Neuberger Berman

Neuberger Berman

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

2,138

Market Value

$131.3B

Portfolio Analysis

AIPreview
Full report in app

I. Institutional Overview

Neuberger Berman, a storied name in the global investment management landscape, represents a unique archetype of institutional stewardship. As an independent, employee-owned investment manager, the firm’s structural identity profoundly influences its market behavior, which is vividly reflected in the 13F filing for the first quarter of 2026. With a total...

The psychological portrait of Neuberger Berman, as derived from its holding structure, is one of "principled diversification." Managing a portfolio comprised of 2,138 distinct holdings, the institution demonstrates a commitment to risk smoothing that is characteristic of a multi-strategy asset manager. This high number of stocks suggests that the firm does...

Analyzing the scale trend, the reported value of over $131 billion indicates a robust capital base that has likely benefited from the secular bull market in technology and growth equities. For an institution of this size, the challenge is often "liquidity gravity"—the difficulty of moving large positions without significantly impacting market prices....

Based on the latest available 13F filing.

Open full report in app

Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Top 5 Holdings

1

$NVDA

NVIDIA Corporation

3.9%

% of Portfolio

2

$MSFT

Microsoft Corporation

3.2%

% of Portfolio

3

$AAPL

Apple Inc.

3.1%

% of Portfolio

4

$AMZN

Amazon.com, Inc.

2.8%

% of Portfolio

5

$GOOGL

Alphabet Inc.

2.1%

% of Portfolio

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
NVDA3.9%3.7%3.6%3.3%
MSFT3.2%4.2%4.4%4.5%
AAPL3.1%3.3%3.1%2.6%
AMZN2.8%2.8%2.6%2.9%
GOOGL2.1%2.2%1.7%1.3%
GOOG1.9%2.0%1.7%1.2%
JPM1.8%2.0%2.0%2.0%
LLY1.2%1.4%-0.9%
ETF-IVV1.1%---
META1.1%1.2%1.2%1.4%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

NVDA+17.48%
GOOGL+24.52%
AMZN+15.98%
GOOG+24.28%
AAPL+16.48%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

XOM-13.62%
HD-0.88%
LNG-15.38%
TMUS-11.54%
BSX-15.44%

Sector Analysis

Energy7.9%
Others2.3%
Materials3.3%
Utilities4.4%
Financials13.8%
Healthcare9.1%
Technology25.9%
Industrials12.9%

Trading Summary

1

$VG

0.1%

2

$SUNB

0.0%

3

$AAOI

0.0%

4

$HLMN

0.0%

5

$JBS

0.0%

6

$TERN

0.0%

7

$XRAY

0.0%

8

$BTSG

0.0%

9

$ETF-BBIN

0.0%

10

$ETF-NBIE

0.0%

11

$FSLY

0.0%

12

$LTH

0.0%

13

$MIRM

0.0%

14

$NUVL

0.0%

15

$OTC-MDALF

0.0%

16

$RUSHA

0.0%

17

$SIMO

0.0%

18

$SYNA

0.0%

All Holdings

1

$NVDA

3.9%

2

$MSFT

3.2%

3

$AAPL

3.1%

4

$AMZN

2.8%

5

$GOOGL

2.1%

6

$GOOG

1.9%

7

$JPM

1.8%

8

$LLY

1.2%

9

$ETF-IVV

1.1%

10

$META

1.1%

11

$AVGO

1.0%

12

$NEE

1.0%

13

$HD

1.0%

14

$XOM

0.8%

15

$ASML

0.7%

16

$V

0.7%

17

$JNJ

0.7%

18

$COST

0.7%

19

$WMB

0.6%

20

$TMUS

0.6%

21

$ADI

0.6%

22

$MSI

0.6%

23

$BRK.B

0.6%

24

$GE

0.6%

25

$APH

0.6%

26

$MA

0.6%

27

$NFLX

0.5%

28

$TJX

0.5%

29

$TRGP

0.5%

30

$ORCL

0.5%

31

$CVX

0.5%

32

$ETF-NBCR

0.5%

33

$CME

0.5%

34

$LIN

0.5%

35

$CAT

0.5%

36

$MCD

0.5%

37

$AON

0.5%

38

$SPGI

0.5%

39

$LNG

0.4%

40

$WMT

0.4%

41

$ETN

0.4%

42

$AZN

0.4%

43

$DHR

0.4%

44

$AMD

0.4%

45

$EPD

0.4%

46

$CSX

0.4%

47

$BX

0.4%

48

$UBER

0.4%

49

$ETF-VOO

0.3%

50

$CSCO

0.3%