OECD Institutional Investors Statistics 2017
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OECD Institutional Investors Statistics 2017

Institutional investors (investment funds, insurance companies and pension funds) are major collectors of savings and suppliers of funds to financial markets. Their role as financial intermediaries and their impact on investment strategies have grown significantly over recent years along with deregulation and globalisation of financial markets.
This publication provides a unique set of statistics that reflect the level and structure of the financial assets and liabilities of institutional investors in the OECD countries (with the exception of Australia), and in Lithuania and the Russian Federation. Concepts and definitions are predominantly based on the System of National Accounts. Data are derived from national sources.

Data include outstanding amounts of financial assets and liabilities such as currency and deposits, securities, loans, and shares. When relevant, they are further broken down according to maturity and residency. The publication covers investment funds, of which open-end companies and closed-end companies, as well as insurance corporations and autonomous pension funds. Indicators are presented as percentages of GDP allowing for international comparisons, and at country level, both in national currency and as percentages of total financial assets of the investor. Time series display available data for the last eight years.

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Table 3 – Financial assets and liabilities of insurance corporations and pension funds: United States You or your institution have access to this content

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OECD Institutional Investors Statistics 2017 - © OECD 2017

United States
‌3Financial assets and liabilities of insurance corporations and pension funds
Billion USD
‌‌
‌2009‌
‌2010‌
‌2011‌
‌2012‌
‌2013‌
‌2014‌
‌2015‌
‌2016‌
Insurance corporations and pension funds
 
 
 
 
 
 
 
 
Financial net worth
412
 
556
 
778
 
821
 
590
 
725
 
637
 
664
 
Financial assets
19 629
 
21 495
 
22 211
 
23 433
 
24 910
 
25 964
 
26 225
 
27 406
 
Currency and deposits
146
 
153
 
161
 
175
 
170
 
188
 
193
 
202
 
Debt securities
6 173
 
6 657
 
7 077
 
7 475
 
7 518
 
8 042
 
8 010
 
8 414
 
Loans
528
 
522
 
536
 
550
 
566
 
601
 
642
 
682
 
Equity and investment fund shares
7 560
 
8 486
 
8 266
 
9 208
 
10 876
 
11 263
 
11 011
 
11 532
 
Equity
3 767
 
4 235
 
4 157
 
4 687
 
5 505
 
5 657
 
5 530
 
5 931
 
Investment fund shares
3 793
 
4 250
 
4 108
 
4 521
 
5 371
 
5 606
 
5 480
 
5 601
 
Money market fund shares
314
 
279
 
296
 
277
 
282
 
283
 
287
 
280
 
Non-Money market fund shares
3 479
 
3 971
 
3 812
 
4 244
 
5 088
 
5 323
 
5 194
 
5 321
 
Insurance pension and standardised guarantees
3 986
 
4 375
 
4 750
 
4 555
 
4 267
 
4 258
 
4 753
 
4 830
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
1 236
 
1 303
 
1 421
 
1 468
 
1 514
 
1 613
 
1 617
 
1 747
 
Financial liabilities
19 217
 
20 939
 
21 433
 
22 612
 
24 321
 
25 239
 
25 588
 
26 742
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
61
 
56
 
61
 
66
 
75
 
77
 
83
 
93
 
Short-term loans
61
 
56
 
61
 
66
 
75
 
77
 
83
 
93
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
570
 
639
 
587
 
584
 
646
 
691
 
663
 
759
 
Insurance pension and standardised guarantees
18 137
 
19 811
 
20 367
 
21 435
 
23 026
 
23 855
 
24 247
 
25 279
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
369
 
363
 
356
 
465
 
521
 
554
 
531
 
540
 
Non-financial assets
248
 
243
 
247
 
249
 
257
 
262
 
272
 
282
 
Insurance corporations
 
 
 
 
 
 
 
 
Financial net worth
553
 
699
 
925
 
982
 
772
 
917
 
814
 
839
 
Financial assets
6 448
 
6 941
 
7 284
 
7 667
 
7 935
 
8 365
 
8 294
 
8 672
 
Currency and deposits
78
 
84
 
85
 
98
 
83
 
94
 
100
 
96
 
Debt securities
3 459
 
3 730
 
4 007
 
4 128
 
4 040
 
4 278
 
4 219
 
4 435
 
Loans
487
 
478
 
495
 
511
 
530
 
562
 
605
 
644
 
Equity and investment fund shares
1 801
 
1 986
 
1 976
 
2 198
 
2 533
 
2 618
 
2 540
 
2 598
 
Equity
567
 
589
 
607
 
685
 
795
 
847
 
835
 
983
 
Investment fund shares
1 233
 
1 397
 
1 369
 
1 513
 
1 738
 
1 771
 
1 705
 
1 616
 
Money market fund shares
109
 
85
 
88
 
84
 
70
 
72
 
78
 
59
 
Non-Money market fund shares
1 124
 
1 313
 
1 281
 
1 429
 
1 668
 
1 699
 
1 627
 
1 557
 
Insurance pension and standardised guarantees
23
 
25
 
25
 
26
 
29
 
30
 
32
 
31
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
601
 
637
 
696
 
708
 
720
 
785
 
798
 
867
 
Financial liabilities
5 895
 
6 242
 
6 359
 
6 685
 
7 163
 
7 449
 
7 479
 
7 833
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
61
 
56
 
61
 
66
 
75
 
77
 
83
 
93
 
Short-term loans
61
 
56
 
61
 
66
 
75
 
77
 
83
 
93
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
570
 
639
 
587
 
584
 
646
 
691
 
663
 
759
 
Insurance pension and standardised guarantees
4 815
 
5 114
 
5 294
 
5 509
 
5 868
 
6 064
 
6 138
 
6 370
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
369
 
363
 
356
 
465
 
521
 
554
 
531
 
540
 
Non-financial assets
242
 
237
 
240
 
243
 
251
 
256
 
265
 
275
 
Pension funds
 
 
 
 
 
 
 
 
Financial net worth
-141
 
-143
 
-147
 
-161
 
-182
 
-192
 
-178
 
-175
 
Financial assets
13 181
 
14 554
 
14 927
 
15 765
 
16 976
 
17 598
 
17 931
 
18 734
 
Currency and deposits
68
 
68
 
76
 
77
 
87
 
94
 
93
 
106
 
Debt securities
2 714
 
2 927
 
3 070
 
3 348
 
3 478
 
3 764
 
3 791
 
3 979
 
Loans
41
 
44
 
41
 
40
 
36
 
39
 
37
 
38
 
Equity and investment fund shares
5 759
 
6 500
 
6 290
 
7 011
 
8 342
 
8 645
 
8 470
 
8 933
 
Equity
3 199
 
3 646
 
3 550
 
4 002
 
4 710
 
4 810
 
4 695
 
4 948
 
Investment fund shares
2 560
 
2 853
 
2 740
 
3 008
 
3 633
 
3 834
 
3 775
 
3 985
 
Money market fund shares
205
 
195
 
208
 
194
 
212
 
211
 
208
 
222
 
Non-Money market fund shares
2 355
 
2 659
 
2 532
 
2 815
 
3 420
 
3 624
 
3 567
 
3 764
 
Insurance pension and standardised guarantees
3 963
 
4 349
 
4 725
 
4 529
 
4 238
 
4 228
 
4 721
 
4 799
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
636
 
665
 
725
 
760
 
794
 
828
 
819
 
879
 
Financial liabilities
13 322
 
14 697
 
15 074
 
15 926
 
17 158
 
17 791
 
18 109
 
18 909
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
13 322
 
14 697
 
15 074
 
15 926
 
17 158
 
17 791
 
18 109
 
18 909
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-financial assets
6
 
6
 
6
 
7
 
7
 
7
 
7
 
7
 
..
Not available
Note: Detailed metadata at:http://metalinks.oecd.org/instinv/20170920/75e8
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Countries Covered:
United States
 
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