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Northwestern Mutual Wealth Management

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
Cap. Flow
+$4.59B
Cap. Flow %
3.06%
Top 10 Hldgs %
48.08%
Holding
4,104
New
448
Increased
1,772
Reduced
1,075
Closed
310

Top Buys

Rank Stock Value
1
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$828M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$605M
3
BND icon
Vanguard Total Bond Market
BND
+$310M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$179M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$177M

Top Sells

Rank Stock Value
1
SCHF icon
Schwab International Equity ETF
SCHF
+$1.04B
2
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$203M
3
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$145M
4
NVDA icon
NVIDIA
NVDA
+$61.2M
5
APP icon
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
NSA
3376
DELISTED
National Storage Affiliates Trust
NSA
$1.87K ﹤0.01%
62
– –
ARLO icon
3377
Arlo Technologies
ARLO
$1.54B
$1.86K ﹤0.01%
110
+32
+41% +$544
PLAB icon
3378
Photronics
PLAB
$1.97B
$1.86K ﹤0.01%
+81
New +$1.73K
BLZE icon
3379
Backblaze
BLZE
$1.26B
$1.86K ﹤0.01%
+200
New +$1.47K
BIRK icon
3380
Birkenstock
BIRK
$7.54B
$1.85K ﹤0.01%
41
– –
PLUS icon
3381
ePlus
PLUS
$2.31B
$1.85K ﹤0.01%
+26
New +$1.83K
AVNW icon
3382
Aviat Networks
AVNW
$282M
$1.83K ﹤0.01%
80
-78
-49% -$1.79K
WOOD icon
3383
iShares Global Timber & Forestry ETF
WOOD
$269M
$1.83K ﹤0.01%
25
– –
CATY icon
3384
Cathay General Bancorp
CATY
$4.31B
$1.82K ﹤0.01%
+38
New +$1.83K
NAT icon
3385
Nordic American Tanker
NAT
$1.4B
$1.82K ﹤0.01%
580
-106
-15% -$313
PSNY icon
3386
Polestar Automotive Holding UK
PSNY
$2B
$1.8K ﹤0.01%
64
– –
PAI
3387
Western Asset Investment Grade Income Fund
PAI
$114M
$1.79K ﹤0.01%
140
– –
MEOH icon
3388
Methanex
MEOH
$4.19B
$1.79K ﹤0.01%
+45
New +$1.6K
PHR icon
3389
Phreesia
PHR
$780M
$1.79K ﹤0.01%
+76
New +$2.07K
CMRC
3390
Commerce.com Inc Series 1
CMRC
$184M
$1.77K ﹤0.01%
355
– –
POWI icon
3391
Power Integrations
POWI
$3.48B
$1.77K ﹤0.01%
44
+28
+175% +$1.35K
PEB icon
3392
Pebblebrook Hotel Trust
PEB
$2.05B
$1.76K ﹤0.01%
155
-215
-58% -$2.32K
SERV
3393
Serve Robotics
SERV
$428M
$1.75K ﹤0.01%
+150
New +$1.65K
INVE icon
3394
Identive
INVE
$64.1M
$1.74K ﹤0.01%
504
-21
-4% -$75
BANC icon
3395
Banc of California
BANC
$3.11B
$1.74K ﹤0.01%
105
– –
SLDP icon
3396
Solid Power
SLDP
$545M
$1.74K ﹤0.01%
500
– –
CANG
3397
Cango Inc
CANG
$92.7M
$1.73K ﹤0.01%
41
– –
NABL icon
3398
N-able
NABL
$695M
$1.72K ﹤0.01%
+221
New +$1.77K
TIPX icon
3399
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.04B
$1.72K ﹤0.01%
+89
New +$1.71K
ARMP icon
3400
Armata Pharmaceuticals
ARMP
$177M
$1.7K ﹤0.01%
571
– –
134 135
136
137 138

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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.