Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,758 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.9M | $2.8B | 2.7% | $96.83 | +130.27% | 10 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 17.6M | $2.1B | 2.0% | $92.20 | +28.80% | 10 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 568,308 | $1.8B | 1.7% | $85.28 | +79.14% | 10 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 10.8M | $1.6B | 1.6% | $79.26 | +71.63% | 10 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL C | 591,624 | $1.2B | 1.2% | $53.67 | +90.06% | 10 qtrssince 2018-Q4 | Increased 53 |
T-MOBILE US INC | 8.4M | $1.1B | 1.0% | $72.98 | +65.01% | 10 qtrssince 2018-Q4 | Increased 57 |
HOME DEPOT INC | 3.1M | $954.3M | 0.9% | $159.62 | +70.13% | 10 qtrssince 2018-Q4 | Increased 49 |
AON PLC | 4M | $923.5M | 0.9% | $190.02 | +16.62% | 4 qtrssince 2020-Q2 | Increased 51 |
ALPHABET INC-CL A | 439,621 | $902.6M | 0.9% | $52.11 | +94.88% | 10 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 10.5M | $790.2M | 0.8% | — | — | — | — |
ANALOG DEVICES INC | 4.4M | $688.9M | 0.7% | $79.30 | +78.92% | 10 qtrssince 2018-Q4 | Increased 45 |
BERKSHIRE HATHAWAY INC-CL B | 2.6M | $663.2M | 0.6% | $209.68 | +23.13% | 10 qtrssince 2018-Q4 | Increased 51 |
VISA INC-CLASS A SHARES | 3.1M | $662.5M | 0.6% | $139.66 | +45.56% | 10 qtrssince 2018-Q4 | Increased 49 |
UNION PACIFIC CORP | 2.9M | $641.4M | 0.6% | $141.91 | +39.97% | 10 qtrssince 2018-Q4 | Increased 48 |
ASML HOLDING NV-NY REG SHS | 992,900 | $611.8M | 0.6% | $148.13 | +296.48% | 10 qtrssince 2018-Q4 | Decreased 0 |
AIR PRODUCTS & CHEMICALS INC | 2.2M | $608.6M | 0.6% | $162.28 | +52.07% | 10 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 3.6M | $594.9M | 0.6% | $105.69 | +36.29% | 10 qtrssince 2018-Q4 | Decreased 0 |
BLACKSTONE INC | 7.9M | $585.2M | 0.6% | $40.15 | +53.51% | 7 qtrssince 2019-Q3 | Decreased 0 |
WALT DISNEY CO/THE | 3.1M | $576.8M | 0.6% | $125.31 | +44.65% | 10 qtrssince 2018-Q4 | Increased 47 |
CSX CORP | 5.9M | $566.3M | 0.5% | $18.73 | +59.89% | 10 qtrssince 2018-Q4 | Decreased 0 |
Neuberger Berman Group LLC manages $104.7B across 1758 positions as of Q1 2021. Top holdings: MSFT (2.7%), AAPL (2.0%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 208 new positions, 121 exits, 728 increased. Top move: TMUS (INCREASED, conviction 57). Portfolio: $104.7B across 1758 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer