Investments of institutional investors 1996 - 2014

Investments of institutional investors 1996 - 2014

Institutional investors Periods Investments Total investments (mld euro) Investments Direct property (mld euro) Investments Mortgage loans (mld euro) Investments Shares and other equity Total shares and other equity (mld euro) Investments Bonds, short-term sec. other than shares (mld euro) Investments Financial derivatives (mld euro) Investments Long-term loans (mld euro) Investments Other investments (mld euro) Investments, relative Direct property (%) Investments, relative Mortgage loans (%) Investments, relative Shares and other equity Total shares and other equity (%) Investments, relative Bonds, short-term sec. other than shares (%) Investments, relative Financial derivatives (%) Investments, relative Long-term loans (%) Investments, relative Other investments (%)
Total institutional investors 2013 2nd quarter* 1,813.9 45.2 48.1 936.9 594.6 42.8 38.9 107.4 2.5 2.7 51.6 32.8 2.4 2.1 5.9
Total institutional investors 2013 3rd quarter* 1,846.1 44.7 49.2 968.4 597.8 39.1 39.9 106.9 2.4 2.7 52.5 32.4 2.1 2.2 5.8
Total institutional investors 2013 4th quarter* 1,868.3 42.9 54.1 996.7 600.4 32.2 39.3 102.7 2.3 2.9 53.4 32.1 1.7 2.1 5.5
Total institutional investors 2014 1st quarter* 1,944.1 42.5 54.7 1,034.3 619.5 44.1 40.0 108.8 2.2 2.8 53.2 31.9 2.3 2.1 5.6
Pension funds 2013 2nd quarter* 941.2 9.1 10.8 585.1 257.2 31.3 4.6 43.1 1.0 1.2 62.2 27.3 3.3 0.5 4.6
Pension funds 2013 3rd quarter* 951.5 9.1 10.7 598.2 259.9 28.7 4.1 40.9 1.0 1.1 62.9 27.3 3.0 0.4 4.3
Pension funds 2013 4th quarter* 968.0 8.6 10.5 615.6 263.4 24.2 3.7 42.0 0.9 1.1 63.6 27.2 2.5 0.4 4.3
Pension funds 2014 1st quarter* 1,017.6 8.4 10.4 640.8 278.1 34.2 3.6 42.1 0.8 1.0 63.0 27.3 3.4 0.4 4.1
Insurance corporations 2013 2nd quarter* 439.2 11.0 36.9 117.9 200.8 10.6 27.3 34.8 2.5 8.4 26.8 45.7 2.4 6.2 7.9
Insurance corporations 2013 3rd quarter* 437.2 11.0 37.8 130.0 188.8 9.2 28.5 31.9 2.5 8.7 29.7 43.2 2.1 6.5 7.3
Insurance corporations 2013 4th quarter* 434.5 11.0 42.2 132.0 184.7 7.4 28.4 28.9 2.5 9.7 30.4 42.5 1.7 6.5 6.6
Insurance corporations 2014 1st quarter* 441.0 11.1 42.6 130.0 186.5 9.7 28.5 32.6 2.5 9.7 29.5 42.3 2.2 6.5 7.4
Investment funds 2013 2nd quarter* 433.5 25.1 0.4 233.9 136.6 0.9 6.9 29.6 5.8 0.1 54.0 31.5 0.2 1.6 6.8
Investment funds 2013 3rd quarter* 457.4 24.6 0.7 240.2 149.1 1.3 7.3 34.2 5.4 0.1 52.5 32.6 0.3 1.6 7.5
Investment funds 2013 4th quarter* 465.8 23.2 1.4 249.1 152.3 0.6 7.2 31.9 5.0 0.3 53.5 32.7 0.1 1.5 6.8
Investment funds 2014 1st quarter* 485.5 23.0 1.7 263.5 154.9 0.2 8.0 34.2 4.7 0.3 54.3 31.9 0.0 1.6 7.0
Source: CBS.
Explanation of symbols

Table description


This table covers investments of institutional investors with a breakdown by type of investment. It enables analysing on a quarterly basis shifts over time in the investment portfolio of institutional investors. This is possible for the total of institutional investors, and for each of the three groups: pension funds, insurance corporations and investment funds.

Data available from:
Yearly figures from 1996 to 2013, quarterly figures from 2005 to 2014.

Status of the figures:
The figures in this table are up to 2010 definitive, figures for 2011 are revised provisional figures and figures for 2012, 2013 and the first quarter of 2014 are provisional. Because this table is discontinued, figures will not be updated anymore.

Changes as of 10 October 2014:
None, this table is discontinued.

When will new figures be published?
Not applicable anymore.
This table is replaced by table Investments of institutional investors. See paragraph 3.

Description topics

Investments
Total investments
Direct property
Direct property consists of residential buildings, offices and shops, rural estates (land, grounds, farms, nature reserves, building lands), other domestic direct property (parking lots, factory buildings, holiday parks).
Mortgage loans
Loans secured by property.
Shares and other equity
These financial assets represent property rights to corporations.
Total shares and other equity
Bonds, short-term sec. other than shares
Bonds and short-term securities other than shares.
Bonds: Securities other than shares with a maturity of at least 1 year.
Bonds with a fixed interest rate are more common, but floating rate notes and zero-coupon bonds do occur.
Short-term securities other than shares: Securities other than shares with a maturity of 1 year at the most. Some examples are: Dutch treasury certificates, certificates of deposit, commercial paper.
Financial derivatives
Financial instruments based on other assets, indices, events or values (known as the underlying assets) aimed at either reducing risks or for speculative reasons. Rather than trading or exchanging the underlying asset itself, derivative traders enter into an agreement to exchange cash or assets over time based on the underlying asset. Only instruments with a market value are counted as derivatives, this means they are marketable or compensation is possible. Examples of derivatives are options, warrants futures, swaps, and forward rate agreements. The underlying assets, the margin payment and non-marketable financial instruments are not included.
As financial derivatives are booked net, i.e. assets minus debts, the result may be negative.
Long-term loans
Loans with a maturity of at least 1 year excluding mortgage loans.
Other investments
Short-term loans, deposits and currency and transferable deposits.
Short-term loans are loans with a maturity of 1 year at the most. Some examples are: overnight loans, advance loans, current accounts.
Short-term assets on monetary financial institutions (institutions that receive currency and deposits, and because of that are decisive for the magnitude of money) are classified as deposits, not as loans.
Deposits: non-transferable deposits with monetary financial institutions.
These deposits cannot be used to make payments. Currency and transferable deposits: Currency (notes and coins) and transferable deposits with monetary financial institutions.
Investments, relative
Direct property
Direct property consists of residential buildings, offices and shops, rural estates (land, grounds, farms, nature reserves, building lands), other domestic direct property (parking lots, factory buildings, holiday parks).
Mortgage loans
Loans secured by property.
Shares and other equity
These financial assets represent property rights to corporations.
Total shares and other equity
Bonds, short-term sec. other than shares
Bonds and short-term securities other than shares.
Bonds: Securities other than shares with a maturity of at least 1 year.
Bonds with a fixed interest rate are more common, but floating rate notes and zero-coupon bonds do occur.
Short-term securities other than shares: Securities other than shares with a maturity of 1 year at the most. Some examples are: Dutch treasury certificates, certificates of deposit, commercial paper.
Financial derivatives
Financial instruments based on other assets, indices, events or values (known as the underlying assets) aimed at either reducing risks or for speculative reasons. Rather than trading or exchanging the underlying asset itself, derivative traders enter into an agreement to exchange cash or assets over time based on the underlying asset. Only instruments with a market value are counted as derivatives, this means they are marketable or compensation is possible. Examples of derivatives are options, warrants futures, swaps, and forward rate agreements. The underlying assets, the margin payment and non-marketable financial instruments are not included.
As financial derivatives are booked net, i.e. assets minus debts, the result may be negative.
Long-term loans
Loans with a maturity of at least 1 year excluding mortgage loans.
Other investments
Short-term loans, deposits and currency and transferable deposits.
Short-term loans are loans with a maturity of 1 year at the most. Some examples are: overnight loans, advance loans, current accounts.
Short-term assets on monetary financial institutions (institutions that receive currency and deposits, and because of that are decisive for the magnitude of money) are classified as deposits, not as loans.
Deposits: non-transferable deposits with monetary financial institutions.
These deposits cannot be used to make payments. Currency and transferable deposits: Currency (notes and coins) and transferable deposits with monetary financial institutions.