We are live on ! Find out more
Neuberger Berman Group

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
Cap. Flow
-$160M
Cap. Flow %
-0.12%
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
HD icon
Home Depot
HD
+$338M
2
META icon
Meta Platforms (Facebook)
META
+$297M
3
BA icon
Boeing
BA
+$208M
4
UNH icon
UnitedHealth
UNH
+$183M
5
LIN icon
Linde
LIN
+$169M

Top Sells

Rank Stock Value
1
KR icon
Kroger
KR
+$306M
2
ACN icon
Accenture
ACN
+$268M
3
GS icon
Goldman Sachs
GS
+$191M
4
PLTR icon
Palantir
PLTR
+$169M
5
GOOGL icon
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
REKR icon
2101
Rekor Systems
REKR
$46.4M
– –
-12,318
Closed -$10.9K –
ROCK icon
2102
Gibraltar Industries
ROCK
$1.09B
– –
-3,567
Closed -$209K –
SKIN icon
2103
SkinHealth Systems
SKIN
$71.6M
– –
-10,468
Closed -$14K –
SLVM icon
2104
Sylvamo
SLVM
$1.3B
– –
-5,712
Closed -$383K –
SN icon
2105
SharkNinja
SN
$26.1B
– –
-2,864
Closed -$239K –
SPY icon
2106
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$833B
– –
-743
Closed -$817K –
SRPT icon
2107
Sarepta Therapeutics
SRPT
$1.89B
– –
-5,530
Closed -$353K –
SSP icon
2108
E.W. Scripps
SSP
$265M
– –
-12,846
Closed -$38K –
STNG icon
2109
Scorpio Tankers
STNG
$4.26B
– –
-5,700
Closed -$214K –
TAC icon
2110
TransAlta
TAC
$4.15B
– –
-15,609
Closed -$146K –
TDUP icon
2111
ThredUp
TDUP
$326M
– –
-13,712
Closed -$33K –
TPVG icon
2112
TriplePoint Venture Growth BDC
TPVG
$191M
– –
-66,656
Closed -$465K –
TWIN icon
2113
Twin Disc
TWIN
$382M
– –
-181,016
Closed -$1.39M –
VKTX icon
2114
Viking Therapeutics
VKTX
$3.63B
– –
-10,393
Closed -$251K –
W icon
2115
Wayfair
W
$14.5B
– –
-8,122
Closed -$260K –
WLK icon
2116
Westlake Corp
WLK
$7.96B
– –
-2,775
Closed -$278K –
WOLF icon
2117
Wolfspeed
WOLF
$1.62B
– –
-4,329,584
Closed -$13.7M –
X icon
2118
DELISTED
US Steel
X
– –
-24,852
Closed -$1.05M –
XFOR icon
2119
X4 Pharmaceuticals
XFOR
$289M
– –
-1,489
Closed -$10.6K –
XPEV icon
2120
XPeng
XPEV
$9.48B
– –
-376,114
Closed -$7.79M –
FVR icon
2121
FrontView REIT
FVR
$406M
– –
-98,717
Closed -$1.26M –
LGF.B
2122
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
– –
-6,536,377
Closed -$51.9M –
LGF.A
2123
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
– –
-13,202
Closed -$117K –
BERY icon
2124
DELISTED
Berry Global Group, Inc.
BERY
– –
-779,274
Closed -$54.4M –
BECN icon
2125
DELISTED
Beacon Roofing Supply, Inc.
BECN
– –
-344,621
Closed -$42.6M –
82 83 84
85
86

Similar funds

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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.