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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
SBAC icon
2076
SBA Communications
SBAC
$19.3B
$129K ﹤0.01%
749
+55
+8% +$10.3K
SSD icon
2077
Simpson Manufacturing
SSD
$7.68B
$128K ﹤0.01%
747
+64
+9% +$11.8K
IWC icon
2078
iShares Micro-Cap ETF
IWC
$1.45B
$128K ﹤0.01%
803
+706
+728% +$117K
AEG icon
2079
Aegon
AEG
$14B
$128K ﹤0.01%
17,644
+23
+0.1% +$171
JXI icon
2080
iShares Global Utilities ETF
JXI
$315M
$128K ﹤0.01%
1,482
-4,645
-76% -$390K
IONQ icon
2081
IonQ
IONQ
$13.4B
$128K ﹤0.01%
4,431
+1,021
+30% +$39.2K
DFVX icon
2082
Dimensional US Large Cap Vector ETF
DFVX
$520M
$127K ﹤0.01%
+1,715
New +$131K
IAK icon
2083
iShares US Insurance ETF
IAK
$509M
$127K ﹤0.01%
992
+128
+15% +$17K
GT icon
2084
Goodyear
GT
$2.04B
$126K ﹤0.01%
19,054
+185
+1% +$1.56K
SDG icon
2085
iShares MSCI Global Sustainable Development Goals ETF
SDG
$171M
$126K ﹤0.01%
1,501
+464
+45% +$39.4K
ARE icon
2086
Alexandria Real Estate Equities
ARE
$9.15B
$126K ﹤0.01%
2,713
-1,234
-31% -$65.1K
AYI icon
2087
Acuity Brands
AYI
$10.1B
$126K ﹤0.01%
449
-2
-0.4% -$608
TME icon
2088
Tencent Music
TME
$15.5B
$126K ﹤0.01%
13,538
+76
+0.6% +$1.12K
BKH icon
2089
Black Hills Corp
BKH
$5.5B
$125K ﹤0.01%
1,806
+4
+0.2% +$288
WFRD icon
2090
Weatherford International
WFRD
$6.07B
$125K ﹤0.01%
1,325
-207
-14% -$19.5K
BIT icon
2091
BlackRock Multi-Sector Income Trust
BIT
$696M
$125K ﹤0.01%
9,980
– –
MTD icon
2092
Mettler-Toledo International
MTD
$27.9B
$125K ﹤0.01%
99
-8
-7% -$10.8K
DSGX icon
2093
Descartes Systems
DSGX
$6.39B
$125K ﹤0.01%
1,740
+409
+31% +$30.2K
PEO
2094
Adams Natural Resources Fund
PEO
$742M
$124K ﹤0.01%
4,466
+80
+2% +$2.02K
CNRG icon
2095
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$199M
$124K ﹤0.01%
1,374
-58
-4% -$5.57K
USA icon
2096
Liberty All-Star Equity Fund
USA
$1.79B
$124K ﹤0.01%
22,348
-21,442
-49% -$128K
JPUS
2097
JPMorgan Diversified Return US Equity ETF
JPUS
$459M
$123K ﹤0.01%
948
– –
APLD icon
2098
Applied Digital
APLD
$8.05B
$123K ﹤0.01%
5,199
+1,110
+27% +$34.7K
AHR icon
2099
American Healthcare REIT
AHR
$10.7B
$123K ﹤0.01%
2,608
+6
+0.2% +$297
IBUY icon
2100
Amplify Online Retail ETF
IBUY
$111M
$123K ﹤0.01%
1,964
+132
+7% +$9K
82 83
84
85 86

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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.