Data as of Q4 2025 (Dec 31, 2025)

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

•CIK: 1629649•Filing: Q4 2025

Northwestern Mutual Investment Management Company, LLC, with $8.6 billion in assets under management, maintains a diversified portfolio heavily weighted in international and U.S. equity ETFs, notably EFA and IVV. Recently, the fund has made notable shifts by adding high-yield bonds (HYG) and emerging market debt (JNK), while significantly increasing positions in USHY and LITE, reflecting a strategic pivot towards high-yield and alternative energy sectors.

Total AUM
$8.6B
QoQ Performance
+24.0%
Positions
865
Top 10 Concentration
77.9%
Latest Filing
Q4 2025

Top Holdings Allocation

EFA
IVV
IJR
IJH
VOO
HYG
EFA17.6%
IVV12.0%
IJR8.7%
IJH8.6%
VOO6.7%
HYG5.5%
LQD4.2%
USHY3.3%

📈 Biggest Buys

HYG
ISHARES TR
NEW
5.5% of portfolio
USHY
ISHARES TR
+1258.2%
3.3% of portfolio
IJR
ISHARES TR
+35.0%
8.7% of portfolio
EFA
ISHARES TR
+13.9%
17.6% of portfolio
JNK
SPDR SERIES TRUST
NEW
2.0% of portfolio

📉 Biggest Sells

VOO
VANGUARD INDEX FDS
-0.1%
6.7% of portfolio
AAPL
APPLE INC
-0.2%
1.5% of portfolio
NVDA
NVIDIA CORPORATION
-0.2%
1.7% of portfolio
KVUE
KENVUE INC
-7.3%
0.0% of portfolio
UTH
UNITED THERAPEUTICS CORP DEL
-4.4%
0.1% of portfolio

Sector Breakdown

Other63.2%
ETF20.7%
Technology8.7%
Consumer2.3%
Financial1.9%
Healthcare1.5%
Industrial0.6%
Communication0.4%

🚪 Exited Positionssold since Q3 2025

FIX
COMFORT SYS USA INC
SOLD
$6.5M
FBND
FIDELITY MERRIMACK STR TR
SOLD
$5.0M
WSO
WATSCO INC
SOLD
$3.1M
ORLY
OREILLY AUTOMOTIVE INC
SOLD
$2.9M
AMT
AMERICAN TOWER CORP NEW
SOLD
$2.9M
+676 more exited positions

Changes from Q3 2025

NEW4 new positions
↑126 increased
↓66 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

EFA17.6%
ISHARES TR
$1.5B
IVV12.0%
ISHARES TR
$1.0B
IJR8.7%
ISHARES TR
$749.5M
IJH8.6%
ISHARES TR
$739.1M
VOO6.7%
VANGUARD INDEX FDS
$577.5M

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