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Bessemer Group Inc.
Bessemer Group Inc., operating as Bessemer Trust, is a private, independent multi-family office headquartered in New York City. Founded in 1907 by Henry Phipps Jr., it oversees more than $200 billion for over 3,000 families, foundations, and endowments globally. The firm provides personalized wealth planning, investment management, and family office services for high-net-worth individuals and families, maintaining additional offices across the U.S. and internationally. Bessemer employs over 1,000 professionals committed to serving ultra-high-net-worth clients with sophisticated financial and fiduciary solutions.
Investment Strategy
Bessemer Trust delivers tailored portfolio management, emphasizing long-term wealth preservation and growth for multi-generational families, foundations, and endowments. The firm utilizes a diversified, multi-asset approach encompassing public and private investments, alternative assets, real estate, and fiduciary strategies. Their philosophy combines rigorous risk management with an emphasis on customized advice, innovative planning, and direct client engagement. Bessemer’s in-depth research and extensive multi-family office experience drive prudent investment decisions to meet clients’ legacy, philanthropic, and wealth transfer objectives.
Latest 13F Filing Activity
Bessemer Group Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 2,339 equity positions with a total 13F market value of $62B. The fund increased holdings in Nvidia Corp., Microsoft Corp., Broadcom Inc. among other positions. Bessemer Group Inc. reduced exposure to Unitedhealth Group Inc., Lowes Cos Inc., Consumer Staples Index FD among others.
Top Holdings
Equity Positions (2,339)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.17% | $3.80B | 7,644,760 | $120.40 | $497.41 | +$947.5M |
N NVDA | NVIDIA CORP | 5.67% | $3.49B | 22,110,948 | $26.16 | $157.99 | +$1.12B |
A AAPL | APPLE INC | 3.84% | $2.37B | 11,532,638 | $74.33 | $205.17 | -$125.0M |
A AMZN | AMAZON.COM INC | 3.71% | $2.29B | 10,430,533 | $79.81 | $219.39 | +$257.0M |
G GOOG | ALPHABET INC CLASS C | 3.35% | $2.06B | 11,628,171 | $75.18 | $177.39 | +$353.9M |
Industry Allocation
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