Northwestern Mutual Wealth Management
PSC icon

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
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 $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 6.7% in Q1 2026, buying an estimated $942K and bringing the position to 252,845 shares worth $14.5M. 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 14 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Northwestern Mutual Wealth Management held 252,845 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $14.5M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 15,834 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $942K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 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 14 quarters since.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

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