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Northern Trust

Northern Trust Portfolio holdings

AUM $757B
1-Year Est. Return 28.64%
 

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 Fund
S&P 500
This Quarter Est. Return
-3.07%
1 Year Est. Return
+28.64%
3 Year Est. Return
+94.48%
5 Year Est. Return
+125.76%
10 Year Est. Return
+473.22%
AUM
$568B
AUM Growth
-$42B
Cap. Flow
-$8.58B
Cap. Flow %
-1.51%
Top 10 Hldgs %
22.78%
Holding
4,890
New
117
Increased
934
Reduced
3,288
Closed
148

Sector Composition

Rank Sector Weight
1 Technology 23.63%
2 Healthcare 12.57%
3 Financials 12.04%
4 Consumer Discretionary 10.68%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BBEU icon
4751
JPMorgan BetaBuilders Europe ETF
BBEU
$9.17B
-6,233
Closed -$372K
BBJP icon
4752
JPMorgan BetaBuilders Japan ETF
BBJP
$17B
-4,472
Closed -$246K
BCYC
4753
Bicycle Therapeutics
BCYC
$269M
-2,905
Closed -$177K
BFZ
4754
DELISTED
BlackRock CA Municipal Income Trust
BFZ
-21,750
Closed -$3K
BGY icon
4755
BlackRock Enhanced International Dividend Trust
BGY
$509M
-33,261
Closed -$209K
BHK icon
4756
BlackRock Core Bond Trust
BHK
$644M
-11,500
Closed -$2K
BNDX icon
4757
Vanguard Total International Bond ETF
BNDX
$82B
-29,490
Closed -$16K
BNTX icon
4758
BioNTech
BNTX
$23.5B
-22,370
Closed -$5.77M
CAMT icon
4759
Camtek
CAMT
$5.92B
-4,333
Closed -$199K
CCU icon
4760
Compañía de Cervecerías Unidas
CCU
$2.14B
-10,103
Closed -$166K
CII icon
4761
BlackRock Enhanced Captial and Income Fund
CII
$964M
-13,193
Closed -$292K
CNTA
4762
DELISTED
Centessa Pharmaceuticals
CNTA
-8,884
Closed -$100K
CWI icon
4763
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.7B
-8,001
Closed -$235K
DAVA icon
4764
Endava
DAVA
$165M
-3,798
Closed -$638K
DCBO
4765
Docebo
DCBO
$559M
-3,240
Closed -$218K
DLS icon
4766
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
-4,297
Closed -$316K
EGO icon
4767
Eldorado Gold
EGO
$8.33B
-18,050
Closed -$169K
ELEV
4768
DELISTED
Elevation Oncology
ELEV
-2,295
Closed -$14K
ETX
4769
Eaton Vance Municipal Income 2028 Term Trust
ETX
$198M
-10,000
Closed -$2K
EVG
4770
Eaton Vance Short Duration Diversified Income Fund
EVG
$141M
-10,025
Closed -$1K
EZU icon
4771
iShare MSCI Eurozone ETF
EZU
$9.38B
-10,845
Closed -$532K
FPX icon
4772
First Trust US Equity Opportunities ETF
FPX
$1.43B
-2,000
Closed -$245K
FSTA icon
4773
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
-5,051
Closed -$236K
FUN icon
4774
Cedar Fair
FUN
$1.88B
-4,852
Closed -$243K
GDV icon
4775
Gabelli Dividend & Income Trust
GDV
$2.59B
-11,105
Closed -$300K

Similar funds

Northern Trust's Q1 2022 Portfolio in Review

As of Q1 2022, Northern Trust held 4,890 positions worth $568B, down 6.9% from $610B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Northern Trust's Q1 2022 filing shows 117 new, 934 increased, 3,288 reduced and 148 closed positions. Its largest new stake was Constellation Energy: 3,275,992 shares worth $184M. The largest sale was Apple, an estimated $815M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.

  • Northern Trust's largest Q1 2022 buy was Constellation Energy: 3,275,992 shares worth $184M.
  • Northern Trust added most to Advanced Micro Devices in Q1 2022, an estimated $534M increase.
  • Northern Trust's biggest Q1 2022 reduction was Apple, cutting an estimated $815M.
  • Northern Trust fully exited Xilinx Inc in Q1 2022, selling an estimated $629M.
  • Northern Trust's ten largest holdings make up 23% of its $568B portfolio in Q1 2022.
  • Northern Trust opened 117 new positions and closed 148 in Q1 2022.
  • Northern Trust's portfolio value fell 6.9% quarter-over-quarter to $568B.

Based on Northern Trust's 13F filing for Q1 2022, filed 13 May 2022.