Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management quarterly financials
As reported to the FDIC. Dollar values are period-end balances. Net income is for the single quarter, derived from the FDIC's year-to-date figures by subtracting the prior quarter's report. Ratios (ROA, ROE, NIM) are FDIC-computed annualized year-to-date values.
| Quarter | Assets | Deposits | Net loans | Equity | Net income | ROA | ROE | NIM | Noncurrent |
|---|---|---|---|---|---|---|---|---|---|
| Q1 2026 | $521M | $51M | $0K | $323M | $48M | 38.76% | 63.71% | 3.72% | 0.00% |
| Q4 2025 | $465M | $51M | $0K | $277M | $44M | 34.28% | 53.31% | 4.06% | 0.00% |
| Q3 2025 | $587M | $51M | $0K | $405M | $45M | 33.51% | 51.23% | 3.87% | 0.00% |
| Q2 2025 | $531M | $51M | $0K | $357M | $43M | 34.43% | 53.77% | 3.83% | 0.00% |
| Q1 2025 | $494M | $51M | $0K | $313M | $41M | 34.91% | 56.15% | 3.95% | 0.00% |
| Q4 2024 | $440M | $51M | $0K | $268M | $40M | 35.11% | 53.17% | 4.38% | 0.00% |
| Q3 2024 | $552M | $51M | $0K | $385M | $39M | 34.91% | 51.93% | 4.15% | 0.00% |
| Q2 2024 | $491M | $51M | $0K | $338M | $45M | 38.11% | 57.63% | 4.07% | 0.00% |
| Q1 2024 | $452M | $51M | $0K | $294M | $40M | 37.78% | 58.58% | 3.99% | 0.00% |
| Q4 2023 | $400M | $51M | $0K | $256M | $35M | 31.09% | 45.58% | 4.13% | 0.00% |
| Q3 2023 | $482M | $51M | $0K | $342M | $36M | 30.17% | 43.60% | 3.79% | 0.00% |
| Q2 2023 | $447M | $51M | $0K | $312M | $32M | 29.68% | 43.30% | 3.60% | 0.00% |
Transcribed from FDIC BankFind Suite quarterly financial data (Call Report-derived). Income in Call Reports is filed year-to-date; per-quarter net income shown here is the difference between consecutive reports within the same year. NIM = net interest margin; “Noncurrent” = noncurrent loans as a share of total loans. These figures describe reported financials only and are not a safety rating or a prediction about the institution.