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CIK: 0001465109
Total reported value
$150.4B
$150.4B
1824 檔
10.1%
As reported in its official Q1 2024 Form 13F filing, Neuberger Berman Group LLC's tracked investment portfolio stood at $150.4B with 1824 total positions.
Neuberger Berman Group LLC executed strategic sector rebalancing during Q1 2024, establishing 3 new positions while fully exiting 1 holdings and trimming 26 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, AAPL) accounted for 10.1% of total reported equity market value during Q1 2024.
Top New Position Initiated
NBOS
市值: $211.1M
Top Position Liquidated / Trimmed
COO
前期市值: $108.7M
Showing top 200 holdings (of 1824 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.11% | -0.58% | -1.13% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | +0.30% | +3.39% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.33% | +0.28% | -3.11% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +0.20% | -8.39% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.02% | -1.53% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | +0.19% | -0.86% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.29% | +0.80% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | +0.03% | -8.04% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.15% | -3.78% | |
| 10 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.84% | -0.34% | -5.41% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.02% | -11.13% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | +0.02% | -9.38% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 0.75% | -0.20% | +1.55% | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 0.73% | -0.16% | +42.81% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 0.71% | -0.04% | -20.77% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.14% | -2.12% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.02% | +1.32% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.09% | -2.85% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 0.69% | +0.27% | +0.79% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.11% | +1.06% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.13% | -7.15% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | — | -11.99% | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 0.59% | -0.16% | +10.84% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.20% | +1.04% | |
| 25 | CSX | Csx CORP | Stock-Industrials | 0.58% | +0.03% | +4.47% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.11% | +0.74% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | -0.11% | +1.15% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.09% | +170.51% | |
| 29 | MSI | Motorola Solutions Inc | Stock-Tech | 0.54% | -0.09% | +1.08% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | +0.04% | +0.48% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 0.53% | -0.10% | +1.36% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | — | +74.85% | |
| 33 | ADI | Analog Devices Inc | Stock-Tech | 0.52% | +0.12% | -3.86% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.11% | -0.17% | |
| 35 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.50% | +0.05% | -17.07% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.24% | -9.99% | |
| 37 | AON | Aon plc | Stock-Financials | 0.48% | -0.09% | -1.31% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.46% | -0.06% | +2.36% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.45% | -0.08% | +9.92% | |
| 40 | CDW | Cdw Corp/de | Stock-Tech | 0.44% | — | -5.85% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.19% | +32.89% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.43% | -0.11% | -6.14% | |
| 43 | SRE | Sempra | Stock-Utilities | 0.43% | -0.01% | -15.94% | |
| 44 | CME | Cme Group Inc | Stock-Financials | 0.43% | -0.17% | -29.37% | |
| 45 | PNC | Pnc Financial Services Group | Stock-Financials | 0.41% | +0.02% | -7.56% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.41% | -0.05% | +0.37% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.40% | — | -23.03% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.14% | -39.56% | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.39% | -0.06% | -1.72% | |
| 50 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.39% | -0.04% | -2.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -8.39% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.3% | +3.39% | Add |
| 3 | QCOM | Qualcomm Inc | +0.3% | +74.85% | Add |
| 4 | MSFT | Microsoft CORP | +0.2% | -1.13% | Trim |
| 5 | SPGI | S&p Global Inc | +0.2% | +42.81% | Add |
| 6 | NBOS | Neuberger Option Strategy Et | +0.2% | NEW | New buy |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +131.88% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | -3.78% | Trim |
| 9 | AMD | Advanced Micro Devices | +0.2% | +32.89% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -1.53% | Trim |
| 11 | META | Meta Platforms Inc-class A | +0.2% | -2.12% | Trim |
| 12 | FE | Firstenergy CORP | +0.2% | +131.59% | Add |
| 13 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +332.61% | Add |
| 14 | ASML | ASML Holding N.V. | +0.1% | +0.79% | Add |
| 15 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +92.84% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +48.34% | Add |
| 17 | DKNG | Draftkings Inc-cl A | +0.1% | +339.67% | Add |
| 18 | NBSM | Neuberger Small-mid Cap ETF | +0.1% | NEW | New buy |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +405.36% | Add |
| 20 | DIS | Walt Disney Co/the | +0.1% | +39.38% | Add |
| 21 | CCL1EUR | Carnival CORP LTD | +0.1% | +9798.05% | Add |
| 22 | COO | Cooper Cos Inc/the | +0.1% | NEW | New buy |
| 23 | VLO | Valero Energy CORP | +0.1% | +324.40% | Add |
| 24 | ELV | Elevance Health Inc | +0.1% | +22.87% | Add |
| 25 | DASH | Doordash Inc - A | +0.1% | +301.17% | Add |
| 26 | DHR | Danaher CORP | +0.1% | +10.84% | Add |
| 27 | ORCL | Oracle CORP | +0.1% | +0.74% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | +0.80% | Add |
| 29 | COO | The Cooper Companies, Inc. | -0.1% | EXIT | Sold out |
| 30 | MMM | 3m Co | -0.1% | -91.94% | Trim |
| 31 | KVUE | Kenvue Inc | -0.1% | -91.41% | Trim |
| 32 | BMY | Bristol-myers Squibb Co | -0.1% | -81.51% | Trim |
| 33 | SMCIUSD | Super Micro Computer Inc | -0.1% | -90.62% | Trim |
| 34 | FCN | Fti Consulting Inc | -0.1% | -48.34% | Trim |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -67.29% | Trim |
| 36 | T | At&t Inc | -0.1% | -71.39% | Trim |
| 37 | DTE | Dte Energy Company | -0.1% | -24.23% | Trim |
| 38 | CMCSA | Comcast Corp-class A | -0.1% | -55.27% | Trim |
| 39 | EXC | Exelon CORP | -0.1% | -36.66% | Trim |
| 40 | SRE | Sempra | -0.1% | -15.94% | Trim |
| 41 | FNV | Franco-nevada CORP | -0.2% | -98.02% | Trim |
| 42 | DUK | Duke Energy CORP | -0.2% | -23.03% | Trim |
| 43 | MDLZ | Mondelez International Inc-a | -0.2% | -17.07% | Trim |
| 44 | RIO | Rio Tinto Plc-spon Adr | -0.2% | -25.79% | Trim |
| 45 | CME | Cme Group Inc | -0.2% | -29.37% | Trim |
| 46 | APD | Air Products & Chemicals Inc | -0.2% | -45.29% | Trim |
| 47 | AEP | American Electric Power | -0.3% | -91.94% | Trim |
| 48 | GILD | Gilead Sciences Inc | -0.3% | -82.66% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | -39.56% | Trim |
| 50 | AAPL | Apple Inc | -0.5% | -3.11% | Trim |
According to official SEC Form 13F filings, Neuberger Berman Group LLC reported a total U.S. public equity portfolio value of $150.4B across 1824 disclosed positions in Q1 2024.
During Q1 2024, Neuberger Berman Group LLC's top holdings by market value included MSFT (4.1%)、AMZN (2.4%)、AAPL (2.3%). The largest single position, MSFT, represented 4.1% of total portfolio value.
In Q1 2024, Neuberger Berman Group LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 26 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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