| Investments, Life Insurers, 2015-2017 (1) |
($ billions, end of year)
|
| |
Amount |
Percent of total investments |
| Investment type |
2015 |
2016 |
2017 |
2015 |
2016 |
2017 |
| Bonds |
$2,734.0 |
$2,860.7 |
$2,973.5 |
73.82% |
73.50% |
72.98% |
| Stocks |
$84.9 |
$96.0 |
$104.9 |
2.29% |
2.47% |
2.57% |
| Preferred stock |
9.6 |
9.6 |
10.5 |
0.26 |
0.25 |
0.26 |
| Common stock |
75.3 |
86.4 |
94.4 |
2.03 |
2.22 |
2.32 |
| Mortgage loans on real estate |
$404.2 |
$437.7 |
$477.0 |
10.91% |
11.25% |
11.71% |
| First lien real estate mortgage loans |
397.4 |
430.1 |
468.5 |
10.73 |
11.05 |
11.50 |
| Real estate loans less first liens |
6.8 |
7.6 |
8.6 |
0.18 |
0.20 |
0.21 |
| Real estate |
$23.7 |
$24.5 |
$23.5 |
0.64% |
0.63% |
0.58% |
| Occupied properties |
5.5 |
6.0 |
6.0 |
0.15 |
0.15 |
0.15 |
| Income generating properties |
17.8 |
17.6 |
17.0 |
0.48 |
0.45 |
0.42 |
| Properties for sale |
0.4 |
0.9 |
0.5 |
0.01 |
0.02 |
0.01 |
| Cash, cash equivalent and short term investments |
103.3 |
101.4 |
104.6 |
2.79 |
2.61 |
2.57 |
| Contract loans including premium notes |
126.8 |
126.9 |
128.9 |
3.42 |
3.26 |
3.16 |
| Derivatives |
53.8 |
62.0 |
58.7 |
1.45 |
1.59 |
1.44 |
| Other invested assets |
154.9 |
158.3 |
174.7 |
4.18 |
4.07 |
4.29 |
| Receivables for securities |
2.3 |
3.9 |
5.3 |
0.06 |
0.10 |
0.13 |
| Securities lending reinvested collateral assets |
11.7 |
12.6 |
16.9 |
0.32 |
0.32 |
0.41 |
| Write-ins for invested assets |
4.1 |
8.0 |
6.4 |
0.11 |
0.20 |
0.16 |
| Total cash and invested assets |
$3,703.9 |
$3,891.9 |
$4,074.4 |
100.00% |
100.00% |
100.00% |
(1) Data are net admitted assets of life/annuity insurers. Excludes investments of separate accounts.
Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute. |
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