Titelia

Holdings of Index 400 Stock Portfolio

NORTHWESTERN MUTUAL SERIES FUND INC · Original filing · Compare with another fund · Report an error

Net assets
1.5B $ including 1.5B $ in equities, 98.7 %
Positions
400 in 10 countries
Top ten
7.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Weatherford International PLC 33,3423.2M $0.21 %
202Commerce Bancshares Inc/MO 63,7603.1M $0.21 %
203Terex Corp 52,8743.1M $0.21 %
204UL Solutions Inc 35,9303.1M $0.20 %
205MP Materials Corp 62,6423M $0.20 %
206Chewy Inc 110,9273M $0.20 %
207Dutch Bros Inc 59,0803M $0.20 %
208Voya Financial Inc 43,7123M $0.20 %
209EnerSys 17,1373M $0.20 %
210Timken Co/The 29,4753M $0.20 %
211Janus Henderson Group PLC 57,3292.9M $0.20 %
212Valaris Ltd 29,9412.9M $0.20 %
213Albertsons Cos Inc 172,0942.9M $0.19 %
214Repligen Corp 24,6082.9M $0.19 %
215Planet Fitness Inc 38,5972.9M $0.19 %
216Lear Corp 23,6542.9M $0.19 %
217Middleby Corp/The 21,5512.9M $0.19 %
218First American Financial Corp 47,3872.9M $0.19 %
219Wyndham Hotels & Resorts Inc 35,1522.9M $0.19 %
220Hexcel Corp 35,2802.9M $0.19 %
221Hanover Insurance Group Inc/The 16,4612.9M $0.19 %
222GATX Corp 16,6012.8M $0.19 %
223Corebridge Financial Inc 118,6952.8M $0.19 %
224Lithia Motors Inc 11,2762.8M $0.19 %
225Starwood Property Trust Inc 161,8582.8M $0.19 %
226MSA Safety Inc 16,9532.8M $0.18 %
227FNB Corp/PA 166,1562.8M $0.18 %
228Eagle Materials Inc 14,6292.8M $0.18 %
229Churchill Downs Inc 30,8092.8M $0.18 %
230Hyatt Hotels Corp 19,2352.8M $0.18 %
231GXO Logistics Inc 53,2482.8M $0.18 %
232Portland General Electric Co 52,3082.8M $0.18 %
233Healthcare Realty Trust Inc 162,2012.8M $0.18 %
234Axalta Coating Systems Ltd 99,2402.7M $0.18 %
235Genpact Ltd 73,6792.7M $0.18 %
236Valley National Bancorp 222,5952.7M $0.18 %
237AeroVironment Inc 14,7942.7M $0.18 %
238United Bankshares Inc/WV 64,9112.7M $0.18 %
239MGIC Investment Corp 101,9672.7M $0.18 %
240Glacier Bancorp Inc 59,8432.7M $0.18 %
241Rayonier Inc 129,3462.7M $0.18 %
242TXNM Energy Inc 45,5822.7M $0.18 %
243Taylor Morrison Home Corp 45,3272.6M $0.18 %
244Celsius Holdings Inc 74,3322.6M $0.18 %
245Ollie's Bargain Outlet Holdings Inc 28,5272.6M $0.17 %
246AAON Inc 31,4712.6M $0.17 %
247VF Corp 152,8182.6M $0.17 %
248Southwest Gas Holdings Inc 29,8712.6M $0.17 %
249Essent Group Ltd 44,3942.6M $0.17 %
250New Jersey Resources Corp 46,9002.6M $0.17 %
251Murphy Oil Corp 62,3952.6M $0.17 %
252Esab Corp 26,5392.6M $0.17 %
253Gap Inc/The 105,5072.6M $0.17 %
254CNX Resources Corp 66,2062.6M $0.17 %
255Floor & Decor Holdings Inc 50,1172.5M $0.17 %
256Landstar System Inc 15,8372.5M $0.17 %
257UFP Industries Inc 27,0912.5M $0.17 %
258FTI Consulting Inc 14,0782.5M $0.17 %
259Chemed Corp 6,5882.5M $0.17 %
260Spire Inc 27,4822.5M $0.17 %
261Avantor Inc 317,1662.5M $0.17 %
262Sonoco Products Co 45,8602.5M $0.16 %
263Kite Realty Group Trust 100,6872.5M $0.16 %
264WEX Inc 15,9472.4M $0.16 %
265RLI Corp 42,7172.4M $0.16 %
266Black Hills Corp 35,0982.4M $0.16 %
267Bentley Systems Inc 69,2852.4M $0.16 %
268Hancock Whitney Corp 38,2562.4M $0.16 %
269ONE Gas Inc 27,9052.4M $0.16 %
270Nexstar Media Group Inc 13,2572.4M $0.16 %
271Sensata Technologies Holding PLC 67,7452.4M $0.16 %
272Amkor Technology Inc 52,9112.4M $0.16 %
273AutoNation Inc 12,1022.4M $0.16 %
274Bio-Rad Laboratories Inc 8,4552.4M $0.16 %
275Avnet Inc 38,0692.3M $0.16 %
276Lantheus Holdings Inc 30,8402.3M $0.16 %
277Vontier Corp 65,8542.3M $0.16 %
278NewMarket Corp 3,6272.3M $0.15 %
279Home BancShares Inc/AR 85,1452.3M $0.15 %
280StandardAero Inc 88,2342.3M $0.15 %
281Sabra Health Care REIT Inc 117,2542.3M $0.15 %
282Cleveland-Cliffs Inc 265,2542.2M $0.15 %
283Macy's Inc 123,6482.2M $0.15 %
284Gentex Corp 101,8852.2M $0.15 %
285ExlService Holdings Inc 72,8032.2M $0.15 %
286UiPath Inc 199,1672.2M $0.15 %
287Boyd Gaming Corp 26,8942.2M $0.15 %
288Bank OZK 48,0662.2M $0.15 %
289Brunswick Corp/DE 30,2342.2M $0.15 %
290Grand Canyon Education Inc 12,8522.2M $0.15 %
291Paylocity Holding Corp 20,2062.2M $0.15 %
292Fortune Brands Innovations Inc 55,8682.2M $0.14 %
293KBR Inc 59,0562.2M $0.14 %
294Knife River Corp 26,3502.2M $0.14 %
295Louisiana-Pacific Corp 29,4722.1M $0.14 %
296Vail Resorts Inc 16,6422.1M $0.14 %
297Selective Insurance Group Inc 27,9392.1M $0.14 %
298Mattel Inc 144,5222.1M $0.14 %
299Belden Inc 18,2772.1M $0.14 %
300Travel + Leisure Co 29,9232.1M $0.14 %

Download this table: CSV, JSON

Sector breakdown

  • Industrials 6.4 %
  • Technology 3.8 %
  • Materials 3.0 %
  • Health care 2.3 %
  • Consumer staples 1.9 %
  • Energy 1.9 %
  • Consumer discretionary 1.5 %
  • Financials 0.5 %
  • Unattributed 78.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.2 %
  • Bermuda 1.4 %
  • Ireland 1.0 %
  • United Kingdom 0.9 %
  • Singapore 0.8 %
  • Canada 0.7 %
  • Cayman Islands 0.6 %
  • Netherlands 0.3 %
  • Jersey 0.2 %
  • British Virgin Islands 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3851.4B $94.21 %
2Bermuda520.1M $1.35 %
3Ireland214.2M $0.96 %
4United Kingdom113M $0.88 %
5Singapore111.2M $0.75 %
6Canada210.2M $0.69 %
7Cayman Islands18.7M $0.59 %
8Netherlands14.5M $0.30 %
9Jersey12.9M $0.20 %
10British Virgin Islands1976.2K $0.07 %
Cite this page

Titelia. "Holdings of Index 400 Stock Portfolio". https://titelia.com/en/funds/S000000054