In primele sase luni ale anului, fondurile de pensii au obtinut un randament mediu ponderat de 7%, echivalent cu performanta investitionala de 14%, potrivit calculelor Aociatiei pentru Pensiile Administrate Privat din Romania (APAPR). Raportul APAPR indica faptul ca fondurile de pensii private obligatorii (Pilonul II) au obtinut un randament investitional de 7,04%, in timp ce fondurile de pensii private facultative (Pilonul III) au avut un randament investitional de 6,94%.
Investitiile facute de fondurile de pensii au fost facute in proportie de peste 90% pe instrumente cu venit fix si risc redus, expunerea pe actiuni si alte instrumente volatile fiind foarte redusa in primul semestru al anului.
| Situatia de pe piata de pensii private obligatorii (Pilonul II) la finele lunii iunie 2009 | ||||||
| Loc | Administrator (fond) | Numar total aderenti | Cota de piata (%) | Participanti cu contributii | Conturi ramase goale* | Conturi goale in total aderenti (%) |
| 1 | ING (ING) | 1586081 | 33.2% | 1475617 | 110464 | 7.0% |
| 2 | ALLIANZ-TIRIAC (Viitorul tau) | 1219498 | 25.5% | 1114790 | 104708 | 8.6% |
| 3 | GENERALI (Aripi) | 451723 | 9.5% | 404998 | 46725 | 10.3% |
| 4 | AVIVA (Pensia viva) | 349129 | 7.3% | 307913 | 41216 | 11.8% |
| 5 | EUREKO (Eureko) | 326916 | 6.8% | 290837 | 36079 | 11.0% |
| 6 | AIG (AIG) | 296504 | 6.2% | 275900 | 20604 | 6.9% |
| 7 | BCR (BCR) | 159246 | 3.3% | 145895 | 13351 | 8.4% |
| 8 | AEGON (Vital) | 149836 | 3.1% | 130820 | 19016 | 12.7% |
| 9 | BRD (BRD) | 112912 | 2.4% | 103830 | 9082 | 8.0% |
| 10 | OMNIASIG (Omniforte) | 70305 | 1.5% | 62615 | 7690 | 10.9% |
| 11 | OTP (OTP) | 22937 | 0.5% | 20471 | 2466 | 10.8% |
| 12 | PRIMA PENSIE (Prima pensie) | 22150 | 0.5% | 17788 | 4362 | 19.7% |
| 13 | KD (KD) | 8316 | 0.2% | 7104 | 1212 | 14.6% |
| TOTAL | 4775553 | 100% | 4358578 | 416975 | 8.7% | |
| * conturi ramase goale (fara nicio contributie virata) dupa 12 viramente lunare | ||||||
| Loc | Administrator (fond) | Active nete (mil. RON) | Active nete (mil. EUR) | Cota de piata (%) | Unitatea de fond (RON) | |
| 1 | ING (ING) | 613.4 | 145.8 | 39.0% | 11.8100 | |
| 2 | ALLIANZ-TIRIAC (Viitorul tau) | 372.3 | 88.5 | 23.7% | 11.4058 | |
| 3 | GENERALI (Aripi) | 124.7 | 29.6 | 7.9% | 11.1523 | |
| 4 | AIG (AIG) | 113.5 | 27.0 | 7.2% | 11.4677 | |
| 5 | AVIVA (Pensia viva) | 104.8 | 24.9 | 6.7% | 10.7953 | |
| 6 | EUREKO (Eureko) | 84.1 | 20.0 | 5.3% | 11.1540 | |
| 7 | BCR (BCR) | 49.0 | 11.6 | 3.1% | 10.9840 | |
| 8 | AEGON (Vital) | 42.9 | 10.2 | 2.7% | 11.4004 | |
| 9 | BRD (BRD) | 38.4 | 9.1 | 2.4% | 10.6901 | |
| 10 | OMNIASIG (Omniforte) | 17.6 | 4.2 | 1.1% | 10.8628 | |
| 11 | OTP (OTP) | 6.4 | 1.5 | 0.4% | 10.6371 | |
| 12 | PRIMA PENSIE (Prima pensie) | 4.2 | 1.0 | 0.3% | 10.1629 | |
| 13 | KD (KD) | 2.2 | 0.5 | 0.1% | 10.8120 | |
| TOTAL | 1573.6 | 374.1 | 100% | 11.4496 | ||
| Situatia de pe piata de pensii private facultative (Pilonul III) la finele lunii iunie 2009 | ||||||
| Loc | Fond (administrator) | Participanti | Cota de piata (%) | Active nete (mil. RON) | Cota de piata (%) | Unitatea de fond (RON) |
| 1 | ING Optim (ING Viata) | 44587 | 26.3% | 36.2 | 25.9% | 12.0501 |
| 2 | BCR Prudent (BCR Viata) | 42859 | 25.3% | 32.7 | 23.4% | 11.1117 |
| 3 | AZT Moderato (AZT PP) | 25713 | 15.2% | 21.7 | 15.5% | 10.6488 |
| 4 | ING Clasic (ING Viata) | 22064 | 13.0% | 21.2 | 15.2% | 11.7400 |
| 5 | AZT Vivace (AZT PP) | 17183 | 10.1% | 11.7 | 8.3% | 10.2406 |
| 6 | Pensia mea (Aviva Viata) | 9301 | 5.5% | 8.8 | 6.3% | 10.6173 |
| 7 | Raiffeisen Acumulare (RAM) | 6101 | 3.6% | 7.0 | 5.0% | 11.0242 |
| 8 | Eureko Confort (Eureko Pensii) | 1027 | 0.6% | 0.1 | 0.1% | 7.6303 |
| 9 | OTP Strateg (OTP Garancia) | 324 | 0.2% | 0.2 | 0.1% | 8.5603 |
| 10 | Moderat (Asirom Concordia) | 249 | 0.1% | 0.2 | 0.1% | 11.5538 |
| 11 | Stabil (Generali Pensii) | 201 | 0.1% | 0.0 | 0.0% | 10.2188 |
| TOTAL | 169609 | 100% | 139.8 | 100% | 11.2640 | |
| Sursa: APAPR, pe baza datelor CSSPP si CNPAS |