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
3051
$1.72M ﹤0.01%
+337,897
3052
$1.72M ﹤0.01%
+80,524
3053
$1.72M ﹤0.01%
+88,779
3054
$1.71M ﹤0.01%
+916,213
3055
$1.71M ﹤0.01%
+113,479
3056
$1.7M ﹤0.01%
+28,150
3057
$1.7M ﹤0.01%
+43,182
3058
$1.7M ﹤0.01%
+7,532
3059
$1.69M ﹤0.01%
+23,784
3060
$1.68M ﹤0.01%
+472,351
3061
$1.68M ﹤0.01%
+69,955
3062
$1.68M ﹤0.01%
+145,769
3063
$1.68M ﹤0.01%
+37,391
3064
$1.68M ﹤0.01%
+137,422
3065
$1.67M ﹤0.01%
+516,509
3066
$1.67M ﹤0.01%
+66,854
3067
$1.67M ﹤0.01%
+304,268
3068
$1.66M ﹤0.01%
+81,543
3069
$1.66M ﹤0.01%
+94,913
3070
$1.66M ﹤0.01%
+314,214
3071
$1.65M ﹤0.01%
+134,824
3072
$1.65M ﹤0.01%
+151,607
3073
$1.65M ﹤0.01%
+122,328
3074
$1.65M ﹤0.01%
+30,900
3075
$1.65M ﹤0.01%
+490