NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 187,224,675
- Description
- Northwestern Mutual Wealth Management Company provides investment and wealth-management services within Northwestern Mutual's financial-services organization. The group also offers financial planning and insurance. This entity's 13F disclosures track qualifying securities positions and should not be treated as Northwestern Mutual's entire insurance investment portfolio.
- Founded
- 1857
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 4,085 | 187,224,675 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q1 2026 | 5/7/2026 | 4,113 | 162,425,867 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q4 2025 | 2/10/2026 | 4,007 | 158,118,172 | 13F-HR/A - RESTATEMENT | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q4 2025 | 2/5/2026 | 3,869 | 158,118,172 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q3 2025 | 11/14/2025 | 3,789 | 150,015,056 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q2 2025 | 8/13/2025 | 3,653 | 137,190,419 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q1 2025 | 5/14/2025 | 3,648 | 122,280,923 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q4 2024 | 2/11/2025 | 3,588 | 118,519,352 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q3 2024 | 11/12/2024 | 3,585 | 112,555,222 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q2 2024 | 8/16/2024 | 3,482 | 101,370,807 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q1 2024 | 5/15/2024 | 3,555 | 97,316,616 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q4 2023 | 2/13/2024 | 3,461 | 88,701,573 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q3 2023 | 11/14/2023 | 3,266 | 76,903,881 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q2 2023 | 8/14/2023 | 3,333 | 77,369,776 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q1 2023 | 5/15/2023 | 3,341 | 71,642,036 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q4 2022 | 2/21/2023 | 3,319 | 66,061,127 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q3 2022 | 11/14/2022 | 3,211 | 57,326,607 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q2 2022 | 8/4/2022 | 3,312 | 58,205,140 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q1 2022 | 5/9/2022 | 3,246 | 62,386,005 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q4 2021 | 2/3/2022 | 3,257 | 61,229,226 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q3 2021 | 11/15/2021 | 3,098 | 54,696,387 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q2 2021 | 8/13/2021 | 3,069 | 52,654,145 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q1 2021 | 5/14/2021 | 2,829 | 47,095,518 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q4 2020 | 2/12/2021 | 2,737 | 43,287,144 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q3 2020 | 11/13/2020 | 2,612 | 37,160,703 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q2 2020 | 8/14/2020 | 2,426 | 32,416,078 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q1 2020 | 5/8/2020 | 2,687 | 25,899,914 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q4 2019 | 2/13/2020 | 2,471 | 29,339,489 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q2 2014 | 8/5/2014 | 1,266 | 2,562,401 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q1 2014 | 5/15/2014 | 1,288 | 2,390,751 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| Q4 2013 | 2/14/2014 | 1,393 | 2,200,541 | 13F-HR | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.06 M | 12.3% | 3.021 M | 0 | 3.021 M |
| ETFs | 163.6 M | 87.4% | 21.74 M | 0 | 21.74 M |
| Debt | 585.3 K | 0.3% | 38.72 K | 0 | 38.72 K |
| Other | 3.253 K | 0.0% | 558 | 0 | 558 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
187,224,675
Holdings
4085
QoQ value change ($000)
24,798,808
(15.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.