Nuveen Investment Trust V
About this Fund
Nuveen Investment Trust V is a renowned mutual fund company that has been at the forefront of asset management, providing a wide range of investment solutions to cater to the diverse needs of its clients. With a rich history of expertise in wealth management, the company has established itself as a trusted partner for investors seeking to build and manage their portfolios. Nuveen Investment Trust V offers a broad spectrum of mutual funds, including equity, debt, hybrid, and specialty funds, each carefully crafted to meet the unique objectives and risk tolerance of its investors. For those seeking long-term growth, the company's equity funds provide exposure to a variety of markets and sectors, while its debt funds offer a more conservative approach, focusing on income generation and capital preservation. Additionally, Nuveen Investment Trust V's hybrid funds strike a balance between equity and debt, making them an attractive option for investors looking for a mix of growth and income. The company also provides systematic investment plans, or SIPs, which enable investors to invest a fixed amount of money at regular intervals, helping them to reduce timing risks and build wealth over the long term. By leveraging its extensive research capabilities and investment expertise, Nuveen Investment Trust V is committed to delivering superior risk-adjusted returns to its investors, while maintaining a strong focus on risk management and portfolio diversification. The company's investment approach is centered around a deep understanding of its clients' needs, with a dedicated team of professionals working closely with investors to understand their financial goals and create customized wealth management solutions. As a result, Nuveen Investment Trust V has earned the trust of its investors, who appreciate the company's unwavering commitment to transparency, accountability, and exceptional client service. With its broad range of mutual funds, experienced investment team, and client-centric approach, Nuveen Investment Trust V has established itself as a leading player in the asset management industry, and a trusted partner for investors seeking to achieve their financial objectives through a well-diversified investment portfolio. By combining cutting-edge investment strategies with a passion for delivering outstanding results, Nuveen Investment Trust V continues to empower its investors to navigate the complexities of the financial markets, and to build lasting wealth through a long-term investment approach. The company's dedication to innovation, coupled with its rich history of investment expertise, has enabled it to stay ahead of the curve in the ever-evolving mutual fund landscape, and to maintain its position as a trusted and respected name in the world of asset management and investment.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | C CITIGROUP INC Since 2026-05-10 | 172967KM2 | Debt |
0.23%
|
$13.84 | 13,777,000 |
| 2 | FITB Fifth Third Bancorp Since 2026-05-10 | 316773605 | Equity (Preferred) |
0.21%
|
$12.52 | 486,433 |
| 3 | KEY KeyCorp Since 2026-05-10 | 493267702 | Equity (Preferred) |
0.12%
|
$7.21 | 285,287 |
| 4 | KEY KEYCORP Since 2026-05-10 | 493267AK4 | Debt |
0.11%
|
$6.47 | 6,491,000 |
| 5 | MTB M&T BANK CORPORATION Since 2026-05-10 | 55261FAH7 | Debt |
0.09%
|
$5.33 | 5,323,000 |
| 6 | MET METLIFE INC Since 2026-05-10 | 59156RBS6 | Debt |
0.48%
|
$29.13 | 24,448,000 |
| 7 | ENB ENBRIDGE INC Since 2026-05-10 | 29250NAS4 | Debt |
0.08%
|
$4.75 | 4,735,000 |
| 8 | AIZ ASSURANT INC Since 2026-05-10 | 04621XAK4 | Debt |
0.88%
|
$53.20 | 51,650,000 |
| 9 | VOYA VOYA FINANCIAL INC Since 2026-05-10 | 929089AG5 | Debt |
0.46%
|
$27.60 | 26,248,000 |
| 10 | CFG CITIZENS FINANCIAL GROUP Since 2026-05-10 | 174610AQ8 | Debt |
0.06%
|
$3.85 | 3,846,000 |
| 11 | VOYA Voya Financial Inc Since 2026-05-10 | 929089209 | Equity (Preferred) |
0.42%
|
$25.47 | 1,058,054 |
| 12 | KEY KeyCorp Since 2026-05-10 | 493267876 | Equity (Preferred) |
0.08%
|
$4.80 | 219,879 |
| 13 | SYF Synchrony Financial Since 2026-05-10 | 87165B202 | Equity (Preferred) |
0.11%
|
$6.92 | 350,835 |
| 14 | EQH Equitable Holdings Inc Since 2026-05-10 | 29452E200 | Equity (Preferred) |
0.19%
|
$11.49 | 558,300 |
| 15 | T AT&T Inc Since 2026-05-10 | 00206R706 | Equity (Preferred) |
0.10%
|
$6.13 | 314,900 |
| 16 | KEY KeyCorp Since 2026-05-10 | 493267868 | Equity (Preferred) |
0.08%
|
$4.81 | 217,680 |
| 17 | WFC WELLS FARGO & COMPANY Since 2026-05-10 | 949746TB7 | Debt |
0.12%
|
$7.43 | 6,580,000 |
| 18 | ENB ENBRIDGE INC Since 2026-05-10 | 29250NBC8 | Debt |
0.15%
|
$8.88 | 8,721,000 |
| 19 | AIZ Assurant Inc Since 2026-05-10 | 04621X306 | Equity (Preferred) |
0.07%
|
$3.93 | 191,504 |
| 20 | SIGI Selective Insurance Group Inc Since 2026-05-10 | 816300503 | Equity (Preferred) |
0.06%
|
$3.75 | 221,929 |
| 21 | WFC WELLS FARGO & COMPANY Since 2026-05-10 | 949746TD3 | Debt | — | — | — |
| 22 | ALLY ALLY FINANCIAL INC Since 2026-05-10 | 02005NBM1 | Debt |
0.21%
|
$12.77 | 12,807,000 |
| 23 | ALLY ALLY FINANCIAL INC Since 2026-05-10 | 02005NBN9 | Debt |
0.19%
|
$11.62 | 12,289,000 |
| 24 | CFG CITIZENS FINANCIAL GROUP Since 2026-05-10 | 174610BD6 | Debt |
0.28%
|
$16.77 | 16,865,000 |
| 25 | MTB M&T BANK CORPORATION Since 2026-05-10 | 55261FAN4 | Debt |
0.24%
|
$14.61 | 14,785,000 |
| 26 | VST VISTRA CORP Since 2026-05-10 | 92840MAB8 | Debt |
0.06%
|
$3.45 | 3,395,000 |
| 27 | SRE SEMPRA Since 2026-05-10 | 816851BM0 | Debt |
0.19%
|
$11.61 | 11,762,000 |
| 28 | VST VISTRA CORP Since 2026-05-10 | 92840MAC6 | Debt |
0.10%
|
$5.97 | 5,900,000 |
| 29 | PRU PRUDENTIAL FINANCIAL INC Since 2026-05-10 | 744320BJ0 | Debt |
0.09%
|
$5.14 | 5,234,000 |
| 30 | KEY KeyCorp Since 2026-05-10 | 493267843 | Equity (Preferred) |
0.57%
|
$34.70 | 1,355,330 |
| 31 | ENB ENBRIDGE INC Since 2026-05-10 | 29250NBP9 | Debt |
0.27%
|
$16.35 | 14,880,000 |
| 32 | C CITIGROUP INC Since 2026-05-10 | 172967PC9 | Debt |
0.17%
|
$10.31 | 9,885,000 |
| 33 | HSBC HSBC HOLDINGS PLC Since 2026-05-10 | 404280DT3 | Debt |
0.93%
|
$56.44 | 53,510,000 |
| 34 | WFC WELLS FARGO & COMPANY Since 2026-05-10 | 95002YAA1 | Debt |
0.44%
|
$26.41 | 24,750,000 |
| 35 | C Citigroup Inc Since 2026-05-10 | 172967PE5 | Debt |
0.39%
|
$23.60 | 22,271,000 |
| 36 | ENB Enbridge Inc Since 2026-05-10 | 29250NBT1 | Debt |
1.19%
|
$72.17 | 62,532,000 |
| 37 | UBS UBS Group AG Since 2026-05-10 | 902613BE7 | Debt |
2.07%
|
$125.25 | 107,094,000 |
| 38 | UBS UBS Group AG Since 2026-05-10 | 902613BF4 | Debt |
0.54%
|
$32.49 | 29,805,000 |
| 39 | VST Vistra Corp Since 2026-05-10 | 92840MAD4 | Debt |
0.32%
|
$19.29 | 17,517,000 |
| 40 | UBS UBS Group AG Since 2026-05-10 | 902613BK3 | Debt |
0.33%
|
$19.75 | 18,420,000 |
| 41 | BMO Bank of Montreal Since 2026-05-10 | 06368LQ58 | Debt |
0.66%
|
$39.77 | 37,542,000 |
| 42 | JPM JPMorgan Chase & Co Since 2026-05-10 | 48128BAQ4 | Debt |
1.28%
|
$77.61 | 73,116,000 |
| 43 | PRU Prudential Financial Inc Since 2026-05-10 | 744320BP6 | Debt |
0.23%
|
$14.12 | 13,400,000 |
| 44 | D Dominion Energy Inc Since 2026-05-10 | 25746UDU0 | Debt |
0.12%
|
$7.14 | 6,574,000 |
| 45 | C Citigroup Inc Since 2026-05-10 | 172967PK1 | Debt |
0.58%
|
$35.30 | 34,157,000 |
| 46 | C Citigroup Inc Since 2026-05-10 | 172967PM7 | Debt |
0.58%
|
$35.03 | 33,224,000 |
| 47 | BMO Bank of Montreal Since 2026-05-10 | 06368L5Q5 | Debt |
1.40%
|
$84.51 | 79,372,000 |
| 48 | HSBC HSBC Holdings PLC Since 2026-05-10 | 404280EH8 | Debt |
0.76%
|
$46.09 | 44,378,000 |
| 49 | HSBC HSBC Holdings PLC Since 2026-05-10 | 404280EJ4 | Debt |
1.08%
|
$64.96 | 61,624,000 |
| 50 | CRBG Corebridge Financial Inc Since 2026-05-10 | 21871XAT6 | Debt |
0.42%
|
$25.61 | 25,597,000 |
| 51 | SRE Sempra Since 2026-05-10 | 816851BV0 | Debt |
0.24%
|
$14.79 | 14,485,000 |
| 52 | CM Canadian Imperial Bank of Commerce Since 2026-05-10 | 13607PNF7 | Debt |
0.70%
|
$42.57 | 41,168,000 |
| 53 | JPM JPMorgan Chase & Co Since 2026-05-10 | 48128AAJ2 | Debt |
0.71%
|
$42.75 | 40,809,000 |
| 54 | RCI Rogers Communications Inc Since 2026-05-10 | 775109DH1 | Debt |
0.31%
|
$18.78 | 17,730,000 |
| 55 | HSBC HSBC Holdings PLC Since 2026-05-10 | 404280EV7 | Debt |
0.25%
|
$15.26 | 14,612,000 |
| 56 | C Citigroup Inc Since 2026-05-10 | 17327CAV5 | Debt |
0.20%
|
$12.34 | 12,000,000 |
| 57 | MET MetLife Inc Since 2026-05-10 | 59156RCQ9 | Debt |
0.19%
|
$11.45 | 11,023,000 |
| 58 | CM Canadian Imperial Bank of Commerce Since 2026-05-10 | 13607P7Y4 | Debt |
0.71%
|
$42.61 | 41,102,000 |
| 59 | C Citigroup Inc Since 2026-05-10 | 17327CBC6 | Debt |
0.42%
|
$25.49 | 24,862,000 |
| 60 | BMO Bank of Montreal Since 2026-05-10 | 06368L8V1 | Debt |
0.51%
|
$30.60 | 29,666,000 |
| 61 | UBS UBS Group AG Since 2026-05-10 | 902613BS6 | Debt |
0.39%
|
$23.70 | 23,334,000 |
| 62 | SRE Sempra Since 2026-05-10 | 816851BW8 | Debt |
0.19%
|
$11.25 | 10,983,000 |
| 63 | CRBG Corebridge Financial Inc Since 2026-05-10 | 21871XAU3 | Debt |
0.25%
|
$15.13 | 14,755,000 |
| 64 | C Citigroup Inc Since 2026-05-10 | 172967QJ3 | Debt |
1.07%
|
$64.47 | 62,359,000 |
| 65 | PNFP Pinnacle Financial Partners Inc Since 2026-05-10 | 72348N307 | Equity (Preferred) |
0.02%
|
$1.08 | 41,404 |
| 66 | CM Canadian Imperial Bank of Commerce Since 2026-05-10 | 13607QUM2 | Debt |
0.37%
|
$22.42 | 22,350,000 |
| 67 | MET MetLife Inc Since 2026-05-10 | 59156RCR7 | Debt |
0.16%
|
$9.55 | 9,614,000 |
| 68 | FITB FIFTH THIRD BANCORP Since 2026-05-10 | 316773CM0 | Debt |
0.12%
|
$7.04 | 7,016,000 |