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
3576
$261K ﹤0.01%
+18,992
3577
$261K ﹤0.01%
+93,400
3578
$260K ﹤0.01%
+6,048
3579
$259K ﹤0.01%
+19,025
3580
$259K ﹤0.01%
+1,816
3581
$259K ﹤0.01%
+118,101
3582
$257K ﹤0.01%
+3,872
3583
$257K ﹤0.01%
+14,360
3584
$257K ﹤0.01%
+205,677
3585
$256K ﹤0.01%
+19,869
3586
$255K ﹤0.01%
+5,600
3587
$252K ﹤0.01%
+29,260
3588
$252K ﹤0.01%
+48,478
3589
$250K ﹤0.01%
+13,710
3590
$250K ﹤0.01%
+11,900
3591
$249K ﹤0.01%
+50,073
3592
$248K ﹤0.01%
+37,836
3593
$247K ﹤0.01%
+3,790
3594
$246K ﹤0.01%
+7,745
3595
$246K ﹤0.01%
+16,464
3596
$245K ﹤0.01%
+14,078
3597
$245K ﹤0.01%
+24,806
3598
$245K ﹤0.01%
+7,093
3599
$245K ﹤0.01%
+11,987
3600
$244K ﹤0.01%
+6,538