Northern Trust

Northern Trust Portfolio holdings

AUM $782B
1-Year Est. Return 26.16%
 

Northern Trust Corporation, founded in 1889 and headquartered in Chicago, Illinois, is a prominent financial services firm specializing in wealth management, asset management, and asset servicing for high-net-worth individuals, families, and institutions. Known for its conservative and client-focused approach, it manages hundreds of billions in assets, offering trust and custody services, investment solutions, and banking products tailored to affluent clients and organizations like foundations and endowments. The company has built a reputation for reliability and discretion, serving as a custodian for a significant portion of global institutional assets while maintaining a strong presence in private banking.

This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,100
New
Increased
Reduced
Closed

Top Buys

1 +$6.32B
2 +$5.54B
3 +$3.85B
4
GE icon
GE Aerospace
GE
+$3.81B
5
CVX icon
Chevron
CVX
+$3.76B

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.3%
2 Technology 12.8%
3 Healthcare 11.98%
4 Industrials 10.95%
5 Energy 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$2.4M ﹤0.01%
+725,749
2852
$2.4M ﹤0.01%
+178,366
2853
$2.4M ﹤0.01%
+108,161
2854
$2.39M ﹤0.01%
+18,537
2855
$2.39M ﹤0.01%
+318,530
2856
$2.38M ﹤0.01%
+167,592
2857
$2.38M ﹤0.01%
+102,370
2858
$2.38M ﹤0.01%
+102,160
2859
$2.38M ﹤0.01%
+216,120
2860
$2.37M ﹤0.01%
+517,223
2861
$2.37M ﹤0.01%
+435,799
2862
$2.36M ﹤0.01%
+112,000
2863
$2.36M ﹤0.01%
+115,066
2864
$2.36M ﹤0.01%
+282,910
2865
$2.36M ﹤0.01%
+167,038
2866
$2.36M ﹤0.01%
+135,761
2867
$2.36M ﹤0.01%
+200,939
2868
$2.36M ﹤0.01%
+278,873
2869
$2.35M ﹤0.01%
+90,881
2870
$2.35M ﹤0.01%
+76,860
2871
$2.35M ﹤0.01%
+79,431
2872
$2.34M ﹤0.01%
+103,895
2873
$2.33M ﹤0.01%
+21,111
2874
$2.33M ﹤0.01%
+16,983
2875
$2.32M ﹤0.01%
+316,257