Northwestern Mutual Wealth Management
LYG icon

Northwestern Mutual Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$514K Sell
102,163
-9,909
-9% -$54.4K ﹤0.01% 1562
2025
Q4 		$594K Buy
112,072
+10,479
+10% +$50.7K ﹤0.01% 1472
2025
Q3 		$461K Buy
101,593
+6,594
+7% +$28.8K ﹤0.01% 1493
2025
Q2 		$404K Sell
94,999
-14,797
-13% -$58.8K ﹤0.01% 1463
2025
Q1 		$419K Sell
109,796
-61,680
-36% -$204K ﹤0.01% 1399
2024
Q4 		$466K Buy
171,476
+67,625
+65% +$193K ﹤0.01% 1351
2024
Q3 		$324K Sell
103,851
-2,314
-2% -$6.94K ﹤0.01% 1461
2024
Q2 		$290K Buy
106,165
+21,709
+26% +$58.2K ﹤0.01% 1444
2024
Q1 		$219K Buy
84,456
+14,981
+22% +$34.4K ﹤0.01% 1519
2023
Q4 		$166K Buy
69,475
+11,071
+19% +$23.7K ﹤0.01% 1576
2023
Q3 		$124K Buy
58,404
+7,675
+15% +$16.6K ﹤0.01% 1626
2023
Q2 		$112K Buy
50,729
+2,826
+6% +$6.48K ﹤0.01% 1667
2023
Q1 		$111K Buy
47,903
+9,333
+24% +$22.6K ﹤0.01% 1647
2022
Q4 		$84.9K Buy
38,570
+2,550
+7% +$5.25K ﹤0.01% 1726
2022
Q3 		$65K Buy
36,020
+6,847
+23% +$14.2K ﹤0.01% 1805
2022
Q2 		$60K Buy
29,173
+7,721
+36% +$17K ﹤0.01% 1845
2022
Q1 		$52K Sell
21,452
-5,436
-20% -$14.5K ﹤0.01% 1938
2021
Q4 		$68K Buy
26,888
+5,564
+26% +$14.2K ﹤0.01% 1863
2021
Q3 		$52K Buy
21,324
+1,466
+7% +$3.59K ﹤0.01% 1889
2021
Q2 		$51K Buy
19,858
+3,686
+23% +$9.46K ﹤0.01% 1850
2021
Q1 		$38K Buy
16,172
+2,710
+20% +$5.63K ﹤0.01% 1833
2020
Q4 		$26K Sell
13,462
-156
-1% -$263 ﹤0.01% 1864
2020
Q3 		$18K Sell
13,618
-131
-1% -$184 ﹤0.01% 1826
2020
Q2 		$21K Buy
13,749
+4,838
+54% +$7.26K ﹤0.01% 1694
2020
Q1 		$13K Sell
8,911
-2,714
-23% -$7K ﹤0.01% 1829
2019
Q4 		$38K Buy
11,625
+348
+3% +$1.05K ﹤0.01% 1558
2019
Q3 		$30K Sell
11,277
-427
-4% -$1.11K ﹤0.01% 1593
2019
Q2 		$33K Sell
11,704
-26,361
-69% -$81.5K ﹤0.01% 1550
2019
Q1 		$122K Buy
38,065
+24,884
+189% +$76.1K ﹤0.01% 1008
2018
Q4 		$34K Sell
13,181
-21,075
-62% -$59.9K ﹤0.01% 1404
2018
Q3 		$104K Buy
34,256
+20,715
+153% +$66.4K ﹤0.01% 1033
2018
Q2 		$45K Buy
13,541
+3,317
+32% +$11.8K ﹤0.01% 1284
2018
Q1 		$38K Sell
10,224
-7,022
-41% -$27.2K ﹤0.01% 1310
2017
Q4 		$65K Sell
17,246
-1,023
-6% -$3.69K ﹤0.01% 1052
2017
Q3 		$67K Sell
18,269
-10,656
-37% -$37.1K ﹤0.01% 1013
2017
Q2 		$102K Buy
28,925
+215
+0.7% +$764 ﹤0.01% 878
2017
Q1 		$98K Sell
28,710
-7,736
-21% -$26.1K ﹤0.01% 835
2016
Q4 		$113K Buy
+36,446
New +$107K ﹤0.01% 792
2016
Q3 		– Sell
-29,231
Closed -$87K – 957
2016
Q2 		$87K Buy
29,231
+2,964
+11% +$11.6K ﹤0.01% 765
2016
Q1 		$103K Buy
26,267
+17,734
+208% +$68.7K ﹤0.01% 695
2015
Q4 		$37K Sell
8,533
-5,359
-39% -$24.3K ﹤0.01% 854
2015
Q3 		$64K Buy
13,892
+6,042
+77% +$30.2K ﹤0.01% 666
2015
Q2 		$43K Sell
7,850
-192
-2% -$1K ﹤0.01% 704
2015
Q1 		$38K Buy
8,042
+1,804
+29% +$8.4K ﹤0.01% 713
2014
Q4 		$29K Buy
6,238
+4,384
+236% +$21.2K ﹤0.01% 785
2014
Q3 		$9K Hold
1,854
– – ﹤0.01% 940
2014
Q2 		$10K Buy
1,854
+1,192
+180% +$6.18K ﹤0.01% 906
2014
Q1 		$3K Hold
662
– – ﹤0.01% 1085
2013
Q4 		$4K Hold
662
– – ﹤0.01% 1106
2013
Q3 		$3K Buy
+662
New +$2.98K ﹤0.01% 1100

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwestern Mutual Wealth Management's LYG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Lloyds Banking Group (LYG) stake by 8.8% in Q1 2026, selling an estimated $54.4K and leaving 102,163 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Northwestern Mutual Wealth Management first reported a position in LYG in Q3 2013 and has held it in 50 quarters since. The position peaked at $594K in Q4 2025. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Northwestern Mutual Wealth Management held 102,163 shares of Lloyds Banking Group worth $514K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 9,909 Lloyds Banking Group shares in Q1 2026, an estimated $54.4K.
  • Lloyds Banking Group made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1562 holding.
  • Northwestern Mutual Wealth Management first reported a position in Lloyds Banking Group in Q3 2013 and has held it in 50 quarters since.
  • Northwestern Mutual Wealth Management's Lloyds Banking Group position peaked at $594K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.