Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,808 positions
 Microsoft Corporation | 11.7M | $3.4B | 3.1% | $111.68 | +151.17% | 18 qtrssince 2018-Q4 | Decreased 0 |
 Apple Inc. | 17.5M | $2.9B | 2.7% | $52.59 | +208.52% | 18 qtrssince 2018-Q4 | Decreased 0 |
 JPMorgan Chase & Co. | 12.9M | $1.7B | 1.6% | $90.76 | +31.80% | 18 qtrssince 2018-Q4 | Decreased 0 |
 Amazon.com, Inc. | 13.8M | $1.4B | 1.3% | $98.01 | +5.38% | 18 qtrssince 2018-Q4 | Decreased 0 |
 NextEra Energy, Inc. | 18.4M | $1.4B | 1.3% | $54.10 | +28.62% | 18 qtrssince 2018-Q4 | Increased 55 |
 Johnson & Johnson | 7.5M | $1.2B | 1.1% | $131.88 | +6.35% | 18 qtrssince 2018-Q4 | Increased 63 |
 T-Mobile US, Inc. | 7.5M | $1.1B | 1.0% | $83.74 | +64.46% | 18 qtrssince 2018-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 3.5M | $1.1B | 1.0% | $238.58 | +29.42% | 18 qtrssince 2018-Q4 | Increased 50 |
 Alphabet Inc. | 9.7M | $1B | 0.9% | $67.08 | +53.59% | 18 qtrssince 2018-Q4 | Decreased 0 |
 Alphabet Inc. | 9.4M | $976.7M | 0.9% | $57.64 | +78.26% | 18 qtrssince 2018-Q4 | Decreased 0 |
 Analog Devices, Inc. | 4.4M | $870.3M | 0.8% | $102.24 | +82.33% | 18 qtrssince 2018-Q4 | Increased 51 |
 The Procter & Gamble Company | 5.8M | $860.3M | 0.8% | $118.56 | +13.70% | 18 qtrssince 2018-Q4 | Increased 51 |
 NVIDIA Corporation | 3.1M | $852.8M | 0.8% | $14.69 | +88.47% | 18 qtrssince 2018-Q4 | Increased 48 |
 Aon plc | 2.5M | $802M | 0.7% | $193.55 | +58.46% | 12 qtrssince 2020-Q2 | Decreased 0 |
 McDonald's Corporation | 2.9M | $797.6M | 0.7% | $190.95 | +34.76% | 18 qtrssince 2018-Q4 | Increased 60 |
 ExxonMobil Holdings Corporation | 7.1M | $775M | 0.7% | $55.76 | +75.25% | 18 qtrssince 2018-Q4 | Decreased 0 |
 The Progressive Corporation | 5.3M | $755.4M | 0.7% | $82.52 | +58.17% | 18 qtrssince 2018-Q4 | Increased 58 |
 Chevron Corporation | 4.5M | $741.4M | 0.7% | $104.28 | +35.38% | 18 qtrssince 2018-Q4 | Increased 49 |
 RTX Corporation | 7.3M | $710.9M | 0.7% | $67.32 | +35.25% | 12 qtrssince 2020-Q2 | Decreased 0 |
 Merck & Company, Inc. | 6.6M | $706.7M | 0.7% | $74.56 | +28.47% | 18 qtrssince 2018-Q4 | Increased 51 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2021-Q4 | $127,459,679,000 | 11.4288777083% |
| 2022-Q1 | $118,027,464,000 | -7.4001559348% |
| 2022-Q2 | $99,503,968,000 | -15.6942252017% |
| 2022-Q3 | $95,775,635,000 | -3.74691891684% |
| 2022-Q4 | $102,006,243,060 | 6.50542077847% |
| 2023-Q1 | $107,832,450,612 | 5.71161860022% |
Neuberger Berman Group LLC manages $107.8B across 1808 positions as of Q1 2023. Top holdings: MSFT (3.1%), AAPL (2.7%), JPM (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 121 new positions, 100 exits, 779 increased. Top move: JNJ (INCREASED, conviction 63). Portfolio: $107.8B across 1808 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR