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| Happy Holidays!! thanks for using AUM13F!! |
| Conning Inc
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| CRD # | 107423 |
| SEC # | 801-18641 |
| CIK # | 0000801051 |
| AUM | $99.5 B (2025-03-28) |
| Employees | 270 (89% Investors, 4% Brokers) |
| Phone | 860-299-2000 |
| Address | One Financial Plaza Hartford, CT 06103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Texas Instruments Inc | 0.0 | ||
| Morgan Stanley | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| UnitedHealth Group Inc | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 1.3 |
| (g) Pension and profit sharing plans | 7 | 0.1 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 14 | 7.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 121 | 90.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.5 |
| (n) Other | 0 | 0.1 |
| Total | 536 | 99.5 |
| By Discretionary | ||
| Discretionary | 531 | 99.1 |
| Non-Discretionary | 5 | 0.4 |
| Total | 536 | 99.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 34.4 | |
| United States Persons | 65.1 | |
| Total | 536 | 99.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000801051] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Conning Inc
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|
CT | 99.5 |
|
Goodwin Capital Advisers Inc
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|
CT | 0.9 |
|
Conning Investment Products Inc
✚
|
CT | 0.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eastspring Investments Singapore Limited
✚
|
121.7 | |
|
Alm First Financial Advisors LLC
✚
|
TX | 68.9 |
|
Meeder Public Funds Inc
✚
|
OH | 59.3 |
|
SVB Asset Management
✚
|
CA | 33.0 |
|
Hilltop Securities Asset Management LLC
✚
|
TX | 31.7 |
|
Oneamerica Asset Management LLC
✚
|
IN | 26.2 |
|
Cerity Partners Retirement Plan Advisors LLC
✚
|
NY | 19.0 |
|
Record Currency Management US Inc
✚
|
NY | 17.4 |
|
Wertz York Capital Management Group LLC
✚
|
FL | 15.7 |
|
Morgan Stanley Institutional Investment Advisors LLC
✚
|
CO | 8.9 |