Neuberger Berman Group LLC
Annual return
—
SPY
—
Alpha
—
Invested
$262.8B
Holdings
2,154
Trades YTD
13
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q4 2025: New position (1.38M shares)
4.0%
02
$MSFT
MICROSOFT CORP
Q4 2025: Sold 32.5% (1.10M → 741.2k shares)
3.3%
03
$AAPL
APPLE INC
Q4 2025: Sold 36.8% (1.78M → 1.12M shares)
3.2%
04
$AMZN
AMAZON COM INC
Q4 2025: Sold 48.4% (1.94M → 1.00M shares)
2.9%
05
$GOOGL
ALPHABET INC CLASS A A
Q4 2025: Sold 4.8% (663.2k → 631.7k shares)
2.1%
06
$GOOG
ALPHABET INC-CL C
Q4 2025: Sold 56.4% (1.62M → 707.5k shares)
1.9%
07
$JPM
JPMORGAN CHASE & CO
Q4 2025: Sold 26.7% (753.4k → 552.6k shares)
1.8%
08
$LLY
ELI LILLY & CO
Q4 2025: Sold 26.4% (156.8k → 115.5k shares)
1.2%
09
$IVV
ISHARES CORE S&P 500 ETF
Q3 2025: Sold 95.2% (19.6k → 951 shares)
1.2%
10
$META
META PLATFORMS INC CLASS A A
Q4 2025: Sold 21.9% (111.5k → 87.1k shares)
1.1%
Recent trades · Last 90 days
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:07 UTC.