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
4051
$3K ﹤0.01%
+27,175
4052
$3K ﹤0.01%
+20,490
4053
$2K ﹤0.01%
+15,922
4054
$2K ﹤0.01%
+13,245
4055
$2K ﹤0.01%
+17,331
4056
$2K ﹤0.01%
+18,000
4057
$2K ﹤0.01%
+17,550
4058
$2K ﹤0.01%
+18,200
4059
$2K ﹤0.01%
+12,200
4060
$2K ﹤0.01%
+14,065
4061
$2K ﹤0.01%
+14,847
4062
$2K ﹤0.01%
+12,100
4063
$2K ﹤0.01%
+17,970
4064
$2K ﹤0.01%
+12,475
4065
$2K ﹤0.01%
+11,311
4066
$2K ﹤0.01%
+13,900
4067
$2K ﹤0.01%
+10,970
4068
$2K ﹤0.01%
+14,628
4069
$1K ﹤0.01%
+14,800
4070
$1K ﹤0.01%
+10,647
4071
$1K ﹤0.01%
+17,556
4072
$1K ﹤0.01%
+10,000
4073
$1K ﹤0.01%
+10,000
4074
$1K ﹤0.01%
+19,506
4075
$1K ﹤0.01%
+11,568