Nuveen Asset Management, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings3,242 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 64.6M | $10.2B | 3.9% | $124.90 | +19.80% | 8 qtrssince 2018-Q1 | Increased 59 |
APPLE INC | 34.6M | $10.1B | 3.8% | $47.06 | +50.14% | 8 qtrssince 2018-Q1 | Decreased 0 |
AMAZON.COM INC | 3.6M | $6.7B | 2.5% | $94.13 | -1.90% | 8 qtrssince 2018-Q1 | Increased 56 |
META PLATFORMS INC-CLASS A | 21.2M | $4.4B | 1.7% | $191.05 | +6.25% | 8 qtrssince 2018-Q1 | Decreased 0 |
ALPHABET INC-CL C | 3.1M | $4.1B | 1.6% | $53.70 | +23.49% | 8 qtrssince 2018-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 22.5M | $3.1B | 1.2% | $93.58 | +24.98% | 8 qtrssince 2018-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 15.6M | $2.9B | 1.1% | $163.47 | +9.51% | 8 qtrssince 2018-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.2M | $2.9B | 1.1% | $53.70 | +23.80% | 8 qtrssince 2018-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 8.5M | $2.5B | 1.0% | $219.29 | +21.51% | 8 qtrssince 2018-Q1 | Increased 46 |
MASTERCARD INC - A | 8.2M | $2.5B | 0.9% | $251.56 | +14.26% | 8 qtrssince 2018-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 16.3M | $2.4B | 0.9% | $115.68 | +6.08% | 8 qtrssince 2018-Q1 | Decreased 0 |
SALESFORCE.COM INC | 14.4M | $2.3B | 0.9% | $149.55 | +7.32% | 8 qtrssince 2018-Q1 | Increased 45 |
WALT DISNEY CO/THE | 16.2M | $2.3B | 0.9% | $134.13 | +4.72% | 8 qtrssince 2018-Q1 | Decreased 0 |
MERCK & CO. INC. | 25.5M | $2.3B | 0.9% | $65.61 | +9.47% | 8 qtrssince 2018-Q1 | Increased 49 |
PROCTER & GAMBLE CO/THE | 17.3M | $2.2B | 0.8% | $90.79 | +15.89% | 8 qtrssince 2018-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 9.4M | $2.1B | 0.8% | $213.11 | +5.94% | 8 qtrssince 2018-Q1 | Decreased 0 |
AT&T INC | 53.2M | $2.1B | 0.8% | $16.24 | +17.46% | 8 qtrssince 2018-Q1 | Increased 53 |
BANK OF AMERICA CORP | 58.6M | $2.1B | 0.8% | $24.70 | +22.84% | 8 qtrssince 2018-Q1 | Decreased 0 |
CHEVRON CORP | 15.7M | $1.9B | 0.7% | $91.83 | -1.10% | 8 qtrssince 2018-Q1 | Increased 47 |
HOME DEPOT INC | 8.2M | $1.8B | 0.7% | $176.81 | +6.31% | 8 qtrssince 2018-Q1 | Decreased 0 |
Nuveen Asset Management, LLC manages $263.7B across 3242 positions as of Q4 2019. Top holdings: MSFT (3.9%), AAPL (3.8%), AMZN (2.5%). Fund DNA: Balanced Allocator.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer