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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
+12.24%
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
$130B
AUM Growth
+$10.6B
(+8.8%)
Cap. Flow
-$160M
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
21.27%
Holding
2,138
New
167
Increased
1,007
Reduced
798
Closed
89
Avg Time Held Equity + Options
21.9
quarters
Top 10 Avg Time Held Equity + Options
22.3
quarters
Top 20 Avg Time Held Equity + Options
17.6
quarters
Avg Time Held Equity only
21.9
quarters
Top 10 Avg Time Held Equity only
22.3
quarters
Top 20 Avg Time Held Equity only
17.6
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$338M |
| 2 |
Meta Platforms (Facebook)
META
|
+$297M |
| 3 |
Boeing
BA
|
+$208M |
| 4 |
UnitedHealth
UNH
|
+$183M |
| 5 |
Linde
LIN
|
+$169M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kroger
KR
|
+$306M |
| 2 |
Accenture
ACN
|
+$268M |
| 3 |
Goldman Sachs
GS
|
+$191M |
| 4 |
Palantir
PLTR
|
+$169M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$152M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.98% |
| 2 | Financials | 14.56% |
| 3 | Industrials | 11.84% |
| 4 | Consumer Discretionary | 9.48% |
| 5 | Healthcare | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2076
Hillman Solutions
HLMN
$1.36B
| – | – |
-7,982,985
| Closed | -$70.2M | – |
|
2077
Hyliion Holdings
HYLN
$686M
| – | – |
-18,003
| Closed | -$25.2K | – |
|
2078
Ivanhoe Electric
IE
$1.63B
| – | – |
-13,499
| Closed | -$78.4K | – |
|
2079
iQIYI
IQ
$984M
| – | – |
-56,832
| Closed | -$128K | – |
|
2080
Invivyd
IVVD
$213M
| – | – |
-16,054
| Closed | -$9.72K | – |
|
2081
PUT
iShares Russell 2000 ETF
IWM
$77.4B
| – | – |
-2,378
| Closed | -$1.58M | – |
|
2082
iShares US Healthcare ETF
IYH
$4B
| – | – |
-3,885
| Closed | -$237K | – |
|
2083
JPMorgan Core Plus Bond ETF
JCPB
$15.3B
| – | – |
-8,499
| Closed | -$400K | – |
|
|
JWN
2084
DELISTED
Nordstrom
JWN
| – | – |
-9,537
| Closed | -$233K | – |
|
|
LESL
2085
DELISTED
Leslie's
LESL
| – | – |
-3,676
| Closed | -$54.1K | – |
|
2086
Lifestance Health
LFST
$4.72B
| – | – |
-217,662
| Closed | -$1.45M | – |
|
2087
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$27.6B
| – | – |
-677,484
| Closed | -$73.6M | – |
|
2088
LiveOne
LVO
$37M
| – | – |
-2,094
| Closed | -$14.6K | – |
|
2089
Main Street Capital
MAIN
$5.03B
| – | – |
-29,920
| Closed | -$1.69M | – |
|
2090
Madrigal Pharmaceuticals
MDGL
$10.9B
| – | – |
-692
| Closed | -$229K | – |
|
2091
Microvision
MVIS
$36.7M
| – | – |
-1,053
| Closed | -$19.6K | – |
|
2092
NBT Bancorp
NBTB
$2.6B
| – | – |
-7,095
| Closed | -$304K | – |
|
2093
Insperity
NSP
$1.86B
| – | – |
-4,657
| Closed | -$416K | – |
|
2094
Nuvation Bio
NUVB
$1.76B
| – | – |
-11,711
| Closed | -$20.6K | – |
|
|
NVEE
2095
DELISTED
NV5 Global
NVEE
| – | – |
-34,641
| Closed | -$668K | – |
|
2096
Envista
NVST
$3.69B
| – | – |
-17,428
| Closed | -$301K | – |
|
2097
Olin
OLN
$1.7B
| – | – |
-14,417
| Closed | -$349K | – |
|
2098
Onto Innovation
ONTO
$14.5B
| – | – |
-220,651
| Closed | -$26.8M | – |
|
2099
Vaxcyte
PCVX
$10.6B
| – | – |
-81,727
| Closed | -$3.09M | – |
|
2100
PUT
Invesco QQQ Trust
QQQ
$507B
| – | – |
-660
| Closed | -$729K | – |
|
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Neuberger Berman Group's Q2 2025 Portfolio in Review
As of Q2 2025, Neuberger Berman Group held 2,138 positions worth $130B, up 8.8% from $119B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Neuberger Berman Group's Q2 2025 filing shows 167 new, 1,007 increased, 798 reduced and 89 closed positions. Its largest new stake was Caris Life Sciences: 6,239,520 shares worth $167M. The largest sale was Kroger, an estimated $306M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Industrials.
- Neuberger Berman Group's largest Q2 2025 buy was Caris Life Sciences: 6,239,520 shares worth $167M.
- Neuberger Berman Group added most to Home Depot in Q2 2025, an estimated $338M increase.
- Neuberger Berman Group's biggest Q2 2025 reduction was Kroger, cutting an estimated $306M.
- Neuberger Berman Group fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $73.6M.
- Neuberger Berman Group's ten largest holdings make up 21% of its $130B portfolio in Q2 2025.
- Neuberger Berman Group opened 167 new positions and closed 89 in Q2 2025.
- Neuberger Berman Group's portfolio value rose 8.8% quarter-over-quarter to $130B.
Based on Neuberger Berman Group's 13F filing for Q2 2025, filed 13 Aug 2025.