How many stocks does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

As of Q2 2021, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 3,069 positions in their 13F portfolio.

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

IVV at 16.2% of portfolio, worth $8.5B.

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

$52.7B as of Q2 2021, tracked across 3,069 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 Q2 2021?

View NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest portfolio changes, new positions, and exits for Q2 2021 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 Q2 2021

SEC EDGAR SourceSEC Filings

Top Holdings3,069 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	19.9M	$8.5B	16.2%	—	$250.23	+60.84%	11 qtrssince 2018-Q4	Increased 66
BND ETF VANGUARD TOTAL BOND MARKET	42.3M	$3.6B	6.9%	—	$67.84	+7.12%	11 qtrssince 2018-Q4	Increased 76
SCHF ETF SCHWAB INTL EQUITY ETF	66.5M	$2.6B	5.0%	—	$12.10	+41.53%	11 qtrssince 2018-Q4	Decreased 0
IJH ETF ISHARES CORE S&P MIDCAP ETF	9.2M	$2.5B	4.7%	—	$31.27	+60.74%	11 qtrssince 2018-Q4	Decreased 0
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	20.3M	$2.3B	4.4%	—	$69.00	+51.45%	11 qtrssince 2018-Q4	Increased 61
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	4.5M	$1.9B	3.7%	—	$235.03	+70.99%	11 qtrssince 2018-Q4	Increased 60
VWO ETF VANGUARD FTSE EMERGING MARKETS	34M	$1.8B	3.5%	—	$32.32	+44.87%	11 qtrssince 2018-Q4	Decreased 0
VLUE ETF ISHARES MSCI USA VALUE FACTO	12.6M	$1.3B	2.5%	—	$67.39	+37.16%	11 qtrssince 2018-Q4	Increased 57
EZU ETF ISHARES MSCI EUROZONE ETF	26.7M	$1.3B	2.5%	—	$43.64	+0.67%	11 qtrssince 2018-Q4	Increased 88
VEA ETF VANGUARD FTSE DEVELOPED ETF	23.6M	$1.2B	2.3%	—	$31.19	+43.39%	11 qtrssince 2018-Q4	Decreased 0
IAU ETF ISHARES GOLD TRUST	35.3M	$1.2B	2.3%	—	$34.46	-2.69%	11 qtrssince 2018-Q4	Decreased 0
VTIP ETF VANGUARD SHORT-TERM TIPS	22.6M	$1.2B	2.3%	—	$40.19	+6.30%	11 qtrssince 2018-Q4	Increased 60
IEFA ETF ISHARES CORE MSCI EAFE ETF	15.7M	$1.2B	2.2%	—	$45.88	+41.86%	11 qtrssince 2018-Q4	Decreased 0
GSLC ETF GOLDMAN ACTIVEBETA US LC ETF	11M	$946.5M	1.8%	—	$62.91	+28.95%	11 qtrssince 2018-Q4	Increased 50
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	2.6M	$905.5M	1.7%	—	$168.35	+105.12%	11 qtrssince 2018-Q4	Decreased 0
VTEB ETF VANGUARD TAX-EXEMPT BOND ETF	12.2M	$672.2M	1.3%	—	$45.08	+6.34%	11 qtrssince 2018-Q4	Increased 60
IEMG ETF ISHARES CORE MSCI EMERGING	9.9M	$664.1M	1.3%	—	$38.56	+52.50%	11 qtrssince 2018-Q4	Decreased 0
VO ETF VANGUARD MID-CAP ETF	2.7M	$649.4M	1.2%	—	$34.19	+60.78%	11 qtrssince 2018-Q4	Increased 51
IUSB ETF ISHARES TR	9.2M	$494.3M	0.9%	—	$41.39	+8.40%	11 qtrssince 2018-Q4	Increased 53
VNQ ETF VANGUARD REAL ESTATE ETF ETF	4.8M	$493.3M	0.9%	—	$65.38	+31.68%	11 qtrssince 2018-Q4	Increased 46