How many stocks does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

As of Q4 2021, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 3,257 positions in their 13F portfolio.

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

IVV at 17.2% of portfolio, worth $10.6B.

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

$61.2B as of Q4 2021, tracked across 3,257 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 Q4 2021?

View NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest portfolio changes, new positions, and exits for Q4 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 Q4 2021

SEC EDGAR SourceSEC Filings

Top Holdings3,257 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	22.1M	$10.6B	17.2%	—	$268.74	+67.89%	13 qtrssince 2018-Q4	Increased 65
BND ETF VANGUARD TOTAL BOND MARKET	47.1M	$4B	6.5%	—	$68.33	+6.27%	13 qtrssince 2018-Q4	Increased 65
SCHF ETF SCHWAB INTL EQUITY ETF	78.3M	$3B	5.0%	—	$12.85	+33.72%	13 qtrssince 2018-Q4	Increased 64
IJH ETF ISHARES CORE S&P MIDCAP ETF	10.2M	$2.9B	4.7%	—	$33.33	+59.81%	13 qtrssince 2018-Q4	Increased 62
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	22.9M	$2.6B	4.3%	—	$73.12	+47.10%	13 qtrssince 2018-Q4	Increased 63
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	4.8M	$2.3B	3.7%	—	$247.58	+81.92%	13 qtrssince 2018-Q4	Increased 61
VWO ETF VANGUARD FTSE EMERGING MARKETS	42.1M	$2.1B	3.4%	—	$34.39	+25.92%	13 qtrssince 2018-Q4	Increased 67
VEA ETF VANGUARD FTSE DEVELOPED ETF	29.9M	$1.5B	2.5%	—	$34.02	+32.00%	13 qtrssince 2018-Q4	Increased 65
VLUE ETF ISHARES MSCI USA VALUE FACTO	13.9M	$1.5B	2.5%	—	$69.91	+40.30%	13 qtrssince 2018-Q4	Increased 57
EZU ETF ISHARES MSCI EUROZONE ETF	29.5M	$1.4B	2.4%	—	$43.55	+0.67%	13 qtrssince 2018-Q4	Decreased 0
VTIP ETF VANGUARD SHORT-TERM TIPS	27.4M	$1.4B	2.3%	—	$40.79	+7.48%	13 qtrssince 2018-Q4	Increased 61
IAU ETF ISHARES GOLD TRUST	39.6M	$1.4B	2.3%	—	$34.36	+0.62%	13 qtrssince 2018-Q4	Increased 57
IEFA ETF ISHARES CORE MSCI EAFE ETF	17.5M	$1.3B	2.1%	—	$47.90	+37.02%	13 qtrssince 2018-Q4	Increased 58
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	2.7M	$1.1B	1.7%	—	$176.18	+121.58%	13 qtrssince 2018-Q4	Increased 51
GSLC ETF GOLDMAN ACTIVEBETA US LC ETF	10.9M	$1B	1.7%	—	$62.91	+43.75%	13 qtrssince 2018-Q4	Decreased 0
VTEB ETF VANGUARD TAX-EXEMPT BOND ETF	14.5M	$797.3M	1.3%	—	$45.53	+5.51%	13 qtrssince 2018-Q4	Increased 55
VO ETF VANGUARD MID-CAP ETF	3M	$762.3M	1.2%	—	$36.17	+64.15%	13 qtrssince 2018-Q4	Increased 52
IEMG ETF ISHARES CORE MSCI EMERGING	11.4M	$683M	1.1%	—	$40.51	+32.08%	13 qtrssince 2018-Q4	Increased 54
VNQ ETF VANGUARD REAL ESTATE ETF ETF	5.3M	$610.1M	1.0%	—	$67.57	+46.31%	13 qtrssince 2018-Q4	Increased 46
IUSB ETF ISHARES TR	10.1M	$533.4M	0.9%	—	$41.68	+7.57%	13 qtrssince 2018-Q4	Increased 46