How many stocks does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

As of Q4 2022, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 3,319 positions in their 13F portfolio.

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

IVV at 16.3% of portfolio, worth $10.8B.

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

$66.1B as of Q4 2022, tracked across 3,319 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 2022?

View NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest portfolio changes, new positions, and exits for Q4 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 Q4 2022

SEC EDGAR SourceSEC Filings

Top Holdings3,319 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	28M	$10.8B	16.3%	—	$292.78	+25.80%	17 qtrssince 2018-Q4	Increased 65
BND ETF VANGUARD TOTAL BOND MARKET	65.9M	$4.7B	7.2%	—	$67.12	-6.00%	17 qtrssince 2018-Q4	Increased 75
SCHF ETF SCHWAB INTL EQUITY ETF	112.9M	$3.6B	5.5%	—	$13.41	+9.06%	17 qtrssince 2018-Q4	Increased 70
IJH ETF ISHARES CORE S&P MIDCAP ETF	14.9M	$3.6B	5.5%	—	$37.33	+24.10%	17 qtrssince 2018-Q4	Increased 74
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	27.2M	$2.6B	3.9%	—	$76.60	+17.52%	17 qtrssince 2018-Q4	Increased 60
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	5.7M	$2.2B	3.3%	—	$268.12	+37.11%	17 qtrssince 2018-Q4	Increased 60
VWO ETF VANGUARD FTSE EMERGING MARKETS	55.8M	$2.2B	3.3%	—	$34.78	+1.83%	17 qtrssince 2018-Q4	Increased 63
EZU ETF ISHARES MSCI EUROZONE ETF	48.3M	$1.9B	2.9%	—	$40.13	-9.56%	17 qtrssince 2018-Q4	Increased 62
VEA ETF VANGUARD FTSE DEVELOPED ETF	38.1M	$1.6B	2.4%	—	$34.60	+9.80%	17 qtrssince 2018-Q4	Increased 60
IEFA ETF ISHARES CORE MSCI EAFE ETF	24.7M	$1.5B	2.3%	—	$48.82	+13.91%	17 qtrssince 2018-Q4	Increased 56
VLUE ETF ISHARES MSCI USA VALUE FACTO	15.7M	$1.4B	2.2%	—	$71.75	+17.21%	17 qtrssince 2018-Q4	Increased 55
VTEB ETF VANGUARD TAX-EXEMPT BOND ETF	20.3M	$1B	1.5%	—	$45.15	-2.09%	17 qtrssince 2018-Q4	Increased 59
VO ETF VANGUARD MID-CAP ETF	4.6M	$938.9M	1.4%	—	$40.75	+18.40%	17 qtrssince 2018-Q4	Increased 59
IAU ETF ISHARES GOLD TRUST	26.6M	$920.8M	1.4%	—	$34.39	+0.58%	17 qtrssince 2018-Q4	Decreased 0
GSLC ETF GOLDMAN ACTIVEBETA US LC ETF	10.8M	$822.2M	1.2%	—	$62.95	+16.48%	17 qtrssince 2018-Q4	Decreased 0
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	3M	$802.1M	1.2%	—	$191.92	+36.28%	17 qtrssince 2018-Q4	Increased 50
IEMG ETF ISHARES CORE MSCI EMERGING	16.5M	$770.8M	1.2%	—	$41.20	+3.61%	17 qtrssince 2018-Q4	Increased 57
VNQ ETF VANGUARD REAL ESTATE ETF ETF	7.3M	$603.1M	0.9%	—	$70.98	+3.00%	17 qtrssince 2018-Q4	Increased 51
SCHD ETF SCHWAB US DVD EQUITY ETF	7.6M	$574.5M	0.9%	—	$21.24	+6.01%	17 qtrssince 2018-Q4	Increased 52
IUSB ETF ISHARES TR	12.6M	$566.6M	0.9%	—	$41.16	-5.29%	17 qtrssince 2018-Q4	Increased 52