Eignasamsetning
Verðbréfaeignir tryggingadeildar Stapa lífeyrissjóðs í árslok 2024, metnar á markaðsvirði, námu tæplega 416 mö. kr. samanborið við rúmlega 367 ma. kr. í árslok 2023.
|
Eignir í árslok |
Hlutfall í árslok 2024 |
Eignir í árslok |
Hlutfall í árslok 2023 | |
| Ríkisskuldabréf | 48,2 | 12% | 44,4 | 12% |
| Önnur markaðsskuldabréf | 88,5 | 21% | 81,0 | 22% |
| Veðskuldabréf og fasteignir | 33,9 | 8% | 25,8 | 7% |
| Innlend hlutabréf | 72,2 | 17% | 64,2 | 18% |
| Erlend skuldabréf | 20,0 | 5% | 16,6 | 5% |
| Erlend hlutabréf | 126,7 | 31% | 112,0 | 31% |
| Sérhæfðar erl. fjárfest. | 19,0 | 5% | 18,4 | 5% |
| Skammtímabréf og innlán | 7,2 | 2% | 4,9 | 1% |
| Samtals | 415,8 | 100% | 367,2 | 100% |
Eignasamsetning Stapa 31.03.2025*
Eignastýring Stapa lífeyrissjóðs mótast af fjárfestingarstefnu sjóðsins sem er ákvörðuð árlega af stjórn. Markmið sjóðsins er að ná sem bestri ávöxtun að teknu tilliti til ásættanlegrar áhættutöku á hverjum tíma.
Upplýsingar um eignasamsetningu deilda eru uppfærðar mánaðarlega.
* Upplýsingar vegna ársins 2025 eru birtar eftir deildum miðað við óendurskoðað uppgjör sjóðsins og fyrirvara um innsláttarvillur.
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