NA
Nuveen Asset Management, LLC Institutional Portfolio (13F)
Nuveen Asset Management, LLCCIK: 0001521019
Diversified strategyLong-term holder
Total reported value
$354.1B
Reporting period: 2024-12-31 · Number of holdings: 9013
Nuveen Asset Management, LLC disclosed 9013 holdings in its latest 13F filing for the period ending 2024-12-31, with total reported value of $354.1B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 6.24
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 50.29
- Diversification
- 100
- Sizing Uniformity
- 28.69
Nuveen Asset Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 64 equally-sized positions, well below its 9013 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 7.13), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Add TSLA
+19.8% $2.4B
Add AVGO
-2.1% $2.2B
Add AMZN
-3.1% $1.7B
New buy ANET
Sold out ANETEUR
Sold out LRCXEUR
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Nuveen executes a precision capital rotation this quarter, actively scaling into TSLA and ANET while pruning share counts across AAPL, AVGO, and AMZN to harvest liquidity. Price appreciation preserves portfolio weights in the mega-cap sleeve, confirming a deliberate pivot toward AI networking infrastructure and asymmetric consumer discretionary exposure.
Macro & Fundamentals
The fund prices in a sustained AI Capex supercycle where hardware sprawl (AVGO, ANET) outpaces endpoint software monetization. AAPL and AVGO weights drifted higher purely on valuation expansion despite active share reductions, while META was fully liquidated. The opposing thesis argues that mega-cap tech liquidity is drying up as real rates stay elevated, forcing passive vehicles to trim counts for cash buffers and hedge efficiency (closing ANETEUR/LRCXEUR confirms a hard pivot to dollar-denominated earnings durability).
Blind Spots / Risks
The ultra-flat weighting discipline across 3,300+ holdings creates massive drag during broad market drawdowns. No single position can offset sector-specific shocks; if IT or consumer discretionary faces sequential earnings misses, the portfolio bleeds alpha simultaneously because the vehicle lacks a concentrated directional anchor to capture non-symmetric upside.
Sourced and summarized by AI from public SEC filings, limited to historical activity. Not investment guidance.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 9013 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.00% | -0.19% | -1.51% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.79% | +0.21% | -6.61% | |
| 3 | AAPL | Apple INC | Stock-Tech | 5.67% | +0.27% | -2.86% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.89% | +0.50% | -3.08% | |
| 5 | AVGO | Broadcom INC | Stock-Tech | 2.55% | +0.62% | -2.08% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.33% | -0.25% | -12.20% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.16% | -2.99% | |
| 8 | TSLA | Tesla INC | Stock-Consumer Disc | 1.50% | +0.70% | +19.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.12% | -4.85% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | -0.13% | +2.68% | |
| 11 | MA | Mastercard INC - A | Stock-Financials | 1.13% | +0.08% | +0.95% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.11% | -2.10% | |
| 13 | UNH | Unitedhealth Group INC | Stock-Healthcare | 1.02% | -0.13% | +2.00% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | — | -0.46% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.09% | -4.27% | |
| 16 | CRM | Salesforce INC | Stock-Tech | 0.81% | +0.16% | +1.35% | |
| 17 | NUGO | Nuveen Growth Opportunities | ETF-Other | 0.79% | — | -6.34% | |
| 18 | WMT | Walmart INC | Stock-Consumer Staples | 0.76% | +0.09% | +0.79% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | — | -3.05% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.07% | -0.92% | |
| 21 | NOW | Servicenow INC | Stock-Tech | 0.70% | +0.14% | +4.89% | |
| 22 | HD | Home Depot INC | Stock-Consumer Disc | 0.64% | — | -1.45% | |
| 23 | NFLX | Netflix INC | Stock-Comm Services | 0.58% | +0.09% | -5.33% | |
| 24 | LIN | Linde plc | Stock-Materials | 0.58% | -0.13% | -8.01% | |
| 25 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.56% | — | -11.95% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | — | -3.20% | |
| 27 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.51% | — | -2.16% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.49% | — | -16.86% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.48% | — | -0.22% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | — | -3.48% | |
| 31 | ABBV | Abbvie INC | Stock-Healthcare | 0.46% | -0.07% | -4.43% | |
| 32 | HON | Honeywell International INC | Stock-Industrials | 0.45% | — | -11.31% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.44% | — | +4.30% | |
| 34 | NEE | Nextera Energy INC | Stock-Utilities | 0.41% | -0.07% | -0.48% | |
| 35 | FISV | Fiserv INC | Stock-Other | 0.40% | +0.07% | +5.17% | |
| 36 | PLD | Prologis INC | Stock-Real Estate | 0.40% | -0.09% | -3.73% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.39% | — | -3.84% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.38% | — | +16.57% | |
| 39 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.38% | — | -3.61% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | — | +5.19% | |
| 41 | PGR | Progressive CORP | Stock-Financials | 0.36% | — | -3.82% | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | — | -4.16% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | — | -4.96% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.35% | — | -4.39% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | — | -0.35% | |
| 46 | ANET | Arista Networks INC | Stock-Tech | 0.35% | +0.35% | NEW | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.35% | +0.07% | +8.08% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | — | -3.07% | |
| 49 | PEP | Pepsico INC | Stock-Consumer Staples | 0.34% | — | +0.92% | |
| 50 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.34% | -0.08% | -8.93% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.8%
Performance Last 4 Quarters
+20.8%
Based on 75% of reported portfolio value with available pricing
- Stdev
- +13.9%
- Beta
- +1.04
- Alpha
- -1.6%
- Max Drawdown
- -9.6%
- Annualized Perf
- +18.1%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.63
- Stutzer
- +0.38
- Treynor
- +0.17
- Sterling
- +1.04
- Calmar
- +1.89
- Information Ratio
- -0.3
- Tracking Error
- +2.6%
- Stdev Down
- +6.7%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +35.8%
- Worst 12 Months
- +5.7%
- Efficiency Ratio
- +0.54
- Sharpe
- +1.28
- Stdev Sectors
- +8.4%
- Skewness
- +0.27
- Kurtosis
- +0.18
- Upside Potential
- +4.29
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2024-12-31 | 9013 | $354.1B | 0 | |
| 2024-09-30 | 9027 | $356.2B | 0 | |
| 2024-06-30 | 9017 | $342.0B | 0 | |
| 2024-03-31 | 8967 | $337.0B | 0 | |
| 2023-12-31 | 8995 | $311.0B | 0 | |
| 2023-09-30 | 7602 | $284.0B | 0 | |
| 2023-06-30 | 6721 | $287.4B | 0 | |
| 2023-03-31 | 6644 | $269.0B | 0 | |
| 2022-12-31 | 6794 | $258.0B | 0 | |
| 2022-09-30 | 6942 | $246.8B | 0 | |
| 2022-06-30 | 7009 | $258.5B | 0 | |
| 2022-03-31 | 7222 | $308.6B | 0 | |
| 2021-12-31 | 7275 | $338.0B | 0 | |
| 2021-09-30 | 7665 | $324.7B | 0 | |
| 2021-06-30 | 8045 | $335.5B | 97 | |
| 2021-03-31 | 7547 | $314.5B | 18 | |
| 2020-12-31 | 7420 | $295.4B | 23 | |
| 2020-09-30 | 7348 | $260.1B | 17 | |
| 2020-06-30 | 7396 | $245.7B | 28 | |
| 2020-03-31 | 7246 | $205.4B | 100 | |
| 2019-12-31 | 7256 | $263.5B | 0 | |
| 2019-09-30 | 7300 | $247.1B | 17 | |
| 2019-06-30 | 7369 | $253.9B | 100 | |
| 2019-03-31 | 1056 | $18.7B | 37 | |
| 2018-12-31 | 1003 | $15.8B | 41 | |
| 2018-09-30 | 1037 | $18.8B | 41 | |
| 2018-06-30 | 1044 | $15.9B | 35 | |
| 2018-03-31 | 1058 | $15.3B | 32 | |
| 2017-12-31 | 1090 | $15.6B | 32 | |
| 2017-09-30 | 1093 | $15.3B | 38 | |
| 2017-06-30 | 1094 | $15.6B | 100 | |
| 2017-03-31 | 1364 | $16.7B | 0 | |
| 2016-12-31 | 1521 | $19.7B | 45 | |
| 2016-09-30 | 1404 | $17.1B | 30 | |
| 2016-06-30 | 1314 | $16.3B | 48 | |
| 2016-03-31 | 1403 | $19.1B | 29 | |
| 2015-12-31 | 1519 | $19.4B | 37 | |
| 2015-09-30 | 1555 | $17.6B | 35 | |
| 2015-06-30 | 1602 | $18.7B | 36 | |
| 2015-03-31 | 1586 | $18.2B | 33 | |
| 2014-12-31 | 1612 | $17.8B | 36 | |
| 2014-09-30 | 1593 | $16.3B | 27 | |
| 2014-06-30 | 1594 | $16.5B | 33 | |
| 2014-03-31 | 1584 | $16.7B | 35 | |
| 2013-12-31 | 1568 | $15.5B | 29 | |
| 2013-09-30 | 1470 | $15.4B | 30 | |
| 2013-06-30 | 1523 | $14.9B | 100 |
Holding changes this quarter
Nuveen Asset Management, LLC's most significant position changes for 2024-12-31: New buy: Arista Networks INC (ANET); Sold out: Arista Networks INC (ANETEUR); Sold out: Lam Research CORP (LRCXEUR); New buy: Blackrock INC (BLK); Sold out: Blackrock INC (BLKCHF).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +0.7% | +19.84% | Add |
| 2 | AVGO | Broadcom INC | +0.6% | -2.08% | Trim |
| 3 | AMZN | Amazon.com INC | +0.5% | -3.08% | Trim |
| 4 | ANET | Arista Networks INC | +0.4% | NEW | New buy |
| 5 | AAPL | Apple INC | +0.3% | -2.86% | Trim |
| 6 | MRVL | Marvell Technology INC | +0.2% | +232.25% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | -6.61% | Trim |
| 8 | BLK | Blackrock INC | +0.2% | NEW | New buy |
| 9 | KKR | Kkr & Co INC | +0.2% | +106.23% | Add |
| 10 | CRM | Salesforce INC | +0.2% | +1.35% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -2.99% | Trim |
| 12 | NOW | Servicenow INC | +0.1% | +4.89% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 14 | SW | Smurfit Westrock Plc | +0.1% | +51.58% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.85% | Trim |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +796.27% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -2.10% | Trim |
| 18 | NFLX | Netflix INC | +0.1% | -5.33% | Trim |
| 19 | WMT | Walmart INC | +0.1% | +0.79% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | -4.27% | Trim |
| 21 | MA | Mastercard INC - A | +0.1% | +0.95% | Add |
| 22 | CCL1EUR | Carnival CORP LTD | +0.1% | +33.72% | Add |
| 23 | BA | Boeing Co/the | +0.1% | +8.08% | Add |
| 24 | FISV | Fiserv INC | +0.1% | +5.17% | Add |
| 25 | APO | Apollo Global Management INC | +0.1% | +71.37% | Add |
| 26 | NEE | Nextera Energy INC | -0.1% | -0.48% | Trim |
| 27 | CARR | Carrier Global CORP | -0.1% | -15.94% | Trim |
| 28 | ABBV | Abbvie INC | -0.1% | -4.43% | Trim |
| 29 | XOM | Exxon Mobil CORP | -0.1% | -0.92% | Trim |
| 30 | CE | Celanese CORP | -0.1% | -79.23% | Trim |
| 31 | MDLZ | Mondelez International Inc-a | -0.1% | -8.80% | Trim |
| 32 | UBER | Uber Technologies INC | -0.1% | -7.04% | Trim |
| 33 | MRK | Merck & Co. INC. | -0.1% | -8.93% | Trim |
| 34 | AMT | American Tower CORP | -0.1% | -4.08% | Trim |
| 35 | ZTS | Zoetis INC | -0.1% | -15.75% | Trim |
| 36 | PLD | Prologis INC | -0.1% | -3.73% | Trim |
| 37 | REGN | Regeneron Pharmaceuticals | -0.1% | -30.73% | Trim |
| 38 | SCHW | Schwab (charles) CORP | -0.1% | -50.85% | Trim |
| 39 | LIN | Linde plc | -0.1% | -8.01% | Trim |
| 40 | UNH | Unitedhealth Group INC | -0.1% | +2.00% | Add |
| 41 | LLY | Eli Lilly & Co | -0.1% | +2.68% | Add |
| 42 | AMGN | Amgen INC | -0.2% | -34.16% | Trim |
| 43 | BLKCHF | Blackrock INC | -0.2% | EXIT | Sold out |
| 44 | ELV | Elevance Health INC | -0.2% | -22.48% | Trim |
| 45 | MSFT | Microsoft CORP | -0.2% | -1.51% | Trim |
| 46 | AMAT | Applied Materials INC | -0.2% | -31.31% | Trim |
| 47 | AMD | Advanced Micro Devices | -0.2% | -42.37% | Trim |
| 48 | META | Meta Platforms Inc-class A | -0.3% | -12.20% | Trim |
| 49 | ANETEUR | Arista Networks INC | -0.3% | EXIT | Sold out |
| 50 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-16 | Amendment | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-05-17 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-25 | Amendment | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-03-05 | Amendment | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-15 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-06-27 | Amendment | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-26 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | Amendment | View on EDGAR |
| 2014-03-31 | 2014-05-13 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-10 | Amendment | View on EDGAR |
| 2013-12-31 | 2014-02-07 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-08 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
FAQ
What is Nuveen Asset Management, LLC and what type of investor is it?
Nuveen Asset Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-12-31), the firm manages a tracked equity portfolio valued at approximately $354.1B, spread across 9013 disclosed positions.
What are Nuveen Asset Management, LLC's largest equity positions?
Based on the latest 13F filing, Nuveen Asset Management, LLC's top holdings by market value are:
1. Microsoft CORP (MSFT) — $21.3B (6.0%)
2. Nvidia CORP (NVDA) — $20.5B (5.8%)
3. Apple INC (AAPL) — $20.1B (5.7%)
4. Amazon.com INC (AMZN) — $13.8B (3.9%)
5. Broadcom INC (AVGO) — $9.0B (2.5%)
What changes did Nuveen Asset Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Nuveen Asset Management, LLC made 50 notable position adjustments: 3 new positions were initiated, 15 existing holdings were added to, 29 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Arista Networks INC (ANET); Sold out: Arista Networks INC (ANETEUR); Sold out: Lam Research CORP (LRCXEUR); New buy: Blackrock INC (BLK); Sold out: Blackrock INC (BLKCHF)
What sectors does Nuveen Asset Management, LLC focus on?
Nuveen Asset Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 32.9%
• Consumer Discretionary: 12.3%
• Financials: 12.2%
• Health Care: 9.7%
• Communication Services: 8.7%
• Industrials: 8.4%
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