SECURIAN ASSET MANAGEMENT, INC. other names

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Adviser Profile

As of Date:

03/25/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees:

90 1.12%

of those in investment advisory functions:

28 -6.67%

Registration:

SEC, Approved, 9/16/1994

AUM:

44,143,930,186 7.50%

of that, discretionary:

43,390,730,968 7.55%

GAV:

0

Avg Account Size:

121,274,533 5.44%

SMA’s:

YES

Private Funds:

0

Contact Info

651 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
53B 46B 38B 31B 23B 15B 8B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Securian Asset Management, Inc Buys 2, Sells 3 in 3rd Quarter
10/28/2022

Related Stocks: SCHD, SPLV, PLD, EQIX, WELL,

gurufocus.com

Securian Asset Management, Inc Buys 3, Sells 2 in 2nd Quarter
08/04/2022

Related Stocks: ARE, EQIX, PLD, PSA, SRC,

gurufocus.com

Securian Asset Management, Inc Buys Moderna Inc, Kite Realty Group Trust, Simon Property Group ...
11/08/2021

Related Stocks: HST, SPG, PK, VICI, KIM, ADI, MRNA, KRG, MTCH, VST, GME, OGN, ALXN, IVW, MXIM, QTS, WRI, TRMK,

gurufocus.com

Securian Asset Management, Inc Buys Essex Property Trust Inc, iShares Core MSCI International ...
08/23/2021

Related Stocks: ESS, REG, SBAC, AMH, PK, KIM, IDEV, SPYG, SPYV, AZPN, SJI, RCM, GE, DASH, NHI, VAR, CLGX, BEP,

gurufocus.com

Ivy Securian Real Estate Securities Fund
03/30/2021

Lowell R. Bolken serves as Vice President and Portfolio Manager for Securian Asset Management, Inc. since March 2012. Mr. Bolken received a BA in Computer Science from the University of North Dakota in 1985. He earned an MBA in Real Estate and Financial ...

dividend.com

Ivy Securian Real Estate Securities Fund
03/09/2021

Lowell R. Bolken serves as Vice President and Portfolio Manager for Securian Asset Management, Inc. since March 2012. Mr. Bolken received a BA in Computer Science from the University of North Dakota in 1985. He earned an MBA in Real Estate and Financial ...

dividend.com

Private Funds

No private funds

Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
594918104 MICROSOFT CORP $184,128,529 5.00% 4.00% -7.00%
67066G104 NVIDIA CORPORATION $131,452,619 4.00% 70.00% -7.00%
037833100 APPLE INC $146,606,826 4.00% -18.00% -8.00%
023135106 AMAZON COM INC $97,115,870 3.00% 11.00% -7.00%
46429B697 ISHARES TR $102,950,668 3.00% 2.00% -5.00%
46429B663 ISHARES TR $100,864,412 3.00% 6.00% -2.00%
46429B689 ISHARES TR $78,935,370 2.00% 1.00% -1.00%
02079K305 ALPHABET INC $52,387,048 2.00% 0.00% -7.00%
30303M102 META PLATFORMS INC $62,922,428 2.00% 26.00% -8.00%
22160K105 COSTCO WHSL CORP NEW $19,148,018 1.00% 3.00% -7.00%

Brochure Summary

Overview

Securian AM has been in business since 1984. Securian Financial Group, Inc. (“Securian Financial”) owns 100% of Securian AM. Securian Financial is 100% owned by Securian Holding Company. Securian Holding Company is 100% owned by Minnesota Mutual Companies, Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors primarily with respect to:
• fixed income investments including, but not limited to, government, municipal, mortgage- backed (including government or government agency mortgage loan pools or private mortgage loan pools, collateralized mortgage obligations, commercial mortgage-backed securities, mortgage pass-throughs), high-yield, asset-backed and corporate securities,
• equity securities that track indices such as the S&P 500® Index,
• strategies that focus on stabilizing equity returns,
• alternative assets, including mezzanine debt, venture capital, distressed debt, private equity, and co-investment,
• selection of sub-advisers to manage other asset types,
• investment grade private credit, and
• derivative instruments and strategies for hedging purposes. Securian AM specializes in the
investment types noted above. In addition to the advisory services provided above, Securian AM originates and services commercial mortgage loans for clients. Securian AM does not consider its commercial mortgage loan origination or servicing activities to be advisory services, as loans are not securities. Securian AM tailors its advisory services to the particular needs of its clients, taking into account the goals of each client. Securian AM accepts limited mandates from clients in particular asset classes or mandates limited by criteria such as duration, industry or credit quality. Some clients may limit the discretionary authority of Securian AM, and may impose restrictions on investing in certain securities or types of securities. For example, certain clients impose sale restrictions limiting losses that can be taken by Securian AM without discussion with the client. Securian AM does not participate in wrap fee programs. Securian AM does not provide class action monitoring or filing services for its clients unless it has specifically agreed to do so in writing. The amount of client assets Securian AM managed as of December 31, 2022 was $41,062,828,200. The breakdown between discretionary and non-discretionary assets was: Discretionary: $40,343,966,825 Non-Discretionary: $718,861,374 . 5