How many stocks does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

As of Q1 2024, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 3,555 positions in their 13F portfolio.

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

IVV at 17.5% of portfolio, worth $17B.

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

$97.3B as of Q1 2024, tracked across 3,555 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 2024?

View NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest portfolio changes, new positions, and exits for Q1 2024 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 2024

SEC EDGAR SourceSEC Filings

Top Holdings3,555 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	32.3M	$17B	17.5%	—	$318.81	+61.13%	22 qtrssince 2018-Q4	Increased 64
BND ETF VANGUARD TOTAL BOND MARKET	118.7M	$8.6B	8.9%	—	$65.93	+0.41%	22 qtrssince 2018-Q4	Increased 64
IJH ETF ISHARES CORE S&P MIDCAP ETF	97.3M	$5.9B	6.1%	—	$55.53	+6.71%	22 qtrssince 2018-Q4	Increased 100
SCHF ETF SCHWAB INTL EQUITY ETF	140.7M	$5.5B	5.6%	—	$14.06	+29.85%	22 qtrssince 2018-Q4	Increased 65
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	33.8M	$3.7B	3.8%	—	$80.27	+33.30%	22 qtrssince 2018-Q4	Increased 60
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	6.3M	$3.3B	3.4%	—	$289.22	+77.04%	22 qtrssince 2018-Q4	Increased 60
VEA ETF VANGUARD FTSE DEVELOPED ETF	48.6M	$2.4B	2.5%	—	$36.52	+29.23%	22 qtrssince 2018-Q4	Increased 58
VWO ETF VANGUARD FTSE EMERGING MARKETS	55.2M	$2.3B	2.4%	—	$35.33	+11.44%	22 qtrssince 2018-Q4	Increased 58
IEFA ETF ISHARES CORE MSCI EAFE ETF	27.9M	$2.1B	2.1%	—	$50.61	+36.73%	22 qtrssince 2018-Q4	Increased 56
VLUE ETF ISHARES MSCI USA VALUE FACTO	18.4M	$2B	2.0%	—	$74.59	+38.84%	22 qtrssince 2018-Q4	Increased 56
EZU ETF ISHARES MSCI EUROZONE ETF	36.5M	$1.9B	1.9%	—	$40.61	+18.71%	22 qtrssince 2018-Q4	Increased 52
VTEB ETF VANGUARD TAX-EXEMPT BOND ETF	34.6M	$1.8B	1.8%	—	$45.23	+3.35%	22 qtrssince 2018-Q4	Increased 53
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	3.2M	$1.4B	1.4%	—	$204.16	+115.39%	22 qtrssince 2018-Q4	Increased 51
VO ETF VANGUARD MID-CAP ETF	5.2M	$1.3B	1.3%	—	$42.62	+41.64%	22 qtrssince 2018-Q4	Increased 51
GSLC ETF GOLDMAN ACTIVEBETA US LC ETF	10.1M	$1B	1.1%	—	$63.13	+61.27%	22 qtrssince 2018-Q4	Decreased 0
IUSB ETF ISHARES TR	21.3M	$972.3M	1.0%	—	$40.67	+1.39%	22 qtrssince 2018-Q4	Increased 47
IEMG ETF ISHARES CORE MSCI EMERGING	16.2M	$837.1M	0.9%	—	$41.92	+15.87%	22 qtrssince 2018-Q4	Increased 47
AGG ETF ISHARES TR	8.5M	$828.4M	0.9%	—	$88.67	+0.60%	22 qtrssince 2018-Q4	Increased 47
COWZ ETF PACER US CASH COWS 100 ETF	13.4M	$776M	0.8%	—	$44.75	+25.18%	13 qtrssince 2021-Q1	Increased 49
MUB ETF ISHARES NATIONAL MUNI BOND E	6.5M	$702.8M	0.7%	—	$95.27	+4.73%	22 qtrssince 2018-Q4	Increased 47