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Asset Manager ← All Institutions

NEUBERGER BERMAN GROUP LLC

Q1 2026 · Filed 2026-05-14
Market Value
$130.6B
-1.8%
Holdings
2,178
+53
New Purchases
155
Added To
1,019
Closed
95
Reduced
838
Top 10 Concentration
22.2%
Turnover
11.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AZN 0.40% 0.00% +0.40% $519M
IVV 1.15% 0.92% +0.23% $1.5B
XOM 0.81% 0.62% +0.19% $1.1B
TER 0.22% 0.03% +0.18% $283M
NFLX 0.55% 0.37% +0.18% $716M
MSI 0.63% 0.47% +0.16% $818M
NEE 0.98% 0.83% +0.15% $1.3B
ADI 0.63% 0.49% +0.15% $826M
COST 0.68% 0.54% +0.14% $889M
AMD 0.40% 0.26% +0.14% $517M
ASML 0.73% 0.60% +0.13% $957M
TRGP 0.52% 0.39% +0.13% $679M
LNG 0.45% 0.32% +0.13% $582M
NVDA 3.90% 3.77% +0.12% $5.1B
EW 0.14% 0.02% +0.12% $188M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.23% 4.28% -1.05% $4.2B
AAPL 3.09% 3.32% -0.22% $4.0B
ABT 0.23% 0.45% -0.22% $296M
LLY 1.22% 1.44% -0.22% $1.6B
JPM 1.78% 1.99% -0.21% $2.3B
KD 0.10% 0.31% -0.20% $136M
ORCL 0.51% 0.71% -0.19% $671M
GOOG 1.88% 2.07% -0.19% $2.5B
INTU 0.15% 0.28% -0.13% $195M
GOOGL 2.10% 2.23% -0.13% $2.7B
WBD 0.15% 0.27% -0.12% $193M
DIS 0.20% 0.32% -0.12% $258M
META 1.08% 1.20% -0.12% $1.4B
PM 0.18% 0.29% -0.12% $231M
VRSK 0.12% 0.23% -0.11% $150M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $53.7B 41.1%
Large Cap 938 $56.2B 43.0%
Mid Cap 830 $17.0B 13.0%
Small Cap 260 $3.3B 2.5%
Micro Cap 68 $454M 0.3%

Portfolio Analytics

Avg Market Cap
$50.4B
Median Market Cap
$8.9B
Avg P/E
32.5
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
1,940
# ETFs / Funds
238

Top Holdings (2,178 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.90% 29,167,377 $5.1B $174.39 $73M +2,284,520 +8.5%
2 MSFT 3.23% 11,385,383 $4.2B $370.17 -$1.5B -367,606 -3.1%
3 AAPL 3.09% 15,901,898 $4.0B $253.81 -$372M -313,762 -1.9%
4 AMZN 2.79% 17,510,023 $3.6B $208.23 -$150M +1,063,513 +6.5%
5 GOOGL 2.10% 9,535,136 $2.7B $287.32 -$226M +60,322 +0.6%
6 GOOG 1.88% 8,565,244 $2.5B $286.90 -$292M -195,665 -2.2%
7 JPM 1.78% 7,886,541 $2.3B $294.07 -$328M -327,973 -4.0%
8 LLY 1.22% 1,732,649 $1.6B $919.76 -$316M -44,142 -2.5%
9 IVV 1.15% 2,298,647 $1.5B $653.21 $283M +519,698 +29.2%
10 META 1.08% 2,469,497 $1.4B $572.30 -$185M +47,731 +2.0%
11 AVGO 1.00% 4,204,389 $1.3B $309.66 -$163M -29,473 -0.7%
12 NEE 0.98% 13,813,261 $1.3B $92.88 $175M +12,091 +0.1%
13 HD 0.98% 3,883,681 $1.3B $328.91 -$56M +8,637 +0.2%
14 XOM 0.81% 6,265,593 $1.1B $169.72 $237M -599,898 -8.7%
15 ASML 0.73% 724,980 $957M $1,319.43 $161M -19,081 -2.6%
16 V 0.72% 3,098,891 $937M $302.24 -$126M +69,845 +2.3%
17 JNJ 0.68% 3,642,540 $890M $244.41 $138M +7,649 +0.2%
18 COST 0.68% 892,222 $889M $996.69 $169M +56,644 +6.8%
19 WMB 0.64% 11,511,441 $838M $72.80 $129M -285,429 -2.4%
20 TMUS 0.63% 3,936,458 $827M $210.06 -$78M -521,655 -11.7%
21 ADI 0.63% 2,597,955 $826M $318.13 $179M +209,010 +8.8%
22 MSI 0.63% 1,883,950 $818M $433.96 $194M +258,419 +15.9%
23 BRK-B 0.61% 1,650,174 $791M $479.05 -$141M -202,879 -10.9%
24 GE 0.58% 2,670,368 $758M $283.76 -$8M +185,397 +7.5%
25 APH 0.57% 5,906,177 $746M $126.35 -$159M -790,555 -11.8%
26 MA 0.56% 1,467,749 $733M $499.57 -$160M -97,301 -6.2%
27 NFLX 0.55% 7,445,068 $716M $96.18 $225M +2,210,548 +42.2%
28 TJX 0.53% 4,359,888 $696M $159.67 $24M -15,082 -0.3%
29 TRGP 0.52% 2,709,896 $679M $250.72 $164M -83,024 -3.0%
30 ORCL 0.51% 4,559,105 $671M $147.11 -$271M -273,261 -5.7%
31 CVX 0.51% 3,203,190 $663M $207.00 $117M -376,907 -10.5%
32 NBCR 0.50% 22,069,952 $655M $29.67 $67M +3,424,120 +18.4%
33 CME 0.48% 2,132,546 $630M $295.41 $38M -36,589 -1.7%
34 LIN 0.47% 1,249,519 $620M $495.82 $77M -22,671 -1.8%
35 CAT 0.47% 865,879 $613M $707.85 $126M +15,654 +1.8%
36 MCD 0.46% 1,940,554 $603M $310.82 $45M +113,238 +6.2%
37 AON 0.46% 1,857,834 $600M $322.79 -$37M +53,531 +3.0%
38 SPGI 0.45% 1,389,747 $591M $425.27 -$95M +76,558 +5.8%
39 LNG 0.45% 2,052,277 $582M $283.79 $158M -132,651 -6.1%
40 WMT 0.44% 4,629,617 $575M $124.27 -$6M -589,392 -11.3%
41 ETN 0.41% 1,496,635 $535M $357.76 $68M +28,023 +1.9%
42 AZN 0.40% 2,635,014 $519M $196.84 +2,635,014 NEW
43 DHR 0.40% 2,734,501 $518M $189.55 -$121M -57,915 -2.1%
44 AMD 0.40% 2,541,282 $517M $203.43 $175M +943,735 +59.1%
45 EPD 0.40% 13,640,543 $516M $37.84 $58M -652,283 -4.6%
46 CSX 0.39% 12,258,054 $503M $41.02 $129M +1,947,282 +18.9%
47 BX 0.37% 4,177,376 $480M $114.99 -$106M +371,555 +9.8%
48 UBER 0.36% 6,622,329 $476M $71.93 -$24M +495,598 +8.1%
49 VOO 0.35% 764,533 $457M $597.55 $17M +62,929 +9.0%
50 CSCO 0.35% 5,881,247 $456M $77.61 -$25M -365,579 -5.8%
51 SCCO 0.34% 2,608,992 $449M $171.95 $28M -325,615 -11.1%
52 CNP 0.34% 10,353,514 $447M $43.17 $28M -576,136 -5.3%
53 BA 0.34% 2,245,993 $446M $198.80 -$34M +33,928 +1.5%
54 BSX 0.34% 7,072,894 $444M $62.75 $61M +3,062,633 +76.4%
55 TMO 0.33% 885,570 $435M $491.52 -$86M -14,246 -1.6%
56 UNP 0.33% 1,791,767 $435M $242.62 -$7M -115,953 -6.1%
57 TSM 0.32% 1,272,851 $424M $333.17 $34M -14,609 -1.1%
58 FE 0.31% 7,921,474 $401M $50.66 -$2M -1,091,077 -12.1%
59 DTM 0.30% 2,937,408 $396M $134.67 $63M +154,672 +5.6%
60 MRK 0.30% 3,280,851 $395M $120.28 $75M +240,953 +7.9%
61 MS 0.30% 2,383,354 $392M $164.63 -$12M +107,646 +4.7%
62 RTX 0.28% 1,901,690 $367M $192.90 $28M +53,118 +2.9%
63 WFC 0.28% 4,591,757 $365M $79.57 -$147M -898,929 -16.4%
64 BAC 0.28% 7,470,893 $364M $48.72 -$127M -1,454,312 -16.3%
65 CEG 0.27% 1,277,071 $357M $279.29 -$44M +144,176 +12.7%
66 MU 0.27% 1,044,971 $352M $336.61 $120M +233,786 +28.8%
67 AMAT 0.27% 1,020,554 $347M $339.80 $54M -115,987 -10.2%
68 URI 0.26% 471,295 $343M $728.23 $4M +52,261 +12.5%
69 PGR 0.26% 1,699,669 $337M $198.36 -$45M +20,813 +1.2%
70 REGN 0.25% 427,129 $330M $772.76 $4M +5,002 +1.2%
71 MKSI 0.25% 1,433,529 $329M $229.81 $96M -27,660 -1.9%
72 INTC 0.25% 7,412,671 $326M $44.05 $59M +157,577 +2.2%
73 MDT 0.25% 3,698,203 $320M $86.62 -$23M +123,155 +3.4%
74 LRCX 0.24% 1,463,046 $313M $213.66 $27M -207,354 -12.4%
75 UGI 0.24% 8,427,167 $307M $36.43 $33M +1,093,158 +14.9%
76 ET 0.23% 15,839,816 $306M $19.30 $43M -109,000 -0.7%
77 BLK 0.23% 315,260 $303M $961.71 -$40M -5,160 -1.6%
78 NVT 0.23% 2,538,697 $300M $118.28 $25M -163,541 -6.0%
79 AEM 0.23% 1,489,126 $300M $201.63 -$24M -424,472 -22.2%
80 GS 0.23% 354,334 $300M $846.87 -$27M -17,864 -4.8%
81 TXN 0.23% 1,539,126 $298M $193.87 $39M +43,561 +2.9%
82 MCO 0.23% 680,927 $297M $436.25 -$42M +17,454 +2.6%
83 ABT 0.23% 2,878,726 $296M $102.66 -$300M -1,876,422 -39.5%
84 VST 0.23% 1,960,441 $295M $150.31 -$41M -117,216 -5.6%
85 GEV 0.22% 333,194 $291M $872.84 $128M +83,973 +33.7%
86 BN 0.22% 7,149,678 $289M $40.41 -$30M +208,770 +3.0%
87 EQT 0.22% 4,516,346 $287M $63.64 $23M -416,603 -8.4%
88 FCX 0.22% 4,849,127 $284M $58.53 $19M -359,852 -6.9%
89 ACA 0.22% 2,673,845 $284M $106.08 $3M +38,626 +1.5%
90 PWR 0.22% 515,590 $283M $549.02 $55M -23,780 -4.4%
91 TER 0.22% 971,517 $283M $290.96 $239M +747,078 +332.9%
92 BIP 0.21% 7,704,277 $278M $36.13 $25M +400,929 +5.5%
93 WTM 0.21% 124,715 $274M $2,196.96 $5M -4,939 -3.8%
94 TDW 0.21% 3,271,371 $273M $83.55 $86M -437,555 -11.8%
95 PFE 0.21% 9,693,119 $272M $28.07 $89M +2,331,465 +31.7%
96 ESI 0.21% 7,967,429 $272M $34.14 $38M -1,406,979 -15.0%
97 ABBV 0.21% 1,234,836 $269M $217.49 -$2M +51,940 +4.4%
98 CRWD 0.20% 683,807 $267M $390.41 $35M +189,441 +38.3%
99 CNX 0.20% 6,909,377 $266M $38.57 $5M -206,274 -2.9%
100 PG 0.20% 1,836,867 $265M $144.49 -$54M -389,379 -17.5%

Options Breakdown

5 Calls $8M Call Value 6 Puts $10M Put Value 1.24 P/C Ratio

Top Calls

SymbolSharesValueStatus
XLE 3,900 $4M NEW
GDX 2,000 $4M
PTON 23,698 $71K
HD $0 SOLD
SG $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY 2,721 $6M NEW
MOO 5,100 $4M NEW
QQQ 500 $521K NEW
NOW $0 SOLD
COF $0 SOLD
NTNX $0 SOLD

New Positions

SymbolValue% Port
AZN $519M 0.40%
SUNB $47M 0.04%
AAOI $44M 0.03%
TERN $25M 0.02%
SIRO $22M 0.02%
HLMN $20M 0.02%
PIPR $18M 0.01%
JAN $16M 0.01%
BBIN $15M 0.01%
MDA $13M 0.01%
LTH $10M 0.01%
NBIE $10M 0.01%
FSLY $9M 0.01%
SIMO $8M 0.01%
MIRM $7M 0.01%

Sold Out Positions

SymbolValue% Port
ESTC —%
RH —%
TME —%
STLA —%
CBZ —%
RVLV —%
HIMS —%
GLOB —%
YELP —%
HLF —%
LEU —%
CARS —%
FSK —%
ARX —%
EGY —%
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