{"url":"https://nivawealth.com/firms/cigna-investments-105811","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105811","regulatoryAum":25759202502,"crd":"105811","secFileNumber":"801-18094","legalName":"Cigna Investments, Inc.","displayName":"Cigna Investments","website":null,"founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"900 Cottage Grove Road, A5lgl","city":"Bloomfield","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06002"},"tradeNames":[],"registration":{"secApproved":"14 December 1982","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":108,"advisory":46,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":25759202502,"discretionaryAccounts":82,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":15,"nonAumClients":1},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":3385556000},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":3826808067},{"label":"Charitable organizations","clients":1,"regulatoryAum":125353822},{"label":"Insurance companies","clients":44,"regulatoryAum":14647076906},{"label":"Corporations and other businesses","clients":32,"regulatoryAum":1027138869},{"label":"Other","clients":2,"regulatoryAum":2747268838}],"fees":[],"feeNotes":[],"custodians":[{"name":"Jpmorgan Chase Bank, N.A.","shortName":"J.P. Morgan","location":"4 Chase Metrotech Center, NY","smaAssets":9900000000}],"custodyNote":"Cigna Investments has custody of $25.76B for 82 clients.","otherCustodians":[],"leadership":[{"name":"Tracy Labonte","title":"Director, Chairman of the Board, President, and Chief Investment Officer","crd":"7674883"},{"name":"David Russell","title":"Director, Assistant Vice President and Treasurer","crd":"6378251"},{"name":"Lisa Candera","title":"Chief Compliance Officer","crd":"7077175"},{"name":"Christopher Snow","title":"Director","crd":"5772680"}],"ownership":[{"label":"Cigna Investment Group, Inc.","detail":"Shareholder in the 75% or more ownership band and a control person, since November 1983."},{"label":"Cigna Holdings, Inc.","detail":"Indirect owner: a shareholder of Cigna Investment Group, Inc. in the 75% or more band and a control person, since November 1983.","parent":"Cigna Investment Group, Inc."},{"label":"Cigna Corporation","detail":"Indirect owner: a shareholder of Cigna Holdings, Inc. in the 75% or more band and a control person, since March 1982.","parent":"Cigna Holdings, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"900 Cottage Grove Road, A5lgl","city":"Bloomfield","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"860-226-3723","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Non-exchange-traded equity securities","percent":11},{"label":"U.S. government/agency bonds","percent":1},{"label":"Sovereign bonds","percent":1},{"label":"Investment grade corporate bonds","percent":45},{"label":"Non-investment grade corporate bonds","percent":5},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":9},{"label":"Cash and cash equivalents","percent":22},{"label":"Other","percent":6,"detail":"Mortgages"}],"privateFunds":2},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/105811/PDF/105811.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cigna Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cigna Investments offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cigna Investments use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cigna Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cigna Investments invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cigna Investments?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cigna Investments get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}