Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,810 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.9M | $4.1B | 3.6% | $115.65 | +184.26% | 19 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 17.3M | $3.4B | 3.0% | $99.86 | +91.40% | 19 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 14.4M | $1.9B | 1.7% | $109.63 | +16.66% | 19 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 12.7M | $1.9B | 1.7% | $91.67 | +46.88% | 19 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 4.2M | $1.4B | 1.3% | $254.79 | +32.23% | 19 qtrssince 2018-Q4 | Increased 60 |
JOHNSON & JOHNSON | 8.7M | $1.4B | 1.3% | $135.72 | +12.00% | 19 qtrssince 2018-Q4 | Increased 58 |
NEXTERA ENERGY INC | 18.2M | $1.4B | 1.2% | — | — | — | — |
NVIDIA CORP | 3.1M | $1.3B | 1.2% | $19.98 | +104.20% | 19 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL C | 9.4M | $1.1B | 1.0% | $95.67 | +24.51% | 19 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 9.3M | $1.1B | 1.0% | $94.76 | +24.75% | 19 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 7M | $1.1B | 0.9% | $122.70 | +13.57% | 19 qtrssince 2018-Q4 | Increased 53 |
T-MOBILE US INC | 7.5M | $1B | 0.9% | $84.89 | +55.73% | 19 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 3M | $888M | 0.8% | $196.83 | +41.13% | 19 qtrssince 2018-Q4 | Increased 47 |
ANALOG DEVICES INC | 4.3M | $836.4M | 0.7% | $102.56 | +80.96% | 19 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 2.4M | $822.8M | 0.7% | $194.49 | +73.82% | 13 qtrssince 2020-Q2 | Decreased 0 |
MERCK & CO. INC. | 6.7M | $768.7M | 0.7% | $76.50 | +37.30% | 19 qtrssince 2018-Q4 | Increased 45 |
PROGRESSIVE CORP | 5.7M | $750.1M | 0.7% | $85.63 | +41.02% | 19 qtrssince 2018-Q4 | Increased 48 |
ORACLE CORP | 6.2M | $740.5M | 0.7% | $60.94 | +87.22% | 19 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 4.6M | $727.4M | 0.7% | $105.76 | +31.12% | 19 qtrssince 2018-Q4 | Increased 45 |
VISA INC-CLASS A SHARES | 3M | $713.1M | 0.6% | $144.79 | +60.02% | 19 qtrssince 2018-Q4 | Increased 45 |
Neuberger Berman Group LLC manages $111.8B across 1810 positions as of Q2 2023. Top holdings: MSFT (3.6%), AAPL (3.0%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 118 new positions, 113 exits, 695 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $111.8B across 1810 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