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CI

Cigna Investments Portfolio holdings

AUM $773M Turnover 11.47%
1-Year Est. Return 44.02%
This Fund
S&P 500
This Quarter Est. Return
+1.57%
1 Year Est. Return
+44.02%
3 Year Est. Return
+138.32%
5 Year Est. Return
+175.86%
10 Year Est. Return
–
AUM
$693M
AUM Growth
-$16.4M
Cap. Flow
-$12M
Cap. Flow %
-1.73%
Top 10 Hldgs %
40.71%
Holding
485
New
14
Increased
32
Reduced
260
Closed
24
Avg Time Held Equity + Options
6.3 years
Top 10 Avg Time Held Equity + Options
4.7 years
Top 20 Avg Time Held Equity + Options
4.9 years
Avg Time Held Equity only
6.3 years
Top 10 Avg Time Held Equity only
4.7 years
Top 20 Avg Time Held Equity only
4.9 years

Top Buys

Rank Stock Value
1
SNDK icon
Sandisk
SNDK
+$266K
2
CIEN icon
Ciena
CIEN
+$262K
3
RKLB icon
Rocket Lab Corp
RKLB
+$233K
4
OMC icon
Omnicom Group
OMC
+$233K
5
COHR icon
Coherent
COHR
+$222K

Top Sells

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.97M
2
NVDA icon
NVIDIA
NVDA
+$520K
3
AAPL icon
Apple
AAPL
+$466K
4
AMRZ icon
Amrize Ltd
AMRZ
+$450K
5
MSFT icon
Microsoft
MSFT
+$406K

Sector Composition

Rank Sector Weight
1 Technology 29.05%
2 Healthcare 15.89%
3 Financials 12.81%
4 Communication Services 9.26%
5 Consumer Discretionary 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
OMDA icon
1
Omada Health Inc
OMDA
$1.14B
$54.4M 7.84%
3,444,630
– –
2025 Q3
1 quarter
NVDA icon
2
NVIDIA
NVDA
$5.25T
$42.4M 6.11%
227,332
-2,791
-1% -$520K
2016 Q4
36 quarters
AAPL icon
3
Apple
AAPL
$4.99T
$38.4M 5.53%
141,169
-1,736
-1% -$466K
2016 Q4
36 quarters
MSFT icon
4
Microsoft
MSFT
$4.01T
$34.4M 4.96%
71,101
-811
-1% -$406K
2016 Q4
36 quarters
ITOT icon
5
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
$30.1M 4.34%
202,412
-13,330
-6% -$1.97M
2020 Q3
21 quarters
AMZN icon
6
Amazon
AMZN
$2.75T
$21.4M 3.08%
92,641
-974
-1% -$223K
2016 Q4
36 quarters
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.27T
$17.6M 2.53%
56,111
-593
-1% -$169K
2016 Q4
36 quarters
AVGO icon
8
Broadcom
AVGO
$1.64T
$15.4M 2.22%
44,409
-466
-1% -$167K
2016 Q4
36 quarters
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.22T
$14.4M 2.08%
45,962
-611
-1% -$175K
2016 Q4
36 quarters
META icon
10
Meta Platforms (Facebook)
META
$1.88T
$13.9M 2%
21,049
-261
-1% -$174K
2016 Q4
36 quarters
TSLA icon
11
Tesla
TSLA
$1.43T
$12.3M 1.77%
27,256
-322
-1% -$143K
2016 Q4
36 quarters
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.13T
$8.6M 1.24%
17,110
-149
-0.9% -$74.1K
2016 Q4
36 quarters
JPM icon
13
JPMorgan Chase
JPM
$891B
$8.47M 1.22%
26,280
-842
-3% -$261K
2016 Q4
36 quarters
LLY icon
14
Eli Lilly
LLY
$1.12T
$8.31M 1.2%
7,736
-84
-1% -$80.3K
2016 Q4
36 quarters
V icon
15
Visa
V
$750B
$5.71M 0.82%
16,274
-351
-2% -$120K
2016 Q4
36 quarters
XOM icon
16
ExxonMobil
XOM
$718B
$4.92M 0.71%
40,845
-1,430
-3% -$166K
2016 Q4
36 quarters
JNJ icon
17
Johnson & Johnson
JNJ
$610B
$4.81M 0.69%
23,231
-250
-1% -$49.4K
2016 Q4
36 quarters
WMT icon
18
Walmart Inc
WMT
$935B
$4.68M 0.68%
42,011
-567
-1% -$60.9K
2016 Q4
36 quarters
MA icon
19
Mastercard
MA
$540B
$4.48M 0.65%
7,842
-177
-2% -$98.9K
2016 Q4
36 quarters
RY icon
20
Royal Bank of Canada
RY
$272B
$4.31M 0.62%
25,233
-139
-0.5% -$21.3K
2016 Q4
36 quarters
ABBV icon
21
AbbVie
ABBV
$501B
$3.91M 0.56%
17,092
-165
-1% -$37.6K
2016 Q4
36 quarters
NFLX icon
22
Netflix
NFLX
$302B
$3.84M 0.55%
40,914
-476
-1% -$51.3K
2016 Q4
36 quarters
PLTR icon
23
Palantir
PLTR
$482B
$3.77M 0.54%
21,223
-211
-1% -$38.2K
2021 Q2
18 quarters
COST icon
24
Costco
COST
$433B
$3.69M 0.53%
4,274
-61
-1% -$55.3K
2016 Q4
36 quarters
BAC icon
25
Bank of America
BAC
$362B
$3.55M 0.51%
64,582
-1,929
-3% -$102K
2016 Q4
36 quarters
1
2 3 4 5

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Cigna Investments's Q4 2025 Portfolio in Review

As of Q4 2025, Cigna Investments held 485 positions worth $693M, down 2.3% from $710M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Cigna Investments's Q4 2025 filing shows 14 new, 32 increased, 260 reduced and 24 closed positions. Its largest new stake was Sandisk: 1,330 shares worth $315K. The largest sale was iShares Core S&P Total US Stock Market ETF, an estimated $1.97M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.

  • Cigna Investments's largest Q4 2025 buy was Sandisk: 1,330 shares worth $315K.
  • Cigna Investments added most to Insmed in Q4 2025, an estimated $42.5K increase.
  • Cigna Investments's biggest Q4 2025 reduction was iShares Core S&P Total US Stock Market ETF, cutting an estimated $1.97M.
  • Cigna Investments fully exited Amrize Ltd in Q4 2025, selling an estimated $450K.
  • Cigna Investments's ten largest holdings make up 41% of its $693M portfolio in Q4 2025.
  • Cigna Investments opened 14 new positions and closed 24 in Q4 2025.
  • Cigna Investments's portfolio value fell 2.3% quarter-over-quarter to $693M.

Based on Cigna Investments's 13F filing for Q4 2025, filed 20 Jan 2026.