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Allianz Investment Portfolio 2016

Allianz - ip-170301-595-en

1 Effective 2016, fixed assets of renewable energy investments are disclosed. Prior year figures have been restated accordingly

2 Excluding real estate held for own use and real estate held for sale

3 Consolidated on Group level

Fixed Income Portfolio 2016

Allianz - fip-170301-595-en

1 Including U.S. agency MBS investments (EUR 4.6bn)

2 Including seasoned self-originated private retail loans and short-term deposits at banks

3 Excluding seasoned self-originated private retail loans

4 Mostly mutual funds and short-term investments

Equity Portfolio 2016

Allianz - ep-170301-595-en

1 Excl. equities designated at fair value through income (EUR 2.5bn)

2 Incl. private equity limited partnership funds (EUR 4.2bn) and mutual stock funds (EUR 2.7bn)

3 Diversified investment funds (EUR 3.0bn); private and unlisted equity (EUR 8.2bn)

Real Estate Portfolio (Market Value) 2016

Allianz - rep-170301-595-en

1 Market value of real estate assets including EUR 22.9bn directly held real estate assets (e.g., held for investment, held for own use) and EUR 9.5bn indirectly held real estate assets  (e.g., associates and joint ventures, available-for-sale investments). Net of minorities (EUR 0.3bn). Associates and joint ventures as well as available-for-sale indirectly held real estate investments are also part of the equity portfolio and fixed income portfolio

Investment

Ten Hudson Yards

  • EUR 400mn investment in office tower located in Manhattan's Hudson Yards
  • Largest contemporary real estate development project in the US

Thames Tideway Tunnel

  • EUR 540mn investment in the construction and operation of London's Thames Tideway Tunnel
  • New tunnel will significantly increase the capacity of the London sewerage network and will create a cleaner, healthier river for Londoners

Wind energy USA

  • EUR 250mn investments in onshore wind-farms located in Texas and New Mexico
  • EUR 400mn debt financing of onshore windfarm in Nebraska
Allianz - investments-170302-288
Allianz - ff-investments-2016-en-595-02

1 Excluding EUR 6.7bn of alternative assets held by OLB and Korea

2 Percentage change relative to 2015 excluding the effects from OLB and Korean life business

3 Market value of real estate assets including EUR 22.9bn directly held real estate assets (e.g., held for investment, held for own use) and EUR 9.5bn indirectly held real estate assets   (e.g., associates and joint ventures, available-for-sale investments). Net of minorities (EUR 0.3bn)

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