We are live on ! Find out more
Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $131B
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
+8.73%
1 Year Est. Return
+28.36%
3 Year Est. Return
+86.21%
5 Year Est. Return
+112.87%
10 Year Est. Return
+467.9%
AUM
$137B
AUM Growth
+$6.89B
Cap. Flow
-$979M
Cap. Flow %
-0.72%
Top 10 Hldgs %
22.62%
Holding
2,162
New
113
Increased
854
Reduced
981
Closed
131

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$231M
2
PFE icon
Pfizer
PFE
+$149M
3
LLY icon
Eli Lilly
LLY
+$143M
4
STUB
StubHub Holdings
STUB
+$135M
5
HUM icon
Humana
HUM
+$135M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$188M
2
TTWO icon
Take-Two Interactive
TTWO
+$176M
3
CRDO icon
Credo Technology Group
CRDO
+$163M
4
META icon
Meta Platforms (Facebook)
META
+$163M
5
AMZN icon
Amazon
AMZN
+$150M

Sector Composition

Rank Sector Weight
1 Technology 27.46%
2 Financials 14.12%
3 Industrials 11.69%
4 Consumer Discretionary 9.32%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.9T
$6.05B 4.42%
11,675,508
-71,600
-0.6% -$36.5M
NVDA icon
2
NVIDIA
NVDA
$5.14T
$4.97B 3.63%
26,616,573
-175,805
-0.7% -$30.6M
AAPL icon
3
Apple
AAPL
$4.79T
$4.27B 3.12%
16,767,381
+156,236
+0.9% +$35.3M
AMZN icon
4
Amazon
AMZN
$2.63T
$3.61B 2.64%
16,443,255
-660,545
-4% -$150M
JPM icon
5
JPMorgan Chase
JPM
$926B
$2.77B 2.02%
8,769,386
-278,413
-3% -$82.8M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.17T
$2.35B 1.71%
9,648,703
+415,179
+4% +$87M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.17T
$2.3B 1.68%
9,449,293
+623,183
+7% +$131M
META icon
8
Meta Platforms (Facebook)
META
$1.59T
$1.69B 1.23%
2,300,170
-218,801
-9% -$163M
HD icon
9
Home Depot
HD
$330B
$1.56B 1.14%
3,842,378
-278,695
-7% -$110M
ORCL icon
10
Oracle
ORCL
$362B
$1.41B 1.03%
4,999,077
-287,130
-5% -$73.1M
LLY icon
11
Eli Lilly
LLY
$1.04T
$1.33B 0.97%
1,748,215
+192,240
+12% +$143M
AVGO icon
12
Broadcom
AVGO
$1.89T
$1.29B 0.94%
3,916,800
-179,779
-4% -$55.2M
IVV icon
13
iShares Core S&P 500 ETF
IVV
$886B
$1.18B 0.86%
1,768,216
+15,384
+0.9% +$9.91M
TMUS icon
14
T-Mobile US
TMUS
$207B
$1.11B 0.81%
4,651,222
-48,941
-1% -$11.8M
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.06T
$996M 0.73%
1,982,542
-192,541
-9% -$93.3M
V icon
16
Visa
V
$672B
$971M 0.71%
2,845,795
+131,263
+5% +$45.4M
NEE icon
17
NextEra Energy
NEE
$186B
$950M 0.69%
12,583,113
+110,365
+0.9% +$8.06M
MA icon
18
Mastercard
MA
$470B
$924M 0.68%
1,624,967
+31,364
+2% +$18M
SPGI icon
19
S&P Global
SPGI
$127B
$837M 0.61%
1,720,364
+25,574
+2% +$13.7M
AON icon
20
Aon
AON
$75.2B
$831M 0.61%
2,330,363
+249,549
+12% +$90.3M
COST icon
21
Costco
COST
$411B
$811M 0.59%
876,537
-62,438
-7% -$59.8M
XOM icon
22
ExxonMobil
XOM
$640B
$779M 0.57%
6,910,932
-66,002
-0.9% -$7.34M
ASML icon
23
ASML
ASML
$692B
$774M 0.57%
799,232
-45,821
-5% -$36M
GE icon
24
GE Aerospace
GE
$354B
$769M 0.56%
2,556,647
-33,616
-1% -$9.19M
JNJ icon
25
Johnson & Johnson
JNJ
$615B
$753M 0.55%
4,062,765
-32,401
-0.8% -$5.55M
1
2 3 4 5

Similar funds

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Neuberger Berman Group's Q3 2025 Portfolio in Review

As of Q3 2025, Neuberger Berman Group held 2,162 positions worth $137B, up 5.3% from $130B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Neuberger Berman Group's Q3 2025 filing shows 113 new, 854 increased, 981 reduced and 131 closed positions. Its largest new stake was StubHub Holdings: 7,368,767 shares worth $124M. The largest sale was UnitedHealth, an estimated $188M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Financials and Industrials.

  • Neuberger Berman Group's largest Q3 2025 buy was StubHub Holdings: 7,368,767 shares worth $124M.
  • Neuberger Berman Group added most to Walt Disney in Q3 2025, an estimated $231M increase.
  • Neuberger Berman Group's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $188M.
  • Neuberger Berman Group fully exited Hess in Q3 2025, selling an estimated $128M.
  • Neuberger Berman Group's ten largest holdings make up 23% of its $137B portfolio in Q3 2025.
  • Neuberger Berman Group opened 113 new positions and closed 131 in Q3 2025.
  • Neuberger Berman Group's portfolio value rose 5.3% quarter-over-quarter to $137B.

Based on Neuberger Berman Group's 13F filing for Q3 2025, filed 12 Nov 2025.