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Portfolio (Quarterly) Guide ↗

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

· CIK 0001141802
13F Portfolio $158.1B AUM 4,007 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 539 New 1764 Added 1076 Reduced 321 Exited
Page 62 of 89  ·  1,764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 FERG FERGUSON ENTERPRISES INC Industrials 807.0 $180K +348.0 +75.8% $222.63 -0.5%
1222 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,984.0 $179K +59.0 +3.1% $90.03 +5.9%
1223 IAG IAMGOLD CORP Basic Materials 10,763.0 $177K +163.0 +1.5% $16.49 -1.9%
1224 LUMN LUMEN TECHNOLOGIES INC Communication Services 22,786.0 $177K +2K +8.4% $7.77 +18.3%
1225 ONON ON HLDG AG Consumer Cyclical 3,757.0 $175K +3K +612.9% $46.48 -19.7%
1226 NTGR NETGEAR INC Technology 7,113.0 $174K +356.0 +5.3% $24.53 -0.0%
1227 FYLD CAMBRIA ETF TR 5,335.0 $173K +4K +429.3% $32.49 +19.5%
1228 FAS DIREXION SHS ETF TR 1,023.0 $172K +621.0 +154.5% $168.29 -21.1%
1229 FCN FTI CONSULTING INC Industrials 1,006.0 $172K +736.0 +272.6% $170.83 -9.5%
1230 SYNOVUS FINL CORP 3,416.0 $171K +698.0 +25.7% $50.05
1231 FUND SPROTT FOCUS TR INC Financial Services 19,567.0 $170K +421.0 +2.2% $8.68 +13.8%
1232 PFL PIMCO INCOME STRATEGY FD Financial Services 19,998.0 $169K +3K +20.8% $8.43 -8.5%
1233 DFLV DIMENSIONAL ETF TRUST 4,927.0 $169K +5K +1110.6% $34.21 +12.2%
1234 SCHWAB STRATEGIC TR 6,468.0 $166K +5K +305.3% $25.68
1235 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 2,658.0 $166K +2K +454.9% $62.46 -12.4%
1236 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 18,869.0 $165K +2K +10.7% $8.76 -36.1%
1237 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 5,763.0 $164K +284.0 +5.2% $28.52 +6.5%
1238 AYI ACUITY INC Industrials 451.0 $162K +276.0 +157.7% $360.04 -22.5%
1239 STM STMICROELECTRONICS N V Technology 6,214.0 $161K +741.0 +13.5% $25.94 +136.1%
1240 GO GROCERY OUTLET HLDG CORP Consumer Defensive 15,933.0 $161K +16K +10000.0% $10.10 -19.6%
Page 62 of 89  ·  1,764 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
Financial Services 42.6%
Technology 24.4%
Communication Services 8.2%
Consumer Cyclical 7.4%
Industrials 5.4%
Healthcare 4.8%
Consumer Defensive 2.9%
Energy 1.9%
Utilities 1.3%
Basic Materials 0.7%