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Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $162B
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
-0.55%
1 Year Est. Return
+16.35%
3 Year Est. Return
+42.23%
5 Year Est. Return
+39.96%
10 Year Est. Return
+139.68%
AUM
$162B
AUM Growth
+$4.31B
Cap. Flow
+$6.02B
Cap. Flow %
3.71%
Top 10 Hldgs %
46.85%
Holding
4,560
New
552
Increased
1,925
Reduced
1,172
Closed
443

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$519M
2
BND icon
Vanguard Total Bond Market
BND
+$290M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$280M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$167M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$157M

Top Sells

Rank Stock Value
1
OEF icon
iShares S&P 100 ETF
OEF
+$56.4M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$49.5M
3
DKNG icon
DraftKings
DKNG
+$44.6M
4
D icon
Dominion Energy
D
+$43.3M
5
DOV icon
Dover
DOV
+$42.9M

Sector Composition

Rank Sector Weight
1 Technology 3.19%
2 Financials 1.18%
3 Communication Services 1.09%
4 Consumer Discretionary 0.88%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRVL icon
3751
CorVel
CRVL
$3.14B
$820 ﹤0.01%
+15
New +$864
CWT icon
3752
California Water Service
CWT
$3.14B
$816 ﹤0.01%
18
-34
-65% -$1.52K
FLGT icon
3753
Fulgent Genetics
FLGT
$558M
$811 ﹤0.01%
51
– –
IMVT icon
3754
Immunovant
IMVT
$7.99B
$795 ﹤0.01%
+32
New +$828
TTAM
3755
Titan America SA
TTAM
$3.25B
$794 ﹤0.01%
53
– –
SKM icon
3756
SK Telecom
SKM
$11.8B
$791 ﹤0.01%
27
-3
-10% -$83
LXRX icon
3757
Lexicon Pharmaceuticals
LXRX
$1.04B
$785 ﹤0.01%
503
+3
+0.6% +$4
BLZE icon
3758
Backblaze
BLZE
$724M
$780 ﹤0.01%
+226
New +$951
OTEX icon
3759
Open Text
OTEX
$6.02B
$778 ﹤0.01%
+35
New +$909
FLSP icon
3760
Franklin Systematic Style Premia ETF
FLSP
$1.03B
$762 ﹤0.01%
+28
New +$759
WKEY
3761
WISeKey
WKEY
$70.4M
$761 ﹤0.01%
+124
New +$926
WOOF icon
3762
Petco
WOOF
$811M
$751 ﹤0.01%
270
+267
+8,900% +$739
HCC icon
3763
Warrior Met Coal
HCC
$4.17B
$745 ﹤0.01%
+8
New +$720
UPWK icon
3764
Upwork
UPWK
$1.21B
$745 ﹤0.01%
68
– –
PACS icon
3765
PACS Group
PACS
$7.43B
$739 ﹤0.01%
+23
New +$846
BMBL icon
3766
Bumble
BMBL
$393M
$727 ﹤0.01%
223
-57
-20% -$190
LCAP
3767
Principal Capital Appreciation Select ETF
LCAP
$1.81B
$725 ﹤0.01%
+25
New +$749
LQTI
3768
FT Vest Investment Grade & Target Income ETF
LQTI
$282M
$724 ﹤0.01%
37
– –
NUVL
3769
DELISTED
Nuvalent
NUVL
$717 ﹤0.01%
7
-24
-77% -$2.45K
QTTB icon
3770
Q32 Bio
QTTB
$467M
$713 ﹤0.01%
111
+81
+270% +$385
CLOV icon
3771
Clover Health Investments
CLOV
$2.28B
$704 ﹤0.01%
400
-101,800
-100% -$221K
GPGI
3772
GPGI Inc
GPGI
$4.23B
$701 ﹤0.01%
+41
New +$889
NPKI
3773
NPK International
NPKI
$1.09B
$696 ﹤0.01%
+48
New +$666
BODI icon
3774
The Beachbody Company
BODI
$78.4M
$695 ﹤0.01%
64
– –
DLTH icon
3775
Duluth Holdings
DLTH
$163M
$692 ﹤0.01%
+219
New +$528
149 150
151
152 153

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Swiss National Bank
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Northwestern Mutual Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Northwestern Mutual Wealth Management held 4,560 positions worth $162B, up 2.7% from $158B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Northwestern Mutual Wealth Management deployed $6.02B of net new capital in Q1 2026, opening 552 new positions and adding to 1,925 existing holdings. Its largest new stake was Victory Portfolios II VictoryShares Core Plus Bond ETF: 1,760,311 shares worth $38.3M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, down from 3.4% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was iShares S&P 100 ETF, an estimated $56.4M trimmed.

  • Northwestern Mutual Wealth Management's largest Q1 2026 buy was Victory Portfolios II VictoryShares Core Plus Bond ETF: 1,760,311 shares worth $38.3M.
  • Northwestern Mutual Wealth Management added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $519M increase.
  • Northwestern Mutual Wealth Management's biggest Q1 2026 reduction was iShares S&P 100 ETF, cutting an estimated $56.4M.
  • Northwestern Mutual Wealth Management fully exited CyberArk in Q1 2026, selling an estimated $10.5M.
  • Northwestern Mutual Wealth Management's ten largest holdings make up 47% of its $162B portfolio in Q1 2026.
  • Northwestern Mutual Wealth Management opened 552 new positions and closed 443 in Q1 2026.
  • Northwestern Mutual Wealth Management's portfolio value rose 2.7% quarter-over-quarter to $162B.

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