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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001141802

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

MILWAUKEE, WI · File #028-11160

Latest AUM
$158.12B
Positions
3,869
Top-10 Concentration
62.2%
Filings
13

Sector Allocation

Financials
5.6%$8.85B
Healthcare
4.8%$7.67B
Technology
4.1%$6.48B
Industrials
3.5%$5.50B
Energy
2.5%$4.04B
Materials
1.5%$2.37B
Utilities
0.5%$778.1M
Real Estate
0.4%$708.6M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428720033,837,717$23.18B19.27%
2VANGUARD BD INDEX FDS921937835130,902,798$9.70B8.06%
3ISHARES TR464287507124,791,222$8.24B6.85%
4SCHWAB STRATEGIC TR808524805297,753,417$7.16B5.95%
5ISHARES TR46428780442,562,587$5.12B4.25%
6INVESCO EXCHANGE TRADED FD TIVZ26,252,217$5.03B4.18%
7FIDELITY MERRIMACK STR TR31618830992,442,810$4.26B3.54%
8VANGUARD INTL EQUITY INDEX F92204285878,224,671$4.21B3.50%
9SPDR S&P 500 ETF TRSPY5,951,990$4.06B3.37%
10VANGUARD TAX-MANAGED FDS92194385861,886,335$3.87B3.21%
11ISHARES TR46428743243,140,136$3.76B3.13%
12ISHARES TR46432F84234,998,927$3.13B2.60%
13ISHARES TR46432F38822,746,544$3.11B2.59%
14ISHARES TR46434V45655,312,118$2.51B2.09%
15INVESCO QQQ TRIVZ3,091,292$1.90B1.58%
16VANGUARD MUN BD FDS92290774636,651,506$1.84B1.53%
17VANGUARD INDEX FDS9229086296,181,162$1.79B1.49%
18VANGUARD INDEX FDS9229083632,682,140$1.68B1.40%
19DIMENSIONAL ETF TRUST25434V80729,462,953$1.47B1.22%
20ISHARES TR46434V61328,622,754$1.33B1.11%