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Asset Manager ← All Institutions

NEUBERGER BERMAN GROUP LLC

Q3 2025 · Filed 2025-11-12
Market Value
$135.4B
+5.3%
Holdings
2,081
+24
New Purchases
103
Added To
834
Closed
121
Reduced
953
Top 10 Concentration
22.9%
Turnover
10.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.15% 2.65% +0.50% $4.3B
GOOG 1.70% 1.22% +0.48% $2.3B
GOOGL 1.73% 1.27% +0.47% $2.3B
NVDA 3.67% 3.29% +0.37% $5.0B
DIS 0.30% 0.16% +0.15% $411M
ORCL 1.04% 0.90% +0.14% $1.4B
SNDK 0.14% 0.01% +0.13% $195M
VNOM 0.13% 0.00% +0.13% $179M
HOOD 0.30% 0.19% +0.12% $412M
PFE 0.17% 0.06% +0.11% $229M
TER 0.11% 0.00% +0.11% $146M
INTC 0.20% 0.10% +0.10% $274M
NSC 0.13% 0.03% +0.10% $171M
HUM 0.10% 0.00% +0.10% $138M
WBD 0.11% 0.02% +0.10% $153M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 2.67% 2.92% -0.25% $3.6B
META 1.25% 1.45% -0.20% $1.7B
FI 0.22% 0.38% -0.17% $295M
UNH 0.19% 0.33% -0.14% $251M
TTWO 0.07% 0.21% -0.14% $93M
PM 0.31% 0.45% -0.14% $426M
AIG 0.10% 0.23% -0.13% $137M
COST 0.60% 0.72% -0.12% $811M
HAE 0.13% 0.25% -0.12% $179M
IBM 0.23% 0.35% -0.12% $318M
PEG 0.06% 0.18% -0.11% $84M
VRSK 0.28% 0.39% -0.11% $378M
RLI 0.00% 0.11% -0.11% $3M
CRM 0.13% 0.24% -0.10% $177M
HES 0.00% 0.10% -0.10% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $54.9B 40.5%
Large Cap 923 $58.4B 43.1%
Mid Cap 755 $18.2B 13.5%
Small Cap 254 $3.4B 2.5%
Micro Cap 67 $439M 0.3%

Portfolio Analytics

Avg Market Cap
$52.4B
Median Market Cap
$9.5B
Avg P/E
32.4
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
1,845
# ETFs / Funds
236

Top Holdings (2,081 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.47% 11,675,508 $6.0B $517.93 $204M -71,600 -0.6%
2 NVDA 3.67% 26,616,573 $5.0B $186.58 $733M -175,805 -0.7%
3 AAPL 3.15% 16,767,381 $4.3B $254.63 $862M +156,236 +0.9%
4 AMZN 2.67% 16,443,255 $3.6B $219.60 -$142M -660,545 -3.9%
5 JPM 2.04% 8,769,386 $2.8B $315.43 $143M -278,413 -3.1%
6 GOOGL 1.73% 9,648,703 $2.3B $243.12 $718M +415,179 +4.5%
7 GOOG 1.70% 9,449,293 $2.3B $243.55 $736M +623,183 +7.1%
8 META 1.25% 2,300,170 $1.7B $734.38 -$170M -218,801 -8.7%
9 HD 1.15% 3,842,378 $1.6B $405.19 $46M -278,695 -6.8%
10 ORCL 1.04% 4,999,077 $1.4B $281.24 $250M -287,130 -5.4%
11 LLY 0.98% 1,748,215 $1.3B $762.98 $121M +192,240 +12.3%
12 AVGO 0.95% 3,916,800 $1.3B $329.91 $163M -179,779 -4.4%
13 IVV 0.87% 1,768,216 $1.2B $669.30 $95M +15,384 +0.9%
14 TMUS 0.82% 4,651,222 $1.1B $239.38 -$6M -48,941 -1.0%
15 BRK-B 0.74% 1,982,542 $996M $502.64 -$60M -192,541 -8.8%
16 V 0.72% 2,845,795 $971M $341.38 $8M +131,263 +4.8%
17 NEE 0.70% 12,583,113 $950M $75.49 $84M +110,365 +0.9%
18 MA 0.68% 1,624,967 $924M $568.80 $29M +31,364 +2.0%
19 SPGI 0.62% 1,720,364 $837M $486.76 -$56M +25,574 +1.5%
20 AON 0.61% 2,330,363 $831M $356.57 $89M +249,549 +12.0%
21 COST 0.60% 876,537 $811M $925.63 -$118M -62,438 -6.7%
22 XOM 0.58% 6,910,932 $779M $112.79 $27M -66,002 -0.9%
23 ASML 0.57% 799,232 $774M $968.07 $97M -45,821 -5.4%
24 GE 0.57% 2,556,647 $769M $300.81 $102M -33,616 -1.3%
25 JNJ 0.56% 4,062,765 $753M $185.33 $127M -32,401 -0.8%
26 WMB 0.55% 11,719,075 $742M $63.35 $26M +308,372 +2.7%
27 APH 0.55% 5,991,466 $741M $123.75 $139M -111,552 -1.8%
28 UBER 0.53% 7,378,710 $723M $97.97 $72M +397,184 +5.7%
29 MSI 0.52% 1,534,941 $702M $457.29 $55M -4,241 -0.3%
30 ABT 0.52% 5,236,100 $701M $133.93 $24M +257,201 +5.2%
31 ADI 0.51% 2,805,206 $689M $245.70 $3M -78,265 -2.7%
32 BX 0.50% 3,965,510 $678M $170.85 $92M +54,374 +1.4%
33 TJX 0.50% 4,663,839 $674M $144.53 $95M -26,086 -0.6%
34 LIN 0.47% 1,337,482 $635M $475.03 $105M +206,350 +18.2%
35 CVX 0.47% 4,059,818 $631M $155.31 $106M +396,847 +10.8%
36 ETN 0.44% 1,583,284 $593M $374.25 $19M -22,973 -1.4%
37 WMT 0.43% 5,604,614 $578M $103.06 $80M +513,488 +10.1%
38 MCD 0.42% 1,879,428 $571M $303.89 $26M +14,468 +0.8%
39 CME 0.42% 2,098,862 $567M $270.23 -$50M -139,912 -6.2%
40 LNG 0.41% 2,346,403 $551M $234.98 -$49M -117,482 -4.8%
41 DHR 0.41% 2,773,124 $549M $198.13 -$43M -226,854 -7.6%
42 NFLX 0.38% 428,580 $514M $1,198.92 -$12M +35,696 +9.1%
43 SPOT 0.38% 732,377 $511M $698.00 $93M +187,877 +34.5%
44 WFC 0.37% 5,980,386 $501M $83.84 -$18M -505,425 -7.8%
45 BAC 0.37% 9,673,404 $499M $51.61 $58M +344,624 +3.7%
46 EPD 0.36% 15,393,846 $481M $31.27 $3M -34,400 -0.2%
47 BA 0.35% 2,182,693 $471M $215.87 $61M +227,871 +11.7%
48 TRGP 0.35% 2,790,948 $468M $167.54 -$61M -245,462 -8.1%
49 TXN 0.34% 2,483,547 $456M $183.72 -$81M -102,940 -4.0%
50 KD 0.34% 15,119,499 $454M $30.03 -$64M +2,778,930 +22.5%
51 CSCO 0.33% 6,619,289 $453M $68.41 -$59M -752,224 -10.2%
52 PGR 0.33% 1,826,962 $451M $246.87 -$47M -39,738 -2.1%
53 UNP 0.33% 1,900,849 $449M $236.37 $31M +81,235 +4.5%
54 PG 0.33% 2,922,975 $449M $153.65 $61M +484,221 +19.9%
55 CNP 0.32% 11,238,858 $436M $38.80 $57M +907,614 +8.8%
56 PM 0.31% 2,626,956 $426M $162.22 -$155M -566,238 -17.7%
57 VOO 0.31% 694,117 $425M $612.38 $21M -16,707 -2.4%
58 NOW 0.31% 460,728 $424M $920.29 -$43M +6,287 +1.4%
59 INTU 0.31% 617,763 $422M $683.16 -$60M +5,994 +1.0%
60 TMO 0.31% 867,616 $421M $485.02 $47M -54,072 -5.9%
61 HOOD 0.30% 2,878,470 $412M $143.18 $169M +286,608 +11.1%
62 DIS 0.30% 3,592,300 $411M $114.50 $209M +1,959,205 +120.0%
63 CAT 0.30% 858,479 $410M $477.07 $62M -37,325 -4.2%
64 VST 0.30% 2,056,544 $403M $195.94 $39M +178,835 +9.5%
65 EOG 0.30% 3,588,222 $402M $112.14 -$22M +40,447 +1.1%
66 AEM 0.29% 2,330,408 $393M $168.49 $101M -124,668 -5.1%
67 FE 0.29% 8,566,867 $392M $45.82 $34M -333,686 -3.8%
68 NBCR 0.29% 12,585,909 $390M $30.98 $105M +2,696,136 +27.3%
69 BSX 0.29% 3,988,463 $389M $97.63 -$36M +27,248 +0.7%
70 SCCO 0.28% 3,165,403 $384M $121.36 $84M +200,708 +6.8%
71 BLK 0.28% 327,139 $381M $1,165.87 $26M -11,544 -3.4%
72 VRSK 0.28% 1,504,617 $378M $251.51 -$127M -117,688 -7.2%
73 MS 0.28% 2,357,594 $375M $158.96 $52M +64,260 +2.8%
74 APO 0.27% 2,780,301 $371M $133.28 -$22M +12,678 +0.5%
75 COF 0.27% 1,699,047 $362M $213.07 -$13M -61,887 -3.5%
76 PNC 0.27% 1,790,525 $360M $200.96 $14M -64,986 -3.5%
77 CSX 0.26% 9,905,278 $352M $35.52 $44M +473,009 +5.0%
78 RTX 0.26% 2,081,048 $348M $167.33 $37M -50,095 -2.4%
79 IBKR 0.25% 4,840,533 $333M $68.81 $64M -35,244 -0.7%
80 MDT 0.24% 3,481,751 $331M $95.19 $13M -170,875 -4.7%
81 AMT 0.24% 1,706,273 $328M $192.32 -$60M -47,892 -2.7%
82 BN 0.24% 4,783,470 $328M $68.58 $25M -120,577 -2.5%
83 MCO 0.24% 687,145 $327M $476.48 -$25M -14,763 -2.1%
84 SNPS 0.24% 660,598 $326M $493.39 $8M +39,957 +6.4%
85 IBM 0.23% 1,125,590 $318M $282.12 -$132M -400,465 -26.2%
86 DTM 0.23% 2,797,093 $316M $113.06 $28M +170,510 +6.5%
87 TSM 0.22% 1,080,886 $301M $278.81 -$55M -489,038 -31.1%
88 TTEK 0.22% 9,027,698 $301M $33.38 -$19M +124,570 +1.4%
89 MMM 0.22% 1,918,483 $298M $155.15 $120K -35,975 -1.8%
90 FI 0.22% 2,290,241 $295M $128.96 -$197M -567,791 -19.9%
91 NVT 0.22% 2,954,423 $291M $98.64 $73M -23,205 -0.8%
92 LRCX 0.21% 2,136,753 $286M $133.68 $104M +272,854 +14.6%
93 GS 0.21% 357,810 $285M $796.35 $26M -8,119 -2.2%
94 EQT 0.21% 5,157,183 $281M $54.43 -$84M -1,102,518 -17.6%
95 WPM 0.20% 2,482,383 $277M $111.78 -$3M -647,477 -20.7%
96 ET 0.20% 16,104,221 $276M $17.16 -$16M +1,191 +0.0%
97 VMI 0.20% 712,578 $276M $387.73 -$26M -212,991 -23.0%
98 ABBV 0.20% 1,187,956 $275M $231.54 $45M -52,298 -4.2%
99 INTC 0.20% 8,136,491 $274M $33.67 $145M +2,391,905 +41.6%
100 0I3I.L 0.20% 3,878,855 $266M $68.56 -$94M -1,185,151 -23.4%

New Positions

SymbolValue% Port
VNOM $179M 0.13%
NEMD $80M 0.06%
LQD $65M 0.05%
MSEX $55M 0.04%
W $29M 0.02%
AQN $22M 0.02%
RAMP $21M 0.02%
ARX $11M 0.01%
MOD $11M 0.01%
BTDR $9M 0.01%
GOLF $9M 0.01%
MDGL $8M 0.01%
FDVV $7M 0.01%
BRCB $7M 0.01%
RNAM $7M 0.01%

Sold Out Positions

SymbolValue% Port
UAA —%
ALG —%
INSP —%
WTI —%
BHR —%
ETY —%
WHD —%
MATX —%
PRMB —%
YELP —%
NIO —%
PAGS —%
HLLY —%
FSK —%
GNL —%
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