Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,972 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.5M | $4.3B | 3.6% | $126.98 | +196.72% | 26 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 16.7M | $3.7B | 3.1% | $105.70 | +108.87% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 16.6M | $3.2B | 2.7% | $117.07 | +64.61% | 26 qtrssince 2018-Q4 | Increased 55 |
NVIDIA CORP | 26.1M | $2.8B | 2.4% | $113.21 | -3.15% | 26 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 8.8M | $2.2B | 1.8% | $91.67 | +159.60% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 10.2M | $1.6B | 1.3% | $101.88 | +51.07% | 26 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL C | 9M | $1.4B | 1.2% | $96.65 | +61.03% | 26 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 2.5M | $1.3B | 1.1% | $257.06 | +104.74% | 26 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 4.9M | $1.3B | 1.1% | $84.89 | +208.32% | 26 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.5M | $1.3B | 1.1% | $253.57 | +222.30% | 26 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS INC-CLASS A | 2M | $1.2B | 1.0% | $266.03 | +116.31% | 26 qtrssince 2018-Q4 | Increased 47 |
HOME DEPOT INC | 3.2M | $1.2B | 1.0% | $228.66 | +53.79% | 26 qtrssince 2018-Q4 | Increased 48 |
VISA INC-CLASS A SHARES | 2.8M | $989.2M | 0.8% | $151.43 | +128.81% | 26 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 13.3M | $942M | 0.8% | — | — | — | — |
COSTCO WHOLESALE CORP | 939,014 | $887.6M | 0.7% | $266.97 | +251.27% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 1.6M | $873.6M | 0.7% | $397.73 | +38.98% | 26 qtrssince 2018-Q4 | Increased 45 |
EXXON MOBIL CORP | 7.2M | $853.5M | 0.7% | $72.35 | +57.33% | 26 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 2.1M | $852.5M | 0.7% | $217.51 | +82.23% | 20 qtrssince 2020-Q2 | Increased 45 |
MASTERCARD INC - A | 1.5M | $834.8M | 0.7% | $272.44 | +97.29% | 26 qtrssince 2018-Q4 | Decreased 0 |
S&P GLOBAL INC | 1.6M | $816M | 0.7% | $390.55 | +27.95% | 26 qtrssince 2018-Q4 | Decreased 0 |
Neuberger Berman Group LLC manages $119.4B across 1972 positions as of Q1 2025. Top holdings: MSFT (3.6%), AAPL (3.1%), AMZN (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 160 new positions, 118 exits, 905 increased. Top move: GOOGL (INCREASED, conviction 56). Portfolio: $119.4B across 1972 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