NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,482 positions
iShares Trust CORE S&P500 ETF | 28.4M | $15.5B | 15.3% | $316.38 | +68.13% | 23 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TOTAL BOND MARKET ETF | 105.7M | $7.6B | 7.5% | $65.93 | +0.52% | 23 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 100.5M | $5.9B | 5.8% | $40.92 | +38.80% | 23 qtrssince 2018-Q4 | Increased 64 |
SCHWAB INTERNATIONAL EQUITY ETF | 146.6M | $5.6B | 5.6% | $14.13 | +27.73% | 23 qtrssince 2018-Q4 | Increased 65 |
ISHARES CORE S&P SMALL CAP ETF | 34.9M | $3.7B | 3.7% | $80.43 | +27.79% | 23 qtrssince 2018-Q4 | Increased 61 |
INVESCO S&P 500 EQUAL WEIGHT ETF | 20.5M | $3.4B | 3.3% | $153.61 | +3.11% | 23 qtrssince 2018-Q4 | Increased 94 |
ISHARES TR | 32.6M | $3B | 3.0% | $83.67 | -0.12% | 23 qtrssince 2018-Q4 | Increased 88 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 5.2M | $2.8B | 2.8% | $287.65 | +84.36% | 23 qtrssince 2018-Q4 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 58.2M | $2.5B | 2.5% | $35.49 | +16.30% | 23 qtrssince 2018-Q4 | Increased 58 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 51M | $2.5B | 2.5% | $36.69 | +26.73% | 23 qtrssince 2018-Q4 | Increased 57 |
ISHARES CORE MSCI EAFE ETF | 28.5M | $2.1B | 2.0% | $50.97 | +35.24% | 23 qtrssince 2018-Q4 | Increased 56 |
ISHARES MSCI USA VALUE FACTOR ETF | 18.9M | $2B | 1.9% | $74.41 | +32.03% | 23 qtrssince 2018-Q4 | Increased 52 |
ISHARES MSCI EUROZONE ETF | 38.2M | $1.9B | 1.8% | $40.90 | +15.05% | 23 qtrssince 2018-Q4 | Increased 53 |
VANGUARD TAX-EXEMPT BOND ETF | 31.7M | $1.6B | 1.6% | $45.23 | +3.15% | 23 qtrssince 2018-Q4 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 3.2M | $1.5B | 1.5% | $207.02 | +129.57% | 23 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 5.3M | $1.3B | 1.3% | $42.91 | +36.84% | 23 qtrssince 2018-Q4 | Increased 51 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 19.6M | $887.2M | 0.9% | $40.67 | +1.58% | 23 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 16.4M | $879.5M | 0.9% | $42.03 | +21.05% | 23 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 8.9M | $865.5M | 0.9% | $88.69 | +0.59% | 23 qtrssince 2018-Q4 | Increased 47 |
TR ACTIVEBETA US LARGE CAP EQUITY ETF | 7.3M | $782.6M | 0.8% | $63.09 | +65.35% | 23 qtrssince 2018-Q4 | Decreased 0 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $101.4B across 3482 positions as of Q2 2024. Top holdings: IVV (15.3%), BND (7.5%), IJH (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 390 new positions, 463 exits, 1515 increased. Top move: RSP (INCREASED, conviction 94). Portfolio: $101.4B across 3482 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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