AGO

Assured Guaranty

HARAM — SCREEN DOES NOT PASSstock

Is AGO Halal?

Financial guaranty company — facilitates riba bonds.

What You Should Know

Assured Guaranty provides financial-guaranty insurance, credit derivatives, reinsurance and asset management. Its December 2025 Form 10-K reports $12,176 million of assets, $1,704 million of long-term debt, $388 million of cash, approximately $7,396 million of interest-bearing securities and $1,110 million of revenue. Net investment income is $359 million (32.34% of revenue), and liquidity/assets is 63.93%, so the examined quantitative screens fail alongside the preserved qualitative riba-based business assessment.

⚠️ Concerns

  • Financial-guaranty insurance facilitates riba-bearing bonds
  • Liquidity/assets is 63.93%
  • Net investment income is 32.34% of revenue
  • Insurance and derivative contracts involve gharar

Current quantitative Sharia screen

Based on 10-K figures for the period ended 2025-12-31; calculated 2026-07-15.

USD · millions
Interest-bearing debt / assets
13.99%Within limit
Below 33.333% under FTSE Yasaar

1,704 / 12,176

Cash + interest-bearing securities / assets
63.93%Above limit
Below 33.333% under FTSE Yasaar

7,784 / 12,176

Receivables + cash / assets
3.62%Within limit
Below 50% under FTSE Yasaar

440.251 / 12,176

Non-compliant income / revenue
32.34%Above limit
No more than 5% under FTSE Yasaar

359 / 1,110

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Liquidity/assets is 63.93%, above 33.333%, and disclosed net investment income is 32.34%, above 5%; debt/assets is 13.99% and receivables-plus-cash/assets is 3.62%. The core financial-guaranty business also fails qualitatively.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Liquidity/assets is 63.93%, above the examined 33.33% limit; debt/assets is 13.99% and receivables-plus-cash/assets is 3.62%.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Fails
Overall
Fails

Liquidity/assets is 63.93%, above the examined 33% limit; debt/assets is 13.99%. This is not an official classification and the core business remains impermissible.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Fails

A licensed historical market-cap series is not stored; market-cap methods cannot cure the core financial-guaranty and interest-income failure.

Business-activity disclosure

Assured Guaranty provides financial-guaranty insurance, credit derivatives, reinsurance and asset management. The core business facilitates or invests in debt instruments and is classified as impermissible under the preserved qualitative assessment.

Limitation: The consolidated filing combines insurance, investment and vehicle activities; the prohibited-revenue numerator is conservatively set to total revenue rather than presented as an official Sharia classification.

Purification

Assured Guaranty discloses $359 million of net investment income, but the core business is financial-guaranty and investment activity and no scholar-approved purification percentage is inferred.

Inputs, assumptions and primary sources
  • Amounts are USD millions from Assured Guaranty's December 31, 2025 Form 10-K.
  • Long-term debt is $1.704 billion; the filing also discusses debt at holding companies and consolidated vehicles, so this parent balance-sheet input is not a complete group debt census.
  • Cash is $388 million. Interest-bearing securities include approximately $6.369 billion of available-for-sale fixed maturities, $0.124 billion of trading fixed maturities and $0.903 billion of short-term investments.
  • Premium receivable of $52.251 million is used as the disclosed receivable input; the consolidated filing presents additional insurance and VIE balances separately.
  • Annual total revenue is $1.110 billion and net investment income is $359 million. The conservative prohibited-revenue input treats total revenue as riba-facilitating financial-guaranty and asset-management activity; this is an analytical assumption, not an issuer classification.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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