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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
CRDF icon
3976
Cardiff Oncology
CRDF
$62.7M
$78 ﹤0.01%
48
-4
-8% -$8
SG icon
3977
Sweetgreen
SG
$752M
$78 ﹤0.01%
+15
New +$91
CNDT icon
3978
Conduent
CNDT
$253M
$77 ﹤0.01%
60
-611
-91% -$931
EBON icon
3979
Ebang International Holdings
EBON
$13.2M
$77 ﹤0.01%
+45
New +$123
VIA
3980
Via Transportation Inc
VIA
$1.67B
$75 ﹤0.01%
5
+4
+400% +$80
TSLQ icon
3981
Tradr TSLA Bear Daily ETF
TSLQ
$148M
$74 ﹤0.01%
+3
New +$63
HIVE
3982
HIVE Digital Technologies
HIVE
$754M
$72 ﹤0.01%
38
-12
-24% -$30
VXX icon
3983
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$159M
$71 ﹤0.01%
2
-1
-33% -$30
GAB.RT
3984
DELISTED
The Gabelli Equity Trust Rights (expiring April 14 2026)
GAB.RT
$71 ﹤0.01%
+10,120
New +$101
BTDR icon
3985
Bitdeer Technologies
BTDR
$2.54B
$69 ﹤0.01%
+8
New +$84
NKTX icon
3986
Nkarta
NKTX
$162M
$68 ﹤0.01%
+32
New +$72
MAGN
3987
Magnera Corp
MAGN
$502M
$67 ﹤0.01%
7
– –
SFIX
3988
Stitch Fix
SFIX
$558M
$66 ﹤0.01%
+20
New +$82
GAU
3989
Galiano Gold
GAU
$462M
$65 ﹤0.01%
+26
New +$74
BHRB icon
3990
Burke & Herbert Financial Services Corp
BHRB
$1.48B
$62 ﹤0.01%
1
-28
-97% -$1.81K
GRVY
3991
GRAVITY
GRVY
$434M
$62 ﹤0.01%
+1
New +$64
REED
3992
Reed's Inc
REED
$10.7M
$62 ﹤0.01%
17
– –
GTN icon
3993
Gray Television
GTN
$428M
$61 ﹤0.01%
14
– –
NC icon
3994
NACCO Industries
NC
$360M
$59 ﹤0.01%
1
– –
VUZI icon
3995
Vuzix
VUZI
$184M
$58 ﹤0.01%
25
– –
BTBT icon
3996
Bit Digital
BTBT
$459M
$55 ﹤0.01%
42
-8
-16% -$15
RNA
3997
Atrium Therapeutics
RNA
$198M
$53 ﹤0.01%
+4
New +$56
ENR icon
3998
Energizer
ENR
$1.5B
$50 ﹤0.01%
3
– –
SACH
3999
Sachem Capital Corp
SACH
$38.8M
$50 ﹤0.01%
+50
New +$51
CGNT icon
4000
Cognyte Software
CGNT
$659M
$49 ﹤0.01%
6
-5
-45% -$41
158 159
160
161 162

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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.