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Asset Manager ← All Institutions

NEUBERGER BERMAN GROUP LLC

Q2 2025 · Filed 2025-08-25
Market Value
$128.6B
+8.9%
Holdings
2,057
+53
New Purchases
161
Added To
982
Closed
79
Reduced
771
Top 10 Concentration
21.5%
Turnover
11.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 4.54% 3.64% +0.90% $5.8B
NVDA 3.29% 2.39% +0.90% $4.2B
META 1.45% 1.00% +0.45% $1.9B
ORCL 0.90% 0.64% +0.26% $1.2B
AMZN 2.92% 2.68% +0.24% $3.8B
AVGO 0.88% 0.64% +0.23% $1.1B
JPM 2.04% 1.84% +0.20% $2.6B
BA 0.32% 0.12% +0.20% $410M
HD 1.18% 0.99% +0.19% $1.5B
SPOT 0.32% 0.16% +0.17% $418M
AMD 0.22% 0.05% +0.16% $278M
NDAQ 0.19% 0.05% +0.14% $241M
CAI 0.13% 0.00% +0.13% $167M
CSCO 0.40% 0.27% +0.12% $511M
MU 0.20% 0.08% +0.12% $258M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.65% 3.14% -0.49% $3.4B
BRK-B 0.82% 1.11% -0.28% $1.1B
KR 0.01% 0.26% -0.25% $13M
ACN 0.12% 0.37% -0.25% $160M
TMUS 0.87% 1.10% -0.23% $1.1B
JNJ 0.49% 0.66% -0.18% $626M
CVX 0.41% 0.57% -0.16% $525M
AON 0.58% 0.72% -0.14% $742M
XOM 0.59% 0.72% -0.14% $752M
NEE 0.67% 0.80% -0.12% $866M
EOG 0.33% 0.45% -0.12% $424M
CRM 0.24% 0.36% -0.12% $303M
GS 0.20% 0.32% -0.12% $259M
BMY 0.11% 0.23% -0.12% $146M
LLY 0.94% 1.06% -0.12% $1.2B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $50.1B 39.0%
Large Cap 908 $56.8B 44.2%
Mid Cap 731 $18.1B 14.1%
Small Cap 266 $3.2B 2.5%
Micro Cap 70 $349M 0.3%

Portfolio Analytics

Avg Market Cap
$52.7B
Median Market Cap
$9.4B
Avg P/E
32.7
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
1,844
# ETFs / Funds
213

Top Holdings (2,057 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.54% 11,747,108 $5.8B $497.40 $1.5B +289,624 +2.5%
2 NVDA 3.29% 26,792,378 $4.2B $157.99 $1.4B +722,176 +2.8%
3 AMZN 2.92% 17,103,800 $3.8B $219.43 $586M +459,784 +2.8%
4 AAPL 2.65% 16,611,145 $3.4B $205.15 -$297M -71,527 -0.4%
5 JPM 2.04% 9,047,799 $2.6B $289.87 $454M +204,523 +2.3%
6 META 1.45% 2,518,971 $1.9B $738.09 $684M +480,659 +23.6%
7 GOOGL 1.27% 9,233,524 $1.6B $176.28 $54M -931,531 -9.2%
8 GOOG 1.22% 8,826,110 $1.6B $177.39 $153M -217,588 -2.4%
9 HD 1.18% 4,121,073 $1.5B $366.64 $343M +935,057 +29.4%
10 LLY 0.94% 1,555,975 $1.2B $779.53 -$41M +37,679 +2.5%
11 ORCL 0.90% 5,286,207 $1.2B $218.63 $396M -148,071 -2.7%
12 AVGO 0.88% 4,096,579 $1.1B $275.64 $369M -442,451 -9.8%
13 TMUS 0.87% 4,700,163 $1.1B $238.26 -$181M -178,061 -3.6%
14 IVV 0.85% 1,752,832 $1.1B $620.90 $215M +198,169 +12.8%
15 BRK-B 0.82% 2,175,083 $1.1B $485.77 -$250M -278,432 -11.3%
16 V 0.75% 2,714,532 $964M $355.05 -$25M -108,190 -3.8%
17 COST 0.72% 938,975 $929M $989.90 $42M -39
18 MA 0.70% 1,593,603 $895M $561.67 $60M +69,726 +4.6%
19 SPGI 0.70% 1,694,790 $894M $527.21 $78M +88,526 +5.5%
20 NEE 0.67% 12,472,748 $866M $69.42 -$76M -815,562 -6.1%
21 XOM 0.59% 6,976,934 $752M $107.84 -$101M -203,860 -2.8%
22 AON 0.58% 2,080,814 $742M $356.75 -$110M -55,293 -2.6%
23 WMB 0.56% 11,410,703 $717M $62.81 $149M +1,918,879 +20.2%
24 ADI 0.53% 2,883,471 $686M $238.02 $70M -171,886 -5.6%
25 ASML 0.53% 845,053 $677M $801.37 $64M -80,096 -8.7%
26 ABT 0.53% 4,978,899 $677M $135.99 $102M +641,146 +14.8%
27 GE 0.52% 2,590,263 $667M $257.39 $140M -41,202 -1.6%
28 UBER 0.51% 6,981,526 $651M $93.30 $168M +346,254 +5.2%
29 MSI 0.50% 1,539,182 $647M $420.46 -$42M -35,151 -2.2%
30 JNJ 0.49% 4,095,166 $626M $152.74 -$159M -635,174 -13.4%
31 CME 0.48% 2,238,774 $617M $275.61 -$45M -255,243 -10.2%
32 APH 0.47% 6,103,018 $603M $98.75 $136M -1,009,535 -14.2%
33 LNG 0.47% 2,463,885 $600M $243.52 $58M +123,335 +5.3%
34 DHR 0.46% 2,999,978 $593M $197.57 -$87M -313,930 -9.5%
35 BX 0.46% 3,911,136 $585M $149.58 $39M +7,965 +0.2%
36 PM 0.45% 3,193,194 $581M $182.11 $51M -152,909 -4.6%
37 TJX 0.45% 4,689,925 $579M $123.49 -$6M -116,132 -2.4%
38 ETN 0.45% 1,606,257 $573M $356.99 $58M -291,114 -15.3%
39 MCD 0.42% 1,864,960 $545M $292.17 -$36M +4,659 +0.2%
40 TXN 0.42% 2,586,487 $537M $207.61 $37M -192,985 -6.9%
41 LIN 0.41% 1,131,132 $531M $469.10 $176M +370,261 +48.7%
42 TRGP 0.41% 3,036,410 $529M $174.08 -$70M +52,739 +1.8%
43 NFLX 0.41% 392,884 $526M $1,339.13 $56M -111,728 -22.1%
44 CVX 0.41% 3,662,971 $525M $143.20 -$147M -351,931 -8.8%
45 WFC 0.40% 6,485,811 $520M $80.11 $47M -101,362 -1.5%
46 KD 0.40% 12,340,569 $518M $41.94 $117M -384,383 -3.0%
47 CSCO 0.40% 7,371,513 $511M $69.37 $187M +2,120,167 +40.4%
48 VRSK 0.39% 1,622,305 $505M $311.50 $14M -30,087 -1.8%
49 PGR 0.39% 1,866,700 $498M $266.75 -$44M -51,286 -2.7%
50 WMT 0.39% 5,091,126 $498M $97.77 $55M +42,645 +0.8%
51 FI 0.38% 2,858,032 $493M $172.41 -$71M +305,473 +12.0%
52 INTU 0.37% 611,769 $482M $787.40 $87M -31,266 -4.9%
53 EPD 0.37% 15,428,246 $478M $31.01 -$50M -37,509 -0.2%
54 NOW 0.36% 454,441 $467M $1,028.08 $71M -43,002 -8.6%
55 IBM 0.35% 1,526,055 $450M $294.68 $37M -135,878 -8.2%
56 BAC 0.34% 9,328,780 $441M $47.31 -$73M -2,988,981 -24.3%
57 BSX 0.33% 3,961,215 $425M $107.41 $30M +44,274 +1.1%
58 EOG 0.33% 3,547,775 $424M $119.63 -$112M -637,508 -15.2%
59 UNH 0.33% 1,348,285 $421M $311.94 -$34M +479,160 +55.1%
60 UNP 0.33% 1,819,614 $419M $230.08 -$88M -326,760 -15.2%
61 SPOT 0.32% 544,500 $418M $767.34 $233M +208,689 +62.1%
62 BA 0.32% 1,954,822 $410M $209.69 $265M +1,103,387 +129.6%
63 VOO 0.31% 710,824 $404M $568.03 $27M -21,506 -2.9%
64 APO 0.31% 2,767,623 $393M $141.87 $15M +10,164 +0.4%
65 PG 0.30% 2,438,754 $389M $159.34 -$65M -221,081 -8.3%
66 AMT 0.30% 1,754,165 $388M $221.02 $79M +335,420 +23.6%
67 CNP 0.30% 10,331,244 $380M $36.74 $37M +873,603 +9.2%
68 COF 0.29% 1,760,934 $375M $212.72 $163M +582,274 +49.4%
69 TMO 0.29% 921,688 $374M $405.46 -$66M +37,529 +4.2%
70 EQT 0.28% 6,259,701 $365M $58.32 $88M +1,067,921 +20.6%
71 VST 0.28% 1,877,709 $364M $193.82 $115M -239,807 -11.3%
72 0I3I.L 0.28% 5,064,006 $360M $71.16 $56M +1,455,208 +40.3%
73 FE 0.28% 8,900,553 $358M $40.26 -$9M -190,743 -2.1%
74 TSM 0.28% 1,569,924 $356M $226.99 $152M +341,276 +27.8%
75 BLK 0.28% 338,683 $355M $1,049.25 $33M -1,881 -0.6%
76 MCO 0.27% 701,908 $352M $501.59 $16M -20,617 -2.9%
77 CAT 0.27% 895,804 $348M $388.16 $775K -155,788 -14.8%
78 PNC 0.27% 1,855,511 $346M $186.40 -$18M -213,017 -10.3%
79 AVY 0.26% 1,878,702 $330M $175.47 -$4M +2,785 +0.1%
80 MS 0.25% 2,293,334 $323M $140.86 $89M +287,671 +14.3%
81 TTEK 0.25% 8,903,128 $320M $35.96 $59M -37,620 -0.4%
82 HAE 0.25% 4,277,453 $319M $74.60 $43M -70,909 -1.6%
83 MDT 0.25% 3,652,626 $318M $87.13 -$85M -827,343 -18.5%
84 SNPS 0.25% 620,641 $318M $512.68 $66M +31,506 +5.3%
85 GDDY 0.24% 1,731,784 $312M $180.06 -$28M -151,611 -8.1%
86 RTX 0.24% 2,131,143 $311M $146.02 $34M +37,570 +1.8%
87 CDW 0.24% 1,724,949 $308M $178.59 $12M -122,748 -6.6%
88 CSX 0.24% 9,432,269 $308M $32.64 $15M -508,309 -5.1%
89 BN 0.24% 4,904,047 $303M $61.85 $44M -49,430 -1.0%
90 CRM 0.24% 1,110,864 $303M $272.69 -$117M -455,265 -29.1%
91 VMI 0.24% 925,569 $302M $326.57 $30M -29,082 -3.0%
92 CL 0.23% 3,323,504 $302M $90.83 -$14M -51,279 -1.5%
93 SCCO 0.23% 2,964,695 $300M $101.17 $52M +313,430 +11.8%
94 MMM 0.23% 1,954,458 $298M $152.23 $46M +240,625 +14.0%
95 AIG 0.23% 3,433,069 $294M $85.56 -$4M +7,587 +0.2%
96 TXRH 0.23% 1,561,958 $293M $187.41 $26M -39,650 -2.5%
97 ET 0.23% 16,103,030 $292M $18.13 -$7M +38,345 +0.2%
98 AEM 0.23% 2,455,076 $292M $118.83 -$12M -351,436 -12.5%
99 DTM 0.22% 2,626,583 $289M $109.91 $61M +268,564 +11.4%
100 CNX 0.22% 8,462,346 $285M $33.68 $11M -229,065 -2.6%

Options Breakdown

4 Calls $9M Call Value 3 Puts $0 Put Value 0.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
GDX 10,000 $8M
LW 2,000 $700K
NEM 800 $252K NEW
BMRN $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY $0 SOLD
IWM $0 SOLD
QQQ $0 SOLD

New Positions

SymbolValue% Port
CAI $167M 0.13%
GMS $31M 0.02%
OPRT $28M 0.02%
SPR $27M 0.02%
AMED $27M 0.02%
TFPM.TO $26M 0.02%
PLYM $26M 0.02%
MP $14M 0.01%
FL $13M 0.01%
FRPT $12M 0.01%
RKLB $9M 0.01%
PRIM $9M 0.01%
AXSM $7M 0.01%
B $7M 0.01%
EMRAF $5M —%

Sold Out Positions

SymbolValue% Port
AAP —%
SLVM —%
DDD —%
TPVG —%
MAIN —%
NSP —%
ATHM —%
DXC —%
W —%
DDS —%
ENR —%
STNG —%
SN —%
WLK —%
NVST —%
View SEC EDGAR Filings for NEUBERGER BERMAN GROUP LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms