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.


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.