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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 83 of 201  ·  4,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 SMG SCOTTS MIRACLE-GRO CO Basic Materials 6,390.0 $373K +981.0 +18.1% $58.34 +1.4%
1642 H HYATT HOTELS CORP Consumer Cyclical 2,318.0 $372K +79.0 +3.5% $160.31 +8.6%
1643 RELX RELX PLC Communication Services 9,192.0 $372K -609.0 -6.2% $40.42 -18.3%
1644 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 24,986.0 $372K -1K -4.9% $14.87 +1.3%
1645 L LOEWS CORP Financial Services 3,508.0 $369K +3K +1171.0% $105.31 +3.4%
1646 FPXI FIRST TR EXCHANGE TRADED FD 6,244.0 $369K -477.0 -7.1% $59.14 +26.7%
1647 BLUE OWL CAPITAL CORPORATION 29,619.0 $368K +24K +393.6% $12.43
1648 PDN INVESCO EXCH TRADED FD TR II 8,715.0 $368K +605.0 +7.5% $42.19 +10.2%
1649 PJP INVESCO EXCHANGE TRADED FD T 3,511.0 $367K +720.0 +25.8% $104.54 +4.3%
1650 NCNO NCINO INC Technology 14,304.0 $367K $25.64 -37.3%
1651 ACM AECOM Industrials 3,847.0 $367K -47.0 -1.2% $95.33 -24.4%
1652 ESTC ELASTIC N V Technology 4,826.0 $364K +682.0 +16.5% $75.44 -27.3%
1653 NVMI NOVA LTD Technology 1,108.0 $364K +1K +10000.0% $328.39 +53.3%
1654 PDP INVESCO EXCHANGE TRADED FD T 3,125.0 $364K $116.39 +20.3%
1655 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 11,622.0 $363K +276.0 +2.4% $31.21 +9.2%
1656 SOMNIGROUP INTERNATIONAL INC 4,053.0 $362K +1K +34.6% $89.28
1657 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,771.0 $360K +37.0 +2.1% $203.05 -7.1%
1658 GL GLOBE LIFE INC Financial Services 2,565.0 $359K +37.0 +1.5% $139.85 +11.8%
1659 CFR CULLEN FROST BANKERS INC Financial Services 2,791.0 $353K +684.0 +32.5% $126.63 +10.1%
1660 RUN SUNRUN INC Energy 19,185.0 $353K +4K +24.3% $18.40 -20.5%
Page 83 of 201  ·  4,007 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%