Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,863 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.9M | $4.5B | 3.9% | $123.68 | +199.58% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 17M | $3.3B | 2.8% | $100.26 | +89.71% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 15.4M | $2.3B | 2.0% | $111.12 | +36.74% | 21 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 10.4M | $1.8B | 1.5% | $91.67 | +76.68% | 21 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 3M | $1.5B | 1.3% | $21.80 | +127.05% | 21 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 9.5M | $1.3B | 1.2% | $96.38 | +45.13% | 21 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 9.3M | $1.3B | 1.1% | $95.05 | +45.87% | 21 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.3M | $1.2B | 1.0% | $254.79 | +39.98% | 21 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 6.6M | $1.1B | 0.9% | $84.89 | +83.26% | 21 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 6.6M | $1B | 0.9% | $135.72 | +8.62% | 21 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 6.6M | $969.1M | 0.8% | $122.70 | +11.06% | 21 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $850.2M | 0.7% | $360.82 | +40.21% | 21 qtrssince 2018-Q4 | Increased 59 |
NEXTERA ENERGY INC | 14M | $849.1M | 0.7% | — | — | — | — |
ELI LILLY & CO | 1.4M | $843.5M | 0.7% | $195.55 | +192.55% | 21 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 5.2M | $835.6M | 0.7% | $85.63 | +70.32% | 21 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.3M | $785.9M | 0.7% | $168.86 | +95.46% | 21 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3M | $785.8M | 0.7% | $146.31 | +74.31% | 21 qtrssince 2018-Q4 | Decreased 0 |
MONDELEZ INTERNATIONAL INC-A | 10.5M | $761.3M | 0.7% | $49.89 | +37.03% | 21 qtrssince 2018-Q4 | Decreased 0 |
CME GROUP INC | 3.4M | $723.9M | 0.6% | $158.80 | +24.35% | 21 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 1.1M | $708.2M | 0.6% | $257.56 | +152.36% | 21 qtrssince 2018-Q4 | Decreased 0 |
Neuberger Berman Group LLC manages $114.7B across 1863 positions as of Q4 2023. Top holdings: MSFT (3.9%), AAPL (2.8%), AMZN (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 146 new positions, 89 exits, 709 increased. Top move: UNH (INCREASED, conviction 59). Portfolio: $114.7B across 1863 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