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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
EPI icon
401
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$20.3M 0.01%
458,636
+36,008
+9% +$1.63M
WFC icon
402
Wells Fargo
WFC
$266B
$20M 0.01%
238,509
+35,675
+18% +$2.89M
SO icon
403
Southern Company
SO
$107B
$20M 0.01%
210,903
-2,348
-1% -$219K
IGIB icon
404
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$20M 0.01%
369,486
+52,404
+17% +$2.8M
FPE icon
405
First Trust Preferred Securities and Income ETF
FPE
$6.34B
$20M 0.01%
1,095,465
+461,947
+73% +$8.34M
XSHQ icon
406
Invesco S&P SmallCap Quality ETF
XSHQ
$323M
$20M 0.01%
463,683
+44,556
+11% +$1.9M
SLV icon
407
iShares Silver Trust
SLV
$31.3B
$19.9M 0.01%
470,100
+62,643
+15% +$2.25M
SCHV
408
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$19.9M 0.01%
684,100
-20,445
-3% -$581K
IBHI icon
409
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$499M
$19.6M 0.01%
822,673
+763,050
+1,280% +$18M
DGRW icon
410
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.4B
$19.6M 0.01%
219,983
-58,050
-21% -$5.03M
EQWL icon
411
Invesco S&P 100 Equal Weight ETF
EQWL
$2.81B
$19.4M 0.01%
169,208
+84,892
+101% +$9.52M
DFIS icon
412
Dimensional International Small Cap ETF
DFIS
$5.9B
$19.2M 0.01%
608,380
+15,122
+3% +$465K
FNDX icon
413
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$19.2M 0.01%
728,379
-23,345
-3% -$593K
IXUS icon
414
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
$19.1M 0.01%
231,577
-4,378
-2% -$348K
HIMU
415
iShares High Yield Muni Active ETF
HIMU
$2.44B
$18.9M 0.01%
384,872
+80,920
+27% +$3.88M
IBTG icon
416
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$18.9M 0.01%
823,662
+38,909
+5% +$891K
USHY icon
417
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$18.8M 0.01%
498,302
+111,649
+29% +$4.18M
JEPQ icon
418
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.9B
$18.8M 0.01%
327,211
+58,640
+22% +$3.25M
PYLD icon
419
PIMCO Multi Sector Bond Active ETF
PYLD
$15.3B
$18.8M 0.01%
+701,141
New +$18.6M
VOX icon
420
Vanguard Communication Services ETF
VOX
$5.88B
$18.8M 0.01%
100,209
-8,907
-8% -$1.59M
XNTK icon
421
State Street SPDR NYSE Technology ETF
XNTK
$2.27B
$18.8M 0.01%
68,879
+1,755
+3% +$432K
DLN icon
422
WisdomTree US LargeCap Dividend Fund
DLN
$6.45B
$18.6M 0.01%
213,524
+45,800
+27% +$3.88M
IBHG icon
423
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$515M
$18.5M 0.01%
820,600
+41,684
+5% +$936K
IWV icon
424
iShares Russell 3000 ETF
IWV
$20.6B
$18.4M 0.01%
48,559
-400
-0.8% -$146K
JAAA icon
425
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$18.3M 0.01%
360,897
+93,503
+35% +$4.74M
15 16
17
18 19

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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.