NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK

1141802

Location

MILWAUKEE, WI

Portfolio Value

Large $21,549,931,985

Diversification

Diversified

Files via

WESTFIELD CAPITAL MANAGEMENT CO LP ZACKS INVESTMENT MANAGEMENT ZEVENBERGEN CAPITAL INVESTMENTS LLC 12th Street Asset Management Company, LLC ACADIAN ASSET MANAGEMENT LLC AFFINITY INVESTMENT ADVISORS, LLC Alley Co LLC ALLIANCEBERNSTEIN L.P.

+ 69 more

Allspring Funds Management, LLC ALTA CAPITAL MANAGEMENT LLC/ Aristotle Atlantic Partners, LLC Aristotle Capital Management, LLC BERKSHIRE ASSET MANAGEMENT LLC/PA BlackRock Investment Management, LLC BNY Mellon Securities Corp Boston Partners BRANDES INVESTMENT PARTNERS, LP Brown Advisory LLC CAMPBELL NEWMAN ASSET MANAGEMENT INC CAPITAL RESEARCH & MANAGEMENT CO Capital Wealth Planning, LLC CAUSEWAY CAPITAL MANAGEMENT LLC CHILTON CAPITAL MANAGEMENT LLC COHEN & STEERS CAPITAL MANAGEMENT INC COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC CONGRESS ASSET MANAGEMENT CO Copeland Capital Management, LLC Crossmark Global Holdings, Inc. Dana Investment Advisors, Inc. DAVIDSON INVESTMENT ADVISORS EAGLE ASSET MANAGEMENT INC EARNEST PARTNERS LLC EATON VANCE MANAGEMENT FAYEZ SAROFIM & CO FEDERATED INVESTMENT COUNSELING FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC FIRST TRUST ADVISORS LP FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC FRED ALGER MANAGEMENT, LLC FULLER & THALER ASSET MANAGEMENT, INC. GOLDMAN SACHS ASSET MANAGEMENT, L.P. Hartford Funds Management Co LLC HEARTLAND ADVISORS INC Hillman Capital Management, Inc. Invesco Advisers, Inc. JANUS HENDERSON INVESTORS US LLC JENNISON ASSOCIATES LLC JENSEN INVESTMENT MANAGEMENT INC KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC LAZARD ASSET MANAGEMENT LLC LOGAN CAPITAL MANAGEMENT INC LONDON CO OF VIRGINIA LOOMIS SAYLES & CO L P Madison Investment Advisors, LLC MANULIFE INVESTMENT MANAGEMENT (US) LLC MDT ADVISERS INC MFS Institutional Advisors, Inc. Neuberger Berman Investment Advisers LLC OAK RIDGE INVESTMENTS LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC PARNASSUS INVESTMENTS, LLC PGIM Custom Harvest LLC POLEN CAPITAL MANAGEMENT LLC PRINCIPAL REAL ESTATE INVESTORS LLC PUTNAM INVESTMENT MANAGEMENT LLC QRG CAPITAL MANAGEMENT, INC. Raub Brock Capital Management LP REINHART PARTNERS, LLC. Riverwater Partners LLC Robert W. Baird & Co. Inc RUSSELL FRANK CO/ SCHAFER CULLEN CAPITAL MANAGEMENT INC SCOUT INVESTMENTS, INC. SpiderRock Advisors, LLC Suncoast Equity Management Wakefield Asset Managment Corp WCM INVESTMENT MANAGEMENT, LLC

Filing Date

Global Rank

#261 / 8,629 ▲ 5 · as of Mar 2026

Top Industry

Semiconductors 13.3%

3Y Alpha vs SPY

+0.2%

Period ended 4 months ago

Filed May 7, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+79.9%

SPY

+78.8%

Annualised alpha

+0.3%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

2,610 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.4%

−0.1 pts

Top 5

39.8%

−1.2 pts

Top 10

53.3%

−1.5 pts

HHI

526

Diversified−15

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.4%	$7,407,760,135	39
Technology	23.5%	$5,074,404,456	364
Financial Services	9.2%	$1,979,364,454	570
Communication Services	6.7%	$1,448,444,878	114
Consumer Cyclical	6.6%	$1,432,786,719	274
Industrials	5.7%	$1,225,776,467	321
Healthcare	5.0%	$1,079,505,859	335
Consumer Defensive	3.2%	$682,254,585	109
Energy	2.9%	$621,940,242	129
Utilities	1.3%	$286,591,174	76
Basic Materials	1.0%	$207,441,905	138
Real Estate	0.5%	$103,661,111	141

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABEV	Ambev S.A.	+2,742,723	2,826,917	$8,254,597
SOFI	SoFi Technologies, Inc.	+1,484,653	1,625,784	$25,817,449
CNQ	CANADIAN NATURAL RESOURCES Ltd	+754,838	910,288	$44,358,334
P	Everpure, Inc.	+403,728	433,265	$25,579,965
AKAM	Akamai Technologies Inc	+353,272	354,789	$40,747,516
SCHW	Schwab Charles Corp	+339,046	505,833	$47,538,185
VST	Vistra Corp.	+329,041	391,296	$58,823,527
AVGO	Broadcom Inc.	+315,890	1,105,145	$342,053,428
CPNG	Coupang, Inc.	+315,361	319,574	$6,033,557
NEM	NEWMONT Corp /DE/	+306,509	358,969	$38,858,394
PDI	PIMCO Dynamic Income Fund	+306,101	398,817	$6,823,758
MSFT	Microsoft Corp	+231,419	2,247,277	$831,874,527
NVDA	Nvidia Corp	+199,286	5,796,037	$1,010,828,852
RDDT	Reddit, Inc.	+194,391	205,890	$27,723,088
GWRE	Guidewire Software, Inc.	+173,089	174,037	$26,028,973
BMY	Bristol Myers Squibb Co	+166,559	410,156	$24,875,961
SPY	Spdr S&P 500 ETF Trust	+160,413	6,112,403	$3,975,140,167
ORCL	Oracle Corp	+140,584	547,651	$80,564,938
PTY	Pimco Corporate & Income Opportunity Fund	+129,508	2,717,641	$32,774,750
AMZN	Amazon Com Inc	+129,308	3,642,218	$758,564,742
CPAY	Corpay, Inc.	+124,412	125,357	$36,477,633
BSX	Boston Scientific Corp	+118,493	854,345	$53,610,148
IBIT	iShares Bitcoin Trust ETF	+111,166	371,815	$14,285,132
HODL	VanEck Bitcoin ETF	+109,970	340,390	$6,521,872
NMZ	Nuveen Municipal High Income Opportunity Fund	+100,680	340,621	$3,535,645
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DKNG	DraftKings Inc.	−1,645,321	97,313	$2,103,907
TOST	Toast, Inc.	−982,057	3,596	$95,329
GAP	Gap Inc	−976,655	28,033	$678,398
TTD	Trade Desk, Inc.	−897,620	32,059	$727,418
BPRE	Bluerock Private Real Estate Fund	−875,911	3,411,824	$56,670,396
D	Dominion Energy, Inc	−700,720	110,663	$6,841,186
KO	Coca Cola Co	−385,316	484,194	$36,822,953
NOW	ServiceNow, Inc.	−330,002	182,746	$19,106,094
DECK	Deckers Outdoor Corp	−278,858	69,864	$6,992,687
SE	Sea Ltd	−204,641	28,754	$2,381,118
DOV	DOVER Corp	−200,599	18,846	$3,928,448
ZS	Zscaler, Inc.	−195,205	15,579	$2,185,577
PHYS	Sprott Physical Gold Trust	−179,845	799,576	$28,336,973
BX	Blackstone Inc.	−156,850	132,177	$15,199,033
IAU	Ishares Gold Trust	−146,104	6,449,886	$568,621,949
LPLA	LPL Financial Holdings Inc.	−119,545	14,676	$4,414,981
DELL	Dell Technologies Inc.	−116,005	351,549	$57,699,737
VTRS	Viatris Inc	−113,842	47,577	$642,765
AES	Aes Corp	−106,043	29,186	$411,230
LRCX	Lam Research Corp	−104,373	610,890	$130,522,757
CLOV	Clover Health Investments, Corp. /De	−101,800	400	$704
VG	Venture Global, Inc.	−98,838	3,026	$47,689
CRWD	CrowdStrike Holdings, Inc.	−98,400	117,891	$46,025,825
SLV	iShares Silver Trust	−94,953	651,444	$44,389,394
GOOGL	Alphabet Inc.	−75,561	2,260,545	$650,042,320
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	44,163	$8,709,826
PNFP	Pinnacle Financial Partners, Inc.	9,095	$783,443
SOTK	Sono Tek Corp	160,202	$650,420
UCB	United Community Banks Inc	10,199	$321,166
ASGI	abrdn Global Infrastructure Income Fund	6,438	$143,953
RYZ	Ryerson Holding Corp	6,000	$134,880
CTOS	Custom Truck One Source, Inc.	20,000	$131,400
TBLA	Taboola.com Ltd.	42,352	$131,291
SNDA	Sonida Senior Living, Inc.	3,458	$111,520
RLTY	Cohen & Steers Real Estate Opportunities & Income Fund	6,828	$99,279
EXEL	Exelixis, Inc.	2,235	$95,859
KLAR	Klarna Group plc	6,365	$83,317
VOYG	Voyager Technologies, Inc./TX	3,560	$83,268
EDF	Virtus Stone Harbor Emerging Markets Income Fund	17,305	$82,717
ORC	Orchid Island Capital, Inc.	10,799	$75,916
GLV	Clough Global Dividend & Income Fund	11,000	$65,120
TBLD	Thornburg Income Builder Opportunities Trust	2,678	$56,626
CET	Central Securities Corp	1,079	$53,583
VSNT	Versant Media Group, Inc.	1,397	$51,716
INDB	Independent Bank Corp	634	$47,683
ZETA	Zeta Global Holdings Corp.	2,800	$44,576
SUNB	Sunbelt Rentals Holdings, Inc.	677	$44,065
AMRZ	Amrize Ltd	715	$40,054
DBA	Invesco Db Agriculture Fund	1,204	$32,893
PDLB	Ponce Financial Group, Inc.	1,895	$31,665
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AHCO	AdaptHealth Corp.	73,652	$733,573
TRST	Trustco Bank Corp N Y	12,010	$496,373
PD	PagerDuty, Inc.	20,863	$273,513
BL	Blackline, Inc.	4,151	$229,508
CBC	Central Bancompany, Inc.	8,700	$209,844
GO	Grocery Outlet Holding Corp.	15,933	$160,923
EGY	Vaalco Energy Inc /De/	40,362	$146,917
WTBA	West Bancorporation Inc	4,585	$101,741
SUN	Sunoco LP	1,814	$95,071
ADT	ADT Inc.	10,333	$83,387
BXSL	Blackstone Secured Lending Fund	2,672	$70,353
LIEN	Chicago Atlantic BDC, Inc.	6,146	$63,488
WIW	Western Asset Inflation-Linked Opportunities & Income Fund	6,545	$56,221
WEYS	Weyco Group Inc	1,800	$55,062
GERN	Geron Corp	40,000	$52,800
GLXY	Galaxy Digital Inc.	2,050	$45,838
PNNT	Pennantpark Investment Corp	7,286	$43,424
FVRR	Fiverr International Ltd.	2,186	$43,195
AAOI	Applied Optoelectronics, Inc.	1,200	$41,832
EOSE	Eos Energy Enterprises, Inc.	3,481	$39,892
GDV	Gabelli Dividend & Income Trust	1,244	$34,545
VIV	Telefonica Brasil S.A.	2,821	$33,457
IBCP	Independent Bank Corp /Mi/	902	$29,342
GSL	Global Ship Lease, Inc.	833	$29,188
ARDC	Ares Dynamic Credit Allocation Fund, Inc.	2,033	$27,038
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,610 tracked positions · $21,549,931,985 total · filing declares 4,113 positions · $162,425,866,743 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,610 positions by value · page 1 of 53

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	6,112,403	+160,413	$3,975,140,167	−2.1%	18.45%
QQQ	Invesco Qqq Trust, Series 1	Added	3,182,188	+90,896	$1,836,695,269	−3.3%	8.52%
NVDA	Nvidia Corp Technology	Added	5,796,037	+199,286	$1,010,828,852	−3.2%	4.69%
AAPL	Apple Inc. Technology	Reduced	3,673,641	-35,090	$932,333,349	−7.5%	4.33%
MSFT	Microsoft Corp Technology	Added	2,247,277	+231,419	$831,874,527	−14.7%	3.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,642,218	+129,308	$758,564,742	−6.4%	3.52%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,260,545	-75,561	$650,042,320	−11.1%	3.02%
IAU	Ishares Gold Trust	Reduced	6,449,886	-146,104	$568,621,949	+6.2%	2.64%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	864,768	+34,737	$533,354,311	+6.5%	2.47%
META	Meta Platforms, Inc. Communication Services	Added	692,603	+21,112	$396,258,954	−10.6%	1.84%
AVGO	Broadcom Inc. Technology	Added	1,105,145	+315,890	$342,053,428	+25.2%	1.59%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,137,453	+19,187	$334,593,174	−7.1%	1.55%
LLY	ELI LILLY & Co Healthcare	Added	242,653	+8,186	$223,184,949	−11.4%	1.04%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	441,801	-5,605	$211,711,039	−5.9%	0.98%
GLD	Spdr Gold Trust	Added	488,169	+208	$210,054,239	+8.6%	0.97%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	573,088	+65,114	$193,675,089	+25.5%	0.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	192,109	+5,674	$191,423,170	+19.1%	0.89%
V	Visa Inc. Financial Services	Added	579,263	+34,177	$175,076,449	−8.4%	0.81%
AMAT	Applied Materials Inc /De Technology	Reduced	454,670	-39,334	$155,401,659	+22.4%	0.72%
CVX	Chevron Corp Energy	Reduced	644,500	-39,282	$133,347,050	+28.0%	0.62%
LRCX	Lam Research Corp Technology	Reduced	610,890	-104,373	$130,522,757	+6.6%	0.61%
AMD	Advanced Micro Devices Inc Technology	Added	639,466	+41,501	$130,086,568	+1.6%	0.60%
MA	Mastercard Inc Financial Services	Added	257,276	+38,377	$128,550,526	+2.9%	0.60%
CAT	Caterpillar Inc Industrials	Reduced	176,916	-17,970	$125,337,909	+12.3%	0.58%
TSLA	Tesla, Inc. Consumer Cyclical	Added	330,570	+7,131	$122,889,397	−15.5%	0.57%
XOM	ExxonMobil Holdings Corp Energy	Added	708,646	+53,587	$120,228,880	+52.5%	0.56%
WMT	Walmart Inc. Consumer Defensive	Added	895,362	+54,766	$111,275,589	+18.8%	0.52%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	234,166	-4,179	$108,463,349	−5.3%	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	743,858	+12,459	$107,442,849	+2.5%	0.50%
RTX	RTX Corp Industrials	Reduced	552,870	-45,772	$106,648,623	−2.9%	0.49%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	318,105	-67,226	$104,621,553	−21.1%	0.49%
JNJ	Johnson & Johnson Healthcare	Added	384,114	+15,336	$93,892,826	+23.0%	0.44%
PANW	Palo Alto Networks Inc Technology	Added	551,452	+54,485	$88,408,784	−3.4%	0.41%
C	Citigroup Inc Financial Services	Reduced	748,069	-13,722	$84,838,505	−4.6%	0.39%
ORCL	Oracle Corp Technology	Added	547,651	+140,584	$80,564,938	+1.5%	0.37%
CRM	Salesforce, Inc. Technology	Added	424,880	+4,836	$79,312,349	−28.7%	0.37%
PM	Philip Morris International Inc. Consumer Defensive	Added	477,497	+18,167	$78,949,353	+7.2%	0.37%
GS	Goldman Sachs Group Inc Financial Services	Reduced	92,888	-17,740	$78,582,319	−19.2%	0.36%
DE	Deere & Co Industrials	Added	136,495	+3,759	$76,887,633	+24.4%	0.36%
ETN	Eaton Corp plc Industrials	Added	210,460	+28,744	$75,275,228	+30.1%	0.35%
COF	Capital One Financial Corp Financial Services	Added	412,605	+14,113	$75,271,530	−22.1%	0.35%
MRVL	Marvell Technology, Inc. Technology	Added	754,801	+24,806	$74,763,039	+20.5%	0.35%
PH	Parker-Hannifin Corp Industrials	Added	81,154	+1,890	$72,652,306	+4.3%	0.34%
COP	Conocophillips Energy	Added	538,317	+7,756	$71,057,844	+43.1%	0.33%
UNH	Unitedhealth Group Inc Healthcare	Added	261,948	+7,058	$70,880,509	−15.8%	0.33%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	440,498	+20,145	$70,347,530	+8.9%	0.33%
AXP	American Express Co Financial Services	Added	230,345	+1,097	$69,674,755	−17.8%	0.32%
UNP	Union Pacific Corp Industrials	Added	275,086	+6,736	$66,741,365	+7.5%	0.31%
ANET	Arista Networks, Inc. Technology	Reduced	541,241	-35,750	$66,453,569	−12.1%	0.31%
TFC	Truist Financial Corp Financial Services	Added	1,429,998	+50,304	$65,737,008	−3.2%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.