Latest NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Stock Portfolio
$162Billion | No. of Holdings #4058
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Performance
2026 Q1-0.95%
YTD-0.95%
2025+13.62%
About NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO and 13F Hedge Fund Stock Holdings
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is a hedge fund based in Milwaukee, WI. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported an equity portfolio of $162.4 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO are IJR, BIV, IJR. The fund has invested 13.9% of it's portfolio in ISHARES TR and 6.1% of portfolio in VANGUARD BD INDEX FDS. <br><br> The fund managers got completely rid off CYBERARK SOFTWARE LTD (CYBR), ASTRAZENECA PLC (AZN) and ETF OPPORTUNITIES TRUST stocks. They significantly reduced their stock positions in WISDOMTREE INC (WETF), UNISYS CORP (UIS) and CBIZ INC (CBZ). NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO opened new stock positions in VICTORY PORTFOLIOS II (MDCP), ASTRAZENECA PLC and AMCOR PLC (AMCR). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY COVINGTON TRUST (FBCG), BLACKROCK ETF TRUST (BECO) and J P MORGAN EXCHANGE TRADED F.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Equity Portfolio Value
Last Reported on: 07 May, 2026
$162Billion
as of May 07, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Annual Return Estimates Vs S&P 500
Our best estimate is that NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO made a return of -0.95% in the last quarter. In trailing 12 months, it's portfolio return was 13.97%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| victory portfolios ii | 38,339,600 |
New stocks bought by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Additions
| Ticker | % Inc. |
|---|---|
| blackrock etf trust | 97,735 |
| j p morgan exchange traded f | 78,401 |
| ralph lauren corp | 23,417 |
| akamai technologies inc | 23,287 |
| guidewire software inc | 18,258 |
| corpay inc | 13,165 |
| tcw etf trust | 3,190 |
| ab active etfs inc | 1,948 |
Additions to existing portfolio by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exchange traded fd t | -70.2 |
| vanguard whitehall fds | -64.82 |
| servicenow inc | -64.36 |
| blackstone inc | -54.27 |
| crowdstrike hldgs inc | -45.49 |
| coca cola co | -44.31 |
| first tr exchange-traded fd | -38.82 |
| ishares tr | -38.18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reduced stake in above stock
Sold off
None of the stocks were completely sold off by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Sector Distribution
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO has about 91.5% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 91.5 |
| Technology | 3 |
Market Cap. Distribution
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO has about 8.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 91.5 |
| MEGA-CAP | 5.5 |
| LARGE-CAP | 2.7 |
Stocks belong to which Index?
About 7.6% of the stocks held by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 92 |
| S&P 500 | 7.6 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| FNDA | schwab strategic tr | 213.0 M |
| IJR | ishares tr | 194.0 M |
| IJR | ishares tr | 177.6 M |
| IBCE | ishares tr | 125.0 M |
| VEA | vanguard tax-managed fds | 101.5 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | ishares tr | -1085.7 M |
| MSFT | microsoft corp | -241.8 M |
| SPY | state str spdr s&p 500 etf t | -190.5 M |
| QQQ | invesco qqq tr | -116.5 M |
| VB | vanguard index fds | -90.1 M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO has 4058 stocks in it's portfolio. About 46.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO last quarter.
$158.07BTotal Value
500Positions
07 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.57% | 3,673,640 | $932.33M 0.57% | 0.95%decreased 0.95 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.58% | 8,903,360 | $945.09M 0.58% | 5.6%increased 5.6 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.1% | 1,542,540 | $164.28M 0.1% | 11.11%increased 11.11 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.08% | 1,779,020 | $132.27M 0.08% | 11.84%decreased 11.84 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.07% | 531,976 | $116.37M 0.07% | 23.33%increased 23.33 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.07% | 1,819,660 | $107.71M 0.07% | 1.16%decreased 1.16 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 821,308 | $91.47M 0.06% | 24.2%increased 24.2 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.05% | 675,348 | $80.10M 0.05% | 4.64%decreased 4.64 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 827,372 | $65.17M 0.04% | 1.67%decreased 1.67 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 720,172 | $56.47M 0.04% | 8.53%increased 8.53 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 521,187 | $52.49M 0.03% | 24.97%decreased 24.97 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 1,198,290 | $51.00M 0.03% | 6.49%increased 6.49 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 1,042,470 | $31.61M 0.02% | 0.22%decreased 0.22 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 541,335 | $29.67M 0.02% | 4.19%increased 4.19 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 439,655 | $23.40M 0.01% | 8.28%increased 8.28 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 226,602 | $18.86M 0.01% | 4.62%increased 4.62 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 160,535 | $17.72M 0.01% | 4.53%increased 4.53 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 172,166 | $16.17M 0.01% | 23.2%decreased 23.2 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 111,147 | $15.38M 0.01% | 19.27%increased 19.27 percentadded | |
 Abbvie Inc Abbvie IncABBV NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's holding in Abbvie Inc over time | 0.04% | 272,530 | $59.27M 0.04% | 0.72%increased 0.72 percentadded | |
