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Nuveen Preferred & Income Opportunities Fund

CIK: 0001216583 JPC Fixed Income
Report date: 2026-03-25
AUM $3.0B
Expense Ratio
Category Fixed Income
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-25

About this Fund

Nuveen Preferred & Income Opportunities Fund is a renowned mutual fund company that specializes in providing a wide range of investment solutions to help individuals and institutions achieve their long-term financial goals. As a leading player in the asset management industry, the company offers a diverse portfolio of mutual funds that cater to various investor preferences and risk appetites, including equity, debt, hybrid, and income-generating funds. With a strong focus on wealth management, Nuveen Preferred & Income Opportunities Fund is committed to delivering exceptional investment experiences that help investors build and preserve their wealth over time. The company's investment approach is centered around a disciplined and research-driven process that seeks to identify attractive investment opportunities across different asset classes and sectors, with the goal of generating consistent returns and minimizing risk. For investors seeking regular income and capital appreciation, the company's mutual funds offer a systematic investment plan (SIP) that allows them to invest a fixed amount of money at regular intervals, helping to reduce timing risks and promote long-term wealth creation. Nuveen Preferred & Income Opportunities Fund's investor-centric approach has earned the trust of countless investors, who appreciate the company's transparency, expertise, and commitment to delivering strong investment performance. By leveraging the company's extensive experience and expertise in asset management, investors can benefit from a comprehensive range of investment solutions that are designed to meet their unique needs and objectives, whether they are seeking aggressive growth, income generation, or capital preservation. With a proven track record of navigating complex market environments and a dedication to putting investors' interests first, Nuveen Preferred & Income Opportunities Fund has established itself as a trusted partner for investors seeking to achieve their financial goals through a well-diversified portfolio of mutual funds. The company's investment team is comprised of seasoned professionals who possess a deep understanding of the markets and a passion for delivering exceptional investment results, which has enabled Nuveen Preferred & Income Opportunities Fund to maintain its position as a leading mutual fund company in the industry. By combining a rigorous investment approach with a customer-centric mindset, the company is well-positioned to continue delivering value to its investors and helping them achieve their long-term financial aspirations. As a result, Nuveen Preferred & Income Opportunities Fund has become a go-to destination for investors seeking a reliable and experienced partner to help them navigate the complexities of the investment landscape and achieve their wealth management objectives.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

77 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 VST VISTRA CORP Since 2026-05-10 92840MAC6 Debt
0.06%
$1.87 1,840,000
2 UBS UBS Group AG Since 2026-05-10 902613BE7 Debt
2.10%
$62.88 53,767,000
3 PNFP Pinnacle Financial Partners Inc Since 2026-05-10 72348N307 Equity (Preferred)
0.03%
$0.93 35,902
4 C Citigroup Inc Since 2026-05-10 17327CAV5 Debt
0.44%
$13.08 12,700,000
5 CFG CITIZENS FINANCIAL GROUP Since 2026-05-10 174610AQ8 Debt
0.21%
$6.38 6,409,000
6 T AT&T Inc Since 2026-05-10 00206R706 Equity (Preferred)
0.47%
$14.20 735,814
7 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAN4 Debt
0.20%
$5.85 5,960,000
8 VOYA Voya Financial Inc Since 2026-05-10 929089209 Equity (Preferred)
0.48%
$14.50 594,637
9 D Dominion Energy Inc Since 2026-05-10 25746UDV8 Debt
0.18%
$5.54 5,393,000
10 PRU Prudential Financial Inc Since 2026-05-10 744320BP6 Debt
0.30%
$8.91 8,462,000
11 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280DT3 Debt
1.32%
$39.75 37,770,000
12 CFG CITIZENS FINANCIAL GROUP Since 2026-05-10 174610AP0 Debt
0.23%
$7.00 7,000,000
13 JPM JPMORGAN CHASE & CO Since 2026-05-10 06423AAJ2 Debt
0.14%
$4.23 3,600,000
14 SRE SEMPRA Since 2026-05-10 816851BM0 Debt
0.27%
$8.18 8,261,000
15 CRBG Corebridge Financial Inc Since 2026-05-10 21871XAT6 Debt
0.73%
$21.92 21,454,000
16 KEY KeyCorp Since 2026-05-10 493267702 Equity (Preferred)
0.73%
$21.94 871,568
17 HSBC HSBC Holdings PLC Since 2026-05-10 404280EJ4 Debt
2.38%
$71.46 67,864,000
18 EQH Equitable Holdings Inc Since 2026-05-10 29452E200 Equity (Preferred)
0.29%
$8.76 418,308
19 UBS UBS Group AG Since 2026-05-10 902613BS6 Debt
0.26%
$7.91 7,781,000
20 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746TB7 Debt
0.97%
$29.20 26,000,000
21 JPM JPMORGAN CHASE & CO Since 2026-05-10 48128BAN1 Debt
0.46%
$13.82 13,830,000
22 CM Canadian Imperial Bank of Commerce Since 2026-05-10 13607QUM2 Debt
0.35%
$10.36 10,329,000
23 SRE Sempra Since 2026-05-10 816851BV0 Debt
0.47%
$14.06 13,818,000
24 BMO Bank of Montreal Since 2026-05-10 06368L5Q5 Debt
0.87%
$26.12 24,483,000
25 SRE Sempra Since 2026-05-10 816851BW8 Debt
0.32%
$9.69 9,475,000
26 EIX EDISON INTERNATIONAL Since 2026-05-10 281020AX5 Debt
0.25%
$7.42 7,165,000
27 C Citigroup Inc Since 2026-05-10 172967PM7 Debt
0.63%
$18.92 18,072,000
28 C CITIGROUP INC Since 2026-05-10 172967KM2 Debt
0.72%
$21.56 21,433,000
29 D Dominion Energy Inc Since 2026-05-10 25746UDU0 Debt
0.25%
$7.63 7,058,000
30 CM Canadian Imperial Bank of Commerce Since 2026-05-10 13607P7Y4 Debt
0.68%
$20.35 19,585,000
31 C Citigroup Inc Since 2026-05-10 172967PK1 Debt
1.32%
$39.59 38,257,000
32 VST Vistra Corp Since 2026-05-10 92840MAD4 Debt
0.63%
$19.03 17,331,000
33 C CITIGROUP INC Since 2026-05-10 172967PC9 Debt
0.40%
$12.02 11,606,000
34 C Citigroup Inc Since 2026-05-10 17327CBC6 Debt
0.45%
$13.37 13,084,000
35 KEY KeyCorp Since 2026-05-10 493267843 Equity (Preferred)
0.67%
$20.12 794,684
36 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280BP3 Debt
0.42%
$12.64 12,363,000
37 FITB FIFTH THIRD BANCORP Since 2026-05-10 316773CM0 Debt
0.55%
$16.58 16,531,000
38 ENB Enbridge Inc Since 2026-05-10 29250NBT1 Debt
1.84%
$55.18 48,218,000
39 EIX Edison International Since 2026-05-10 281020AZ0 Debt
0.16%
$4.75 4,560,000
40 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746TD3 Debt
1.13%
$33.80 33,839,000
41 EQH Equitable Holdings Inc Since 2026-05-10 29452E408 Equity (Preferred)
0.06%
$1.71 102,771
42 MET METLIFE INC Since 2026-05-10 59156RBS6 Debt
1.85%
$55.49 46,259,000
43 ALLY ALLY FINANCIAL INC Since 2026-05-10 02005NBM1 Debt
0.41%
$12.21 12,285,000
44 SIGI Selective Insurance Group Inc Since 2026-05-10 816300503 Equity (Preferred)
0.07%
$2.24 131,736
45 HSBC HSBC Holdings PLC Since 2026-05-10 404280EH8 Debt
0.77%
$23.07 22,328,000
46 MTB M&T BANK CORPORATION Since 2026-05-10 55261FAH7 Debt
0.08%
$2.39 2,395,000
47 MET METLIFE INC Since 2026-05-10 59156RAV0 Debt
0.23%
$6.89 5,165,000
48 SYF Synchrony Financial Since 2026-05-10 87165B202 Equity (Preferred)
0.11%
$3.25 165,064
49 AIZ ASSURANT INC Since 2026-05-10 04621XAK4 Debt
0.72%
$21.59 20,974,000
50 ENB ENBRIDGE INC Since 2026-05-10 29250NBP9 Debt
0.69%
$20.74 19,015,000
51 C Citigroup Inc Since 2026-05-10 172967PE5 Debt
1.56%
$46.78 44,617,000
52 ENB ENBRIDGE INC Since 2026-05-10 29250NAS4 Debt
0.13%
$4.04 4,043,000
53 MET MetLife Inc Since 2026-05-10 59156RCQ9 Debt
0.36%
$10.95 10,425,000
54 HSBC HSBC Holdings PLC Since 2026-05-10 404280EV7 Debt
0.48%
$14.51 13,942,000
55 BMO Bank of Montreal Since 2026-05-10 06368LQ58 Debt
0.31%
$9.44 8,880,000
56 PRU PRUDENTIAL FINANCIAL INC Since 2026-05-10 744320BK7 Debt
0.10%
$3.10 3,000,000
57 ENB ENBRIDGE INC Since 2026-05-10 29250NBC8 Debt
0.50%
$15.00 14,823,000
58 ALLY ALLY FINANCIAL INC Since 2026-05-10 02005NBN9 Debt
0.50%
$15.09 15,739,000
59 WFC WELLS FARGO & COMPANY Since 2026-05-10 95002YAA1 Debt
1.16%
$34.93 32,797,000
60 CM Canadian Imperial Bank of Commerce Since 2026-05-10 13607PNF7 Debt
0.74%
$22.32 21,630,000
61 BMO Bank of Montreal Since 2026-05-10 06368L8V1 Debt
0.73%
$21.94 21,308,000
62 PRU PRUDENTIAL FINANCIAL INC Since 2026-05-10 744320BJ0 Debt
0.14%
$4.24 4,295,000
63 C Citigroup Inc Since 2026-05-10 172967QJ3 Debt
0.37%
$11.02 10,825,000
64 AIZ Assurant Inc Since 2026-05-10 04621X306 Equity (Preferred)
0.10%
$2.92 141,786
65 VOYA VOYA FINANCIAL INC Since 2026-05-10 929089AG5 Debt
1.04%
$31.26 29,627,000
66 JPM JPMorgan Chase & Co Since 2026-05-10 48128BAQ4 Debt
2.37%
$71.03 67,326,000
67 ENB Enbridge Inc Since 2026-05-10 29250NBS3 Debt
0.07%
$2.03 1,900,000
68 RCI Rogers Communications Inc Since 2026-05-10 775109DH1 Debt
0.59%
$17.75 16,931,000
69 KEY KeyCorp Since 2026-05-10 493267868 Equity (Preferred)
0.14%
$4.20 191,550
70 UBS UBS Group AG Since 2026-05-10 902613BF4 Debt
1.29%
$38.59 35,350,000
71 FITB Fifth Third Bancorp Since 2026-05-10 316773605 Equity (Preferred)
0.31%
$9.15 357,589
72 CRBG COREBRIDGE FINANCIAL INC Since 2026-05-10 21871XAP4 Debt
0.14%
$4.10 3,989,000
73 CRBG Corebridge Financial Inc Since 2026-05-10 21871XAU3 Debt
0.43%
$12.96 12,473,000
74 VST VISTRA CORP Since 2026-05-10 92840MAB8 Debt
0.47%
$14.12 13,860,000
75 UBS UBS Group AG Since 2026-05-10 902613BK3 Debt
1.47%
$44.08 41,104,000
76 KEY KeyCorp Since 2026-05-10 493267876 Equity (Preferred)
0.14%
$4.21 192,036
77 JPM JPMorgan Chase & Co Since 2026-05-10 48128AAJ2 Debt
1.15%
$34.65 33,300,000
Frequently Asked Questions — Nuveen Preferred & Income Opportunities Fund
What type of mutual fund is Nuveen Preferred & Income Opportunities Fund?
Nuveen Preferred & Income Opportunities Fund is a SEC-registered Fixed Income fund, with $3.0B in assets under management. Fixed Income funds invest in bonds, government securities, and other debt instruments, seeking regular income and capital preservation. They are generally considered lower risk than equity funds but are sensitive to changes in interest rates — when rates rise, bond prices typically fall. Fixed income funds are commonly used by income-oriented investors or as a portfolio stabiliser alongside equities. As of its latest SEC N-PORT filing, Nuveen Preferred & Income Opportunities Fund holds 77 portfolio positions, all detailed in the holdings table on this page.
What are Nuveen Preferred & Income Opportunities Fund's assets under management (AUM)?
Nuveen Preferred & Income Opportunities Fund has $3.0B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Nuveen Preferred & Income Opportunities Fund's top holdings?
According to Nuveen Preferred & Income Opportunities Fund's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include VISTRA CORP, UBS Group AG, Pinnacle Financial Partners Inc , among others. The complete list of all 77 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Nuveen Preferred & Income Opportunities Fund's expense ratio?
Expense ratio data for Nuveen Preferred & Income Opportunities Fund is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Nuveen Preferred & Income Opportunities Fund's SEC filings?
Nuveen Preferred & Income Opportunities Fund is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001216583. You can access all of Nuveen Preferred & Income Opportunities Fund's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001216583). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Nuveen Preferred & Income Opportunities Fund's holdings data on StockSifting?
Holdings data for Nuveen Preferred & Income Opportunities Fund on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.