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 | |
|---|---|---|---|---|---|---|---|
2351
Doximity
DOCS
$5.75B
| – | – |
-47,098
| Closed | -$1.1M | – |
|
2352
DELISTED
Elme Communities
ELME
| – | – |
-47,089
| Closed | -$94.6K | – |
|
2353
Enlivex Ltd
ENLV
$1.91M
| – | – |
-46
| Closed | -$10.2K | – |
|
2354
Enovix
ENVX
$575M
| – | – |
-15,482
| Closed | -$80.2K | – |
|
2355
EPAM Systems
EPAM
$7.93B
| – | – |
-2,285
| Closed | -$309K | – |
|
2356
Empire State Realty Trust
ESRT
$872M
| – | – |
-177,383
| Closed | -$922K | – |
|
2357
enCore Energy
EU
$125M
| – | – |
-11,729
| Closed | -$21.1K | – |
|
2358
Exponent
EXPO
$4.05B
| – | – |
-724,076
| Closed | -$47.2M | – |
|
2359
Del Monte Corp
DMC
$1.29B
| – | – |
-9,368
| Closed | -$377K | – |
|
2360
Fastly Inc
FSLY
$2.57B
| – | – |
-326,745
| Closed | -$9.5M | – |
|
2361
GigaCloud Technology
GCT
$2.15B
| – | – |
-4,979
| Closed | -$226K | – |
|
2362
Genesis Energy
GEL
$1.56B
| – | – |
-32,250
| Closed | -$575K | – |
|
2363
Gulfport Energy Corp
GPOR
$2.79B
| – | – |
-1,131
| Closed | -$239K | – |
|
2364
Goosehead Insurance
GSHD
$1.11B
| – | – |
-5,974
| Closed | -$255K | – |
|
2365
Gray Television
GTN
$586M
| – | – |
-12,419
| Closed | -$53.9K | – |
|
2366
Howard Hughes
HHH
$5.04B
| – | – |
-3,206
| Closed | -$203K | – |
|
2367
DELISTED
Hologic
HOLX
| – | – |
-1,361,861
| Closed | -$103M | – |
|
2368
Huazhu Hotels Group
HTHT
$15.8B
| – | – |
-4,225
| Closed | -$212K | – |
|
2369
Hertz
HTZ
$540M
| – | – |
-10,187
| Closed | -$47K | – |
|
2370
iShares Gold Trust Micro
IAUM
$6.4B
| – | – |
-4,300
| Closed | -$201K | – |
|
2371
iShares US Utilities ETF
IDU
$1.43B
| – | – |
-2,392
| Closed | -$278K | – |
|
2372
IDEAYA Biosciences
IDYA
$3.07B
| – | – |
-120,603
| Closed | -$4.02M | – |
|
2373
iShares 7-10 Year Treasury Bond ETF
IEF
$44.2B
| – | – |
-4,238
| Closed | -$404K | – |
|
2374
Klaviyo
KVYO
$5.72B
| – | – |
-123,466
| Closed | -$2.4M | – |
|
2375
DELISTED
Kennedy-Wilson Holdings
KW
| – | – |
-26,513
| Closed | -$287K | – |
|
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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.