PackageTrendsPeer
Letter portraitLegal landscapeQuarterYTD

Northwestern Mutual Wealth Management Company

Milwaukee, WI · Cert 57093

State savings bank · OCC · 1 branch

Q2 2026

$557.7MAssets
$0KLoans
$50.5MDeposits
$375.2MEquity
Deposit mix
100%Interest-bearing $50.5M0%Noninterest $0.0MQ2 2025Q2 2026

NIM

3.18%Q2 ’242.90%Q2 ’252.79%Q2 ’26-9%-2%

Non-interest income vs. expense

308%Q2 ’24342%Q2 ’25387%Q2 ’26+10%-12%

Financial Results

Return on Assets (quarter, annualized)

38.75%+497 bps YoY

Net Interest Margin (quarter, annualized)

2.65%-4 bps YoY

Efficiency Ratio (quarter, annualized)

90.69%+13 bps YoY

Tier 1 Leverage Ratio

54.95%-217 bps YoY

Discrete quarter, annualized.

MetricQ2 2025Q3 2025Q4 2025Q1 2026Q2 2026YoY ΔTrend
Return on Assets33.78%32.13%33.19%38.76%38.75%+497 bps
Net Interest Margin2.69%2.90%2.83%2.63%2.65%-4 bps
Non-Interest Burden-33.01%-30.93%-29.40%-36.69%-37.13%-412 bps
Loan Growth (YoY)n/an/an/an/an/an/an/a
Nonperforming Loans / Loansn/an/an/an/an/an/an/a
Allowance / Loansn/an/an/an/an/an/an/a
Tier 1 Leverage Ratio57.12%58.59%39.42%51.36%54.95%-217 bps
Equity / Assets67.29%68.86%59.49%62.05%67.27%-2 bps
Liquid Assets / Assets0.00%0.00%0.00%0.00%0.00%0 bps