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Portfolio (Quarterly) Guide ↗

NORTHERN TRUST CORP

· CIK 0000073124
13F Portfolio $756.6B AUM 19,864 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 131 New 2568 Added 1041 Reduced 184 Exited
Page 8 of 53  ·  1,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KR KROGER CO Consumer Defensive 6,422,534.0 $464.7M 0.06% -129K -2.0% $72.36 -7.7%
142 CIEN CIENA CORP Technology 1,187,291.0 $460.9M 0.06% -30K -2.4% $388.23 +42.8%
143 MET METLIFE INC Financial Services 6,337,820.0 $448.2M 0.06% -187K -2.9% $70.72 +12.0%
144 AIG AMERICAN INTL GROUP INC Financial Services 5,929,455.0 $446.2M 0.06% -671K -10.2% $75.25 +1.1%
145 ED CONSOLIDATED EDISON INC Utilities 3,930,915.0 $444.9M 0.06% -150K -3.7% $113.18 -5.3%
146 EIX EDISON INTL Utilities 6,003,629.0 $439.3M 0.06% -67K -1.1% $73.18 -3.3%
147 AVB AVALONBAY CMNTYS INC Real Estate 2,663,815.0 $435.1M 0.06% -194K -6.8% $163.35 +10.7%
148 WAB WABTEC Industrials 1,725,133.0 $431.1M 0.06% -17K -0.9% $249.91 +7.8%
149 ACGL ARCH CAP GROUP LTD Financial Services 4,472,652.0 $429.3M 0.06% -162K -3.5% $95.99 -2.1%
150 A AGILENT TECHNOLOGIES INC Healthcare 3,700,025.0 $421.7M 0.06% -87K -2.3% $113.98 -2.0%
151 XLK SELECT SECTOR SPDR TR 3,150,026.0 $418.6M 0.06% -87K -2.7% $132.90 +32.7%
152 XEL XCEL ENERGY INC Utilities 5,129,379.0 $407.5M 0.05% -42K -0.8% $79.44 +0.7%
153 PRU PRUDENTIAL FINL INC Financial Services 4,161,490.0 $406.5M 0.05% -23K -0.5% $97.69 +5.6%
154 XYL XYLEM INC Industrials 3,387,261.0 $404.8M 0.05% -22K -0.7% $119.50 -8.4%
155 CF CF INDUSTRIES HOLD Basic Materials 3,106,699.0 $403.4M 0.05% -41K -1.3% $129.84 -3.5%
156 WEC WEC ENERGY GROUP INC Utilities 3,382,948.0 $391.6M 0.05% -258K -7.1% $115.77 -3.6%
157 TPR TAPESTRY INC Consumer Cyclical 2,771,832.0 $391.1M 0.05% -33K -1.2% $141.11 -7.7%
158 NU NU HLDGS LTD Financial Services 27,141,148.0 $390.0M 0.05% -549K -2.0% $14.37 -10.0%
159 RMD RESMED INC Healthcare 1,725,693.0 $387.4M 0.05% -60K -3.3% $224.48 -9.8%
160 DHI D R HORTON INC Consumer Cyclical 2,801,683.0 $384.4M 0.05% -84K -2.9% $137.22 +1.6%
Page 8 of 53  ·  1,041 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Financial Services 13.2%
Healthcare 9.9%
Communication Services 9.6%
Consumer Cyclical 9.5%
Industrials 9.4%
Consumer Defensive 5.0%
Energy 4.2%
Real Estate 2.9%
Utilities 2.7%