NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
3821
Quarter
2025 Q4
Top Holding
BN (8.1%)
Top 10 Concentration
34.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 3821
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BN
BROOKFIELD CORP
Financial Services 8.12% 0.01% #1 474
Prev: #475
5.5 18,536,964 8784.9%
P
S
18,747,973 $12,832,523,349
$45.65 +2.1%
$45.89 +1.6%
2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BOTZ
GLOBAL X FDS
Bond/Debt 5.23% 0.01% #2 532
Prev: #534
4.4 110,789,578 37767.5%
P
S
111,082,924 $8,270,235,474
$36.21 +1.4%
$36.23 +1.3%
2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHY
CALAMOS CONV & ...
Financial Services 4.41% 0.00% #3 2213
Prev: #2216
4.1 10,180,764 175137.9%
P
S
10,186,577 $6,977,193,735
$11.19 +0.6%
$11.22 +0.4%
2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COPX
GLOBAL X FDS
ETF 3.30% 0.00% #4 829
Prev: #833
3.6 216,797,938 359496.5%
P
S
216,858,244 $5,215,696,850 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HIG
HARTFORD INSURA...
Financial Services 3.09% 0.00% #5 843
Prev: #848
3.5 73,835,976 286241.4%
P
S
73,861,771 $4,891,837,893 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
FRESHPET INC
Bond/Debt 2.65% 0.00% #6 3516
Prev: #3522
3.4 21,887,548 2188754.8%
P
S
21,888,548 $4,192,970,290 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOS
CANADA GOOSE HL...
Consumer Cyclical 2.02% 0.00% #7 3267
Prev: #3274
3.1 36,629,838 15788723.3%
P
S
36,630,070 $3,192,676,962 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GPI
GROUP 1 AUTOMOT...
Consumer Cyclical 1.93% 0.00% #8 877
Prev: #885
3.1 25,424,532 366770.5%
P
S
25,431,464 $3,056,348,753 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FIVE
FIVE BELOW INC
Consumer Cyclical 1.89% 0.00% #9 2639
Prev: #2648
3.1 55,452,926 40774210.3%
P
S
55,453,062 $2,981,975,531 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VUSE
ETF SER SOLUTIO...
Bond/Debt 1.71% 0.00% #10 1827
Prev: #1837
3.0 19,763,870 709399.5%
P
S
19,766,656 $2,702,243,784 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IYK
ISHARES TR
ETF 1.64% 0.02% #11 293
Prev: #304
3.0 55,847,256 10421.9%
P
S
56,383,123 $2,596,591,515 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FTSM
FIRST TR EXCHAN...
ETF 1.64% 0.01% #12 506
Prev: #518
3.0 3,600,586 1953.3%
P
S
3,784,922 $2,591,810,357 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SHY
ISHARES TR
ETF 1.48% 0.06% #13 151
Prev: #164
2.9 4,206,546 387.2%
P
S
5,292,811 $2,346,195,396 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IJT
ISHARES TR
Warrant 1.40% 0.08% #14 112
Prev: #126
2.9 32,712,932 3998.7%
P
S
33,531,028 $2,213,174,843 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BAC
BANK AMERICA CO...
Financial Services 1.31% 0.02% #15 304
Prev: #319
2.8 44,413,993 7091.3%
P
S
45,040,310 $2,070,678,047 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HAL
HALLIBURTON CO
Energy 1.25% 0.00% #16 1262
Prev: #1278
2.8 29,735,387 82596.0%
P
S
29,771,388 $1,982,144,795 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 0.97% 14.91% #17 16
Prev: #1
0.5 -9,204,158 -27.5%
P
S
24,223,743 $1,538,042,233 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PRF
INVESCO EXCHANG...
ETF 0.97% 0.05% #18 159
Prev: #177
2.7 31,596,591 1740.3%
P
S
33,412,176 $1,537,910,804 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ESBA
EMPIRE ST RLTY ...
Real Estate 0.97% 0.00% #19 1670
Prev: #1689
2.7 2,467,442 7049.8%
P
S
2,502,442 $1,537,275,386 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BUFR
FIRST TR EXCHNG...
ETF 0.86% 0.00% #20 2133
Prev: #2153
2.6 56,874,602 2451491.5%
P
S
56,876,922 $1,367,275,069 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FRME
FIRST MERCHANTS...
Financial Services 0.86% 0.00% #21 3351
Prev: #3372
2.6 15,165,815 27081812.5%
P
S
15,165,871 $1,356,718,233 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACRS
ACLARIS THERAPE...
Healthcare 0.82% 0.00% #22 3534
Prev: #3556
2.6 1,898,561 379712.2%
P
S
1,899,061 $1,295,007,609 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FDS
FACTSET RESH SY...
Financial Services 0.80% 0.00% #23 1249
Prev: #1272
2.6 13,854,613 444058.1%
P
S
13,857,733 $1,262,663,236 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FR
FIRST INDL RLTY...
Real Estate 0.74% 0.00% #24 2237
Prev: #2261
2.6 9,784,830 856065.6%
P
S
9,785,973 $1,176,058,967 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DY
DYCOM INDS INC
Industrials 0.73% 0.00% #25 3298
Prev: #3323
2.6 23,903,375 265593055.6%
P
S
23,903,384 $1,151,537,474 2011 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FN
FABRINET
Technology 0.00% 0.00%
Sold All 😨
(Was: #3268)
0.3 -9 -100.0%
CLOSED
$— 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BIRK
BIRKENSTOCK HOL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3414)
0.3 -41 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 3821 holdings

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