Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings1,753 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 12M | $3.2B | 2.8% | $98.25 | +166.28% | 11 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 18.2M | $2.5B | 2.2% | $93.61 | +42.49% | 11 qtrssince 2018-Q4 | Increased 57 |
AMAZON.COM INC | 587,391 | $2B | 1.8% | $88.11 | +95.69% | 11 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 11.4M | $1.8B | 1.5% | $82.38 | +65.75% | 11 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL C | 575,657 | $1.4B | 1.3% | $53.67 | +133.04% | 11 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 8.3M | $1.2B | 1.1% | $72.98 | +91.95% | 11 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 450,541 | $1.1B | 0.9% | $53.79 | +125.61% | 11 qtrssince 2018-Q4 | Increased 46 |
AON PLC | 3.8M | $914.7M | 0.8% | $190.02 | +21.26% | 5 qtrssince 2020-Q2 | Decreased 0 |
HOME DEPOT INC | 2.9M | $910.3M | 0.8% | $159.62 | +78.55% | 11 qtrssince 2018-Q4 | Decreased 0 |
ANALOG DEVICES INC | 5.1M | $870.7M | 0.8% | $88.97 | +77.78% | 11 qtrssince 2018-Q4 | Increased 51 |
NEXTERA ENERGY INC | 10.6M | $771.9M | 0.7% | — | — | — | — |
JOHNSON & JOHNSON | 4.6M | $760.4M | 0.7% | $114.10 | +26.29% | 11 qtrssince 2018-Q4 | Increased 56 |
VISA INC-CLASS A SHARES | 3.2M | $740.4M | 0.6% | $140.80 | +59.68% | 11 qtrssince 2018-Q4 | Increased 45 |
BLACKSTONE INC | 7.2M | $700M | 0.6% | $40.15 | +101.93% | 8 qtrssince 2019-Q3 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 1M | $690.9M | 0.6% | $153.03 | +330.72% | 11 qtrssince 2018-Q4 | Increased 45 |
UNION PACIFIC CORP | 2.9M | $641.3M | 0.6% | $142.37 | +38.61% | 11 qtrssince 2018-Q4 | Increased 45 |
BERKSHIRE HATHAWAY INC-CL B | 2.3M | $637.1M | 0.6% | $209.68 | +31.73% | 11 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 2.8M | $635.6M | 0.6% | $161.58 | +28.68% | 11 qtrssince 2018-Q4 | Increased 50 |
POOL CORP | 1.4M | $626.2M | 0.5% | $134.71 | +215.97% | 11 qtrssince 2018-Q4 | Decreased 0 |
ZEBRA TECHNOLOGIES CORP-CL A | 1.1M | $595.2M | 0.5% | $197.56 | +171.34% | 11 qtrssince 2018-Q4 | Increased 48 |
Neuberger Berman Group LLC manages $114.6B across 1753 positions as of Q2 2021. Top holdings: MSFT (2.8%), AAPL (2.2%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 132 new positions, 130 exits, 719 increased. Top move: AAPL (INCREASED, conviction 57). Portfolio: $114.6B across 1753 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer