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Asset Manager ← All Institutions

NEUBERGER BERMAN GROUP LLC

Q4 2025 · Filed 2026-02-13
Market Value
$133.0B
-1.8%
Holdings
2,125
+44
New Purchases
165
Added To
945
Closed
102
Reduced
858
Top 10 Concentration
24.2%
Turnover
12.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.23% 1.73% +0.50% $3.0B
LLY 1.44% 0.98% +0.45% $1.9B
GOOG 2.07% 1.70% +0.37% $2.7B
AMZN 2.86% 2.67% +0.19% $3.8B
AAPL 3.32% 3.15% +0.16% $4.4B
WBD 0.27% 0.11% +0.16% $359M
NBCR 0.44% 0.29% +0.15% $588M
AVGO 1.10% 0.95% +0.15% $1.5B
APH 0.68% 0.55% +0.13% $905M
NEE 0.83% 0.70% +0.13% $1.1B
CEG 0.30% 0.18% +0.12% $400M
UGI 0.21% 0.09% +0.12% $275M
NVDA 3.77% 3.67% +0.10% $5.0B
HAE 0.23% 0.13% +0.10% $310M
AMD 0.26% 0.16% +0.10% $342M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ORCL 0.71% 1.04% -0.33% $942M
MSFT 4.28% 4.47% -0.19% $5.7B
FI 0.04% 0.22% -0.18% $47M
UBER 0.38% 0.53% -0.16% $501M
HD 1.00% 1.15% -0.15% $1.3B
SPOT 0.23% 0.38% -0.14% $312M
TXN 0.20% 0.34% -0.14% $260M
TMUS 0.68% 0.82% -0.14% $905M
EOG 0.16% 0.30% -0.14% $211M
AON 0.48% 0.61% -0.13% $637M
CYBR 0.04% 0.15% -0.12% $52M
PSA 0.04% 0.15% -0.11% $52M
TDG 0.03% 0.13% -0.11% $38M
SPGI 0.52% 0.62% -0.10% $686M
CDW 0.09% 0.20% -0.10% $125M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $55.6B 41.8%
Large Cap 933 $56.3B 42.4%
Mid Cap 787 $17.3B 13.0%
Small Cap 249 $3.3B 2.5%
Micro Cap 74 $399M 0.3%

Portfolio Analytics

Avg Market Cap
$51.6B
Median Market Cap
$9.3B
Avg P/E
32.8
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
1,876
# ETFs / Funds
249

Top Holdings (2,125 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.28% 11,752,989 $5.7B $483.65 -$363M +77,481 +0.7%
2 NVDA 3.77% 26,882,857 $5.0B $186.50 $48M +266,284 +1.0%
3 AAPL 3.32% 16,215,660 $4.4B $271.87 $139M -551,721 -3.3%
4 AMZN 2.86% 16,446,510 $3.8B $230.84 $186M +3,255 +0.0%
5 GOOGL 2.23% 9,474,814 $3.0B $313.02 $620M -173,889 -1.8%
6 GOOG 2.07% 8,760,909 $2.7B $313.80 $448M -688,384 -7.3%
7 JPM 1.99% 8,214,514 $2.6B $322.24 -$119M -554,872 -6.3%
8 LLY 1.44% 1,776,791 $1.9B $1,074.68 $576M +28,576 +1.6%
9 META 1.20% 2,421,766 $1.6B $660.09 -$91M +121,596 +5.3%
10 AVGO 1.10% 4,233,862 $1.5B $346.10 $173M +317,062 +8.1%
11 HD 1.00% 3,875,044 $1.3B $344.11 -$223M +32,666 +0.8%
12 IVV 0.92% 1,778,949 $1.2B $684.94 $35M +10,733 +0.6%
13 NEE 0.83% 13,801,170 $1.1B $80.28 $158M +1,218,057 +9.7%
14 V 0.80% 3,029,046 $1.1B $350.71 $91M +183,251 +6.4%
15 ORCL 0.71% 4,832,366 $942M $194.91 -$464M -166,711 -3.3%
16 BRK-B 0.70% 1,853,053 $932M $502.69 -$65M -129,489 -6.5%
17 TMUS 0.68% 4,458,113 $905M $203.04 -$208M -193,109 -4.2%
18 APH 0.68% 6,696,732 $905M $135.14 $164M +705,266 +11.8%
19 MA 0.67% 1,565,050 $894M $571.04 -$31M -59,917 -3.7%
20 XOM 0.62% 6,865,491 $826M $120.36 $47M -45,441 -0.7%
21 ASML 0.60% 744,061 $796M $1,069.88 $22M -55,171 -6.9%
22 GE 0.58% 2,484,971 $765M $308.03 -$4M -71,676 -2.8%
23 JNJ 0.57% 3,634,891 $752M $206.95 -$715K -427,874 -10.5%
24 COST 0.54% 835,578 $721M $862.34 -$91M -40,959 -4.7%
25 WMB 0.53% 11,796,870 $709M $60.11 -$33M +77,795 +0.7%
26 SPGI 0.52% 1,313,189 $686M $522.66 -$151M -407,175 -23.7%
27 TJX 0.51% 4,374,970 $672M $153.63 -$2M -288,869 -6.2%
28 ADI 0.49% 2,388,945 $648M $271.20 -$41M -416,261 -14.8%
29 DHR 0.48% 2,792,416 $639M $228.94 $90M +19,292 +0.7%
30 AON 0.48% 1,804,303 $637M $352.90 -$194M -526,060 -22.6%
31 MSI 0.47% 1,625,531 $623M $383.32 -$79M +90,590 +5.9%
32 ABT 0.45% 4,755,148 $596M $125.30 -$105M -480,952 -9.2%
33 CME 0.45% 2,169,135 $592M $273.13 $25M +70,273 +3.4%
34 NBCR 0.44% 18,645,832 $588M $31.51 $198M +6,059,923 +48.1%
35 BX 0.44% 3,805,821 $587M $154.14 -$91M -159,689 -4.0%
36 WMT 0.44% 5,219,009 $581M $111.42 $4M -385,605 -6.9%
37 MCD 0.42% 1,827,316 $558M $305.63 -$13M -52,112 -2.8%
38 CVX 0.41% 3,580,097 $546M $152.41 -$85M -479,721 -11.8%
39 LIN 0.41% 1,272,190 $542M $426.39 -$93M -65,292 -4.9%
40 TMO 0.39% 899,816 $521M $579.45 $101M +32,200 +3.7%
41 TRGP 0.39% 2,792,920 $515M $184.50 $48M +1,972 +0.1%
42 WFC 0.38% 5,490,686 $512M $93.22 $10M -489,700 -8.2%
43 UBER 0.38% 6,126,731 $501M $81.71 -$222M -1,251,979 -17.0%
44 BAC 0.37% 8,925,205 $491M $55.01 -$8M -748,199 -7.7%
45 NFLX 0.37% 5,234,520 $491M $93.76 -$23M +4,805,940 +1121.4%
46 CAT 0.37% 850,225 $487M $572.95 $78M -8,254 -1.0%
47 CSCO 0.36% 6,246,826 $481M $77.04 $28M -372,463 -5.6%
48 BA 0.36% 2,212,065 $480M $217.16 $9M +29,372 +1.4%
49 ETN 0.35% 1,468,612 $468M $318.51 -$125M -114,672 -7.2%
50 EPD 0.34% 14,292,826 $458M $32.06 -$23M -1,101,020 -7.2%
51 UNP 0.33% 1,907,720 $441M $231.32 -$8M +6,871 +0.4%
52 VOO 0.33% 701,604 $440M $627.13 $15M +7,487 +1.1%
53 LNG 0.32% 2,184,928 $425M $194.39 -$127M -161,475 -6.9%
54 DIS 0.32% 3,730,039 $424M $113.78 $13M +137,739 +3.8%
55 SCCO 0.32% 2,934,607 $421M $143.48 $37M -230,796 -7.3%
56 CNP 0.32% 10,929,650 $419M $38.34 -$17M -309,208 -2.8%
57 KD 0.31% 15,466,103 $411M $26.56 -$43M +346,604 +2.3%
58 MS 0.30% 2,275,708 $404M $177.53 $29M -81,886 -3.5%
59 FE 0.30% 9,012,551 $404M $44.77 $11M +445,684 +5.2%
60 CEG 0.30% 1,132,895 $400M $353.31 $161M +405,112 +55.7%
61 PM 0.29% 2,438,554 $391M $160.43 -$35M -188,402 -7.2%
62 TSM 0.29% 1,287,460 $390M $303.13 $89M +206,574 +19.1%
63 PGR 0.29% 1,678,856 $382M $227.80 -$69M -148,106 -8.1%
64 BSX 0.29% 4,010,261 $382M $95.35 -$7M +21,798 +0.6%
65 APO 0.29% 2,621,310 $379M $144.76 $9M -158,991 -5.7%
66 INTU 0.28% 569,093 $377M $662.59 -$45M -48,670 -7.9%
67 CSX 0.28% 10,310,772 $374M $36.25 $22M +405,494 +4.1%
68 COF 0.28% 1,510,456 $366M $242.44 $4M -188,591 -11.1%
69 WBD 0.27% 12,452,042 $359M $28.82 $206M +4,599,675 +58.6%
70 MDT 0.26% 3,575,048 $343M $96.08 $12M +93,297 +2.7%
71 BLK 0.26% 320,420 $343M $1,070.34 -$38M -6,719 -2.0%
72 AMD 0.26% 1,597,547 $342M $214.16 $125M +257,195 +19.2%
73 URI 0.26% 419,034 $339M $809.55 $122M +191,205 +83.9%
74 RTX 0.25% 1,848,572 $339M $183.40 -$9M -232,476 -11.2%
75 MCO 0.25% 663,473 $339M $510.85 $12M -23,672 -3.4%
76 VST 0.25% 2,077,657 $335M $161.34 -$68M +21,113 +1.0%
77 HOOD 0.25% 2,958,902 $335M $113.10 -$77M +80,432 +2.8%
78 DTM 0.25% 2,782,736 $333M $119.68 $17M -14,357 -0.5%
79 GS 0.25% 372,198 $327M $879.00 $42M +14,388 +4.0%
80 REGN 0.25% 422,127 $326M $771.87 $92M +6,413 +1.5%
81 AEM 0.24% 1,913,598 $325M $169.64 -$68M -416,810 -17.9%
82 MRK 0.24% 3,039,898 $320M $105.28 $101M +427,885 +16.4%
83 NOW 0.24% 2,084,521 $319M $153.19 -$105M +1,623,793 +352.4%
84 PG 0.24% 2,226,246 $319M $143.33 -$130M -696,729 -23.8%
85 BN 0.24% 6,940,908 $319M $45.89 -$10M +2,157,438 +45.1%
86 SPOT 0.23% 537,454 $312M $580.71 -$199M -194,923 -26.6%
87 HAE 0.23% 3,865,676 $310M $80.16 $131M +195,394 +5.3%
88 MMM 0.23% 1,931,832 $309M $160.13 $12M +13,349 +0.7%
89 IBM 0.23% 1,022,679 $303M $296.33 -$15M -102,911 -9.1%
90 VRSK 0.23% 1,347,866 $302M $223.69 -$77M -156,751 -10.4%
91 0I3I.L 0.22% 3,627,589 $297M $81.96 $31M -251,266 -6.5%
92 IBKR 0.22% 4,616,728 $297M $64.39 -$36M -223,805 -4.6%
93 AMAT 0.22% 1,136,541 $293M $257.54 $104M +213,161 +23.1%
94 LRCX 0.22% 1,670,400 $286M $171.18 $289K -466,353 -21.8%
95 AVY 0.21% 1,547,623 $282M $181.90 $16M -87,901 -5.4%
96 ACA 0.21% 2,635,219 $280M $106.34 $23M -115,154 -4.2%
97 TTEK 0.21% 8,351,221 $280M $33.54 -$21M -676,477 -7.5%
98 NVT 0.21% 2,702,238 $276M $101.97 -$16M -252,185 -8.5%
99 UGI 0.21% 7,334,009 $275M $37.43 $157M +3,795,046 +107.2%
100 VMI 0.20% 674,599 $271M $402.32 -$5M -37,979 -5.3%

Options Breakdown

5 Calls $12M Call Value 3 Puts $4M Put Value 0.32 P/C Ratio

Top Calls

SymbolSharesValueStatus
GDX 4,500 $9M
PTON 23,948 $1M NEW
SG 8,509 $468K NEW
HD 844 $414K NEW
LW $0 SOLD

Top Puts

SymbolSharesValueStatus
NOW 1,650 $2M NEW
COF 1,465 $1M NEW
NTNX 400 $420K NEW

New Positions

SymbolValue% Port
BLLN $57M 0.04%
CDTX $41M 0.03%
SUNC $31M 0.02%
NCR $18M 0.01%
TOTB.DE $18M 0.01%
SOLS $18M 0.01%
SPHR $17M 0.01%
TTMI $17M 0.01%
AIN $15M 0.01%
CTRI $15M 0.01%
KVYO $14M 0.01%
MIR $13M 0.01%
XLP $10M 0.01%
PLPC $9M 0.01%
SEI $8M 0.01%

Sold Out Positions

SymbolValue% Port
AAP —%
SLGN —%
GSBD —%
PJT —%
CWT —%
WD —%
ABR —%
ICL —%
DXC —%
CCO —%
DAVA —%
PDM —%
CAVA —%
AESI —%
FBRT —%
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