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
3351
$707K ﹤0.01%
+123,267
3352
$705K ﹤0.01%
+87,620
3353
$705K ﹤0.01%
+36,726
3354
$705K ﹤0.01%
+46,328
3355
$704K ﹤0.01%
+135,254
3356
$704K ﹤0.01%
+28,363
3357
$703K ﹤0.01%
+34,758
3358
$703K ﹤0.01%
+3,239
3359
$701K ﹤0.01%
+117,120
3360
$699K ﹤0.01%
+44,217
3361
$697K ﹤0.01%
+83,550
3362
$694K ﹤0.01%
+66,385
3363
$693K ﹤0.01%
+41,963
3364
$691K ﹤0.01%
+53,437
3365
$687K ﹤0.01%
+71,345
3366
$685K ﹤0.01%
+46,070
3367
$684K ﹤0.01%
+60,471
3368
$683K ﹤0.01%
+22,844
3369
$683K ﹤0.01%
+106,238
3370
$681K ﹤0.01%
+11,081
3371
$677K ﹤0.01%
+134,102
3372
$676K ﹤0.01%
+88,767
3373
$675K ﹤0.01%
+24,513
3374
$674K ﹤0.01%
+50,689
3375
$673K ﹤0.01%
+31,638