Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,926 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.8M | $5B | 3.9% | $126.98 | +232.11% | 25 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 17M | $4.3B | 3.4% | $105.70 | +135.21% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 27M | $3.6B | 2.9% | $113.21 | +21.41% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 16.5M | $3.6B | 2.9% | $116.45 | +90.03% | 25 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 9.1M | $2.2B | 1.7% | $91.67 | +154.52% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 9.3M | $1.8B | 1.4% | $96.65 | +98.60% | 25 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 9.1M | $1.7B | 1.4% | $95.48 | +99.51% | 25 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 5.5M | $1.2B | 1.0% | $84.89 | +155.94% | 25 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 3M | $1.2B | 0.9% | $221.69 | +71.39% | 25 qtrssince 2018-Q4 | Increased 46 |
META PLATFORMS INC-CLASS A | 1.9M | $1.1B | 0.9% | $250.42 | +135.35% | 25 qtrssince 2018-Q4 | Increased 46 |
BERKSHIRE HATHAWAY INC-CL B | 2.5M | $1.1B | 0.9% | $257.06 | +75.89% | 25 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.5M | $1.1B | 0.9% | $230.02 | +231.54% | 25 qtrssince 2018-Q4 | Increased 45 |
NEXTERA ENERGY INC | 15M | $1.1B | 0.9% | — | — | — | — |
VISA INC-CLASS A SHARES | 2.9M | $920.4M | 0.7% | $151.43 | +105.99% | 25 qtrssince 2018-Q4 | Increased 45 |
BROADCOM INC | 4M | $920.1M | 0.7% | $177.11 | +31.82% | 25 qtrssince 2018-Q4 | Increased 54 |
ISHARES CORE S&P 500 ETF | 1.5M | $907.7M | 0.7% | $396.44 | +47.18% | 25 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 977,971 | $896.1M | 0.7% | $266.97 | +239.93% | 25 qtrssince 2018-Q4 | Decreased 0 |
S&P GLOBAL INC | 1.7M | $837.6M | 0.7% | $390.55 | +26.58% | 25 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 7.6M | $811.9M | 0.6% | $72.35 | +40.08% | 25 qtrssince 2018-Q4 | Increased 49 |
MASTERCARD INC - A | 1.5M | $806.4M | 0.6% | $272.44 | +91.51% | 25 qtrssince 2018-Q4 | Decreased 0 |
Neuberger Berman Group LLC manages $126B across 1926 positions as of Q4 2024. Top holdings: MSFT (3.9%), AAPL (3.4%), NVDA (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 111 new positions, 111 exits, 833 increased. Top move: AVGO (INCREASED, conviction 54). Portfolio: $126.0B across 1926 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
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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