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Northwestern Mutual Wealth Management Portfolio holdings
AUM
$187B
1-Year Est. Return
21.7%
This Fund
S&P 500
This Quarter
Est. Return
+6.14%
1 Year Est. Return
+21.7%
3 Year Est. Return
+54.04%
5 Year Est. Return
+49.64%
10 Year Est. Return
+166.47%
AUM
$150B
AUM Growth
+$12.8B
(+9.3%)
Cap. Flow
+$4.59B
Cap. Flow
% of AUM
3.06%
Top 10 Holdings %
Top 10 Hldgs %
48.08%
Holding
4,104
New
448
Increased
1,772
Reduced
1,075
Closed
310
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$828M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$605M |
| 3 |
Vanguard Total Bond Market
BND
|
+$310M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$179M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$177M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab International Equity ETF
SCHF
|
+$1.04B |
| 2 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$203M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$145M |
| 4 |
NVIDIA
NVDA
|
+$61.2M |
| 5 |
Applovin
APP
|
+$58.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.6% |
| 2 | Financials | 1.27% |
| 3 | Communication Services | 1.14% |
| 4 | Consumer Discretionary | 1.02% |
| 5 | Industrials | 0.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WNS
3176
DELISTED
WNS Holdings
WNS
| $4.27K | ﹤0.01% |
56
| – | – |
|
|
HGLB
3177
Highland Global Allocation Fund
HGLB
$178M
| $4.23K | ﹤0.01% |
465
| – | – |
|
3178
EVgo
EVGO
$519M
| $4.21K | ﹤0.01% |
891
+40
| +5% | +$155 |
|
3179
Coty
COTY
$2.42B
| $4.18K | ﹤0.01% |
1,036
+319
| +44% | +$1.46K |
|
3180
Mueller Water Products
MWA
$3.98B
| $4.18K | ﹤0.01% |
164
+60
| +58% | +$1.53K |
|
3181
Ibotta
IBTA
$769M
| $4.18K | ﹤0.01% |
150
| – | – |
|
3182
Angi Inc
ANGI
$196M
| $4.16K | ﹤0.01% |
256
-58
| -18% | -$994 |
|
3183
Oramed Pharmaceuticals
ORMP
$182M
| $4.16K | ﹤0.01% |
1,575
| – | – |
|
3184
La-Z-Boy
LZB
$1.67B
| $4.15K | ﹤0.01% |
121
+28
| +30% | +$1.03K |
|
3185
indie Semiconductor
INDI
$875M
| $4.12K | ﹤0.01% |
1,013
| – | – |
|
3186
Vita Coco
COCO
$3.77B
| $4.12K | ﹤0.01% |
+97
| New | +$3.6K |
|
3187
Mirion Technologies
MIR
$3.88B
| $4.12K | ﹤0.01% |
+177
| New | +$3.83K |
|
3188
Intercorp Financial Services
IFS
$6.04B
| $4.12K | ﹤0.01% |
102
| – | – |
|
3189
Surgery Partners
SGRY
$1.99B
| $4.11K | ﹤0.01% |
190
+15
| +9% | +$335 |
|
3190
AeroVironment
AVAV
$9.59B
| $4.09K | ﹤0.01% |
13
+4
| +44% | +$1.03K |
|
3191
Zeta Global
ZETA
$7.44B
| $4.09K | ﹤0.01% |
206
+86
| +72% | +$1.54K |
|
3192
Iovance Biotherapeutics
IOVA
$2.95B
| $4.08K | ﹤0.01% |
1,880
| – | – |
|
3193
Sonos
SONO
$1.96B
| $4.06K | ﹤0.01% |
257
-401
| -61% | -$5.15K |
|
|
FT
3194
Franklin Universal Trust
FT
$198M
| $4.02K | ﹤0.01% |
500
| – | – |
|
3195
Superior Group of Companies
SGC
$210M
| $4.02K | ﹤0.01% |
+375
| New | +$4.3K |
|
3196
Community Health Systems
CYH
$419M
| $4.01K | ﹤0.01% |
1,250
-60
| -5% | -$180 |
|
3197
Golar LNG
GLNG
$5.21B
| $4K | ﹤0.01% |
+99
| New | +$4.09K |
|
3198
Southwest Gas
SWX
$6.67B
| $4K | ﹤0.01% |
+51
| New | +$3.97K |
|
3199
MINISO
MNSO
$3.53B
| $3.98K | ﹤0.01% |
177
| – | – |
|
3200
ZTO Express
ZTO
$17.4B
| $3.97K | ﹤0.01% |
207
| – | – |
|
Similar funds
Northwestern Mutual Wealth Management's Q3 2025 Portfolio in Review
As of Q3 2025, Northwestern Mutual Wealth Management held 4,104 positions worth $150B, up 9.3% from $137B the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Northwestern Mutual Wealth Management deployed $4.59B of net new capital in Q3 2025, opening 448 new positions and adding to 1,772 existing holdings. Its largest new stake was iShares Dynamic Equity Active ETF: 3,646,528 shares worth $92.3M.
By sector, the portfolio is most concentrated in Technology at 3.6% of assets, up from 3.6% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Schwab International Equity ETF, an estimated $1.04B trimmed.
- Northwestern Mutual Wealth Management's largest Q3 2025 buy was iShares Dynamic Equity Active ETF: 3,646,528 shares worth $92.3M.
- Northwestern Mutual Wealth Management added most to iShares MSCI Intl Quality Factor ETF in Q3 2025, an estimated $828M increase.
- Northwestern Mutual Wealth Management's biggest Q3 2025 reduction was Schwab International Equity ETF, cutting an estimated $1.04B.
- Northwestern Mutual Wealth Management fully exited Hess in Q3 2025, selling an estimated $1.23M.
- Northwestern Mutual Wealth Management's ten largest holdings make up 48% of its $150B portfolio in Q3 2025.
- Northwestern Mutual Wealth Management opened 448 new positions and closed 310 in Q3 2025.
- Northwestern Mutual Wealth Management's portfolio value rose 9.3% quarter-over-quarter to $150B.
Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.