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 | |
|---|---|---|---|---|---|---|---|
2126
Upstart Holdings
UPST
$1.95B
| $226K | ﹤0.01% |
+6,366
| New | +$196K |
2026 Q2
0 quarters
|
|
2127
PVH
PVH
$4.29B
| $223K | ﹤0.01% |
2,999
+91
| +3% | +$7.79K |
2025 Q2
4 quarters
|
|
2128
Innospec
IOSP
$1.93B
| $221K | ﹤0.01% |
+2,718
| New | +$215K |
2026 Q2
0 quarters
|
|
2129
Dime Commercial Bancshares
DCOM
$1.84B
| $221K | ﹤0.01% |
+5,426
| New | +$202K |
2026 Q2
0 quarters
|
|
2130
Sotera Health
SHC
$4.68B
| $220K | ﹤0.01% |
12,374
+1,213
| +11% | +$19.1K |
2026 Q1
1 quarter
|
|
2131
Heritage Financial
HFWA
$1.14B
| $220K | ﹤0.01% |
+7,412
| New | +$204K |
2026 Q2
0 quarters
|
|
2132
Universal Technical Institute
UTI
$1.27B
| $219K | ﹤0.01% |
+5,132
| New | +$197K |
2026 Q2
0 quarters
|
|
2133
Eastern Bankshares
EBC
$5.13B
| $219K | ﹤0.01% |
+9,851
| New | +$200K |
2026 Q2
0 quarters
|
|
2134
National Health Investors
NHI
$3.19B
| $218K | ﹤0.01% |
2,861
-80
| -3% | -$6.13K |
2024 Q2
8 quarters
|
|
2135
Acadia Realty Trust
AKR
$2.78B
| $217K | ﹤0.01% |
10,361
+321
| +3% | +$6.87K |
2026 Q1
1 quarter
|
|
2136
Hanmi Financial
HAFC
$961M
| $217K | ﹤0.01% |
+6,684
| New | +$199K |
2026 Q2
0 quarters
|
|
2137
Kemper
KMPR
$2.07B
| $216K | ﹤0.01% |
+8,015
| New | +$233K |
2026 Q2
0 quarters
|
|
2138
Par Pacific Holdings
PARR
$3.64B
| $214K | ﹤0.01% |
3,823
+355
| +10% | +$21.1K |
2026 Q1
1 quarter
|
|
2139
StoneCo
STNE
$1.81B
| $214K | ﹤0.01% |
19,770
+1,796
| +10% | +$21.3K |
2024 Q2
8 quarters
|
|
2140
Telos
TLS
$558M
| $214K | ﹤0.01% |
46,541
-16,300
| -26% | -$72.1K |
2020 Q4
22 quarters
|
|
2141
One Liberty Properties
OLP
$464M
| $214K | ﹤0.01% |
+8,766
| New | +$205K |
2026 Q2
0 quarters
|
|
2142
Dillards
DDS
$9.7B
| $214K | ﹤0.01% |
405
-293
| -42% | -$169K |
2025 Q4
2 quarters
|
|
2143
Fidelity Enhanced Large Cap Value ETF
FELV
$3.79B
| $214K | ﹤0.01% |
+5,330
| New | +$204K |
2026 Q2
0 quarters
|
|
2144
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
| $214K | ﹤0.01% |
+1,305
| New | +$206K |
2026 Q2
0 quarters
|
|
2145
Champion Homes
SKY
$4.92B
| $213K | ﹤0.01% |
+2,421
| New | +$185K |
2026 Q2
0 quarters
|
|
2146
Q2 Holdings
QTWO
$4.53B
| $213K | ﹤0.01% |
4,435
-2,191
| -33% | -$104K |
2024 Q2
8 quarters
|
|
2147
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
| $213K | ﹤0.01% |
+1,501
| New | +$207K |
2026 Q2
0 quarters
|
|
2148
Ingevity
NGVT
$2.12B
| $212K | ﹤0.01% |
+2,835
| New | +$204K |
2026 Q2
0 quarters
|
|
2149
Alexander's
ALX
$1.27B
| $212K | ﹤0.01% |
+768
| New | +$192K |
2026 Q2
0 quarters
|
|
2150
iShares Global 100 ETF
IOO
$9.06B
| $211K | ﹤0.01% |
+1,548
| New | +$211K |
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.