NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 158,118,172
- Description
- Milwaukee Wisconsin based policyholder capital manager with an independent operating structure and a valuation conscious and methodical investment mandate. The approach emphasizes asset liability coordination, planning integrated mandate design, and valuation discipline and downside awareness for long duration liability sensitive mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through cross cycle capital preservation and risk accountability.
- 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 |
|---|---|---|---|---|---|
| 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 | 77.85 M | 49.2% | 4.735 M | 0 | 4.735 M |
| ETFs | 78.4 M | 49.6% | 3.257 M | 0 | 3.257 M |
| Debt | 472.3 K | 0.3% | 0 | 12.21 K | -12.21 K |
| Other | 1.384 M | 0.9% | 123.4 K | 0 | 123.4 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
158,118,172
Holdings
4007
QoQ value change ($000)
8,103,116
(5.4%)
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.