First Quarter 2015 Investment Review

This quarterly snapshot from TRUST Mutual Funds shows total investments at credit unions increased $14 billion since year-end 2014.
Kevin Heal

As of March 31, 2015, credit unions held more than $370 billion in investments. As the chart below shows, total investments at credit unions increased $14 billion from the year-end 2014 total of $356 billion.


Total assets of credit unions are at an all-time high of $1.17 trillion. The industry’s loan-to-share ratio decreased slightly, falling from 75% in the fourth quarter of 2014 to 73% in the first quarter of 2015.

The seasonal pattern of increased liquidity which is fueled by tax refund and bonus payment deposits outpacing loan growth underpinned the first quarter bump in investments.

Find out more in this quarterly investment review, which enables readers to:

  • Benchmark a credit union’s investment yield versus the industry.
  • Compare a credit union’s portfolio composition against the industry.
  • Track how new investment dollars are being allocated.

Download a complimentary copy of the quarterly investment review today.


May 19, 2015

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