NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
โขCIK: 1141802โขFiling: Q4 2025
Northwestern Mutual Wealth Management Co., with $158.1 billion in assets under management, maintains a diversified portfolio with top holdings in SPDR S&P 500 ETF (IVV) and Vanguard Total Bond Market ETF (BND), reflecting a balanced approach between equities and fixed income. Recently, the fund has made notable moves by adding high-growth stocks such as NVR and DraftKings, while exiting positions in iShares Trusts, indicating a strategic shift towards more concentrated, high-potential investments.
Total AUM
$158.1B
QoQ Performance
+5.4%
Positions
2,756
Top 10 Concentration
52.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
BND
IJH
IVV14.7%
BND6.1%
IJH5.2%
SCHF4.5%
IJR3.2%
RSP3.2%
FBND2.7%
VWO2.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other74.0%
ETF20.1%
Technology3.7%
Consumer0.9%
Financial0.8%
Healthcare0.3%
Industrial0.2%
Energy0.1%
๐ช Exited Positionssold since Q3 2025
+3584 more exited positions
Changes from Q3 2025
โ150 increased
โ50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023