Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,829 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.8M | $5B | 4.1% | $123.68 | +235.80% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 15.9M | $2.9B | 2.4% | $113.39 | +59.08% | 22 qtrssince 2018-Q4 | Increased 57 |
APPLE INC | 16.4M | $2.8B | 2.3% | $100.26 | +69.19% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 2.8M | $2.5B | 2.1% | $21.80 | +314.33% | 22 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 10.2M | $2B | 1.7% | $91.67 | +109.33% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 9.4M | $1.4B | 1.2% | $96.38 | +56.80% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 9.4M | $1.4B | 1.2% | $95.48 | +56.89% | 22 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 3M | $1.3B | 1.1% | $254.79 | +65.04% | 22 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.4M | $1.1B | 0.9% | $195.55 | +291.13% | 22 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 6.2M | $1B | 0.8% | $84.89 | +87.31% | 22 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 5.9M | $953.8M | 0.8% | $122.70 | +23.74% | 22 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 6M | $949.6M | 0.8% | $135.72 | +10.45% | 22 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 14.2M | $907.3M | 0.7% | — | — | — | — |
S&P GLOBAL INC | 2.1M | $881M | 0.7% | $390.55 | +7.53% | 22 qtrssince 2018-Q4 | Increased 60 |
PROGRESSIVE CORP | 4.2M | $859.7M | 0.7% | $85.63 | +122.27% | 22 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.8M | $858M | 0.7% | $215.37 | +124.13% | 22 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.1M | $853.5M | 0.7% | $147.97 | +85.09% | 22 qtrssince 2018-Q4 | Increased 45 |
HOME DEPOT INC | 2.2M | $845.2M | 0.7% | $168.86 | +117.65% | 22 qtrssince 2018-Q4 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 861,086 | $835.7M | 0.7% | $219.06 | +334.00% | 22 qtrssince 2018-Q4 | Increased 45 |
MASTERCARD INC - A | 1.6M | $760.4M | 0.6% | $270.92 | +75.74% | 22 qtrssince 2018-Q4 | Increased 45 |
Neuberger Berman Group LLC manages $121B across 1829 positions as of Q1 2024. Top holdings: MSFT (4.1%), AMZN (2.4%), AAPL (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 95 new positions, 134 exits, 786 increased. Top move: SPGI (INCREASED, conviction 60). Portfolio: $121.0B across 1829 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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