Clients
Cigna Investments serves 82 clients, 44 of them insurance companies. The average client has about $314 million with the firm.
- Pooled investment vehicles2 clients13%
- Pension and profit-sharing plans1 clients15%
- Insurance companies44 clients57%
- Corporations and other businesses32 clients4%
- Other2 clients11%
- Charitable organizations1 clients0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $3,385,556,000 | 13.1% | $1.69B |
| Pension and profit-sharing plans | 1 | $3,826,808,067 | 14.9% | $3.83B |
| Charitable organizations | 1 | $125,353,822 | 0.5% | $125.4M |
| Insurance companies | 44 | $14,647,076,906 | 56.9% | $332.9M |
| Corporations and other businesses | 32 | $1,027,138,869 | 4.0% | $32.1M |
| Other | 2 | $2,747,268,838 | 10.7% | $1.37B |
| Total | 82 | $25,759,202,502 | 100% | $314.1M |
- Clients
- 2
- Regulatory AUM
- $3,385,556,000
- Share
- 13.1%
- Avg. per client
- $1.69B
- Clients
- 1
- Regulatory AUM
- $3,826,808,067
- Share
- 14.9%
- Avg. per client
- $3.83B
- Clients
- 1
- Regulatory AUM
- $125,353,822
- Share
- 0.5%
- Avg. per client
- $125.4M
- Clients
- 44
- Regulatory AUM
- $14,647,076,906
- Share
- 56.9%
- Avg. per client
- $332.9M
- Clients
- 32
- Regulatory AUM
- $1,027,138,869
- Share
- 4.0%
- Avg. per client
- $32.1M
- Clients
- 2
- Regulatory AUM
- $2,747,268,838
- Share
- 10.7%
- Avg. per client
- $1.37B
Total
- Clients
- 82
- Regulatory AUM
- $25,759,202,502
- Share
- 100%
- Avg. per client
- $314.1M
What it does
Cigna Investments provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and other arrangements.
Cigna Investments provided financial planning to 0 clients last fiscal year and advises 2 private funds.
100.0% of assets ($25.76B across 82 accounts) are managed with discretion. 15% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks11%
- Funds9%
- Bonds52%
- Investment grade corporate bonds45%
- High-yield corporate bonds5%
- U.S. government and agency bonds1%
- Sovereign bonds1%
- Cash22%
- Other6%
- Mortgages6%
Custodians
Cigna Investments’ client accounts are held mainly at J.P. Morgan, with 38% of managed assets. Cigna Investments has custody of $25.76B for 82 clients.
- J.P. MorganJpmorgan Chase Bank, N.A. · 4 Chase Metrotech Center, NY · $9.90B38%
- All other custodians$15.86B62%
Ownership and leadership
Cigna Investment Group, Inc. owns 75% or more of Cigna Investments.
- Owns 75% or more of Cigna Investments, Inc.
Cigna Investment Group, Inc.
Control person · since November 1983
- Owns 75% or more of Cigna Investment Group, Inc.
Cigna Holdings, Inc.
Control person · since November 1983
- Owns 75% or more of Cigna Holdings, Inc.
Cigna Corporation
Control person · since March 1982
Leadership
- Tracy LabonteDirector, Chairman of the Board, President, and Chief Investment Officer
- David RussellDirector, Assistant Vice President and Treasurer
- Lisa CanderaChief Compliance Officer
- Christopher SnowDirector
Staff
- 108 employees
- 46 in advisory functions
Fees
Cigna Investments is paid through a percentage of assets under management and other.
Cigna Investments’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Cigna Investments has 0 offices, with 1 listed address in 1 state.
Connecticut · 1 listed address
- 900 Cottage Grove Road, A5lgl, BloomfieldHQ
Registration details
- Legal name
- Cigna Investments, Inc.
- Headquarters
- 900 Cottage Grove Road, A5lgl, Bloomfield, CT 06002
- Phone
- 860-226-3723
- Website
- Not reported
- SEC file
- 801-18094
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Cigna Investments have?
Cigna Investments has 82 clients and manages $25.8 billion for them, as of March 2026. They include 44 insurance companies, 32 corporations and other businesses and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Cigna Investments offer?
Cigna Investments provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cigna Investments use?
Cigna Investments’ separately managed account assets are held at Jpmorgan Chase Bank, N.A. (4 Chase Metrotech Center, NY), with $9,900,000,000. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Cigna Investments have?
Cigna Investments has 0 investment adviser representatives registered with state securities authorities, out of 108 employees, and 46 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cigna Investments invest in?
At the end of its last fiscal year, Cigna Investments’ separately managed accounts held 45% investment grade corporate bonds, 22% cash and equivalents, 11% non-exchange-traded equities, 9% pooled vehicles (private funds and similar), 6% mortgages, 5% high-yield corporate bonds, 1% U.S. government and agency bonds and 1% sovereign bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cigna Investments?
Cigna Investments is owned through a chain of holding companies by Cigna Corporation. Its direct owner is Cigna Investment Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Cigna Investments get paid?
Cigna Investments is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file