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 | |
|---|---|---|---|---|---|---|---|
2101
Triumph Financial Inc
TFIN
$1.43B
| $241K | ﹤0.01% |
3,157
-3,966
| -56% | -$270K |
2024 Q2
8 quarters
|
|
2102
News Corp Class B
NWS
$15.8B
| $240K | ﹤0.01% |
+8,564
| New | +$255K |
2026 Q2
0 quarters
|
|
2103
ARK Genomic Revolution ETF
ARKG
$1.93B
| $240K | ﹤0.01% |
+5,712
| New | +$182K |
2026 Q2
0 quarters
|
|
2104
Otter Tail
OTTR
$3.23B
| $240K | ﹤0.01% |
2,668
+209
| +8% | +$18.5K |
2026 Q1
1 quarter
|
|
2105
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.74B
| $240K | ﹤0.01% |
3,501
| – | – |
2024 Q2
8 quarters
|
|
2106
USA Rare Earth Inc
USAR
$3.15B
| $239K | ﹤0.01% |
+11,069
| New | +$252K |
2026 Q2
0 quarters
|
|
2107
CRISPR Therapeutics
CRSP
$4.25B
| $238K | ﹤0.01% |
+4,366
| New | +$230K |
2026 Q2
0 quarters
|
|
2108
Viking Therapeutics
VKTX
$3.62B
| $236K | ﹤0.01% |
+6,038
| New | +$195K |
2026 Q2
0 quarters
|
|
2109
Enterprise Financial Services Corp
EFSC
$2.23B
| $235K | ﹤0.01% |
+3,570
| New | +$215K |
2026 Q2
0 quarters
|
|
2110
Vestis
VSTS
$1.91B
| $235K | ﹤0.01% |
16,172
+388
| +2% | +$4.33K |
2025 Q4
2 quarters
|
|
2111
LivaNova
LIVN
$4.99B
| $234K | ﹤0.01% |
+2,849
| New | +$201K |
2026 Q2
0 quarters
|
|
2112
Capri Holdings
CPRI
$2.14B
| $234K | ﹤0.01% |
12,613
-212
| -2% | -$4.07K |
2025 Q2
4 quarters
|
|
2113
Smith & Nephew
SNN
$13.1B
| $234K | ﹤0.01% |
8,127
-3,013
| -27% | -$93.6K |
2018 Q1
33 quarters
|
|
2114
Pebblebrook Hotel Trust
PEB
$2.44B
| $234K | ﹤0.01% |
+12,047
| New | +$186K |
2026 Q2
0 quarters
|
|
2115
Eaton Vance Enhance Equity Income Fund II
EOS
$1.08B
| $234K | ﹤0.01% |
10,600
| – | – |
2022 Q4
14 quarters
|
|
2116
Sunrun
RUN
$2.11B
| $233K | ﹤0.01% |
17,430
+3,949
| +29% | +$53.3K |
2016 Q4
38 quarters
|
|
2117
HNI Corp
HNI
$3.55B
| $233K | ﹤0.01% |
+5,765
| New | +$196K |
2026 Q2
0 quarters
|
|
2118
Vistance Networks Inc
VISN
$808M
| $233K | ﹤0.01% |
18,211
+1,033
| +6% | +$14.6K |
2025 Q4
2 quarters
|
|
2119
The Bancorp
TBBK
$1.94B
| $233K | ﹤0.01% |
+3,714
| New | +$213K |
2026 Q2
0 quarters
|
|
2120
RH
RH
$2.46B
| $230K | ﹤0.01% |
+1,395
| New | +$192K |
2026 Q2
0 quarters
|
|
2121
American Eagle Outfitters
AEO
$3.65B
| $229K | ﹤0.01% |
13,333
-5,334
| -29% | -$92.4K |
2025 Q4
2 quarters
|
|
2122
Calamos Strategic Total Return Fund
CSQ
$3.15B
| $229K | ﹤0.01% |
11,136
| – | – |
2025 Q4
2 quarters
|
|
2123
iShares US Home Construction ETF
ITB
$2.24B
| $227K | ﹤0.01% |
+2,173
| New | +$206K |
2026 Q2
0 quarters
|
|
2124
Kennametal
KMT
$1.88B
| $226K | ﹤0.01% |
6,441
+293
| +5% | +$10.7K |
2024 Q1
9 quarters
|
|
2125
Omnicell
OMCL
$1.62B
| $226K | ﹤0.01% |
+5,436
| New | +$219K |
2026 Q2
0 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.