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 | |
|---|---|---|---|---|---|---|---|
201
DELISTED
Electronic Arts
EA
| $169M | 0.11% |
825,671
+9,305
| +1% | +$1.88M |
2013 Q2
52 quarters
|
|
202
Power Integrations
POWI
$2.25B
| $169M | 0.11% |
2,020,390
-1,912,709
| -49% | -$138M |
2013 Q2
52 quarters
|
|
203
Antero Midstream
AM
$8.97B
| $169M | 0.11% |
7,434,848
+162,222
| +2% | +$3.52M |
2017 Q2
36 quarters
|
|
204
TechnipFMC
FTI
$24.7B
| $168M | 0.11% |
2,543,059
+293,603
| +13% | +$20.8M |
2021 Q4
18 quarters
|
|
205
Stewart Information Services
STC
$1.43B
| $168M | 0.11% |
2,548,868
-20,357
| -0.8% | -$1.36M |
2023 Q3
11 quarters
|
|
206
Berkshire Hathaway Class A
BRK.A
$1.22T
| $168M | 0.11% |
224
+41
| +22% | +$29.6M |
2013 Q2
52 quarters
|
|
207
FirstService
FSV
$6.42B
| $167M | 0.11% |
1,177,427
-21,446
| -2% | -$2.98M |
2017 Q1
37 quarters
|
|
208
Vishay Intertechnology
VSH
$3.57B
| $167M | 0.11% |
3,005,508
+2,986,355
| +15,592% | +$122M |
2025 Q2
4 quarters
|
|
209
Enerpac Tool Group
EPAC
$1.99B
| $167M | 0.11% |
4,648,312
+198,498
| +4% | +$6.96M |
2017 Q2
36 quarters
|
|
210
Brady Corp
BRC
$3.55B
| $165M | 0.11% |
1,801,635
-594,906
| -25% | -$49.4M |
2024 Q2
8 quarters
|
|
211
Jack Henry & Associates
JKHY
$12.1B
| $165M | 0.11% |
1,194,453
+108,207
| +10% | +$15.4M |
2013 Q2
52 quarters
|
|
212
American Tower
AMT
$87.6B
| $164M | 0.11% |
1,005,501
-63,343
| -6% | -$11.4M |
2013 Q2
52 quarters
|
|
213
AerCap
AER
$25.8B
| $164M | 0.11% |
1,124,766
+51,568
| +5% | +$7.32M |
2014 Q2
48 quarters
|
|
214
ON Semiconductor
ON
$24.6B
| $163M | 0.11% |
1,719,266
-152,644
| -8% | -$15.7M |
2015 Q2
44 quarters
|
|
215
Avery Dennison
AVY
$14.1B
| $162M | 0.11% |
999,656
-168,103
| -14% | -$27.4M |
2013 Q2
52 quarters
|
|
216
Trane Technologies
TT
$87.9B
| $159M | 0.11% |
325,166
+39,046
| +14% | +$18.3M |
2013 Q2
52 quarters
|
|
217
KBR
KBR
$4.69B
| $159M | 0.11% |
4,622,881
+1,790,200
| +63% | +$62.4M |
2013 Q2
52 quarters
|
|
218
Astera Labs
ALAB
$33.3B
| $159M | 0.11% |
331,269
+328,126
| +10,440% | +$87.1M |
2025 Q1
5 quarters
|
|
219
MSCI
MSCI
$46.6B
| $158M | 0.11% |
282,929
-14,320
| -5% | -$8.36M |
2013 Q2
52 quarters
|
|
220
ITT
ITT
$18.3B
| $158M | 0.11% |
800,816
+249,444
| +45% | +$50.4M |
2021 Q4
18 quarters
|
|
221
Citizens Financial Group
CFG
$26.5B
| $158M | 0.11% |
2,253,229
+584,989
| +35% | +$37.7M |
2016 Q1
41 quarters
|
|
222
Clearway Energy Class C
CWEN
$4.13B
| $158M | 0.1% |
4,616,981
+152,731
| +3% | +$5.92M |
2013 Q3
51 quarters
|
|
223
Lionsgate Studios
LION
$4.24B
| $157M | 0.1% |
10,271,386
+916,405
| +10% | +$11.8M |
2024 Q3
7 quarters
|
|
224
M&T Bank
MTB
$31.3B
| $156M | 0.1% |
656,084
+140,839
| +27% | +$30.8M |
2013 Q2
52 quarters
|
|
225
First Financial Bankshares
FFIN
$4.35B
| $155M | 0.1% |
4,484,205
+639,156
| +17% | +$20.7M |
2013 Q2
52 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.