| Investments, Life/Health Insurers, 2014-2016 (1) |
($ billions, end of year)
|
| |
Amount |
Percent of total investments |
| Investment type |
2014 |
2015 |
2016 |
2014 |
2015 |
2016 |
| Bonds |
$2,684.9 |
$2,734.1 |
$2,860.7 |
73.93% |
73.82% |
73.50% |
| Stocks |
$86.2 |
$84.9 |
$96.0 |
2.37% |
2.29% |
2.47% |
| Preferred stock |
9.1 |
9.6 |
9.6 |
0.25 |
0.26 |
0.25 |
| Common stock |
77.0 |
75.2 |
86.4 |
2.12 |
2.03 |
2.22 |
| Mortgage loans on real estate |
$373.0 |
$404.2 |
$437.7 |
10.27% |
10.91% |
11.25% |
| First lien real estate mortgage loans |
368.4 |
397.4 |
430.1 |
10.14 |
10.73 |
11.05 |
| Real estate loans less first liens |
4.6 |
6.8 |
7.6 |
0.13 |
0.18 |
0.20 |
| Real estate |
$21.9 |
$23.7 |
$24.5 |
0.60% |
0.64% |
0.63% |
| Occupied properties |
5.5 |
5.5 |
6.0 |
0.15 |
0.15 |
0.15 |
| Income generating properties |
16.0 |
17.8 |
17.6 |
0.44 |
0.48 |
0.45 |
| Properties for sale |
0.4 |
0.4 |
0.9 |
0.01 |
0.01 |
0.02 |
| Cash, cash equivalent and short term investments |
100.0 |
103.3 |
101.4 |
2.75 |
2.79 |
2.61 |
| Contract loans including premium notes |
130.1 |
126.8 |
126.9 |
3.58 |
3.42 |
3.26 |
| Derivatives |
56.5 |
53.8 |
62.0 |
1.56 |
1.45 |
1.59 |
| Other invested assets |
161.8 |
154.9 |
158.3 |
4.46 |
4.18 |
4.07 |
| Receivables for securities |
2.2 |
2.3 |
3.9 |
0.06 |
0.06 |
0.10 |
| Securities lending reinvested collateral assets |
11.2 |
11.7 |
12.6 |
0.31 |
0.32 |
0.32 |
| Write-ins for invested assets |
4.0 |
4.1 |
8.0 |
0.11 |
0.11 |
0.20 |
| Total cash and invested assets |
$3,631.7 |
$3,703.9 |
$3,891.9 |
100.00% |
100.00% |
100.00% |
(1) Data are net admitted assets of life/health insurers.
Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute. |
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