Northern Trust plan universe posts 6.6% median Q2 return as global equities hit new highs - NTRS News | RalliesNorthern Trust plan universe posts 6.6% median Q2 return as global equities hit new highs
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NTRS• Northern Trust plan universe posts 6.6% median Q2 return
- Northern Trust Universe data showed a 6.6% median return for large U.S. institutional plans in Q2 2026 as global equities hit new highs.
- Median Q2 returns: foundations and endowments 7%, public funds 6.6%, corporate ERISA plans 4.5%.
- S&P 500 rose 15.2% in the quarter; Northern Trust’s US equity program universe returned 14.9% median, non-US equity 11.7%.
- US fixed income posted a 1.1% median return; the Fed held rates at 3.5%-3.75% while signaling a more restrictive stance.
- ERISA plans lifted US fixed income allocation above 56%, a record; foundations and endowments cut private equity to below 25%.
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