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Northern Trust

NORTHERN TRUST CORP

50 S LASALLE ST, CHICAGO, IL 60603 • 3126306000

Q1 2025 · Filed 2025-05-13
Market Value
$673.6B
-4.6%
Holdings
7,282
+102
New Purchases
102
Added To
1,625
Closed
2,865
Reduced
2,453
Top 10 Concentration
25.6%
Turnover
40.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-B 1.28% 1.06% +0.22% $8.6B
V 0.99% 0.82% +0.17% $6.7B
ABBV 0.68% 0.55% +0.14% $4.6B
JNJ 0.76% 0.63% +0.13% $5.1B
IVV 0.67% 0.56% +0.11% $4.5B
XOM 0.79% 0.70% +0.09% $5.4B
LLY 1.12% 1.03% +0.09% $7.6B
CVX 0.51% 0.42% +0.09% $3.4B
PM 0.32% 0.23% +0.09% $2.2B
T 0.33% 0.25% +0.07% $2.2B
TDTT 0.30% 0.23% +0.07% $2.0B
ABT 0.42% 0.35% +0.07% $2.8B
IBM 0.40% 0.34% +0.06% $2.7B
KO 0.45% 0.39% +0.06% $3.0B
GE 0.30% 0.24% +0.06% $2.0B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.23% 5.07% -0.83% $28.5B
TSLA 1.06% 1.63% -0.57% $7.1B
AAPL 5.55% 6.08% -0.52% $37.4B
AVGO 1.20% 1.61% -0.41% $8.1B
MSFT 4.60% 5.00% -0.40% $31.0B
GOOGL 1.56% 1.87% -0.30% $10.5B
AMZN 2.75% 3.02% -0.26% $18.5B
GOOG 1.28% 1.54% -0.26% $8.6B
CRM 0.44% 0.53% -0.09% $2.9B
NOW 0.26% 0.34% -0.08% $1.8B
ORCL 0.41% 0.46% -0.05% $2.8B
ITW 0.45% 0.49% -0.04% $3.0B
AMD 0.25% 0.29% -0.04% $1.7B
MRVL 0.05% 0.10% -0.04% $370M
ADBE 0.30% 0.33% -0.04% $2.0B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 68.0%
Technology 10.3%
Consumer Cyclical 5.8%
Healthcare 5.3%
Industrials 3.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $320.0B 47.6%
Large Cap 1,006 $287.9B 42.8%
Mid Cap 1,226 $49.0B 7.3%
Small Cap 1,434 $14.2B 2.1%
Micro Cap 1,157 $1.2B 0.2%

Portfolio Analytics

Avg Market Cap
$20.7B
Median Market Cap
$1.7B
Avg P/E
29.2
Median P/E
18.4
Avg Dividend Yield
0.04%
Avg Beta
1.00
# Stocks
4,207
# ETFs / Funds
705

Top Holdings (7,282 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 5.55% 168,434,764 $37.4B $222.13 -$5.5B -2,950,767 -1.7%
2 MSFT 4.60% 82,539,834 $31.0B $375.39 -$4.3B -1,247,912 -1.5%
3 NVDA 4.23% 263,027,905 $28.5B $108.38 -$7.3B -3,426,289 -1.3%
4 AMZN 2.75% 97,379,134 $18.5B $190.26 -$2.8B +302,858 +0.3%
5 META 1.97% 23,020,594 $13.3B $576.36 -$459M -424,971 -1.8%
6 GOOGL 1.56% 68,019,033 $10.5B $154.64 -$2.7B -1,597,821 -2.3%
7 GOOG 1.28% 55,347,459 $8.6B $156.23 -$2.2B -1,750,583 -3.1%
8 BRK-B 1.28% 16,198,444 $8.6B $532.58 $1.2B -269,141 -1.6%
9 JPM 1.21% 33,118,098 $8.1B $245.30 $11M -727,578 -2.1%
10 AVGO 1.20% 48,323,933 $8.1B $167.43 -$3.3B -763,418 -1.6%
11 SPY 1.17% 14,117,911 $7.9B $559.39 -$5M +634,170 +4.7%
12 LLY 1.12% 9,173,478 $7.6B $825.91 $282M -274,741 -2.9%
13 TSLA 1.06% 27,587,612 $7.1B $259.16 -$4.4B -992,003 -3.5%
14 V 0.99% 18,987,013 $6.7B $350.46 $883M +726,299 +4.0%
15 XOM 0.79% 45,003,295 $5.4B $118.93 $402M -1,014,063 -2.2%
16 JNJ 0.76% 30,943,820 $5.1B $165.84 $676M +130,645 +0.4%
17 PG 0.75% 29,644,000 $5.1B $170.42 $124M +248,792 +0.8%
18 MA 0.74% 9,069,956 $5.0B $548.12 $154M -79,225 -0.9%
19 UNH 0.73% 9,332,544 $4.9B $523.75 $80M -171,127 -1.8%
20 COST 0.72% 5,109,095 $4.8B $945.78 $15M -148,714 -2.8%
21 ABBV 0.68% 22,013,920 $4.6B $209.52 $734M +189,294 +0.9%
22 IVV 0.67% 8,013,004 $4.5B $561.90 $561M +1,317,997 +19.7%
23 HD 0.64% 11,851,926 $4.3B $366.49 -$383M -297,964 -2.5%
24 NFLX 0.63% 4,524,402 $4.2B $932.53 $142M -49,604 -1.1%
25 WMT 0.56% 43,100,763 $3.8B $87.79 -$159M -541,173 -1.2%
26 CVX 0.51% 20,494,881 $3.4B $167.29 $463M +23,081 +0.1%
27 ITW 0.45% 12,153,970 $3.0B $248.01 -$451M -1,513,683 -11.1%
28 KO 0.45% 41,942,260 $3.0B $71.62 $277M -1,860,036 -4.2%
29 CRM 0.44% 10,955,876 $2.9B $268.36 -$813M -269,051 -2.4%
30 CSCO 0.43% 47,055,492 $2.9B $61.71 $107M -182,766 -0.4%
31 GUNR 0.43% 74,428,104 $2.9B $38.81 -$54M -6,506,700 -8.0%
32 ABT 0.42% 21,327,367 $2.8B $132.65 $334M -729,493 -3.3%
33 BAC 0.42% 67,275,490 $2.8B $41.73 -$178M -660,450 -1.0%
34 MCD 0.42% 8,965,159 $2.8B $312.37 $230M +97,966 +1.1%
35 ORCL 0.41% 19,741,423 $2.8B $139.81 -$510M +120,889 +0.6%
36 MRK 0.40% 30,390,864 $2.7B $89.76 -$394M -986,243 -3.1%
37 VTI 0.40% 9,763,667 $2.7B $274.84 -$37M +378,147 +4.0%
38 IBM 0.40% 10,779,526 $2.7B $248.66 $296M -66,467 -0.6%
39 PEP 0.36% 16,344,720 $2.5B $149.94 -$44M -58,675 -0.4%
40 WFC 0.36% 33,808,775 $2.4B $71.79 $15M -530,520 -1.5%
41 ACN 0.35% 7,587,791 $2.4B $312.04 -$300M +5,447 +0.1%
42 LIN 0.34% 4,860,441 $2.3B $465.64 $201M -64,881 -1.3%
43 T 0.33% 77,727,741 $2.2B $28.28 $419M -420,613 -0.5%
44 CAT 0.32% 6,597,679 $2.2B $329.80 -$308M -249,651 -3.6%
45 DIS 0.32% 22,038,747 $2.2B $98.70 -$301M -203,668 -0.9%
46 VEA 0.32% 42,599,905 $2.2B $50.83 $196M +1,425,051 +3.5%
47 PM 0.32% 13,569,705 $2.2B $158.73 $514M -60,472 -0.4%
48 VZ 0.31% 45,475,099 $2.1B $45.36 $261M +431,789 +1.0%
49 TDTT 0.30% 83,413,688 $2.0B $24.38 $418M +14,904,852 +21.8%
50 QCOM 0.30% 13,226,504 $2.0B $153.61 -$10M -63,009 -0.5%
51 INTU 0.30% 3,290,058 $2.0B $613.99 -$99M -80,955 -2.4%
52 ADBE 0.30% 5,222,219 $2.0B $383.53 -$360M -91,996 -1.7%
53 GE 0.30% 9,974,113 $2.0B $200.15 $321M -72,754 -0.7%
54 VWO 0.29% 43,520,365 $2.0B $45.26 $128M +1,710,474 +4.1%
55 AMGN 0.29% 6,206,067 $1.9B $311.55 $257M -224,962 -3.5%
56 TMO 0.29% 3,882,819 $1.9B $497.60 -$102M -27,196 -0.7%
57 TXN 0.28% 10,493,990 $1.9B $179.70 -$64M +95,980 +0.9%
58 ADP 0.28% 6,162,926 $1.9B $305.53 $76M -11,493 -0.2%
59 IWF 0.27% 5,109,809 $1.8B $361.09 -$123M +208,598 +4.3%
60 GS 0.27% 3,332,804 $1.8B $546.29 -$65M +40,125 +1.2%
61 ISRG 0.27% 3,631,281 $1.8B $495.27 -$91M +11,988 +0.3%
62 AXP 0.27% 6,674,039 $1.8B $269.05 -$230M -151,096 -2.2%
63 NOW 0.26% 2,199,534 $1.8B $796.14 -$644M -60,057 -2.7%
64 PGR 0.26% 6,172,735 $1.7B $283.01 $266M -6,794 -0.1%
65 NFRA 0.25% 29,726,587 $1.7B $57.64 $17M -1,556,188 -5.0%
66 BKNG 0.25% 370,327 $1.7B $4,606.91 -$125M +1,699 +0.5%
67 RTX 0.25% 12,836,515 $1.7B $132.46 $206M -76,183 -0.6%
68 AMD 0.25% 16,484,474 $1.7B $102.74 -$379M -671,048 -3.9%
69 TJX 0.25% 13,903,736 $1.7B $121.80 $4M -82,090 -0.6%
70 UNP 0.25% 7,105,382 $1.7B $236.24 $91M +142,732 +2.0%
71 AGG 0.25% 16,884,474 $1.7B $98.92 $240M +2,120,169 +14.4%
72 EFA 0.25% 20,314,523 $1.7B $81.73 $90M -455,018 -2.2%
73 NEE 0.25% 23,353,245 $1.7B $70.89 $159K +262,819 +1.1%
74 SPGI 0.25% 3,254,663 $1.7B $508.10 $22M -21,380 -0.7%
75 PLTR 0.25% 19,553,438 $1.7B $84.40 $176M +64,973 +0.3%
76 GILD 0.24% 14,436,382 $1.6B $112.05 $240M -478,713 -3.2%
77 LOW 0.24% 6,924,599 $1.6B $233.23 -$131M -149,792 -2.1%
78 MS 0.24% 13,807,153 $1.6B $116.67 -$74M +403,956 +3.0%
79 DHR 0.24% 7,762,739 $1.6B $205.00 -$230M -172,252 -2.2%
80 BMY 0.24% 25,974,504 $1.6B $60.99 $190M +1,316,144 +5.3%
81 PFE 0.23% 62,325,957 $1.6B $25.34 $30M +3,943,397 +6.8%
82 PLD 0.23% 13,784,633 $1.5B $111.79 $76M -70,706 -0.5%
83 CMCSA 0.22% 40,408,847 $1.5B $36.90 -$103M -2,070,654 -4.9%
84 BLK 0.22% 1,567,266 $1.5B $946.48 -$148M -24,450 -1.5%
85 USHY 0.22% 40,250,816 $1.5B $36.81 -$75M -2,062,755 -4.9%
86 C 0.22% 20,427,563 $1.5B $70.99 $26M +195,013 +1.0%
87 BSX 0.21% 14,302,624 $1.4B $100.88 $139M -293,003 -2.0%
88 MMC 0.21% 5,893,411 $1.4B $244.03 $178M -40,929 -0.7%
89 IGF 0.21% 25,997,069 $1.4B $54.67 $192M +2,477,014 +10.5%
90 AMAT 0.21% 9,764,419 $1.4B $145.12 -$247M -466,045 -4.6%
91 UBER 0.21% 19,240,638 $1.4B $72.86 $285M +720,122 +3.9%
92 FI 0.20% 6,215,409 $1.4B $220.83 $98M +8,689 +0.1%
93 TMUS 0.20% 5,127,886 $1.4B $266.71 $192M -197,655 -3.7%
94 SCHW 0.20% 17,440,301 $1.4B $78.28 $200M +1,700,384 +10.8%
95 DE 0.20% 2,894,725 $1.4B $469.35 $123M -21,004 -0.7%
96 IJH 0.20% 22,885,189 $1.3B $58.35 $9M +1,602,288 +7.5%
97 SBUX 0.20% 13,578,956 $1.3B $98.09 $93M +5,619 +0.0%
98 COP 0.20% 12,673,007 $1.3B $105.02 -$33M -1,084,828 -7.9%
99 PANW 0.20% 7,731,260 $1.3B $170.64 -$108M -111,387 -1.4%
100 SYK 0.20% 3,543,451 $1.3B $372.25 $21M -62,786 -1.7%

New Positions

SymbolValue% Port
QGEN $49M 0.01%
CNR $43M 0.01%
SNDK $36M 0.01%
OUT $32M —%
MRP $23M —%
BXMT Note
5.5% due 03/15/27
$12M —%
GSAT $10M —%
TIGO $10M —%
$7M —%
XYZ Note
0% due 05/01/26
$5M —%
FLOC $4M —%
ANGI $4M —%
VG $3M —%
MTSR $3M —%
WIP $3M —%

Sold Out Positions

SymbolValue% Port
GHG —%
EVG —%
EVT —%
ADX —%
BH-A —%
BMEZ —%
GDV —%
BHK —%
JRSH —%
SGU —%
BBN —%
DIAX —%
ECC —%
XPRO —%
HEPS —%
View SEC EDGAR Filings for Northern Trust →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms