Latest BESSEMER GROUP INC Stock Portfolio
BESSEMER GROUP INC Performance:
2025 Q3: 5%YTD: 8.38%2024: 20.35%
Performance for 2025 Q3 is 5%, and YTD is 8.38%, and 2024 is 20.35%.
About BESSEMER GROUP INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BESSEMER GROUP INC reported an equity portfolio of $65.4 Billions as of 30 Sep, 2025.
The top stock holdings of BESSEMER GROUP INC are NVDA, MSFT, AAPL. The fund has invested 6.6% of it's portfolio in NVIDIA CORP and 5.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off AENA SME S.A. EUR 1.0, SOUTH ST CORP NPV (SSB) and AZEK CO INC/THE (AZEK) stocks. They significantly reduced their stock positions in CBIZ INC (CBZ), SHIFT4 PAYMENTS INC (FOUR) and CHAMPION HOMES INC (SKY). BESSEMER GROUP INC opened new stock positions in SOUTHSTATE CORP NPV, AXOGEN INC (AXGN) and HELIOS TECHNOLOGIES INC (HLIO). The fund showed a lot of confidence in some stocks as they added substantially to BARRETT BUSINESS SVCS (BBSI), DIODES INC (DIOD) and CLEVELAND-CLIFFS INC (CLF).
The top stock holdings of BESSEMER GROUP INC are NVDA, MSFT, AAPL. The fund has invested 6.6% of it's portfolio in NVIDIA CORP and 5.9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off AENA SME S.A. EUR 1.0, SOUTH ST CORP NPV (SSB) and AZEK CO INC/THE (AZEK) stocks. They significantly reduced their stock positions in CBIZ INC (CBZ), SHIFT4 PAYMENTS INC (FOUR) and CHAMPION HOMES INC (SKY). BESSEMER GROUP INC opened new stock positions in SOUTHSTATE CORP NPV, AXOGEN INC (AXGN) and HELIOS TECHNOLOGIES INC (HLIO). The fund showed a lot of confidence in some stocks as they added substantially to BARRETT BUSINESS SVCS (BBSI), DIODES INC (DIOD) and CLEVELAND-CLIFFS INC (CLF).
BESSEMER GROUP INC Annual Return Estimates Vs S&P 500
Our best estimate is that BESSEMER GROUP INC made a return of 5% in the last quarter. In trailing 12 months, it's portfolio return was 10.56%.
New Buys
| Ticker | $ Bought |
|---|---|
| southstate corp npv | 28,151,000 |
| axogen inc | 14,468,000 |
| helios technologies inc | 14,275,000 |
| makemytrip limited | 5,493,000 |
| vaneck bdc income etf | 3,444,000 |
| dpm metals inc | 2,396,000 |
New stocks bought by BESSEMER GROUP INC
Additions
| Ticker | % Inc. |
|---|---|
| barrett business svcs | 821,045 |
| diodes inc | 178,734 |
| merit medical sys | 160,206 |
| hancock whitney corp | 126,754 |
| griffon corp | 123,308 |
| mercury computer sys com | 118,134 |
| carvana co | 112,145 |
| ameris bancorp | 98,682 |
Additions to existing portfolio by BESSEMER GROUP INC
Reductions
| Ticker | % Reduced |
|---|---|
| fiserv inc | -98.91 |
| cbre group inc | -98.46 |
| corteva inc | -97.74 |
| prologis inc | -97.71 |
| illinois tool works inc | -87.99 |
| utilities select sect spdr | -66.53 |
| check point software tech | -58.43 |
| oracle corp | -57.36 |
BESSEMER GROUP INC reduced stake in above stock
Sold off
Sector Distribution
BESSEMER GROUP INC has about 27.3% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 27.3 |
| Others | 14.9 |
| Financial Services | 11.6 |
| Industrials | 9.3 |
| Consumer Cyclical | 8.9 |
| Communication Services | 8.8 |
| Healthcare | 8.3 |
| Consumer Defensive | 3.7 |
| Utilities | 2.7 |
| Energy | 2.4 |
| Basic Materials | 1.2 |
Market Cap. Distribution
BESSEMER GROUP INC has about 81% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 44.7 |
| LARGE-CAP | 36.3 |
| UNALLOCATED | 14.7 |
| MID-CAP | 4 |
Stocks belong to which Index?
About 77.5% of the stocks held by BESSEMER GROUP INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 74.5 |
| Others | 22.4 |
| RUSSELL 2000 | 3 |
BESSEMER GROUP INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BESSEMER GROUP INC
BESSEMER GROUP INC has 2548 stocks in it's portfolio. About 35.9% of the portfolio is in top 10 stocks. IT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for BESSEMER GROUP INC last quarter.
Last Reported on: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies | 0.17 | 885,172 | 113,612,000 | reduced | -0.16 | ||
| AAPL | apple inc | 4.65 | 11,943,700 | 3,041,230,000 | added | 3.56 | ||
| AAXJ | ishares jpm em mkts bd fd | 0.30 | 2,061,820 | 196,265,000 | added | 0.03 | ||
| AAXJ | ishares barclay mbs bd fd | 0.20 | 1,401,410 | 133,344,000 | added | 0.08 | ||
| AAXJ | ishares msci acwi indx fd | 0.10 | 489,966 | 67,732,000 | reduced | -0.8 | ||
| AAXJ | ishares natl muni bd etf | 0.09 | 552,541 | 58,839,000 | added | 1.55 | ||
| AAXJ | ishares int gov/cred | 0.03 | 165,297 | 17,759,000 | added | 5.16 | ||
| AAXJ | ishares msci eafe sm | 0.01 | 96,559 | 7,408,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr ishares pfd | 0.01 | 137,617 | 4,351,000 | added | 220 | ||
| AAXJ | i-shares iboxx hy | 0.01 | 46,435 | 3,770,000 | added | 467 | ||
| ABBV | abbvie inc | 0.98 | 2,753,970 | 637,655,000 | reduced | -0.41 | ||
| ABC | cencora inc | 0.90 | 1,888,720 | 590,281,000 | reduced | -8.66 | ||
| ABCB | ameris bancorp | 0.04 | 351,666 | 25,780,000 | added | 98,682 | ||
| ABNB | airbnb inc | 0.00 | 21,673 | 2,631,000 | added | 74.94 | ||
| ABT | abbott laboratories | 0.25 | 1,211,430 | 162,260,000 | added | 0.89 | ||
| ACGL | arch capital group ltd | 0.00 | 31,433 | 2,852,000 | reduced | -13.67 | ||
| ACN | accenture plc cl a | 0.01 | 18,960 | 4,676,000 | reduced | -45.32 | ||
| ACWF | ishares core msci pacific | 0.03 | 223,532 | 16,414,000 | added | 8.41 | ||
| ACWF | ishares core msci europe e | 0.00 | 40,302 | 2,745,000 | unchanged | 0.00 | ||
| ACWV | ishares msci glbl min vol | 0.03 | 168,188 | 20,169,000 | unchanged | 0.00 | ||