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Neuberger Berman Group portfolio

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Portfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 13, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · amendment (replaces the original) of Oct 27, 2026 ↗ · all its 13F filings ↗

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Neuberger Berman Group reported a $150 bn portfolio of 2,254 companies (2,279 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are GOOGL, NVDA, AAPL.

Stock portfolio
$150 bn
Companies
2,254
2,279 positions (by CUSIP)Top 10: 23%
Turnover
14%
Copying its 13F, 5 years
—
Not calculated: not counted as a concentrated manager

Sections with a free account

What it reported after the quarter end (Q2 2026)

The 13F shows the portfolio as of Jun 30, 2026. Since then Neuberger Berman Group has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.

  • 13G/ATETRA TechnologiesTTI4.9 %

    Stake reported in the company · event of Sep 30, 2026 · filed Oct 6, 2026 · filing ↗

  • 13G/AXperiXPER4.7 %

    Stake reported in the company · event of Sep 30, 2026 · filed Oct 6, 2026 · filing ↗

  • 13G/AAmerican States WaterAWR6.3 % → 4.9 %

    Stake reported in the company · event of Sep 30, 2026 · filed Oct 6, 2026 · filing ↗

  • 13G/AHagertyHGTY5.3 % → 11.1 %

    Stake reported in the company · event of Sep 30, 2026 · filed Oct 6, 2026 · filing ↗

  • 13G/AAmerisafeAMSF0 %

    Stake reported in the company · event of Aug 31, 2026 · filed Sep 4, 2026 · filing ↗

  • 13G/AMiller IndustriesMLR6.6 % → 10 %

    Stake reported in the company · event of Aug 31, 2026 · filed Sep 4, 2026 · filing ↗

  • 13G/AAccurayARAY5.1 % → 4.6 %

    Stake reported in the company · event of Jul 31, 2026 · filed Aug 5, 2026 · filing ↗

  • 13G/AQuidelorthoQDEL5.2 % → 4.9 %

    Stake reported in the company · event of Jul 31, 2026 · filed Aug 5, 2026 · filing ↗

Plus 5 more, in its EDGAR filings.

What changed this quarter

2107 positions with a change (194 new, 1083 added to, 763 trimmed, 67 sold); also, 9 entered through an IPO, 12 exited through an acquisition or merger, 4 entered through a spin-off.

No moves of 0.5 points of the portfolio or more.

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.

Top holdings

Portfolio by sector

  • ● Information Technology 29%
  • ● Industrials 12%
  • ● Financials 12%
  • ● Health Care 9%
  • ● Consumer Discretionary 9%
  • ● Communication Services 8%
  • ● Energy 6%
  • ● No sector 5%
  • ● Materials 3%
  • ● Utilities 3%
  • ● Consumer Staples 3%
  • ● Real Estate 2%

13F filings with amendments or confidential positions

Declared options (25)

Besides stocks, Neuberger Berman Group declared 18 puts (they gain if the stock falls) and 7 calls (they gain if it rises) with a notional of $476M. The 13F reports the value of the underlying shares, not the premium paid, so these figures look large and are not added to the portfolio. Nor does it say whether the option is bought or written, or its strike or expiry: it may be a hedge.

  • PUTApril 26 Puts on SPY USSPY$85.0M
  • PUTMay 26 Puts on QQQ USQQQ$77.3M
  • PUTJun27 MOO US C @ 86MOO$40.4M
  • CALLJune 27 Calls on XLE USXLE$34.0M
  • CALLHD USHDnew this quarter$26.5M
  • PUTTLT USTLTnew this quarter$19.4M
  • CALLGDX USGDX$18.1M
  • PUTAPH USAPHnew this quarter$15.8M
  • PUTIWM USIWMnew this quarter$15.0M
  • CALLSPY USSPYnew this quarter$14.9M
  • PUTEFA USEFAnew this quarter$8.3M
  • PUTAapl USAAPLnew this quarter$7.7M

Stakes above 5% (13D/13G)

Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.

How we classify it

Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided

Similar managers by type and size

Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.

Follow Neuberger Berman Group for free

When the next 13F is filed, we email you (if you turn it on) and it shows in your list. No credit card.

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