SageView Advisory Group’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

SageView Advisory Group’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.7K	Buy	+437	New	+$5.7K	﹤0.01%	1925

Other funds holding NMAI

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SageView Advisory Group's NMAI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Nuveen Multi-Asset Income Fund (NMAI) in Q4 2025: 437 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #1925 among its holdings.

84 funds tracked by Wall St. Rank hold NMAI as of Q4 2025.

SageView Advisory Group held 437 shares of Nuveen Multi-Asset Income Fund worth $5.7K as of Q4 2025.
Nuveen Multi-Asset Income Fund was a new SageView Advisory Group position in Q4 2025.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1925 holding.
84 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.