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Portfolio (Quarterly) Guide ↗

SECURIAN ASSET MANAGEMENT, INC

· CIK 0001035350
13F Portfolio $2.6B AUM 928 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 24 Added 859 Reduced 17 Exited
Page 22 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GLOBUS MED INC 8,119.0 $709K 0.03% -316.0 -3.8% $87.31
422 ARMK ARAMARK Industrials 19,156.0 $706K 0.03% -529.0 -2.7% $36.86 +40.1%
423 PPL PPL CORP Utilities 20,114.0 $704K 0.03% -16K -43.7% $35.02 +1.2%
424 DXCM DEXCOM INC Healthcare 10,605.0 $704K 0.03% -8K -44.0% $66.37 +8.3%
425 NTRS NORTHERN TR CORP Financial Services 5,142.0 $702K 0.03% -4K -44.0% $136.59 +22.3%
426 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,140.0 $701K 0.03% -3K -44.3% $223.17 -32.8%
427 OMC OMNICOM GROUP INC Communication Services 8,673.0 $700K 0.03% -614.0 -6.6% $80.75 -8.6%
428 EL LAUDER ESTEE COS INC Consumer Defensive 6,685.0 $700K 0.03% -5K -40.4% $104.72 -24.6%
429 AVB AVALONBAY CMNTYS INC Real Estate 3,834.0 $695K 0.03% -3K -43.2% $181.31 +1.5%
430 FRONTIER COMMUNICATIONS PARE 18,244.0 $695K 0.03% -502.0 -2.7% $38.07
431 BIIB BIOGEN INC Healthcare 3,945.0 $694K 0.03% -3K -43.2% $175.99 +7.7%
432 ROIV ROIVANT SCIENCES LTD Healthcare 31,932.0 $693K 0.03% -216.0 -0.7% $21.70 +49.4%
433 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,305.0 $692K 0.03% -4K -43.0% $130.50 -5.1%
434 CINF CINCINNATI FINL CORP Financial Services 4,219.0 $689K 0.03% -3K -43.2% $163.32 +3.1%
435 SOUTHSTATE BK CORP 7,317.0 $689K 0.03% -200.0 -2.7% $94.11
436 HLI HOULIHAN LOKEY INC Financial Services 3,951.0 $688K 0.03% -100.0 -2.5% $174.19 -13.0%
437 ES EVERSOURCE ENERGY Utilities 10,187.0 $686K 0.03% -8K -43.1% $67.33 +3.4%
438 EGP EASTGROUP PPTYS INC Real Estate 3,845.0 $685K 0.03% -100.0 -2.5% $178.14 +15.2%
439 WTFC WINTRUST FINL CORP Financial Services 4,898.0 $685K 0.03% -100.0 -2.0% $139.82 +7.1%
440 CFG CITIZENS FINL GROUP INC Financial Services 11,678.0 $682K 0.03% -9K -43.9% $58.41 +7.5%
Page 22 of 43  ·  859 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 13.4%
Consumer Cyclical 10.5%
Communication Services 9.7%
Industrials 9.4%
Healthcare 9.4%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.6%
Real Estate 2.5%