How many stocks does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

As of Q3 2022, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 3,211 positions in their 13F portfolio.

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

IVV at 16.6% of portfolio, worth $9.5B.

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

$57.3B as of Q3 2022, tracked across 3,211 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 Q3 2022?

View NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest portfolio changes, new positions, and exits for Q3 2022 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 Q3 2022

SEC EDGAR SourceSEC Filings

Top Holdings3,211 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	26.6M	$9.5B	16.6%	—	$288.87	+20.40%	16 qtrssince 2018-Q4	Increased 65
BND ETF VANGUARD TOTAL BOND MARKET	54M	$3.9B	6.7%	—	$68.01	-8.73%	16 qtrssince 2018-Q4	Increased 63
SCHF ETF SCHWAB INTL EQUITY ETF	100.1M	$2.8B	4.9%	—	$13.25	-4.98%	16 qtrssince 2018-Q4	Increased 63
IJH ETF ISHARES CORE S&P MIDCAP ETF	12.3M	$2.7B	4.7%	—	$35.43	+18.92%	16 qtrssince 2018-Q4	Increased 62
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	26.7M	$2.3B	4.1%	—	$76.36	+8.79%	16 qtrssince 2018-Q4	Decreased 0
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	5.5M	$2B	3.5%	—	$265.22	+30.89%	16 qtrssince 2018-Q4	Increased 61
VWO ETF VANGUARD FTSE EMERGING MARKETS	51.8M	$1.9B	3.3%	—	$34.73	-5.94%	16 qtrssince 2018-Q4	Increased 63
IAU ETF ISHARES GOLD TRUST	44.8M	$1.4B	2.5%	—	$34.39	-8.35%	16 qtrssince 2018-Q4	Increased 57
EZU ETF ISHARES MSCI EUROZONE ETF	42.9M	$1.4B	2.4%	—	$40.62	-27.86%	16 qtrssince 2018-Q4	Increased 59
VCSH ETF VANGUARD S/T CORP BOND ETF	18.4M	$1.4B	2.4%	—	$66.58	-3.87%	16 qtrssince 2018-Q4	Decreased 0
IEFA ETF ISHARES CORE MSCI EAFE ETF	24.2M	$1.3B	2.2%	—	$48.70	-2.62%	16 qtrssince 2018-Q4	Increased 62
VLUE ETF ISHARES MSCI USA VALUE FACTO	15.6M	$1.3B	2.2%	—	$71.69	+5.79%	16 qtrssince 2018-Q4	Increased 56
VEA ETF VANGUARD FTSE DEVELOPED ETF	34.5M	$1.3B	2.2%	—	$34.25	-4.55%	16 qtrssince 2018-Q4	Increased 57
VTEB ETF VANGUARD TAX-EXEMPT BOND ETF	17.2M	$827.2M	1.4%	—	$45.32	-5.92%	16 qtrssince 2018-Q4	Decreased 0
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	3M	$796.2M	1.4%	—	$191.16	+39.37%	16 qtrssince 2018-Q4	Increased 51
GSLC ETF GOLDMAN ACTIVEBETA US LC ETF	10.9M	$776.2M	1.4%	—	$62.95	+9.68%	16 qtrssince 2018-Q4	Increased 50
VO ETF VANGUARD MID-CAP ETF	3.9M	$726.5M	1.3%	—	$39.31	+12.58%	16 qtrssince 2018-Q4	Increased 52
IEMG ETF ISHARES CORE MSCI EMERGING	14.4M	$620.6M	1.1%	—	$40.99	-5.05%	16 qtrssince 2018-Q4	Increased 53
VNQ ETF VANGUARD REAL ESTATE ETF ETF	6.4M	$511.8M	0.9%	—	$70.67	-1.95%	16 qtrssince 2018-Q4	Increased 46
IUSB ETF ISHARES TR	10.7M	$476.8M	0.8%	—	$41.55	-7.96%	16 qtrssince 2018-Q4	Increased 45