Northwestern Mutual’s investment portfolio supports the company’s participating insurance products and contributes to the company’s financial strength. Here you will find background on the strategy that guides the portfolio and the asset holdings within.
Northwestern Mutual's 2009 Mid-year Investment Update tells the story of how the company's investment strategy, expertise and mid-year results enhance the company's exceptional financial strength and long-term success. In it, Chief Investment Officer Mark G. Doll provides his analysis of how the company's portfolio is performing the first six months of the year.
Download the 2009 Mid-year Investment Update
Northwestern Mutual's 2008 Investment Report tells the story of how the company's investment strategy, expertise and results enhance the company's exceptional financial strength and long-term success.
Download the 2008 Investment Report
This material explains Northwestern Mutual's unique strategy for managing its investment portfolio and how the company’s investment performance determines its dividend interest rate on participating insurance products. The 'Power of Northwestern Mutual's Portfolio' supports the company's ability to deliver financial security and long-term value to its policyowners and clients.
Download Power of the Portfolio
Download a comprehensive listing of Northwestern Mutual Life Insurance Company's investment holdings, as of the last fiscal year.
The following documents detail the company's various investment holdings, as of the end of the prior year.
Schedule A — Real Estate
Schedule B (Part 1 & 2) — Mortgage Loans
Schedule BA (Parts 1 & 2) — Other Long Term Invested Assets
Schedule D (Part 1) — Long Term Bonds
Schedule D (Part 2) — Stock
Schedule D (Part 3) — Long Term Bonds and Stock Acquired During Current Year (2008)
Schedule D (Part 4) — Long Term Bonds and Stock Sold, Redeemed or Otherwise Disposed of During Current Year (2008)
Schedule D (Part 5) — Long Term Bonds and Stock Acquired and Disposed of During Current Year (2008)
Schedule D (Part 6) — Shares of Subsidiary, Controlled or Affiliated Companies
Schedule DA — Short Term Investments
Schedule DB (Parts A&B) — Options, Caps, Floors and Insurance Futures Options Owned and Acquired During Current Year (2008)
Schedule DB (Part C — Sections 1 & 2) — Collar, Swap and Forwards Open as of 12/31/2008
Schedule DB (Part C — Section 3) — Collar, Swap and Forwards Terminated During Current Year (2008)
Schedule DB (Parts D&E) — Options, Caps, Floors and Insurance Futures Options Opened or Terminated During Current Year, and Counterparty Exposure for Derivative Instruments Open as of 12/31/2008.
Schedule E — Cash