| Investments, Life/Annuity Insurers, 2016-2018 (1) |
($ billions, end of year)
|
| |
Amount |
Percent of total investments |
| Investment type |
2016 |
2017 |
2018 |
2016 |
2017 |
2018 |
| Bonds |
$2,860.6 |
$2,973.5 |
$2,989.1 |
73.50% |
72.97% |
72.48% |
| Stocks |
$96.0 |
$104.9 |
$94.1 |
2.47% |
2.57% |
2.28% |
| Preferred stock |
9.6 |
10.5 |
12.3 |
0.25 |
0.26 |
0.30 |
| Common stock |
86.4 |
94.5 |
81.8 |
2.22 |
2.32 |
1.98 |
| Mortgage loans on real estate |
$437.7 |
$477.0 |
$521.5 |
11.25% |
11.71% |
12.65% |
| First lien real estate mortgage loans |
430.1 |
468.5 |
512.6 |
11.05 |
11.50 |
12.43 |
| Real estate loans less first liens |
7.6 |
8.6 |
8.9 |
0.20 |
0.21 |
0.22 |
| Real estate |
$24.5 |
$23.5 |
$20.4 |
0.63% |
0.58% |
0.50% |
| Occupied properties |
6.0 |
6.0 |
5.8 |
0.15 |
0.15 |
0.14 |
| Income generating properties |
17.6 |
17.0 |
14.1 |
0.45 |
0.42 |
0.34 |
| Properties for sale |
0.9 |
0.5 |
0.5 |
0.02 |
0.01 |
0.01 |
| Cash, cash equivalent and short term investments |
101.4 |
104.7 |
104.7 |
2.61 |
2.57 |
2.54 |
| Contract loans including premium notes |
126.9 |
128.9 |
129.2 |
3.26 |
3.16 |
3.13 |
| Derivatives |
62.0 |
58.7 |
56.4 |
1.59 |
1.44 |
1.37 |
| Other invested assets |
158.3 |
175.1 |
187.1 |
4.07 |
4.30 |
4.54 |
| Receivables for securities |
3.9 |
5.3 |
4.5 |
0.10 |
0.13 |
0.11 |
| Securities lending reinvested collateral assets |
12.6 |
16.9 |
12.6 |
0.32 |
0.41 |
0.30 |
| Write-ins for invested assets |
8.0 |
6.4 |
4.5 |
0.20 |
0.16 |
0.11 |
| Total cash and invested assets |
$3,891.9 |
$4,074.8 |
$4,124.1 |
100.00% |
100.00% |
100.00% |
(1) Data are net admitted assets of life/annuity insurers.
Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute. |
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