NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is an institution, managing $149.83B across 3,693 long positions as of Q3 2025 with 89% ETF concentration and minimal technology exposure.

Portfolio Value: $149.83B
Positions: 3,693
Top Holding: IVV at 14.93%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's portfolio (48.1% of total portfolio)

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Holding	Sector	Market Value	Weight	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$22.4B	14.93%	— 33.4M shares	≤ Q2 2013 Held for 12y 5m+
2 Vanguard Total Bond Market BND	ETF ETF	$9.4B	6.28%	— 126.6M shares	≤ Q2 2013 Held for 12y 5m+
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$8.0B	5.34%	— 122.6M shares	≤ Q2 2013 Held for 12y 5m+
4 Schwab International Equity SCHF	ETF ETF	$6.6B	4.44%	— 285.5M shares	Q3 2014 Held for 11y 2m
5 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$5.0B	3.36%	— 42.3M shares	≤ Q2 2013 Held for 12y 5m+
6 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$4.8B	3.20%	— 25.3M shares	≤ Q2 2013 Held for 12y 5m+
7 Fidelity Total Bond FBND	ETF ETF	$4.1B	2.76%	— 89.5M shares	Q2 2021 Held for 4y 5m
8 Vanguard FTSE Emerging Markets VWO	ETF ETF	$4.1B	2.71%	— 74.8M shares	≤ Q2 2013 Held for 12y 5m+
9 SPDR S&P 500 ETF Trust SPY	ETF ETF	$3.9B	2.63%	— 5.9M shares	≤ Q2 2013 Held for 12y 5m+
10 iShares 20+ Year Treasury Bond TLT	ETF ETF	$3.7B	2.49%	— 41.7M shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's latest filing

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Market Value

$149.83B

Prior: $137.17B

Q/Q Change

+9.23%

+$12.7B

Net Flows % of MV

+2.93%

Turnover Ratio

3.49%

New Purchases

121 stocks

$67.1M

Added To

1,759 stocks

+$7.4B

Sold Out Of

311 stocks

$64.0M

Reduced Holdings

1,070 stocks

-$3.0B

Increased Positions

Position	Shares Δ	Change
1 HGER Harbor Commodity All-Weather Strategy HGER	New	0 → 1.0M +$26.3M
2 Avantis U.S. Mid Cap Value AVMV	New	0 → 218.0K +$15.0M
3 GPIX Goldman Sachs S&P 500 Core Premium Income GPIX	New	0 → 276.3K +$14.4M
4 CGIC Capital Group International Core Equity CGIC	New	0 → 198.4K +$6.1M
5 CGHM Capital Group Municipal High-Income CGHM	New	0 → 51.2K +$1.3M

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	321.5K → 0 −$55.4M
2 Hess HES	Sold	8.9K → 0 −$1.2M
3 Ansys ANSS	Sold	3.0K → 0 −$1.1M
4 Walgreens Boots Alliance WBA	Sold	63.7K → 0 −$731.2K
5 Paramount Global PARA	Sold	49.9K → 0 −$643.1K

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Analytics

Portfolio insights and performance metrics for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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Sector Allocation

ETF

89.40%

Technology

3.60%

Financial Services

1.20%

Communication Services

1.10%

Consumer Cyclical

1.00%

Industrials

0.70%

Healthcare

0.70%

Consumer Defensive

0.40%

Energy

0.20%

Utilities

0.20%

Basic Materials

0.10%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

5.93%

Large Cap ($10B - $200B)

3.07%

Mid Cap ($2B - $10B)

0.14%

Small Cap ($300M - $2B)

0.02%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.04%

N/A (ETF or Unknown)

90.80%

Portfolio Concentration

Top 10 Holdings %

48.14%

Top 20 Holdings %

62.16%

Top 50 Holdings %

76.58%

Top 100 Holdings %

84.56%