NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,648 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 31.3M | $17.6B | 14.4% | $342.35 | +61.46% | 26 qtrssince 2018-Q4 | Increased 64 |
VANGUARD TOTAL BOND MARKET | 118.9M | $8.7B | 7.1% | $66.24 | +4.86% | 26 qtrssince 2018-Q4 | Increased 63 |
SCHWAB INTL EQUITY ETF | 348.1M | $6.9B | 5.6% | $16.43 | +17.34% | 26 qtrssince 2018-Q4 | Increased 64 |
ISHARES CORE S&P MIDCAP ETF | 114.1M | $6.7B | 5.4% | $56.15 | +2.50% | 26 qtrssince 2018-Q4 | Increased 64 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 39.1M | $4.1B | 3.3% | $84.23 | +22.00% | 26 qtrssince 2018-Q4 | Increased 60 |
INVESCO S&P 500 EQUAL WEIGHT | 23.6M | $4.1B | 3.3% | $157.74 | +7.57% | 26 qtrssince 2018-Q4 | Increased 59 |
FIDELITY MERRIMACK STR TR | 81.2M | $3.7B | 3.0% | $41.84 | +2.52% | 12 qtrssince 2022-Q2 | Increased 65 |
ISHARES 20 PLUS YEAR TREASURY BD | 38M | $3.5B | 2.8% | $84.16 | +1.53% | 26 qtrssince 2018-Q4 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 5.6M | $3.1B | 2.5% | $306.53 | +79.71% | 26 qtrssince 2018-Q4 | Increased 56 |
VANGUARD FTSE EMERGING MARKETS | 68.5M | $3.1B | 2.5% | $36.92 | +19.39% | 26 qtrssince 2018-Q4 | Increased 57 |
VANGUARD FTSE DEVELOPED ETF | 59.6M | $3B | 2.5% | $38.67 | +28.65% | 26 qtrssince 2018-Q4 | Increased 56 |
ISHARES CORE MSCI EAFE ETF | 34.2M | $2.6B | 2.1% | $54.42 | +35.30% | 26 qtrssince 2018-Q4 | Increased 58 |
ISHARES MSCI EUROZONE ETF | 42.3M | $2.3B | 1.8% | $41.65 | +25.55% | 26 qtrssince 2018-Q4 | Increased 52 |
ISHARES MSCI USA VALUE FACTO | 20.7M | $2.2B | 1.8% | $77.76 | +33.65% | 26 qtrssince 2018-Q4 | Increased 52 |
VANGUARD TAX-EXEMPT BOND ETF | 34.5M | $1.7B | 1.4% | $45.42 | +4.15% | 26 qtrssince 2018-Q4 | Increased 52 |
VANGUARD MID-CAP ETF | 6.3M | $1.6B | 1.3% | $46.11 | +37.68% | 26 qtrssince 2018-Q4 | Increased 54 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 3.2M | $1.5B | 1.2% | $214.75 | +117.59% | 26 qtrssince 2018-Q4 | Increased 51 |
VANGUARD S&P 500 ETF | 2.2M | $1.2B | 0.9% | $394.39 | +28.38% | 26 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 11.5M | $1.1B | 0.9% | $89.62 | +4.36% | 26 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 23M | $1.1B | 0.9% | $41.01 | +5.85% | 26 qtrssince 2018-Q4 | Increased 47 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $122.3B across 3648 positions as of Q1 2025. Top holdings: IVV (14.4%), BND (7.1%), SCHF (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 469 new positions, 412 exits, 1566 increased. Top move: FBND (INCREASED, conviction 65). Portfolio: $122.3B across 3648 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer