Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,787 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.9M | $2.9B | 2.8% | $111.65 | +109.79% | 17 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 18.1M | $2.4B | 2.3% | $99.86 | +27.83% | 17 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 13.2M | $1.8B | 1.7% | $91.67 | +35.26% | 17 qtrssince 2018-Q4 | Increased 54 |
NEXTERA ENERGY INC | 16.8M | $1.4B | 1.4% | — | — | — | — |
AMAZON.COM INC | 14.3M | $1.2B | 1.2% | $108.97 | -22.91% | 17 qtrssince 2018-Q4 | Increased 51 |
T-MOBILE US INC | 7.9M | $1.1B | 1.1% | $84.89 | +59.32% | 17 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.5M | $1.1B | 1.1% | $237.65 | +29.98% | 17 qtrssince 2018-Q4 | Increased 56 |
JOHNSON & JOHNSON | 5.9M | $1B | 1.0% | $131.14 | +22.96% | 17 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL C | 10.9M | $965.7M | 0.9% | $95.67 | -7.94% | 17 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 9.7M | $851.5M | 0.8% | $94.76 | -7.58% | 17 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 7.6M | $834.8M | 0.8% | $56.86 | +73.80% | 17 qtrssince 2018-Q4 | Increased 47 |
AON PLC | 2.7M | $797.4M | 0.8% | $194.49 | +50.58% | 11 qtrssince 2020-Q2 | Increased 46 |
PROCTER & GAMBLE CO/THE | 5.1M | $773M | 0.8% | $117.14 | +17.33% | 17 qtrssince 2018-Q4 | Increased 53 |
RAYTHEON TECHNOLOGIES CORP | 7.5M | $756.5M | 0.7% | $67.32 | +38.61% | 11 qtrssince 2020-Q2 | Decreased 0 |
CHEVRON CORP | 4.2M | $747.3M | 0.7% | $101.79 | +52.56% | 17 qtrssince 2018-Q4 | Increased 53 |
HOME DEPOT INC | 2.4M | $746.7M | 0.7% | $162.96 | +79.59% | 17 qtrssince 2018-Q4 | Decreased 0 |
ANALOG DEVICES INC | 3.9M | $642M | 0.6% | $91.64 | +68.93% | 17 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 5.7M | $637.9M | 0.6% | $73.16 | +38.42% | 17 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 12.3M | $632.4M | 0.6% | $32.35 | +26.61% | 17 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 2.4M | $628.8M | 0.6% | $156.37 | +48.22% | 17 qtrssince 2018-Q4 | Decreased 0 |
Neuberger Berman Group LLC manages $102B across 1787 positions as of Q4 2022. Top holdings: MSFT (2.8%), AAPL (2.3%), JPM (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 108 new positions, 156 exits, 637 increased. Top move: BRK/B (INCREASED, conviction 56). Portfolio: $102.0B across 1787 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