NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,588 positions
ISHARES TR | 30.5M | $18B | 15.2% | $334.45 | +72.36% | 25 qtrssince 2018-Q4 | Increased 65 |
VANGUARD BD INDEX FDS | 116.9M | $8.4B | 7.1% | $66.19 | +2.11% | 25 qtrssince 2018-Q4 | Increased 65 |
ISHARES TR | 110.7M | $6.9B | 5.8% | $42.75 | +42.59% | 25 qtrssince 2018-Q4 | Increased 64 |
SCHWAB STRATEGIC TR | 335.1M | $6.2B | 5.2% | $14.65 | +21.19% | 25 qtrssince 2018-Q4 | Increased 100 |
ISHARES TR | 38.1M | $4.4B | 3.7% | $83.17 | +35.34% | 25 qtrssince 2018-Q4 | Increased 62 |
INVESCO EXCHANGE TRADED FD T | 23.2M | $4.1B | 3.4% | $155.74 | +9.29% | 25 qtrssince 2018-Q4 | Increased 61 |
FIDELITY MERRIMACK STR TR | 73.4M | $3.3B | 2.8% | $41.73 | -0.05% | 11 qtrssince 2022-Q2 | Increased 88 |
ISHARES TR | 37.6M | $3.3B | 2.8% | $84.15 | -3.23% | 25 qtrssince 2018-Q4 | Increased 57 |
SPDR S&P 500 ETF TR | 5.4M | $3.2B | 2.7% | $297.04 | +93.51% | 25 qtrssince 2018-Q4 | Increased 55 |
VANGUARD INTL EQUITY INDEX F | 66.2M | $2.9B | 2.5% | $36.50 | +16.90% | 25 qtrssince 2018-Q4 | Increased 59 |
VANGUARD TAX-MANAGED FDS | 57.8M | $2.8B | 2.3% | $37.97 | +20.59% | 25 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 32.5M | $2.3B | 1.9% | $53.43 | +26.84% | 25 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 20.1M | $2.1B | 1.8% | $76.23 | +33.50% | 25 qtrssince 2018-Q4 | Increased 52 |
ISHARES INC | 41.1M | $1.9B | 1.6% | $41.35 | +10.59% | 25 qtrssince 2018-Q4 | Increased 53 |
VANGUARD MUN BD FDS | 33.6M | $1.7B | 1.4% | $45.37 | +4.77% | 25 qtrssince 2018-Q4 | Increased 52 |
INVESCO QQQ TR | 3.1M | $1.6B | 1.4% | $210.56 | +143.64% | 25 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 5.8M | $1.5B | 1.3% | $44.74 | +44.29% | 25 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 1.9M | $1B | 0.9% | $373.30 | +41.36% | 25 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 10.4M | $1B | 0.9% | $89.20 | +2.06% | 25 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 21.9M | $988M | 0.8% | $40.88 | +3.44% | 25 qtrssince 2018-Q4 | Increased 48 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO manages $118.5B across 3588 positions as of Q4 2024. Top holdings: IVV (15.2%), BND (7.1%), IJH (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 418 new positions, 415 exits, 1666 increased. Top move: SCHF (INCREASED, conviction 100). Portfolio: $118.5B across 3588 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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
Verify source filings on SEC EDGAR