1y return+16.8%S&P 500 +20.9%
3y return+49.9%S&P 500 +68.5%
5y return+43.6%S&P 500 +74.5%
10y return+184.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $285 against $357 in the S&P 500.2
Neuberger Berman Group LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $6.1B | 4.1% | +4.9% |
| AAPLApple Inc | $5.0B | 3.4% | +9.2% |
| AMZNAmazon Com Inc | $4.6B | 3.1% | +10.5% |
| MSFTMicrosoft Corp | $4.0B | 2.6% | −6.8% |
| GOOGLAlphabet Inc Class A A | $3.6B | 2.4% | +4.5% |
| GOOGAlphabet Inc-cl C | $3.1B | 2.1% | +2.2% |
| JPMJpmorgan Chase & Co | $2.6B | 1.7% | +1.1% |
| LLYEli Lilly & Co | $2.0B | 1.4% | −2.1% |
| IVVIshares Core S&p 500 Etf | $2.0B | 1.3% | +17.0% |
| AVGOBroadcom Inc | $1.5B | 1.0% | −2.8% |
| Asml Holding Adr Representing Nv AdrCUSIP N07059210 | $1.5B | 1.0% | +4.1% |
| METAMeta Platforms Inc Class A A | $1.4B | 0.9% | +1.2% |
| HDHome Depot Inc | $1.3B | 0.9% | −5.7% |
| NEENextera Energy Inc | $1.2B | 0.8% | −2.8% |
| ADIAnalog Devices Inc | $1.1B | 0.8% | +9.6% |
| APHAmphenol Corp-cl A | $1.1B | 0.7% | +1.4% |
| MUMicron Technology Inc | $1.0B | 0.7% | −13.0% |
| JNJJohnson & Johnson | $1.0B | 0.7% | +13.3% |
| VVisa Inc-class A Shares | $1.0B | 0.7% | −3.2% |
| GEGeneral Electric | $988.8M | 0.7% | |
| BRK/BBerkshire Hathaway Inc Class B B | $951.4M | 0.6% | +15.3% |
| INTCIntel Corporation Corp | $914.5M | 0.6% | −11.3% |
| AMDAdvanced Micro Devices Inc | $870.1M | 0.6% | −41.1% |
| CATCaterpillar Inc | $862.3M | 0.6% | −6.4% |
| WMBWilliams Cos Inc | $858.3M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $6.1B |
| TRGPTarga Resources Corp | June 30, 2020 | +1236.0% | $722.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $1.5B |
| AMATApplied Materials Inc | June 30, 2020 | +1096.1% | $844.2M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $870.1M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $862.3M |
| TSMTaiwan Semiconductor Manufacturing Adr | June 30, 2020 | +741.2% | $602.2M |
| APHAmphenol Corp-cl A | June 30, 2020 | +636.1% | $1.1B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $2.0B |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $685.0M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $186.0M
- Enviri CorpCUSIP 415864107 was $118.9M
- Hologic IncCUSIP 436440101 was $102.9M
- Carnival CorpCUSIP 143658300 was $96.7M
- CTRACoterra Energy Inc was $92.0M
- Masimo CorpCUSIP 574795100 was $71.7M
- CRAICra International Inc was $61.0M
- EXPOExponent Inc was $47.2M
- PLPCPreformed Line Products Co was $26.7M
- Terns Pharmaceuticals IncCUSIP 880881107 was $25.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.6% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +8.8% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +7.5% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −16.3% | −16.5% |
| March 31, 2022 | −6.5% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Neuberger Berman Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1465109&type=13F-HR&dateb=&owner=include&count=40CIK 1465109
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1465109/000146510926000068/Filed August 13, 2026 · accession 0001465109-26-000068