Northern Trust(US:NTRS) Businesswire·2026-01-28 18:48Core Insights - Global markets showed steady gains for institutional investors in Q4 2025, with a median return of 2.1% for the Northern Trust All Funds Over $100 Million plan universe, finishing the year up 13.1% [1] Performance Summary - The Northern Trust Universe tracks 365 large U.S. institutional investment plans with a combined asset value exceeding $1.4 trillion [1] - Performance varied by plan type: - Northern Trust Corporate (ERISA) universe: 1.3% median return for Q4 - Northern Trust Public Funds universe: 1.9% median return - Northern Trust Foundation and Endowment (F&E) universe: 2.5% median return [1] - U.S. equity markets performed well, with the Northern Trust US Equity program universe achieving a 2.4% median return for Q4 and 15% for the year [1] - The Northern Trust Non-US Equity program universe had a median return of 3.8% in Q4 [1] - Fixed income returns were modest, with the Northern Trust US Fixed Income program universe returning 1.1% in Q4 [1] Long-term Returns - ERISA plan median returns over one, three, and five years were 11.1%, 8.0%, and 2.3% respectively [1] - Public Funds universe median returns for the same periods were 13.1%, 10.7%, and 7.1% [1] - Foundations & Endowments universe median returns were 13.6%, 12.2%, and 8.1% over one, three, and five years respectively [1] Asset Allocation Insights - In the ERISA plan universe, the largest median allocation was U.S. fixed income at 49.7%, though this allocation has been declining [1] - Public Funds universe allocations: U.S. equity at 26.9% and U.S. fixed income at 23.6%, with private equity allocations rising to 14.6% [1] - Foundations & Endowments maintained a median private equity allocation of 22.0% [1]