How many stocks does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

As of Q1 2023, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 3,341 positions in their 13F portfolio.

What is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's largest holding?

IVV at 15.5% of portfolio, worth $11.1B.

What is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's total portfolio value?

$71.6B as of Q1 2023, tracked across 3,341 holdings.

Is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO a hedge fund?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's portfolio changed in Q1 2023?

View NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest portfolio changes, new positions, and exits for Q1 2023 on HoldingsIntel.

What is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's investment strategy?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Institutional investor · Portfolio as of Q1 2023

SEC EDGAR SourceSEC Filings

Top Holdings3,341 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES CORE S&P 500 ETF	27M	$11.1B	15.5%	—	$292.78	+33.29%	18 qtrssince 2018-Q4	Decreased 0
BND ETF VANGUARD TOTAL BOND MARKET	75.8M	$5.6B	7.8%	—	$66.86	-2.57%	18 qtrssince 2018-Q4	Increased 71
SCHF ETF SCHWAB INTL EQUITY ETF	118M	$4.1B	5.7%	—	$13.51	+16.47%	18 qtrssince 2018-Q4	Increased 65
IJH ETF ISHARES CORE S&P MIDCAP ETF	15.7M	$3.9B	5.5%	—	$37.86	+24.88%	18 qtrssince 2018-Q4	Increased 66
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	28.5M	$2.8B	3.9%	—	$77.27	+17.27%	18 qtrssince 2018-Q4	Increased 62
VWO ETF VANGUARD FTSE EMERGING MARKETS	59.2M	$2.4B	3.3%	—	$34.90	+5.58%	18 qtrssince 2018-Q4	Increased 62
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	5.6M	$2.3B	3.2%	—	$268.12	+45.28%	18 qtrssince 2018-Q4	Decreased 0
EZU ETF ISHARES MSCI EUROZONE ETF	50.3M	$2.3B	3.2%	—	$40.18	+2.87%	18 qtrssince 2018-Q4	Increased 61
VEA ETF VANGUARD FTSE DEVELOPED ETF	40.2M	$1.8B	2.5%	—	$34.93	+16.96%	18 qtrssince 2018-Q4	Increased 58
IEFA ETF ISHARES CORE MSCI EAFE ETF	24.7M	$1.7B	2.3%	—	$48.83	+22.94%	18 qtrssince 2018-Q4	Increased 55
VLUE ETF ISHARES MSCI USA VALUE FACTO	16.4M	$1.5B	2.1%	—	$72.39	+17.62%	18 qtrssince 2018-Q4	Increased 58
VTEB ETF VANGUARD TAX-EXEMPT BOND ETF	24M	$1.2B	1.7%	—	$45.19	+0.58%	18 qtrssince 2018-Q4	Increased 59
IAU ETF ISHARES GOLD TRUST	27.2M	$1B	1.4%	—	$34.45	+9.05%	18 qtrssince 2018-Q4	Increased 51
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	3M	$971.8M	1.4%	—	$192.55	+61.30%	18 qtrssince 2018-Q4	Increased 50
VO ETF VANGUARD MID-CAP ETF	4.5M	$942.3M	1.3%	—	$40.75	+22.99%	18 qtrssince 2018-Q4	Decreased 0
GSLC ETF GOLDMAN ACTIVEBETA US LC ETF	10.9M	$883.4M	1.2%	—	$63.06	+22.76%	18 qtrssince 2018-Q4	Increased 50
IEMG ETF ISHARES CORE MSCI EMERGING	16.1M	$786.3M	1.1%	—	$41.20	+8.42%	18 qtrssince 2018-Q4	Decreased 0
AGG ETF ISHARES TR	7.1M	$707.4M	1.0%	—	$89.74	-2.17%	18 qtrssince 2018-Q4	Increased 56
IUSB ETF ISHARES TR	15M	$692.8M	1.0%	—	$41.02	-1.85%	18 qtrssince 2018-Q4	Increased 53
VNQ ETF VANGUARD REAL ESTATE ETF ETF	7.7M	$637.5M	0.9%	—	$71.07	+2.43%	18 qtrssince 2018-Q4	Increased 47