Securian Asset Management Inc Activity Report Q1 2026
This report details observable purchases and sales by Securian Asset Management, Inc. for the quarter ending June 30, 2026.
Securian Asset Management, Inc., as reported on InsiderSet, showed significant activity in its portfolio during the quarter ending June 30, 2026. The firm's holdings experienced notable changes across various sectors.
Major Position Increases
The most substantial change observed was a massive increase of over four million shares in ISHARES TR (HDV), which saw its portfolio allocation rise by 400%. This significant stake build-up suggests strong confidence or alignment with the ETF's performance, particularly for investors holding ISHares TR. Additionally, Securian added several small-cap technology companies to its portfolio.
Among these new additions and significant increases are CDE (COEUR MNG INC), TOST (TOAST INC), KLAC (KLA CORP), MRVL (MARVELL TECHNOLOGY INC), CRWD (CROWDSTRIKE HLDGS INC), BKNG (BOOKING HOLDINGS INC), BTSG (BRIGHTSPRING HEALTH SVCS INC), ROKU (ROKU INC), and CVNA (CARVANA CO). These companies represent diversification into specific areas like technology hardware, software services, healthcare IT, and consumer discretionary stocks.
Notable Sales
Conversely, Securian disposed of a significant position in FLEX LTD (-63.95%), indicating a major sale or reduction. The firm also sold other holdings like SPMD (SOUTH PLAINS MIDSTREAM LLC) and CASY (CASH AMERICA INC), although the extent is less clear from this data.
Furthermore, while not explicitly listed in sales within this section, existing top holdings such as VOO, IVV, NVDA, AAPL, EFAV, and USMV experienced slight decreases or no change during the quarter. For instance, ISHares TR (HDV) saw a large increase, but other ETFs like VOO (-1.24%) and IVV (-1.82%) slightly decreased their allocations.
Overall Portfolio Impact
The observed changes reflect Securian's active management approach for the quarter ending June 30, 2026. The large increase in HDV combined with new positions in several small-cap stocks indicates a potential focus on growth opportunities or tactical adjustments within specific sectors.
On the other hand, the sale of FLEX and reduction in shares of established holdings like VOO, IVV, NVDA, AAPL, etc., suggest that the firm is managing its exposure to certain large-cap ETFs and individual tech stocks. This activity could be part of rebalancing strategies or responses to market movements.
For more detailed information on Securian Asset Management's portfolio holdings as of June 30, 2026, please refer to the full report available at InsiderSet.