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BESSEMER GROUP INC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for BESSEMER GROUP INC with $64.4B in long positions as of Q3 2025, 29% allocated to Technology, and 36% concentrated in top 10 positions.

Portfolio Value
$64.4B
Top 10 Concentration
36%
Top Sector
Technology (29%)
US Exposure
94%
Market Cap Focus
Mega Cap
Countries
27

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 28.50%TechnologyFinancial Services: 13.70%Financial ServicesCommunication Services: 9.50%Communication ServicesIndustrials: 9.50%IndustrialsConsumer Cyclical: 9.40%Consumer CyclicalHealthcare: 9.40%HealthcareETF: 8.10%Consumer Defensive: 4.20%Utilities: 2.90%Energy: 2.50%Basic Materials: 1.20%Real Estate: 1.00%
Technology
28.50%
Financial Services
13.70%
Communication Services
9.50%
Industrials
9.50%
Consumer Cyclical
9.40%
Healthcare
9.40%
ETF
8.10%
Consumer Defensive
4.20%
Utilities
2.90%
Energy
2.50%
Basic Materials
1.20%
Real Estate
1.00%

Industry Breakdown

138 industries across all sectors

Semiconductors: 11.17%SemiconductorsInternet Content & Information: 8.48%Internet Content & InformationETF: 8.13%ETFSoftware - Infrastructure: 7.43%Specialty Retail: 4.98%Consumer Electronics: 4.72%Banks - Diversified: 4.46%Financial - Data & Stock Exchanges: 2.54%Discount Stores: 2.45%Financial - Credit Services: 2.33%Regulated Electric: 2.28%Medical - Diagnostics & Research: 2.09%Software - Application: 2.00%Industrial - Machinery: 1.93%Drug Manufacturers - General: 1.90%Aerospace & Defense: 1.82%Medical - Devices: 1.73%Medical - Distribution: 1.57%Oil & Gas Integrated: 1.37%Leisure: 1.28%Information Technology Services: 1.12%Medical - Healthcare Plans: 1.06%Consulting Services: 1.01%Asset Management: 0.99%Hardware, Equipment & Parts: 0.88%113 more: 20.20%113 more
Semiconductors
Technology
11.17%
Internet Content & Information
Communication Services
8.48%
ETF
ETF
8.13%
Software - Infrastructure
Technology
7.43%
Specialty Retail
Consumer Cyclical
4.98%
Consumer Electronics
Technology
4.72%
Banks - Diversified
Financial Services
4.46%
Financial - Data & Stock Exchanges
Financial Services
2.54%
Discount Stores
Consumer Defensive
2.45%
Financial - Credit Services
Financial Services
2.33%
Regulated Electric
Utilities
2.28%
Medical - Diagnostics & Research
Healthcare
2.09%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 47.28%Mega Cap (> $200B)Large Cap ($10B - $200B): 39.18%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 3.71%Small Cap ($300M - $2B): 0.36%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 1.35%N/A (ETF or Unknown): 8.13%
Mega Cap (> $200B)
47.28%
Large Cap ($10B - $200B)
39.18%
Mid Cap ($2B - $10B)
3.71%
Small Cap ($300M - $2B)
0.36%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
1.35%
N/A (ETF or Unknown)
8.13%

Portfolio Concentration

Top 10 Holdings %
36.41%
Top 20 Holdings %
46.13%
Top 50 Holdings %
63.25%
Top 100 Holdings %
79.82%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
94.24%
International
5.76%
Countries
27
Largest Int'l Market
Ireland - 2.32%
United States of America
94.24% ($60.7B)
2,121 holdings
Ireland
2.32% ($1.5B)
19 holdings
Canada
1.20% ($773.3M)
54 holdings
Luxembourg
0.74% ($476.5M)
3 holdings
United Kingdom
0.58% ($377.0M)
18 holdings
Uruguay
0.38% ($244.6M)
1 holdings
Switzerland
0.34% ($219.0M)
12 holdings
Australia
0.07% ($44.0M)
1 holdings
Bermuda
0.05% ($35.3M)
18 holdings
Bahamas
0.03% ($19.5M)
1 holdings
Israel
0.01% ($6.2M)
13 holdings
India
0.01% ($5.5M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
48.1 quarters
Avg. Top 20
46.4 quarters
Avg. All Positions
19.1 quarters
Median Holding Period
13 quarters
Persistence Rate
83.62%
Persistent Holdings Weight
98.8%
Persistent Positions
1,914
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.001%
Avg. Position Weight
0.04%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 6.69%
Largest Ownership Stake
BJs Wholesale Club Holdings, Inc. Common Stock logo
BJs Wholesale Club Holdings, Inc. Common StockBJ - 2.93%
Avg. Ownership Stake
0.32%
Ownership Stake >5%
0
Ownership Stake >1%
28

Historical (Since Q2 2013)

Avg. New Position
0.04%
Avg. Ownership Stake
0.40%
Largest Position
Faraday Future Intelligent Electric Inc. Common Stock logo
Faraday Future Intelligent Electric Inc. Common StockFFIE - 32.17% (Q4 2021)
Largest Ownership Stake
Nabors Industries Ltd. logo
Nabors Industries Ltd.NBR - 28.80% (Q2 2013)

Portfolio Turnover

Current Quarter

Turnover Ratio
7.1%
Value Traded
$4.58B
Positions Added
95
Positions Exited
226

Historical (Since Q2 2013)

Avg. Turnover Ratio
12.0%
Avg. Positions Added
134
Avg. Positions Exited
201
Highest Turnover
23.5%
Q4 2018
Lowest Turnover
4.7%
Q3 2023

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