How many stocks does NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO own?

As of Q4 2024, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 3,588 positions in their 13F portfolio.

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

IVV at 15.2% of portfolio, worth $18B.

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

$118.5B as of Q4 2024, tracked across 3,588 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 2024?

View NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest portfolio changes, new positions, and exits for Q4 2024 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 2024

SEC EDGAR SourceSEC Filings

Top Holdings3,588 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	30.5M	$18B	15.2%	—	$337.05	+73.11%	25 qtrssince 2018-Q4	Increased 65
BND ETF VANGUARD TOTAL BOND MARKET	116.9M	$8.4B	7.1%	—	$66.19	+2.11%	25 qtrssince 2018-Q4	Increased 65
IJH ETF ISHARES CORE S&P MIDCAP ETF	110.7M	$6.9B	5.8%	—	$56.11	+9.26%	25 qtrssince 2018-Q4	Increased 64
SCHF ETF SCHWAB INTL EQUITY ETF	335.1M	$6.2B	5.2%	—	$16.32	+9.55%	25 qtrssince 2018-Q4	Increased 100
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	38.1M	$4.4B	3.7%	—	$83.78	+35.17%	25 qtrssince 2018-Q4	Increased 62
RSP ETF INVESCO S&P 500 EQUAL WEIGHT	23.2M	$4.1B	3.4%	—	$157.54	+9.14%	25 qtrssince 2018-Q4	Increased 61
FBND ETF FIDELITY MERRIMACK STR TR	73.4M	$3.3B	2.8%	—	$41.73	-0.05%	11 qtrssince 2022-Q2	Increased 88
TLT ETF ISHARES 20 PLUS YEAR TREASURY BD	37.6M	$3.3B	2.8%	—	$84.15	-3.23%	25 qtrssince 2018-Q4	Increased 57
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	5.4M	$3.2B	2.7%	—	$298.69	+94.64%	25 qtrssince 2018-Q4	Increased 55
VWO ETF VANGUARD FTSE EMERGING MARKETS	66.2M	$2.9B	2.5%	—	$36.67	+16.89%	25 qtrssince 2018-Q4	Increased 59
VEA ETF VANGUARD FTSE DEVELOPED ETF	57.8M	$2.8B	2.3%	—	$38.32	+20.60%	25 qtrssince 2018-Q4	Increased 59
IEFA ETF ISHARES CORE MSCI EAFE ETF	32.5M	$2.3B	1.9%	—	$53.43	+26.84%	25 qtrssince 2018-Q4	Increased 54
VLUE ETF ISHARES MSCI USA VALUE FACTO	20.1M	$2.1B	1.8%	—	$77.06	+33.33%	25 qtrssince 2018-Q4	Increased 52
EZU ETF ISHARES MSCI EUROZONE ETF	41.1M	$1.9B	1.6%	—	$41.35	+10.59%	25 qtrssince 2018-Q4	Increased 53
VTEB ETF VANGUARD TAX-EXEMPT BOND ETF	33.6M	$1.7B	1.4%	—	$45.37	+4.77%	25 qtrssince 2018-Q4	Increased 52
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	3.1M	$1.6B	1.4%	—	$210.56	+143.64%	25 qtrssince 2018-Q4	Increased 51
VO ETF VANGUARD MID-CAP ETF	5.8M	$1.5B	1.3%	—	$44.74	+44.29%	25 qtrssince 2018-Q4	Increased 52
VOO ETF VANGUARD S&P 500 ETF	1.9M	$1B	0.9%	—	$376.86	+41.81%	25 qtrssince 2018-Q4	Increased 50
AGG ETF ISHARES TR	10.4M	$1B	0.9%	—	$89.20	+2.06%	25 qtrssince 2018-Q4	Increased 49
IUSB ETF ISHARES TR	21.9M	$988M	0.8%	—	$40.88	+3.44%	25 qtrssince 2018-Q4	Increased 48