Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.7K Buy
1,023
+2
+0.2% +$131 ﹤0.01% 2434
2026
Q1 		$62.6K Buy
1,021
+49
+5% +$3.01K ﹤0.01% 2357
2025
Q4 		$52.1K Buy
972
+25
+3% +$1.32K ﹤0.01% 2380
2025
Q3 		$47.7K Buy
947
+39
+4% +$1.91K ﹤0.01% 2339
2025
Q2 		$41K Buy
908
+850
+1,466% +$32.4K ﹤0.01% 2334
2025
Q1 		$1.86K Sell
58
-40
-41% -$1.34K ﹤0.01% 3171
2024
Q4 		$3.22K Buy
+98
New +$3.79K ﹤0.01% 3071
2024
Q2 		– Sell
-56
Closed -$1.99K – 3791
2024
Q1 		$1.99K Buy
+56
New +$1.81K ﹤0.01% 3051
2022
Q3 		– Sell
-44
Closed -$1K – 3363
2022
Q2 		$1K Sell
44
-92
-68% -$2.99K ﹤0.01% 3076
2022
Q1 		$5K Sell
136
-66
-33% -$2.13K ﹤0.01% 2760
2021
Q4 		$6K Buy
+202
New +$6.48K ﹤0.01% 2750
2021
Q2 		– Sell
-64
Closed -$2K – 3144
2021
Q1 		$2K Buy
+64
New +$1.94K ﹤0.01% 2629
2020
Q4 		– Sell
-58
Closed -$1K – 2858
2020
Q3 		$1K Buy
+58
New +$1.46K ﹤0.01% 2469
2020
Q2 		– Sell
-16
Closed – – 2658
2020
Q1 		$0 Buy
+16
New +$474 ﹤0.01% 2730
2019
Q4 		– Sell
-13
Closed – – 2594
2019
Q3 		$0 Buy
+13
New +$461 ﹤0.01% 2662
2015
Q4 		– Sell
-42
Closed -$1K – 1816
2015
Q3 		$1K Buy
+42
New +$1.45K ﹤0.01% 1585
2013
Q4 		– Sell
-36
Closed -$1K – 1540
2013
Q3 		$1K Buy
+36
New +$1.33K ﹤0.01% 1291

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Shinhan Financial Group (SHG) stake by 0.2% in Q2 2026, buying an estimated $131 and bringing the position to 1,023 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Northwestern Mutual Wealth Management first reported a position in SHG in Q3 2013 and has held it in 17 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,023 shares of Shinhan Financial Group worth $64.7K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 2 Shinhan Financial Group shares in Q2 2026, an estimated $131.
  • Shinhan Financial Group made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2434 holding.
  • Northwestern Mutual Wealth Management first reported a position in Shinhan Financial Group in Q3 2013 and has held it in 17 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

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