Life/Health Industry Investments

Investments, Life/Health Insurers, 2013-2015 (1)

($ billions, end of year)

  Amount Percent of total investments
Investment type 2013 2014 2015 2013 2014 2015
Bonds $2,601.2 $2,684.9 $2,734.1 74.70% 73.93% 73.82%
Stocks 80.4 86.2 84.9 2.31 2.37 2.29
     Preferred stock 8.3 9.1 9.6 0.24 0.25 0.26
     Common stock 72.1 77.0 75.2 2.07 2.12 2.03
Mortgage loans on real estate 353.1 373.0 404.2 10.14 10.27 10.91
     First lien real estate mortgage loans 350.1 368.4 397.4 10.05 10.14 10.73
     Real estate loans less first liens 3.1 4.6 6.8 0.09 0.13 0.18
Real estate 22.4 21.9 23.7 0.64 0.60 0.64
     Occupied properties 5.4 5.5 5.5 0.16 0.15 0.15
     Income generating properties 16.0 16.0 17.8 0.46 0.44 0.48
     Properties for sale 0.9 0.4 0.4 0.03 0.01 0.01
Cash, cash equivalent and short term investments 94.8 100.0 103.3 2.72 2.75 2.79
Contract loans including premium notes 128.4 130.1 126.8 3.69 3.58 3.42
Derivatives 37.8 56.5 53.8 1.09 1.56 1.45
Other invested assets 145.5 161.8 154.9 4.18 4.46 4.18
Receivables for securities 3.2 2.2 2.3 0.09 0.06 0.06
Securities lending reinvested collateral assets 13.8 11.2 11.7 0.40 0.31 0.32
Write-ins for invested assets 1.6 4.0 4.1 0.05 0.11 0.11
Total cash and invested assets $3,482.2 $3,631.7 $3,703.9 100.00% 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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Investments, Life/Health Insurers, Bond Portfolio, 2015 (1)

(1) Long-term bonds with maturity dates over one year, as of December 31, 2015.

Source: NAIC data, sourced from S&P Global Market Intelligence, Insurance Information Institute.

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