CIGNA INVESTMENTS INC /NEW

Registered adviser

CIK

49969

Location

BLOOMFIELD, CT

Portfolio Value

Small $723,846,846

Diversification

Diversified

Reports for

Connecticut General Life Insurance Company Cigna Health and Life Insurance Company Cigna Holding Co Cigna Global Insurance Company Limited Cigna Foundation Cigna HealthCare of North Carolina, Inc. Evernorth Behavioral Health of Texas, Inc. CIGNA VENTURES, LLC

Filing Date

Global Rank

#2,979 / 8,814 ▼ 84 · as of Jun 2026

Top Industry

Semiconductors 14.0%

Period ended 22 days ago

Filed Oct 19, 2026 · 3d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 105811

Roster of Oct 1, 2026

Regulatory AUM

$25,759,202,502

Main clients

Insurance companies (57% of AUM)

Private funds

2 funds · Mixed

Focus by fund count, roster of Oct 1, 2026

$3,385,556,255 gross assets

Private funds on Schedule D 7.B.(1)

As filed Mar 27, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$4,062,106,000 gross assets in 2 funds Liquidity funds $2,890,876,000 (1) Real estate funds $1,171,230,000 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$25,759,202,502	Insurance companies (57%)
Apr 2025 to Mar 2026	$27,516,029,540	Insurance companies (59%)
Apr 2024 to Mar 2025	$26,502,663,568	Insurance companies (60%)
May 2023 to Mar 2024	$22,554,570,237	Insurance companies (63%)
Apr 2023	$22,554,570,237	Insurance companies (63%)
Apr 2022 to Mar 2023	$27,794,757,916	Insurance companies (68%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Index-like

Active share 17.4% against the Russell 1000 as of 2026-06-30, across 474 stocks (index-like at 20% or less with 100+ stocks)

Turnover

Low turnover

4.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.6 quarters (12+), a floor since 75.5% of the book was already held when coverage starts

Closest benchmark: the Russell 1000 as of 2026-06-30, active share 17.4%; sector active share 12.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

458 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.9%

−0.6 pts

Top 5

32.6%

+2.0 pts

Top 10

42.8%

+2.0 pts

HHI

272

Diversified+15

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$250,909,903	87
Healthcare	18.0%	$130,256,677	56
Financial Services	11.8%	$85,079,407	71
Communication Services	8.6%	$62,570,343	17
Consumer Cyclical	7.5%	$54,577,592	41
Industrials	6.8%	$48,878,164	68
Energy	4.1%	$29,471,752	28
Consumer Defensive	3.5%	$25,602,562	22
Basic Materials	2.3%	$16,316,119	24
Utilities	1.5%	$11,021,536	26
Real Estate	1.2%	$8,934,723	16
Unclassified	0.0%	$228,068	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+11,529	23,058	$1,943,789
CRWD	CrowdStrike Holdings, Inc.	+6,998	9,373	$2,481,501
MNST	Monster Beverage Corp	+6,659	13,318	$554,295
VMRK	Vivmark Residential	+3,602	7,072	$429,694
EQX	Equinox Gold Corp.	+2,899	18,991	$210,990
INTC	Intel Corp	+1,060	42,473	$5,106,528
EMA	Emera Inc	+417	5,422	$259,334
TECK	Teck Resources Ltd	+300	8,442	$555,399
KR	Kroger Co	+218	5,221	$306,055
V	Visa Inc.	+188	15,811	$5,681,366
MSTR	Strategy Inc	+167	3,188	$488,050
VTR	Ventas, Inc.	+159	4,742	$403,164
CP	Canadian Pacific Kansas City Ltd	+151	16,188	$1,377,598
ABT	Abbott Laboratories	+140	16,228	$1,603,813
HPE	Hewlett Packard Enterprise Co	+135	12,503	$798,816
RSG	Republic Services, Inc.	+130	1,875	$393,506
DLR	Digital Realty Trust, Inc.	+121	3,413	$599,083
SO	Southern Co	+115	10,692	$886,259
PSA	Public Storage	+96	1,581	$447,170
COHR	Coherent Corp.	+74	1,777	$511,438
ZM	Zoom Communications, Inc.	+71	2,463	$223,566
CLS	Celestica Inc	+70	2,186	$790,085
WEC	Wec Energy Group, Inc.	+67	3,046	$306,975
LITE	Lumentum Holdings Inc.	+56	728	$707,077
LH	Labcorp Holdings Inc.	+51	767	$236,320
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−13,030	176,432	$0
SUNB	Sunbelt Rentals Holdings, Inc.	−7,711	3,302	$241,739
QSR	Restaurant Brands International Inc.	−2,795	5,846	$415,533
NVDA	Nvidia Corp	−2,444	217,861	$49,755,095
PDD	PDD Holdings Inc.	−2,301	8,457	$659,138
BAC	Bank Of America Corp	−1,851	60,666	$3,302,050
AAPL	Apple Inc.	−1,421	135,623	$45,165,171
T	At&T Inc.	−1,378	62,896	$1,534,662
KVUE	Kenvue Inc.	−970	17,498	$309,014
AMZN	Amazon Com Inc	−960	90,728	$22,604,881
NFLX	Netflix Inc	−879	38,840	$2,702,487
UBS	UBS Group AG	−812	56,628	$2,725,505
XOM	ExxonMobil Holdings Corp	−802	38,522	$6,269,455
CMCSA	Comcast Corp	−766	33,013	$718,362
PFE	Pfizer Inc	−752	53,286	$1,519,716
MSFT	Microsoft Corp	−701	68,999	$35,389,587
SOFI	SoFi Technologies, Inc.	−664	11,507	$180,890
WMT	Walmart Inc.	−533	41,034	$4,264,253
NEM	NEWMONT Corp	−523	9,704	$1,119,259
GOOGL	Alphabet Inc.	−516	54,640	$18,800,531
WFC	Wells Fargo & Company	−506	28,328	$2,267,656
F	Ford Motor Co	−497	36,516	$440,382
PCG	PG&E Corp	−489	20,343	$249,201
B	Barrick Mining Corp	−485	23,199	$943,503
GOOG	Alphabet Inc.	−481	44,390	$15,125,448
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	6,347	$957,508
HONA	Honeywell Aerospace Inc.	2,934	$454,681
HPQ	Hp Inc	8,360	$261,500
TEAM	Atlassian Corp	1,410	$252,798
CTSH	Cognizant Technology Solutions Corp	4,159	$238,892
CPAY	Corpay, Inc.	597	$231,994
TRI	Thomson Reuters Corp	2,351	$228,822
VRSN	Verisign Inc	784	$221,095
SMCI	Super Micro Computer, Inc.	5,330	$218,903
ULTA	Ulta Beauty, Inc.	400	$218,468
EL	Estee Lauder Companies Inc	2,350	$218,009
GH	Guardant Health, Inc.	1,126	$200,833
WSE	Wise Group plc	11,897	$135,506
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TEVA	Teva Pharmaceutical Industries Ltd	21,124	$715,681
—		2,355	$482,869
MKSI	Mks Inc	644	$286,451
NRG	Nrg Energy, Inc.	1,951	$284,963
CRS	Carpenter Technology Corp	447	$275,727
FTAI	FTAI Aviation Ltd.	973	$263,225
FICO	Fair Isaac Corp	219	$261,656
EIX	Edison International	3,501	$260,649
MTZ	Mastec Inc	623	$259,205
TPL	Texas Pacific Land Corp	567	$248,141
CW	Curtiss Wright Corp	323	$244,756
WWD	Woodward, Inc.	572	$243,351
MTSI	MACOM Technology Solutions Holdings, Inc.	624	$237,350
FSLR	First Solar, Inc.	996	$235,016
—		1,227	$231,522
STRL	Sterling Infrastructure, Inc.	274	$229,984
XPO	XPO, Inc.	1,118	$229,514
MKL	Markel Group Inc.	116	$226,549
CMS	Cms Energy Corp	2,890	$221,085
NI	Nisource Inc.	4,626	$219,966
VRSK	Verisk Analytics, Inc.	1,218	$218,667
ASTS	AST SpaceMobile, Inc.	2,454	$218,062
AFRM	Affirm Holdings, Inc.	2,640	$215,292
CHRW	C. H. Robinson Worldwide, Inc.	1,143	$215,272
USFD	US Foods Holding Corp.	2,102	$214,929
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

458 tracked positions · $723,846,846 total · filing declares 466 positions · $770,186 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 458 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
OMDA	Omada Health, Inc. Healthcare	Held	3,444,629	0	$71,682,729	−5.2%	9.90%
NVDA	Nvidia Corp Technology	Reduced	217,861	-2,444	$49,755,095	+12.9%	6.87%
AAPL	Apple Inc. Technology	Reduced	135,623	-1,421	$45,165,171	+13.9%	6.24%
MSFT	Microsoft Corp Technology	Reduced	68,999	-701	$35,389,587	+36.1%	4.89%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	90,728	-960	$22,604,881	+3.4%	3.12%
GOOGL	Alphabet Inc. Communication Services	Reduced	54,640	-516	$18,800,531	−4.6%	2.60%
AVGO	Broadcom Inc. Technology	Reduced	43,344	-441	$15,221,979	−8.0%	2.10%
GOOG	Alphabet Inc. Communication Services	Reduced	44,390	-481	$15,125,448	−4.6%	2.09%
META	Meta Platforms, Inc. Communication Services	Reduced	20,562	-215	$14,911,151	+27.4%	2.06%
MU	Micron Technology Inc Technology	Reduced	10,552	-109	$11,239,040	−8.7%	1.55%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	27,253	-196	$9,669,636	−16.2%	1.34%
AMD	Advanced Micro Devices Inc Technology	Reduced	15,226	-139	$9,314,657	+4.4%	1.29%
LLY	ELI LILLY & Co Healthcare	Reduced	7,473	-77	$8,646,858	−4.5%	1.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	16,821	-112	$8,376,016	−1.1%	1.16%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	24,982	-321	$8,264,795	−0.2%	1.14%
XOM	ExxonMobil Holdings Corp Energy	Reduced	38,522	-802	$6,269,455	+16.6%	0.87%
JNJ	Johnson & Johnson Healthcare	Reduced	22,521	-250	$5,962,209	+3.1%	0.82%
V	Visa Inc. Financial Services	Added	15,811	+188	$5,681,366	+6.0%	0.78%
INTC	Intel Corp Technology	Added	42,473	+1,060	$5,106,528	−11.7%	0.71%
RY	Royal Bank Of Canada Financial Services	Reduced	24,965	-275	$4,907,869	−6.1%	0.68%
ABBV	AbbVie Inc. Healthcare	Reduced	16,544	-227	$4,327,744	+2.5%	0.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	41,034	-533	$4,264,253	−9.4%	0.59%
MA	Mastercard Inc Financial Services	Reduced	7,565	-63	$4,171,870	+6.5%	0.58%
CSCO	Cisco Systems, Inc. Technology	Reduced	36,992	-294	$3,981,448	−9.1%	0.55%
PLTR	Palantir Technologies Inc. Technology	Reduced	20,783	-70	$3,887,460	+59.8%	0.54%
LRCX	Lam Research Corp Technology	Reduced	11,708	-60	$3,846,195	−24.6%	0.53%
AMAT	Applied Materials Inc Technology	Reduced	7,454	-22	$3,811,826	−29.5%	0.53%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	4,154	-39	$3,781,552	−3.6%	0.52%
CVX	Chevron Corp Energy	Reduced	17,366	-105	$3,546,310	+22.5%	0.49%
CAT	Caterpillar Inc Industrials	Reduced	4,260	-56	$3,453,965	−24.9%	0.48%
MRK	Merck & Co., Inc. Healthcare	Reduced	23,148	-325	$3,363,635	+11.5%	0.46%
BAC	Bank Of America Corp Financial Services	Reduced	60,666	-1,851	$3,302,050	−7.3%	0.46%
SHOP	Shopify Inc. Technology	Reduced	21,846	-351	$3,239,761	+27.8%	0.45%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	21,744	-261	$3,158,968	−2.1%	0.44%
KO	Coca Cola Co Consumer Defensive	Reduced	36,293	-423	$3,124,101	+4.7%	0.43%
UNH	Unitedhealth Group Inc Healthcare	Reduced	8,470	-89	$3,109,167	−12.6%	0.43%
GE	General Electric Co Industrials	Reduced	9,687	-37	$3,025,153	−16.8%	0.42%
PANW	Palo Alto Networks Inc Technology	Reduced	7,547	-87	$2,998,498	+15.2%	0.41%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	14,597	-138	$2,785,399	+4.5%	0.38%
UBS	UBS Group AG Financial Services	Reduced	56,628	-812	$2,725,505	−4.3%	0.38%
NFLX	Netflix Inc Communication Services	Reduced	38,840	-879	$2,702,487	−4.7%	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,318	-39	$2,650,877	−19.7%	0.37%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	9,373	+6,998	$2,481,501	+36.9%	0.34%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,719	-19	$2,448,078	−11.6%	0.34%
GEV	GE Vernova Inc. Industrials	Reduced	2,524	-28	$2,399,036	−20.0%	0.33%
KLAC	Kla Corp Technology	Reduced	12,223	-131	$2,382,629	−36.1%	0.33%
TXN	Texas Instruments Inc Technology	Reduced	8,502	-72	$2,381,325	−6.8%	0.33%
SNDK	Sandisk Corp Technology	Reduced	1,367	-9	$2,378,429	−24.0%	0.33%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	3,496	-13	$2,359,974	+34.1%	0.33%
RTX	RTX Corp Industrials	Reduced	12,691	-60	$2,356,084	−2.6%	0.33%

Showing the top 50 of 458 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.