Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,787 positions
 MICROSOFT CORP | 11.9M | $2.9B | 2.8% | $111.68 | +108.41% | 17 qtrssince 2018-Q4 | Increased 55 |
 APPLE INC | 18.1M | $2.4B | 2.3% | $52.59 | +142.72% | 17 qtrssince 2018-Q4 | Decreased 0 |
 JPMORGAN CHASE & CO | 13.2M | $1.8B | 1.7% | $90.76 | +34.64% | 17 qtrssince 2018-Q4 | Increased 54 |
 NEXTERA ENERGY INC | 16.8M | $1.4B | 1.4% | $52.62 | +42.49% | 17 qtrssince 2018-Q4 | Increased 51 |
 AMAZON COM INC | 14.3M | $1.2B | 1.2% | $98.01 | -14.30% | 17 qtrssince 2018-Q4 | Increased 51 |
 T-MOBILE US INC | 7.9M | $1.1B | 1.1% | $83.74 | +58.96% | 17 qtrssince 2018-Q4 | Decreased 0 |
 BERKSHIRE HATHAWAY INC DEL | 3.5M | $1.1B | 1.1% | $238.06 | +29.76% | 17 qtrssince 2018-Q4 | Increased 56 |
 JOHNSON & JOHNSON | 5.9M | $1B | 1.0% | $129.56 | +22.49% | 17 qtrssince 2018-Q4 | Increased 56 |
 ALPHABET INC | 10.9M | $965.7M | 0.9% | $67.08 | +31.04% | 17 qtrssince 2018-Q4 | Decreased 0 |
 ALPHABET INC | 9.7M | $851.5M | 0.8% | $57.64 | +51.63% | 17 qtrssince 2018-Q4 | Decreased 0 |
 EXXON MOBIL CORP | 7.6M | $834.8M | 0.8% | $55.76 | +74.93% | 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 | 5.1M | $773M | 0.8% | $116.37 | +17.33% | 17 qtrssince 2018-Q4 | Increased 53 |
 RTX CORPORATION | 7.5M | $756.5M | 0.7% | $67.32 | +38.61% | 11 qtrssince 2020-Q2 | Decreased 0 |
 CHEVRON CORPORATION | 4.2M | $747.3M | 0.7% | $100.91 | +52.56% | 17 qtrssince 2018-Q4 | Increased 53 |
 HOME DEPOT INC | 2.4M | $746.7M | 0.7% | $160.22 | +78.79% | 17 qtrssince 2018-Q4 | Decreased 0 |
 ANALOG DEVICES INC | 3.9M | $642M | 0.6% | $91.36 | +68.93% | 17 qtrssince 2018-Q4 | Decreased 0 |
 MERCK & CO INC | 5.7M | $637.9M | 0.6% | $71.26 | +39.22% | 17 qtrssince 2018-Q4 | Decreased 0 |
 PFIZER INC | 12.3M | $632.4M | 0.6% | — | — | 17 qtrssince 2018-Q4 | Decreased 0 |
 DANAHER CORP DEL | 2.4M | $628.8M | 0.6% | $154.75 | +48.88% | 17 qtrssince 2018-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2021-Q3 | $114,386,577,000 | -0.16236342579% |
| 2021-Q4 | $127,459,679,000 | 11.4288777083% |
| 2022-Q1 | $118,027,464,000 | -7.4001559348% |
| 2022-Q2 | $99,503,968,000 | -15.6942252017% |
| 2022-Q3 | $95,775,635,000 | -3.74691891684% |
| 2022-Q4 | $102,006,243,060 | 6.50542077847% |
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 Score: 3.5/5.0.
Active quarter - 109 new positions, 157 exits, 640 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
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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
Verify source filings on SEC EDGAR