Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,864 positions
Microsoft Corporation | 11.9M | $4.5B | 3.9% | $123.69 | +197.67% | 21 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 17M | $3.3B | 2.8% | $53.27 | +257.05% | 21 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 15.4M | $2.3B | 2.0% | $101.52 | +49.66% | 21 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 10.4M | $1.8B | 1.5% | $90.76 | +75.87% | 21 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corporation | 3M | $1.5B | 1.3% | $17.50 | +182.20% | 21 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 9.5M | $1.3B | 1.2% | $68.37 | +104.20% | 21 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 9.3M | $1.3B | 1.1% | $58.23 | +137.61% | 21 qtrssince 2018-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 3.3M | $1.2B | 1.0% | $255.84 | +39.40% | 21 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 6.6M | $1.1B | 0.9% | $83.74 | +82.84% | 21 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 6.6M | $1B | 0.9% | $134.35 | +7.99% | 21 qtrssince 2018-Q4 | Decreased 0 |
Procter & Gamble Company | 6.6M | $969.1M | 0.8% | $121.89 | +11.06% | 21 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Incorporated | 1.6M | $850.2M | 0.7% | $354.08 | +40.11% | 21 qtrssince 2018-Q4 | Increased 59 |
NextEra Energy, Inc. | 14M | $849.1M | 0.7% | $54.10 | +3.54% | 21 qtrssince 2018-Q4 | Decreased 0 |
Eli Lilly and Company | 1.4M | $843.5M | 0.7% | $195.55 | +192.55% | 21 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 5.2M | $835.6M | 0.7% | $85.15 | +71.03% | 21 qtrssince 2018-Q4 | Decreased 0 |
Home Depot, Inc. | 2.3M | $785.9M | 0.7% | $165.96 | +94.64% | 21 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc. | 3M | $785.8M | 0.7% | $146.31 | +74.31% | 21 qtrssince 2018-Q4 | Decreased 0 |
Mondelez International, Inc. | 10.5M | $761.3M | 0.7% | $48.65 | +36.93% | 21 qtrssince 2018-Q4 | Decreased 0 |
CME Group Inc. | 3.4M | $723.9M | 0.6% | $154.24 | +23.81% | 21 qtrssince 2018-Q4 | Decreased 0 |
Costco Wholesale Corporation | 1.1M | $708.2M | 0.6% | $257.56 | +152.36% | 21 qtrssince 2018-Q4 | Decreased 0 |
Neuberger Berman Group LLC manages $114.7B across 1864 positions as of Q4 2023. Top holdings: MSFT (3.9%), AAPL (2.8%), AMZN (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 147 new positions, 92 exits, 710 increased. Top move: UNH (INCREASED, conviction 59). Portfolio: $114.7B across 1864 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
Verify source filings on SEC EDGAR