -$416K |
2024 Q2
8 quarters
|
|
2088
Denali Therapeutics
DNLI
$3.09B
| $251K | ﹤0.01% |
+9,742
| New | +$200K |
2026 Q2
0 quarters
|
|
2089
Joby Aviation
JOBY
$5.63B
| $249K | ﹤0.01% |
27,890
+4,724
| +20% | +$45.7K |
2024 Q2
8 quarters
|
|
2090
Suburban Propane Partners
SPH
$1.15B
| $248K | ﹤0.01% |
14,500
| – | – |
2013 Q2
52 quarters
|
|
2091
Towne Bank
TOWN
$3.34B
| $247K | ﹤0.01% |
+6,813
| New | +$238K |
2026 Q2
0 quarters
|
|
2092
Agilysys
AGYS
$3.46B
| $247K | ﹤0.01% |
+2,361
| New | +$183K |
2026 Q2
0 quarters
|
|
2093
Magnite
MGNI
$4.23B
| $245K | ﹤0.01% |
+12,916
| New | +$185K |
2026 Q2
0 quarters
|
|
2094
TripAdvisor
TRIP
$904M
| $245K | ﹤0.01% |
+17,839
| New | +$202K |
2026 Q2
0 quarters
|
|
2095
Pathward Financial
CASH
$1.56B
| $244K | ﹤0.01% |
2,806
+197
| +8% | +$17K |
2026 Q1
1 quarter
|
|
2096
EXL Service
EXLS
$6.55B
| $242K | ﹤0.01% |
9,376
-7,642
| -45% | -$225K |
2024 Q2
8 quarters
|
|
2097
Victory Capital Holdings
VCTR
$7.76B
| $242K | ﹤0.01% |
+2,881
| New | +$232K |
2026 Q2
0 quarters
|
|
2098
Northwest Natural Holdings
NWN
$2.19B
| $242K | ﹤0.01% |
+4,934
| New | +$253K |
2026 Q2
0 quarters
|
|
2099
PROG Holdings
PRG
$1.48B
| $242K | ﹤0.01% |
+5,190
| New | +$181K |
2026 Q2
0 quarters
|
|
2100
Invesco S&P 500 Low Volatility ETF
SPLV
$7.57B
| $241K | ﹤0.01% |
3,220
| – | – |
2024 Q3
7 quarters
|
|
Similar funds
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.