NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK

1141802

Location

MILWAUKEE, WI

Portfolio Value

Large $37,137,869,218

Diversification

Diversified

Files via

12th Street Asset Management Company, LLC ACADIAN ASSET MANAGEMENT LLC AFFINITY INVESTMENT ADVISORS, LLC Alley Co LLC ALLIANCEBERNSTEIN L.P. Allspring Funds Management, LLC ALTA CAPITAL MANAGEMENT LLC/ Aristotle Atlantic Partners, LLC

+ 70 more

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 WESTFIELD CAPITAL MANAGEMENT CO LP ZACKS INVESTMENT MANAGEMENT ZEVENBERGEN CAPITAL INVESTMENTS LLC LORD, ABBETT & CO. LLC

Filing Date

Global Rank

#212 / 8,708 ▼ 122

Top Industry

Semiconductors 15.6%

Period ended 3 months ago

Filed Aug 12, 2026 · 37d

26 quarters · since Mar 2020

Portfolio Concentration

2,622 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.8%

+1.1 pts

Top 5

38.0%

−2.4 pts

Top 10

51.0%

−6.8 pts

HHI

445

Diversified−16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.7%	$19,582,234,921	126
Technology	19.5%	$7,239,602,420	348
Financial Services	6.0%	$2,235,363,071	546
Communication Services	5.4%	$2,010,202,119	111
Consumer Cyclical	4.3%	$1,578,402,500	257
Industrials	3.8%	$1,422,947,671	321
Healthcare	3.2%	$1,193,102,283	343
Consumer Defensive	1.8%	$660,325,076	107
Energy	1.6%	$592,670,076	115
Utilities	0.8%	$296,890,053	72
Basic Materials	0.6%	$211,069,986	141
Real Estate	0.3%	$115,059,042	135

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+2,675,380	66,823,471	$4,761,172,308
CGDV	Capital Group Dividend Value ETF	+1,782,798	21,588,874	$1,063,899,710
CGNG	Capital Group New Geography Equity ETF	+920,568	4,074,362	$152,625,600
STM	STMicroelectronics N.V.	+663,331	670,503	$50,213,969
CNQ	CANADIAN NATURAL RESOURCES Ltd	+622,723	1,533,011	$60,553,934
KLAC	Kla Corp	+593,870	662,669	$199,933,863
PHYS	Sprott Physical Gold Trust	+552,431	1,352,007	$40,790,051
SETM	Sprott Funds Trust Sprott Critical Materials ETF	+515,559	516,911	$16,106,946
MAS	Masco Corp /De/	+461,041	470,545	$38,288,246
FORM	Formfactor Inc	+408,358	408,428	$65,319,890
CVX	Chevron Corp	+328,773	973,273	$161,329,732
ON	On Semiconductor Corp	+309,613	318,378	$30,099,456
PDI	PIMCO Dynamic Income Fund	+252,231	651,048	$10,872,501
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	+226,598	234,394	$4,933,993
SMTC	Semtech Corp	+191,743	193,626	$31,338,368
ONTO	Onto Innovation Inc.	+178,175	178,938	$67,719,086
NMZ	Nuveen Municipal High Income Opportunity Fund	+175,474	516,095	$5,455,124
MKSI	Mks Inc	+172,982	173,207	$77,042,473
VXUS	Vanguard Total International Stock ETF	+160,035	1,160,076	$99,174,897
CGGR	Capital Group Growth ETF	+158,468	13,105,474	$618,578,372
BEDY	BNY Mellon Enhanced Dividend and Income ETF	+151,001	314,899	$9,134,590
CELH	Celsius Holdings, Inc.	+142,913	145,822	$4,269,668
NVDA	Nvidia Corp	+126,986	5,923,023	$1,185,137,672
SPY	Spdr S&P 500 ETF Trust	+125,684	6,238,087	$4,658,416,228
APA	APA Corp	+112,565	114,905	$3,742,455
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−571,807,785	350	$41,765
FNDA	Schwab Fundamental U.S. Small Company ETF	−400,597,319	270,185	$10,283,241
BIV	Vanguard Intermediate-Term Bond ETF	−136,177,061	12,822,370	$983,475,779
VEU	Vanguard FTSE All-World Ex-US ETF	−83,902,378	1,549,459	$129,767,191
DCOR	Dimensional US Core Equity 1 ETF	−39,312,074	10	$819
VCRM	Vanguard Core Tax-Exempt Bond ETF	−38,586,498	886	$67,690
FBCG	Fidelity Blue Chip Growth ETF	−33,926,570	859,302	$53,371,247
VB	Vanguard Morningstar Small-Cap ETF	−21,785,169	2,813,902	$852,949,974
BAI	iShares A.I. Innovation and Tech Active ETF	−20,876,422	4,331,839	$228,374,552
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−19,872,698	954	$20,682
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−19,176,459	136	$6,249
CGCB	Capital Group Core Bond ETF	−16,618,982	6,744,786	$176,578,497
VIG	Vanguard Dividend Appreciation ETF	−12,899,161	1,519,922	$359,643,943
—		−11,201,487	1,076,208	$98,623,701
IVZ	Invesco Ltd.	−9,771,901	91,820	$2,423,129
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−8,283,463	983,704	$98,527,792
CWI	State Street SPDR MSCI ACWI ex-US ETF	−7,298,078	48,228	$1,961,432
AGNG	Global X Funds Global X Aging Population ETF	−7,296,521	200	$7,203
AIRR	First Trust RBA American Industrial Renaissance ETF	−5,798,772	510,524	$68,027,323
BNDW	Vanguard Total World Bond ETF	−4,559,760	61,777	$4,233,577
BILZ	PIMCO Ultra Short Government Active ETF	−3,604,481	61	$6,156
EDV	Vanguard World Funds Extended Duration ETF	−3,420,089	6,827	$444,301
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−3,027,800	436	$18,957
BAB	Invesco Taxable Municipal Bond ETF	−2,883,269	361,664	$9,707,061
ABEV	Ambev S.A.	−2,706,320	120,597	$378,674
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CGXU	Capital Group International Focus Equity ETF	7,711,530	$266,973,168
HONA	Honeywell Aerospace Inc.	45,116	$9,974,245
MIAX	Miami International Holdings, Inc.	151,179	$5,617,811
PGY	Pagaya Technologies Ltd.	154,470	$2,819,077
FDXF	FedEx Freight Holding Company, Inc.	12,882	$1,945,182
FNRN	First Northern Community Bancorp	67,180	$1,205,209
CAST	FreeCast, Inc.	117,992	$792,906
SPCX	Space Exploration Technologies Corp	4,199	$717,441
CBRS	Cerebras Systems Inc.	2,422	$535,262
FBLA	FB Bancorp, Inc. /MD/	30,000	$451,800
MUNY	Vanguard New York Tax-Exempt Bond ETF	3,851	$400,504
SMOM	Symmetry Panoramic Sector Momentum ETF	5,069	$141,115
BKSY	BlackSky Technology Inc.	5,000	$139,600
LUNR	Intuitive Machines, Inc.	6,000	$128,340
MNPR	Monopar Therapeutics	1,350	$124,996
ADEA	Adeia Inc.	3,549	$116,868
FFOX	FundX Future Fund Opportunities ETF	3,197	$96,837
SFD	Smithfield Foods Inc	3,000	$72,780
PTA	Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund	3,542	$67,935
BTGO	Bitgo Holdings, Inc.	13,101	$67,863
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc.	5,000	$61,550
BDJ	BlackRock Enhanced Equity Dividend Trust	6,365	$60,913
NBXG	Neuberger Next Generation Connectivity Fund Inc.	3,563	$58,932
REYN	Reynolds Consumer Products Inc.	1,910	$51,283
HYNE	Hoyne Bancorp, Inc.	3,000	$50,220
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	44,441,627	$6,198,712,299
FAAA	Fidelity AAA CLO ETF	95,865,750	$4,373,377,458
ACSG	American Century Small Cap Growth Insights ETF	17,531,639	$1,529,199,081
AAAP	Pacer Barings CLO Market Flex ETF	11,615,161	$647,068,947
AFK	VanEck Africa Index ETF	8,544,539	$629,699,961
BKF	iShares MSCI BIC ETF	7,478,729	$608,917,192
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	7,751,094	$383,805,086
ACGO	Hartford Alpha Capture Growth ETF	7,113,197	$239,689,860
—		1,916,776	$237,444,530
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	4,455,466	$181,443,703
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	2,580,938	$145,475,831
AAAA	Amplius Aggressive Asset Allocation ETF	2,577,001	$140,509,290
JDVI	John Hancock Disciplined Value International Select ETF	2,135,996	$138,902,323
TACN	T. Rowe Price Active Core International Equity ETF	3,196,251	$134,418,856
BCLO	iShares BBB-B CLO Active ETF	1,905,179	$97,277,880
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	1,017,862	$94,371,255
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	3,571,954	$86,762,762
ACOM	Harbor Active Commodity ETF	2,438,965	$75,622,858
CAAA	First Trust AAA CMBS ETF	1,467,465	$74,308,319
BDVG	IMGP Berkshire Dividend Growth ETF	2,415,743	$72,834,651
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	2,855,551	$60,327,453
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	1,120,179	$59,200,869
AAAD	PGIM AAA CLO Aggregate Duration ETF	1,124,820	$55,676,809
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	1,103,338	$55,122,805
BCEM	Baron Emerging Markets Select ETF	2,159,817	$50,386,370
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,622 tracked positions · $37,137,869,218 total · filing declares 4,085 positions · $187,224,674,884 · as of Jun 30, 2026

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

Showing 1–50 of 2,622 positions by value · page 1 of 53

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	66,823,471	+2,675,380	$4,761,172,308	+15.8%	12.82%
SPY	Spdr S&P 500 ETF Trust	Added	6,238,087	+125,684	$4,658,416,228	+17.2%	12.54%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,173,768	-8,420	$2,337,162,755	+27.2%	6.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,333,739	-53,961	$1,186,853,764	+21.9%	3.20%
NVDA	Nvidia Corp Technology	Added	5,923,023	+126,986	$1,185,137,672	+17.2%	3.19%
CGDV	Capital Group Dividend Value ETF	Added	21,588,874	+1,782,798	$1,063,899,710	+26.3%	2.86%
AAPL	Apple Inc. Technology	Reduced	3,571,020	-102,621	$1,033,310,347	+10.8%	2.78%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	12,822,370	-136,177,061	$983,475,779	−91.1%	2.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,664,707	+22,489	$873,446,266	+15.1%	2.35%
MSFT	Microsoft Corp Technology	Added	2,300,016	+52,739	$857,951,968	+3.1%	2.31%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	2,813,902	-21,785,169	$852,949,974	−84.9%	2.30%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	903,341	+38,573	$635,355,858	+19.1%	1.71%
CGGR	Capital Group Growth ETF	Added	13,105,474	+158,468	$618,578,372	+18.9%	1.67%
IAU	Ishares Gold Trust	Reduced	6,320,401	-129,485	$477,253,479	−16.1%	1.29%
CGGO	Capital Group Global Growth Equity ETF	Reduced	10,795,701	-63,698	$456,982,023	+26.1%	1.23%
AVGO	Broadcom Inc. Technology	Added	1,201,650	+96,505	$453,923,287	+32.7%	1.22%
META	Meta Platforms, Inc. Communication Services	Added	757,472	+64,869	$426,676,402	+7.7%	1.15%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,170,524	+24,020	$383,147,620	+14.4%	1.03%
VIG	Vanguard Dividend Appreciation ETF	Reduced	1,519,922	-12,899,161	$359,643,943	−75.7%	0.97%
AMAT	Applied Materials Inc /De Technology	Reduced	433,796	-20,874	$313,634,508	+101.8%	0.84%
LLY	ELI LILLY & Co Healthcare	Reduced	242,271	-382	$290,587,129	+30.2%	0.78%
AMD	Advanced Micro Devices Inc Technology	Reduced	480,509	-158,957	$279,132,483	+114.6%	0.75%
LRCX	Lam Research Corp Technology	Added	635,416	+24,526	$275,344,815	+111.0%	0.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	575,918	+2,830	$275,041,159	+42.0%	0.74%
CGXU	Capital Group International Focus Equity ETF	NEW	7,711,530	NEW	$266,973,168	NEW	0.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	445,187	+3,355	$245,217,611	+4.8%	0.66%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	4,331,839	-20,876,422	$228,374,552	−79.8%	0.61%
V	Visa Inc. Financial Services	Added	611,908	+32,645	$209,939,515	+19.9%	0.57%
KLAC	Kla Corp Technology	Added	662,669	+593,870	$199,933,863	+97.4%	0.54%
CAT	Caterpillar Inc Industrials	Added	180,921	+4,005	$192,662,772	+53.7%	0.52%
CGUS	Capital Group Core Equity ETF	Reduced	4,232,575	-280,605	$188,264,936	+8.6%	0.51%
PANW	Palo Alto Networks Inc Technology	Reduced	550,489	-963	$187,727,758	+112.3%	0.51%
MU	Micron Technology Inc Technology	Added	162,547	+20	$187,626,376	+241.7%	0.51%
GLD	Spdr Gold Trust	Reduced	484,273	-3,896	$178,396,487	−15.1%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	189,471	-2,638	$177,244,436	−7.4%	0.48%
CGCB	Capital Group Core Bond ETF	Reduced	6,744,786	-16,618,982	$176,578,497	−70.4%	0.48%
CVX	Chevron Corp Energy	Added	973,273	+328,773	$161,329,732	+21.0%	0.43%
CGNG	Capital Group New Geography Equity ETF	Added	4,074,362	+920,568	$152,625,600	+53.3%	0.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	331,830	+1,260	$139,567,698	+13.6%	0.38%
MA	Mastercard Inc Financial Services	Added	264,679	+7,403	$135,939,134	+5.7%	0.37%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	1,549,459	-83,902,378	$129,767,191	−97.4%	0.35%
HD	Home Depot, Inc. Consumer Cyclical	Added	336,110	+18,005	$118,539,274	+13.3%	0.32%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	225,299	-8,867	$117,693,944	+8.5%	0.32%
MRVL	Marvell Technology, Inc. Technology	Reduced	382,348	-372,453	$113,897,645	+52.3%	0.31%
UNH	Unitedhealth Group Inc Healthcare	Added	272,738	+10,790	$113,358,094	+59.9%	0.31%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	739,647	-4,211	$108,461,836	+0.9%	0.29%
RTX	RTX Corp Industrials	Added	563,777	+10,907	$106,965,410	+0.3%	0.29%
VXUS	Vanguard Total International Stock ETF	Added	1,160,076	+160,035	$99,174,897	+28.6%	0.27%
ETN	Eaton Corp plc Industrials	Added	232,168	+21,708	$98,931,428	+31.4%	0.27%
GS	Goldman Sachs Group Inc Financial Services	Added	97,699	+4,811	$98,809,837	+25.7%	0.27%

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.