Neuberger Berman Group LLC
Neuberger Berman Group LLC is a leading independent, employee-controlled asset management firm headquartered in New York, NY. Founded in 1939, it provides a broad range of global investment solutions—including equity, fixed income, and alternatives—to institutions and individuals via custom managed accounts, mutual funds, and alternative products. The firm operates globally with offices in 16 countries and employs approximately 2,861 people, serving institutional and high-net-worth clients.
Investment Strategy
Neuberger Berman employs an active, research-driven investment approach across public and private markets, focusing on fundamental analysis and risk management. The firm offers solutions in equities, fixed income, private equity, alternatives, and multi-asset strategies. Their philosophy emphasizes deep market expertise, long-term value creation, ESG integration, and customization to meet varied client objectives, serving both individuals and institutions globally.
Top Holdings
Equity Positions (2,004)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.50% | $5.84B | 11,747,108 | $97.59 | $497.41 | +$1.54B |
N NVDA | NVIDIA CORP | 3.26% | $4.23B | 26,792,378 | $21.07 | $157.99 | +$1.41B |
A AMZN | AMAZON COM INC | 2.89% | $3.75B | 17,103,800 | $96.97 | $219.39 | +$585.6M |
A AAPL | APPLE INC | 2.62% | $3.41B | 16,611,145 | $47.66 | $205.17 | -$297.3M |
J JPM | JPMORGAN CHASE & CO | 2.02% | $2.62B | 9,047,799 | $82.90 | $289.91 | +$454.2M |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
G GDX | December 25 Calls on GDX US | Sold | Call | $7.6M | 100 | $52.06 | $42.51 | -10 | +$983.8K |
L LW | January 26 Calls on LW US | — | Call | $700.0K | 20 | $51.85 | $53.30 | 0 | -$350.0K |
N NEM | September 25 Calls on NEM US | New | Call | $252.0K | 8 | $58.26 | $58.26 | +8 | +$252.0K |