Latest NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Stock Portfolio

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Performance:

2025 Q3: 3.03%YTD: 4.66%2024: 2.32%

Performance for 2025 Q3 is 3.03%, and YTD is 4.66%, and 2024 is 2.32%.

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 14-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $25.6 Billions. In it's latest 13F Holdings report, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported an equity portfolio of $150 Billions as of 30 Sep, 2025.

The top stock holdings of NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO are IJR, BIV, IJR. The fund has invested 14.9% of it's portfolio in ISHARES TR and 6.3% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off HESS CORP (HES), ANSYS INC (ANSS) and WALGREENS BOOTS ALLIANCE INC (WBA) stocks. They significantly reduced their stock positions in ANTERO MIDSTREAM CORP (AM), VILLAGE FARMS INTL INC (VFF) and POWER SOLUTIONS INTL INC (PSIX). NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO opened new stock positions in BLACKROCK ETF TRUST (BECO), HARBOR ETF TRUST (HAPY) and PIMCO ETF TR (BOND). The fund showed a lot of confidence in some stocks as they added substantially to UNISYS CORP (UIS), HONEST CO INC (HNST) and PACIFIC BIOSCIENCES CALIF IN (PACB).

NORTHWESTERN 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 3.03% in the last quarter. In trailing 12 months, it's portfolio return was 4.78%.

New Buys

Ticker	$ Bought
blackrock etf trust	92,293,600
blackrock etf trust	55,793,600
harbor etf trust	26,273,800
pimco etf tr	18,818,600
american centy etf tr	15,019,600
goldman sachs etf tr	14,431,800
j p morgan exchange traded f	12,583,500

New stocks bought by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Additions

Ticker	% Inc.
trex co inc	21,614
neuberger berman etf trust	8,159
deckers outdoor corp	2,433
carrier global corporation	2,397
capital group new geography	1,392
ishares tr	1,279
dover corp	1,153
dominion energy inc	1,140

Additions to existing portfolio by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Reductions

Ticker	% Reduced
t-mobile us inc	-71.13
vanguard scottsdale fds	-66.00
pacer fds tr	-64.47
accenture plc ireland	-59.46
texas instrs inc	-58.93
invesco exch traded fd tr ii	-47.01
ishares tr	-43.19
invesco exchange traded fd t	-36.5

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 90.8% of it's holdings in Others sector.

Sector	%
Others	90.8
Technology	3.5
Communication Services	1.1

Market Cap. Distribution

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO has about 8.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	90.8
MEGA-CAP	5.3
LARGE-CAP	3.4

Stocks belong to which Index?

About 8.1% of the stocks held by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	91.5
S&P 500	8.1

Top 5 Winners (%)		%
CGTX	cognition therapeutics inc	284.1 %
VFF	village farms intl inc	184.5 %
STEM	stem inc	180.8 %
GPRO	gopro inc	179.3 %
BE	bloom energy corp	172.9 %

Top 5 Winners ($)		$
IJR	ishares tr	1572.4 M
IJR	ishares tr	394.0 M
IJR	ishares tr	388.4 M
SPY	spdr s&p 500 etf tr	279.6 M
AAPL	apple inc	184.2 M

Top 5 Losers (%)		%
FEMY	femasys inc	-63.5 %
BYND	beyond meat inc	-45.9 %
PTLO	portillos inc	-44.7 %
OMI	owens & minor inc new	-44.0 %
INSP	inspire med sys inc	-42.8 %

Top 5 Losers ($)		$
CRM	salesforce inc	-19.8 M
TTD	the trade desk inc	-17.9 M
CMG	chipotle mexican grill inc	-13.0 M
ACN	accenture plc ireland	-12.2 M
COST	costco whsl corp new	-12.2 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 3715 stocks in it's portfolio. About 48.1% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO last quarter.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.64	3,753,000	955,626,000	added	0.79

AAXJ	ishares tr	0.58	8,102,620	862,848,000	added	9.61

AAXJ	ishares tr	0.09	1,322,900	141,259,000	added	14.53

AAXJ	ishares tr	0.07	1,666,020	113,006,000	added	35.35

AAXJ	ishares tr	0.07	1,748,500	102,672,000	added	9.09

AAXJ	ishares tr	0.06	739,010	88,319,100	added	216

AAXJ	ishares tr	0.05	614,168	69,941,600	reduced	-8.68

AAXJ	ishares tr	0.04	661,120	68,088,700	added	15.16

AAXJ	ishares tr	0.04	804,983	66,596,200	added	2.97

AAXJ	ishares tr	0.03	630,381	48,362,800	added	6.65

AAXJ	ishares tr	0.03	194,676	40,737,800	added	33.56

AAXJ	ishares tr	0.03	352,334	38,929,400	reduced	-43.19

AAXJ	ishares tr	0.03	1,036,550	37,885,900	added	105

AAXJ	ishares tr	0.02	1,160,780	36,704,000	reduced	-0.17

AAXJ	ishares tr	0.02	490,584	26,643,200	reduced	-0.02

AAXJ	ishares tr	0.01	250,869	21,316,400	reduced	-14.44

AAXJ	ishares tr	0.01	369,486	19,985,500	added	16.53

AAXJ	ishares tr	0.01	138,055	13,135,900	reduced	-9.79

AAXJ	ishares tr	0.01	94,968	13,128,300	reduced	-19.41

ABBV	abbvie inc	0.04	262,908	60,873,400	added	0.72