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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
GPRO icon
3601
GoPro
GPRO
$117M
$392 ﹤0.01%
185
-165
-47% -$245
VCTR icon
3602
Victory Capital Holdings
VCTR
$7.27B
$389 ﹤0.01%
+6
New +$412
MNOV icon
3603
MediciNova
MNOV
$64.5M
$387 ﹤0.01%
305
– –
HCI icon
3604
HCI Group
HCI
$2.32B
$384 ﹤0.01%
+2
New +$317
ALT icon
3605
Altimmune
ALT
$560M
$381 ﹤0.01%
101
-67
-40% -$259
AORT icon
3606
Artivion
AORT
$1.39B
$381 ﹤0.01%
+9
New +$339
VSAT icon
3607
Viasat
VSAT
$11.4B
$381 ﹤0.01%
13
-246
-95% -$5.88K
BODI icon
3608
The Beachbody Company
BODI
$47.6M
$379 ﹤0.01%
64
– –
WT icon
3609
WisdomTree
WT
$3.44B
$375 ﹤0.01%
+27
New +$361
UCO icon
3610
ProShares Ultra Bloomberg Crude Oil
UCO
$422M
$360 ﹤0.01%
16
– –
DXPE icon
3611
DXP Enterprises
DXPE
$3B
$357 ﹤0.01%
+3
New +$335
JBGS
3612
JBG SMITH
JBGS
$692M
$355 ﹤0.01%
16
+12
+300% +$247
ASIX icon
3613
AdvanSix
ASIX
$446M
$352 ﹤0.01%
18
-4
-18% -$84
OPK icon
3614
Opko Health
OPK
$1.04B
$352 ﹤0.01%
227
– –
EYE icon
3615
National Vision
EYE
$1.51B
$350 ﹤0.01%
+12
New +$295
FUTU icon
3616
Futu Holdings
FUTU
$14.7B
$348 ﹤0.01%
+2
New +$332
STHO icon
3617
Star Holdings Shares of Beneficial Interest
STHO
$117M
$346 ﹤0.01%
42
– –
WOLF icon
3618
Wolfspeed
WOLF
$1.64B
$343 ﹤0.01%
12
-407
-97% -$954
MTLS
3619
Materialise
MTLS
$397M
$334 ﹤0.01%
60
– –
RENT
3620
Rent the Runway
RENT
$122M
$330 ﹤0.01%
67
– –
AUDC icon
3621
AudioCodes
AUDC
$253M
$314 ﹤0.01%
+33
New +$324
SPNT icon
3622
SiriusPoint
SPNT
$2.7B
$308 ﹤0.01%
+17
New +$318
COMP icon
3623
Compass
COMP
$10.2B
$305 ﹤0.01%
38
+37
+3,700% +$300
WWW icon
3624
Wolverine World Wide
WWW
$1.63B
$302 ﹤0.01%
11
-117
-91% -$3.08K
FDEM icon
3625
Fidelity Emerging Markets Multifactor ETF
FDEM
$591M
$300 ﹤0.01%
10
+5
+100% +$145
143 144
145
146 147

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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.