Cigna Investments, Inc.
- Regulatory AUM
- $25.8B
- Discretionary
- $25.8B
- Clients
- 82
- Avg AUM / client
- $314M
- Accounts
- 82
- Employees
- 108
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Asset allocation (SMA assets by investment type)
as of Mar 26, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Investments (13F portfolio — 456 positions, $649,661)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Omada Health, Inc. Common Stock | Common Stock | $43,299 | 3,444,629 | 6.66% | 0.0% |
| 2 | Nvidia Corp | Common Stock | $39,144 | 224,447 | 6.03% | 0.0% |
| 3 | Apple Inc | Common Stock | $34,966 | 137,777 | 5.38% | 0.0% |
| 4 | Ishares Core S P Total Us Stoc | Common Stock | $29,894 | 209,887 | 4.6% | 0.0% |
| 5 | Microsoft Corp | Common Stock | $25,983 | 70,193 | 4.0% | 0.0% |
| 6 | Amazon.Com Inc | Common Stock | $19,053 | 91,482 | 2.93% | 0.0% |
| 7 | Alphabet Inc | Common Stock | $15,925 | 55,380 | 2.45% | 0.0% |
| 8 | Broadcom Inc | Common Stock | $13,577 | 43,866 | 2.09% | 0.0% |
| 9 | Alphabet Inc | Common Stock | $13,012 | 45,359 | 2.0% | 0.0% |
| 10 | Meta Platforms Inc | Common Stock | $11,904 | 20,807 | 1.83% | 0.0% |
| 11 | Tesla Inc | Common Stock | $10,004 | 26,908 | 1.54% | 0.0% |
| 12 | Berkshire Hathaway Inc. | Common Stock | $8,107 | 16,918 | 1.25% | 0.0% |
| 13 | Jp Morgan Chase Co | Common Stock | $7,617 | 25,896 | 1.17% | 0.0% |
| 14 | Eli Lilly Co | Common Stock | $7,028 | 7,641 | 1.08% | 0.0% |
| 15 | Exxon Mobil Corp | Common Stock | $6,830 | 40,262 | 1.05% | 0.0% |
| 16 | Five Corners Fnd Tr Ii Series 144 A | Bond | $6,315 | 6,775,000 | 0.97% | 0.0% |
| 17 | Johnson Johnson | Common Stock | $5,609 | 22,946 | 0.86% | 0.0% |
| 18 | Walmart Inc | Common Stock | $5,161 | 41,530 | 0.79% | 0.0% |
| 19 | Visa Inc Class A Shares | Common Stock | $4,848 | 16,039 | 0.75% | 0.0% |
| 20 | Costco Wholesale Corp | Common Stock | $4,217 | 4,232 | 0.65% | 0.0% |
| 21 | Royal Bank Of Canada | Common Stock | $4,000 | 24,827 | 0.62% | 0.0% |
| 22 | Netflix Inc | Common Stock | $3,884 | 40,392 | 0.6% | 0.0% |
| 23 | Mastercard Inc | Common Stock | $3,860 | 7,725 | 0.59% | 0.0% |
| 24 | Chevron Corp | Common Stock | $3,705 | 17,908 | 0.57% | 0.0% |
| 25 | Abbvie Inc | Common Stock | $3,670 | 16,876 | 0.56% | 0.0% |
Top 25 of 456 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 0 | $0 | — |
| Banking or thrift institutions | 0 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 2 | $3.4B | 13.1% |
| Pension and profit sharing plans | 1 | $3.8B | 14.9% |
| Charitable organizations | 1 | $125M | 0.49% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 44 | $14.6B | 56.9% |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 32 | $1.0B | 3.99% |
| Other | 2 | $2.7B | 10.7% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Amended And Restated Investment Pooling Agreement (Corporate Liquidity Account) | Liquidity Fund | Connecticut | $2.9B | 23 |
| Cigna Affiliates Realty Investment Group Llc (Caring) | Real Estate Fund | Delaware | $1.2B | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cigna Pension Plan Cigna Holding Company | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Snow, Christopher | Director | May 2009 (17y) | Less than 5% | |
| Russell, David, Andrew | Director, Assistant Vice President And Treasurer | Jul 2014 (12y) | Less than 5% | |
| Candera, Lisa, Marie | Chief Compliance Officer | Jun 2018 (8y) | Less than 5% | |
| Labonte, Tracy, Lyn | Director, Chairman Of The Board, President, And Chief Investment Officer | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cigna Investment Group, Inc. | Shareholder | Nov 1983 | A | 75% or more |
| Cigna Holdings, Inc. | Shareholder | Nov 1983 | B | ≈ 56.25% – 100% via Cigna Investment Group, Inc. |
| Cigna Corporation | Shareholder | Mar 1982 | B | ≈ 42.19% – 100% via Cigna Holdings, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cigna Holdings, Inc.: 75% – 100% of Cigna Investment Group, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Cigna Corporation: 75% – 100% of Cigna Holdings, Inc. × 75% – 100% of Cigna Investment Group, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $4.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Amended And Restated Investment Pooling Agreement (Corporate Liquidity Account) | Liquidity Fund | $2.9B | $0 | 23 |
| Cigna Affiliates Realty Investment Group Llc (Caring) | Real Estate Fund | $1.2B | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cigna Pension Plan | Cigna Holding Company | 11,399 | $3.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • PRO-RATA EXPENSE ALLOCATION
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- China Construction Bank Corporation $11.0B (23% of AUM) Mar 2021
- J.P. Morgan $9.9B (38% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗