NPFI

Nuveen Preferred and IncomeNuveen
$25.98-0.09 (-0.36%)Live
AUM$143.5M
Expense Ratio0.56%
NAV$26.09
Holdings155
InceptionMar 5, 2024

Price Chart

Key Statistics

Previous Close

$26.07

Day Range

$25.97$25.98

52-Week Range

$24.91$26.54

Avg Volume

81.7K

Dividend Yield

6.45%

Expense Ratio

0.56%

AUM

$143.5M

Shares Outstanding

2.6M

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
United States45.06%
United Kingdom13.86%
Canada13.57%
France10.23%
Spain5.43%
Switzerland3.81%
Netherlands2.18%
Ireland1.41%
Bermuda1.20%
Germany1.05%
Finland1.01%
Other0.75%
Japan0.44%

Fund Information

Issuer
Nuveen
Subcategory
Preferred Stock
Inception Date
Mar 5, 2024
Exchange
NASDAQ
Description
An actively managed portfolio that seeks to provide a high level of current income and total return with at least 80% allocation to preferred securities, and other income-producing securities.

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AGGiShares Core U.S. Aggregate Bond ETF$139.38B0.03%13,204
SGOViShares 0-3 Month Treasury Bond ETF$77.64B0.09%24
BSVVanguard Short-Term Bond ETF$69.20B0.03%30

The Nuveen Preferred and Income (NPFI) is an exchange-traded fund issued by Nuveen that launched on Mar 5, 2024. It currently manages $143.5M in assets under management. The fund charges an expense ratio of 0.56%. The fund holds 155 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 33.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1CITIGROUP VRN 12/31/994.34%2,493,000$2.6M
2WELLS FAR VRN 12/31/994.14%2,384,000$2.4M
3BARCLAYS VRN 12/31/993.90%2,202,000$2.3M
4UBS GROUP VRN 12/31/993.77%2,043,000$2.2M
5JPMORGAN VRN 12/31/993.39%1,977,000$2.0M
6BANCO SAN VRN 12/31/993.22%1,800,000$1.9M
7PNC FINAN VRN 12/31/993.04%1,801,000$1.8M
8HSBC HOLD VRN 12/31/992.66%1,540,000$1.6M
9NATWEST G VRN 12/31/992.57%1,468,000$1.5M
10BNP PARIB VRN 12/31/992.47%1,374,000$1.5M
11ASSURANT VRN 03/27/482.34%1,362,000$1.4M
12AERCAP IR VRN 03/10/552.29%1,315,000$1.4M
13GENERAL M VRN 12/31/992.27%1,377,000$1.3M
14TRUIST FI VRN 12/31/992.15%1,288,000$1.3M
15SOCIETE G VRN 12/31/992.15%1,177,000$1.3M
Page 1 of 4

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.36%
1W
-0.37%
1M
-0.92%
3M
-1.05%
6M
-1.20%
YTD
-0.62%
1Y
+1.49%
3Y
+3.26%
5Y
+3.26%

Moving Averages

20-Day MA

$26.28

Below 20-Day MA
50-Day MA

$26.27

Below 50-Day MA
200-Day MA

$26.15

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.54

Current Price

$25.98

52-Week Low

$24.91

$24.91$26.54

Current Yield

6.45%

Annual Dividend

$0.6181

Frequency

12x/year

Last Ex-Date

Mar 2, 2026

Dividend History

Ex-DateAmountPay Date
Mar 2, 2026$0.1165Mar 3, 2026
Feb 2, 2026$0.1265Feb 3, 2026
Dec 18, 2025$0.2430Dec 19, 2025
Dec 1, 2025$0.1321Dec 2, 2025
Nov 3, 2025$0.1301Nov 4, 2025
Oct 1, 2025$0.1322Oct 2, 2025
Sep 2, 2025$0.1354Sep 3, 2025
Aug 1, 2025$0.1414Aug 4, 2025
Jul 1, 2025$0.1221Jul 2, 2025
Jun 2, 2025$0.1347Jun 3, 2025
May 1, 2025$0.1261May 2, 2025
Apr 1, 2025$0.1392Apr 2, 2025
Mar 3, 2025$0.1205Mar 4, 2025
Feb 3, 2025$0.1017Feb 4, 2025
Dec 18, 2024$0.2078Dec 19, 2024
Dec 2, 2024$0.1180Dec 3, 2024
Nov 1, 2024$0.1178Nov 4, 2024
Oct 1, 2024$0.0854Oct 2, 2024
Sep 3, 2024$0.1081Sep 4, 2024
Aug 1, 2024$0.1249Aug 2, 2024

Dividend Payments Over Time

Category Comparison

MetricNPFICash & Others(1031 ETFs)Preferred Stock(28 ETFs)
Fund Info
Expense Ratio0.56%0.61%0.61%
AUM$143.5M$2.64B$1.44B
Dividend Yield6.45%9.23%6.05%
Avg Volume81.7K1.9M458.4K
Holdings155386157
Performance
1-Month Return-0.92%-0.30%-1.11%
6-Month Return-0.52%-1.06%-1.97%
YTD Return-0.48%+0.13%-0.17%
1-Year Return+1.33%+2.38%-0.14%

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