NEUBERGER BERMAN GROUP LLC

CIK

1465109

Location

NEW YORK, NY

Portfolio Value

Mega $123,083,137,942

Diversification

Diversified

Filing Date

Global Rank

#67 / 8,605 ▼ 3 · as of Mar 2026

Top Industry

Semiconductors 8.7%

3Y Alpha vs SPY

-5.5%

Period ended 3 months ago

Filed May 14, 2026 · 56d

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.2%

SPY

+76.5%

Annualised alpha

-5.6%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,913 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.1%

−0.4 pts

Top 5

16.0%

−1.4 pts

Top 10

22.5%

−2.1 pts

HHI

Diversified−11

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.3%	$32,322,618,086	290
Financial Services	13.9%	$17,099,580,884	310
Industrials	13.1%	$16,159,520,699	270
Healthcare	9.8%	$12,040,662,266	243
Consumer Cyclical	9.4%	$11,602,525,259	216
Energy	8.1%	$9,950,170,159	112
Communication Services	6.5%	$7,999,602,165	69
Utilities	4.5%	$5,571,327,676	71
Basic Materials	3.4%	$4,204,041,786	106
Consumer Defensive	2.8%	$3,488,604,382	85
Real Estate	1.7%	$2,138,876,567	124
Unclassified	0.4%	$505,608,013	17

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NEOG	Neogen Corp	+6,554,069	7,751,718	$72,013,459
CCC	CCC Intelligent Solutions Holdings Inc.	+5,034,986	17,293,272	$103,759,632
KVUE	Kenvue Inc.	+3,924,711	4,097,439	$70,639,847
AQN	Algonquin Power & Utilities Corp.	+3,194,864	7,734,900	$47,492,285
BSX	Boston Scientific Corp	+3,062,633	7,072,894	$443,824,098
PRGO	PERRIGO Co plc	+2,924,771	10,460,080	$112,341,259
CMCSA	Comcast Corp	+2,895,840	3,811,429	$109,426,126
MICC	Magnum Ice Cream Co N.V.	+2,540,985	2,664,018	$39,827,068
CHWY	Chewy, Inc.	+2,402,101	3,922,216	$105,899,832
PFE	Pfizer Inc	+2,331,465	9,693,119	$272,182,780
NVDA	Nvidia Corp	+2,284,520	29,167,377	$5,086,790,548
RYAN	Ryan Specialty Holdings, Inc.	+2,241,285	3,105,544	$104,781,054
NFLX	Netflix Inc	+2,210,548	7,445,068	$715,843,287
JHG	Janus Henderson Group Ltc.	+2,196,926	2,227,778	$114,440,955
EW	Edwards Lifesciences Corp	+2,021,413	2,350,179	$188,202,334
FITB	Fifth Third Bancorp	+1,995,140	3,560,914	$165,440,064
CSX	Csx Corp	+1,947,282	12,258,054	$503,193,115
TFC	Truist Financial Corp	+1,698,301	3,880,226	$178,373,988
SLB	Slb Limited/Nv	+1,612,428	4,120,408	$211,747,766
GTLB	Gitlab Inc.	+1,573,110	1,648,065	$35,664,126
VYX	NCR Voyix Corp	+1,555,977	3,325,228	$21,048,692
FUL	Fuller H B Co	+1,393,746	1,400,603	$86,389,192
SG	Sweetgreen, Inc.	+1,388,248	5,854,091	$30,382,731
ATMU	Atmus Filtration Technologies Inc.	+1,168,811	1,174,210	$66,659,901
PR	Permian Resources Corp	+1,154,979	1,180,331	$25,164,656
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	−5,418,955	7,033,087	$193,128,568
KD	Kyndryl Holdings, Inc.	−5,075,424	10,390,679	$136,325,708
TSCO	Tractor Supply Co /De/	−2,289,206	247,998	$11,234,308
SEE	SEALED AIR CORP/DE	−2,090,784	546,429	$22,977,339
LVS	Las Vegas Sands Corp	−1,962,546	223,418	$12,037,761
ABT	Abbott Laboratories	−1,876,422	2,878,726	$295,558,797
HPE	Hewlett Packard Enterprise Co	−1,828,315	493,340	$11,746,424
ROL	Rollins Inc	−1,644,785	118,524	$6,330,366
MDLZ	Mondelez International, Inc.	−1,495,285	1,752,504	$101,014,330
UCB	United Community Banks Inc	−1,472,028	3,490,768	$109,924,284
BAC	Bank Of America Corp /De/	−1,454,312	7,470,893	$364,206,033
ESI	Element Solutions Inc	−1,406,979	7,967,429	$272,008,025
GPK	Graphic Packaging Holding Co	−1,336,284	798,457	$7,936,662
FE	Firstenergy Corp	−1,091,077	7,921,474	$401,301,872
TTEK	Tetra Tech Inc	−1,081,564	7,269,657	$218,962,068
IREN	IREN Ltd	−1,072,941	891,981	$30,577,107
DIS	Walt Disney Co	−1,053,174	2,676,865	$257,996,247
PM	Philip Morris International Inc.	−1,044,262	1,394,292	$230,532,238
SOUN	Soundhound Ai, Inc.	−1,035,160	51,610	$354,560
BW	Babcock & Wilcox Enterprises, Inc.	−1,010,131	5,053,037	$74,229,112
TXNM	Txnm Energy Inc	−983,465	49,284	$2,881,142
GLW	Corning Inc /Ny	−983,197	932,196	$126,750,689
KIM	Kimco Realty Corp	−910,383	608,553	$13,674,185
SRE	Sempra	−906,917	1,551,868	$150,795,012
WFC	Wells Fargo & Company/Mn	−898,929	4,591,757	$365,549,773
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	2,635,014	$519,677,460
VG	Venture Global, Inc.	3,865,086	$60,913,755
SUNB	Sunbelt Rentals Holdings, Inc.	738,175	$48,047,810
AAOI	Applied Optoelectronics, Inc.	517,341	$43,761,874
JBS	Jbs N.V.	1,576,151	$28,307,671
TERN	Terns Pharmaceuticals, Inc.	480,740	$25,344,612
XRAY	DENTSPLY SIRONA Inc.	1,900,712	$22,048,258
HLMN	Hillman Solutions Corp.	2,422,057	$20,151,513
JAN	Janus Living, Inc.	671,809	$15,834,538
MDA	MDA Space Ltd.	502,610	$12,726,085
LTH	Life Time Group Holdings, Inc.	373,542	$10,063,221
FSLY	Fastly, Inc.	326,745	$9,495,209
SIMO	Silicon Motion Technology CORP	71,957	$8,080,051
MIRM	Mirum Pharmaceuticals, Inc.	80,549	$7,441,116
BTSG	BrightSpring Health Services, Inc.	168,689	$7,187,837
SYNA	SYNAPTICS Inc	100,428	$7,033,976
RUSHA	Rush Enterprises Inc \Tx\	106,064	$7,011,890
NUVL	Nuvalent, Inc.	64,599	$6,618,166
TX	Ternium S.A.	140,244	$5,630,796
VICR	Vicor Corp	30,509	$4,911,949
ERO	Ero Copper Corp.	163,920	$4,371,746
VSNT	Versant Media Group, Inc.	116,702	$4,320,307
QFIN	Qfin Holdings, Inc.	212,942	$2,749,081
ATHM	Autohome Inc.	156,857	$2,724,606
DFTX	Definium Therapeutics, Inc.	133,369	$2,520,673
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	807,545	$82,014,270
FLUT	Flutter Entertainment plc	372,234	$80,045,199
NBIS	Nebius Group N.V.	879,672	$73,632,943
VERX	Vertex, Inc.	2,820,247	$56,320,332
OS	OneStream, Inc.	1,281,694	$23,557,535
CALX	Calix, Inc	253,237	$13,403,834
CWAN	Clearwater Analytics Holdings, Inc.	352,799	$8,509,511
PSN	Parsons Corp	134,063	$8,285,092
RAL	Ralliant Corp	156,188	$7,951,530
NTSK	Netskope Inc	430,734	$7,555,074
APGE	Apogee Therapeutics, Inc.	99,648	$7,521,431
PIPR	Piper Sandler Companies	76,111	$6,463,916
WLDN	Willdan Group, Inc.	62,031	$6,430,133
HIMS	Hims & Hers Health, Inc.	145,614	$4,728,085
LEU	Centrus Energy Corp	18,496	$4,490,088
RBRK	Rubrik, Inc.	47,207	$3,610,391
TME	Tencent Music Entertainment Group	188,061	$3,296,709
DYN	Dyne Therapeutics, Inc.	165,482	$3,236,827
IOT	Samsara Inc.	87,289	$3,094,395
ARX	Accelerant Holdings	160,047	$2,616,768
FSK	FS KKR Capital Corp	141,731	$2,099,036
GRTUF	Granite Real Estate Investment Trust	30,441	$1,801,802
CPNG	Coupang, Inc.	34,166	$805,975
TGNA	TEGNA INC	37,953	$736,666
ROOT	Root, Inc.	9,917	$716,304
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,913 positions · $123,083,137,942 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,913 positions by value · page 1 of 39

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	29,167,377	+2,284,520	$5,086,790,548	+1.5%	4.13%
MSFT	Microsoft Corp Technology	Reduced	11,385,383	-367,606	$4,214,527,224	−25.9%	3.42%
AAPL	Apple Inc. Technology	Reduced	15,901,898	-313,762	$4,035,742,692	−8.5%	3.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,510,023	+1,063,513	$3,646,812,489	−3.9%	2.96%
GOOGL	Alphabet Inc. Communication Services	Added	9,535,136	+60,322	$2,741,923,708	−7.5%	2.23%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,886,541	-327,973	$2,319,904,899	−12.4%	1.88%
LLY	ELI LILLY & Co Healthcare	Reduced	1,732,649	-44,142	$1,593,638,569	−16.5%	1.29%
META	Meta Platforms, Inc. Communication Services	Added	2,469,497	+47,731	$1,412,873,317	−11.6%	1.15%
AVGO	Broadcom Inc. Technology	Reduced	4,204,389	-29,473	$1,301,300,438	−11.2%	1.06%
NEE	Nextera Energy Inc Utilities	Added	13,813,261	+12,091	$1,282,975,680	+15.8%	1.04%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,883,681	+7,793	$1,277,303,843	−4.2%	1.04%
XOM	Exxon Mobil Corp Energy	Reduced	6,265,593	-599,898	$1,063,020,507	+28.7%	0.86%
ASML	Asml Holding NV Technology	Reduced	724,980	-19,081	$957,575,332	+20.3%	0.78%
V	Visa Inc. Financial Services	Added	3,098,891	+69,845	$936,608,815	−11.8%	0.76%
JNJ	Johnson & Johnson Healthcare	Added	3,642,540	+7,649	$890,382,477	+18.4%	0.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	892,222	+56,644	$889,036,767	+23.4%	0.72%
WMB	Williams Companies, Inc. Energy	Reduced	11,511,441	-285,429	$837,802,675	+18.1%	0.68%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	3,936,458	-521,655	$826,774,273	−8.7%	0.67%
ADI	Analog Devices Inc Technology	Added	2,597,955	+209,010	$826,513,402	+27.6%	0.67%
MSI	Motorola Solutions, Inc. Technology	Added	1,883,950	+258,419	$817,577,781	+31.2%	0.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,650,174	-202,879	$790,763,380	−15.1%	0.64%
GE	General Electric Co Industrials	Added	2,670,368	+185,397	$757,770,326	−1.0%	0.62%
APH	Amphenol Corp /De/ Technology	Reduced	5,906,177	-790,555	$746,245,463	−17.5%	0.61%
MA	Mastercard Inc Financial Services	Reduced	1,467,749	-97,301	$733,375,464	−17.9%	0.60%
NFLX	Netflix Inc Communication Services	Added	7,445,068	+2,210,548	$715,843,287	+45.9%	0.58%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	4,359,888	-15,082	$696,274,113	+3.6%	0.57%
TRGP	Targa Resources Corp. Energy	Reduced	2,709,896	-83,024	$679,452,223	+31.9%	0.55%
ORCL	Oracle Corp Technology	Reduced	4,559,105	-273,261	$670,689,935	−28.8%	0.54%
CVX	Chevron Corp Energy	Reduced	3,203,190	-376,907	$662,740,010	+21.5%	0.54%
CME	Cme Group Inc. Financial Services	Reduced	2,132,546	-36,589	$629,847,460	+6.3%	0.51%
LIN	Linde PLC Basic Materials	Reduced	1,249,519	-22,671	$619,461,539	+14.2%	0.50%
CAT	Caterpillar Inc Industrials	Added	865,879	+15,654	$613,440,635	+25.9%	0.50%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,940,554	+113,238	$603,104,777	+8.0%	0.49%
AON	Aon plc Financial Services	Added	1,857,834	+53,531	$599,671,658	−5.8%	0.49%
SPGI	S&P Global Inc. Financial Services	Added	1,389,747	+76,558	$591,114,988	−13.9%	0.48%
LNG	Cheniere Energy, Inc. Energy	Reduced	2,052,277	-132,651	$582,354,120	+37.1%	0.47%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,629,617	-589,392	$575,368,799	−1.0%	0.47%
ETN	Eaton Corp plc Industrials	Added	1,496,635	+28,023	$535,301,440	+14.4%	0.43%
AZN	Astrazeneca PLC Healthcare	NEW	2,635,014	NEW	$519,677,460	NEW	0.42%
DHR	Danaher Corp /De/ Healthcare	Reduced	2,734,501	-57,915	$518,461,389	−18.9%	0.42%
AMD	Advanced Micro Devices Inc Technology	Added	2,541,282	+943,735	$516,972,996	+51.1%	0.42%
EPD	Enterprise Products Partners L.P. Energy	Reduced	13,640,543	-652,283	$516,158,146	+12.6%	0.42%
CSX	Csx Corp Industrials	Added	12,258,054	+1,947,282	$503,193,115	+34.6%	0.41%
BX	Blackstone Inc. Financial Services	Added	4,177,376	+371,555	$480,356,465	−18.1%	0.39%
UBER	Uber Technologies, Inc Technology	Added	6,622,329	+495,598	$476,344,124	−4.8%	0.39%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,881,247	-365,579	$456,325,954	−5.2%	0.37%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	2,608,992	-325,615	$448,903,163	+7.5%	0.36%
BA	Boeing Co Industrials	Added	2,245,993	+33,928	$447,019,986	−6.9%	0.36%
CNP	Centerpoint Energy Inc Utilities	Reduced	10,353,514	-576,136	$446,857,663	+6.6%	0.36%
BSX	Boston Scientific Corp Healthcare	Added	7,072,894	+3,062,633	$443,824,098	+16.1%	0.36%