Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PSC Stock Details PSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.5M Sell
235,305
-17,540
-7% -$1.13M 0.01% 511
2026
Q1 		$14.5M Buy
252,845
+15,834
+7% +$942K 0.01% 511
2025
Q4 		$13.7M Buy
237,011
+79,617
+51% +$4.55M 0.01% 489
2025
Q3 		$8.97M Buy
157,394
+136,977
+671% +$7.49M 0.01% 570
2025
Q2 		$1.09M Buy
+20,417
New +$1.01M ﹤0.01% 1146
2025
Q1 		– Sell
-16
Closed -$822 – 3892
2024
Q4 		$822 Sell
16
-3,811
-100% -$203K ﹤0.01% 3322
2024
Q3 		$199K Buy
+3,827
New +$192K ﹤0.01% 1618
2023
Q2 		– Sell
-187
Closed -$7.5K – 3549
2023
Q1 		$7.5K Hold
187
– – ﹤0.01% 2607
2022
Q4 		$7.31K Hold
187
– – ﹤0.01% 2611
2022
Q3 		$7K Hold
187
– – ﹤0.01% 2596
2022
Q2 		$7K Sell
187
-229
-55% -$9.39K ﹤0.01% 2635
2022
Q1 		$18K Hold
416
– – ﹤0.01% 2347
2021
Q4 		$20K Buy
416
+187
+82% +$8.84K ﹤0.01% 2332
2021
Q3 		$10K Buy
+229
New +$10.5K ﹤0.01% 2466
2021
Q1 		– Sell
-3
Closed – – 2924
2020
Q4 		$0 Buy
+3
New +$98 ﹤0.01% 2830

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management's PSC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 6.9% in Q2 2026, selling an estimated $1.13M and leaving 235,305 shares worth $16.5M. The position accounts for 0.01% of the portfolio, ranked #511.

Northwestern Mutual Wealth Management first reported a position in PSC in Q4 2020 and has held it in 15 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Northwestern Mutual Wealth Management held 235,305 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $16.5M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 17,540 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $1.13M.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Northwestern Mutual Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2020 and has held it in 15 quarters since.
  • 105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.