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
3451
$478K ﹤0.01%
+45,553
3452
$476K ﹤0.01%
+7,015
3453
$474K ﹤0.01%
+33,352
3454
$462K ﹤0.01%
+431,272
3455
$462K ﹤0.01%
+11,472
3456
$461K ﹤0.01%
+33,992
3457
$457K ﹤0.01%
+13,430
3458
$455K ﹤0.01%
+2,758
3459
$454K ﹤0.01%
+44,578
3460
$454K ﹤0.01%
+30,567
3461
$452K ﹤0.01%
+330,077
3462
$448K ﹤0.01%
+58,983
3463
$448K ﹤0.01%
+206,241
3464
$444K ﹤0.01%
+37,007
3465
$441K ﹤0.01%
+69,034
3466
$439K ﹤0.01%
+14,652
3467
$436K ﹤0.01%
+19,455
3468
$435K ﹤0.01%
+107,714
3469
$433K ﹤0.01%
+5,250
3470
$420K ﹤0.01%
+23,275
3471
$413K ﹤0.01%
+10
3472
$411K ﹤0.01%
+38,378
3473
$409K ﹤0.01%
+951
3474
$409K ﹤0.01%
+4,216
3475
$406K ﹤0.01%
+25,845