How many stocks does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

As of Q2 2024, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 3,482 positions in their 13F portfolio.

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

IVV at 15.3% of portfolio, worth $15.5B.

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

$101.4B as of Q2 2024, tracked across 3,482 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 2024?

View NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest portfolio changes, new positions, and exits for Q2 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 Q2 2024

SEC EDGAR SourceSEC Filings

Top Holdings3,482 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	28.4M	$15.5B	15.3%	—	$318.81	+68.22%	23 qtrssince 2018-Q4	Decreased 0
BND ETF VANGUARD TOTAL BOND MARKET	105.7M	$7.6B	7.5%	—	$65.93	+0.52%	23 qtrssince 2018-Q4	Decreased 0
IJH ETF ISHARES CORE S&P MIDCAP ETF	100.5M	$5.9B	5.8%	—	$55.59	+2.99%	23 qtrssince 2018-Q4	Increased 64
SCHF ETF SCHWAB INTL EQUITY ETF	146.6M	$5.6B	5.6%	—	$14.23	+27.58%	23 qtrssince 2018-Q4	Increased 65
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	34.9M	$3.7B	3.7%	—	$81.04	+27.87%	23 qtrssince 2018-Q4	Increased 61
RSP ETF INVESCO S&P 500 EQUAL WEIGHT	20.5M	$3.4B	3.3%	—	$155.41	+3.14%	23 qtrssince 2018-Q4	Increased 94
TLT ETF ISHARES 20 PLUS YEAR TREASURY BD	32.6M	$3B	3.0%	—	$83.67	-0.12%	23 qtrssince 2018-Q4	Increased 88
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	5.2M	$2.8B	2.8%	—	$289.22	+84.79%	23 qtrssince 2018-Q4	Decreased 0
VWO ETF VANGUARD FTSE EMERGING MARKETS	58.2M	$2.5B	2.5%	—	$35.64	+16.16%	23 qtrssince 2018-Q4	Increased 58
VEA ETF VANGUARD FTSE DEVELOPED ETF	51M	$2.5B	2.5%	—	$37.02	+26.78%	23 qtrssince 2018-Q4	Increased 57
IEFA ETF ISHARES CORE MSCI EAFE ETF	28.5M	$2.1B	2.0%	—	$50.97	+35.24%	23 qtrssince 2018-Q4	Increased 56
VLUE ETF ISHARES MSCI USA VALUE FACTO	18.9M	$2B	1.9%	—	$75.22	+32.26%	23 qtrssince 2018-Q4	Increased 52
EZU ETF ISHARES MSCI EUROZONE ETF	38.2M	$1.9B	1.8%	—	$40.90	+15.05%	23 qtrssince 2018-Q4	Increased 53
VTEB ETF VANGUARD TAX-EXEMPT BOND ETF	31.7M	$1.6B	1.6%	—	$45.23	+3.15%	23 qtrssince 2018-Q4	Decreased 0
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	3.2M	$1.5B	1.5%	—	$207.02	+129.57%	23 qtrssince 2018-Q4	Increased 51
VO ETF VANGUARD MID-CAP ETF	5.3M	$1.3B	1.3%	—	$42.91	+36.84%	23 qtrssince 2018-Q4	Increased 51
IUSB ETF ISHARES TR	19.6M	$887.2M	0.9%	—	$40.67	+1.58%	23 qtrssince 2018-Q4	Decreased 0
IEMG ETF ISHARES CORE MSCI EMERGING	16.4M	$879.5M	0.9%	—	$42.03	+21.05%	23 qtrssince 2018-Q4	Increased 45
AGG ETF ISHARES TR	8.9M	$865.5M	0.9%	—	$88.69	+0.59%	23 qtrssince 2018-Q4	Increased 47
GSLC ETF GOLDMAN ACTIVEBETA US LC ETF	7.3M	$782.6M	0.8%	—	$63.13	+66.65%	23 qtrssince 2018-Q4	Decreased 0