NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Q1 2025 13F-HR Detailed Holdings

Location
Milwaukee, WI
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
3,648
Total value ($000)
$122,280,923
Net value change ($000)
+3,761,571 (3.2%)
New positions
471
Sold out positions
383
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/11/2025 Next filing: 8/13/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHWAB STRATEGIC TRUST 686,463 11.1%
FBND 412,342 12.5%
BND 326,141 3.9%
EZU 310,095 16.0%
IEFA 300,702 13.2%
VEA 267,500 9.7%
VWO 183,856 6.3%
TLT 173,396 5.3%
AGG 131,516 13.0%
VOO 107,661 10.3%
Top Reduces (Value $000, Stocks/ETFs)
IVV -385,677 -2.1%
IJR -309,462 -7.0%
IJH -239,676 -3.5%
QQQ -108,735 -6.8%
SHV -100,404 -61.4%
NVDA -91,830 -13.3%
COWZ -79,847 -10.1%
AAPL -79,181 -9.1%
CALF -75,250 -42.0%
AVDV -73,042 -79.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None