Corporate Equities And Mutual Fund Shares Held by the 99th to 99.9th Wealth Percentiles
This dataset tracks corporate equities and mutual fund shares held by the 99th to 99.9th wealth percentiles over time.
Latest Value
12150194.00
Year-over-Year Change
11.02%
Date Range
7/1/1989 - 1/1/2025
Summary
This economic trend measures the corporate equities and mutual fund shares held by the 99th to 99.9th wealth percentiles in the United States. It provides insights into wealth concentration at the top of the income distribution.
Analysis & Context
This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.
Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.
About This Dataset
The Corporate Equities And Mutual Fund Shares Held by the 99th to 99.9th Wealth Percentiles series tracks the value of financial assets owned by the wealthiest 0.9% of U.S. households. This metric is used by economists to analyze trends in wealth inequality and the distribution of financial resources.
Methodology
The data is collected and calculated by the Federal Reserve based on household balance sheet information.
Historical Context
This metric is relevant for policymakers and analysts studying the dynamics of wealth accumulation and distribution in the U.S. economy.
Key Facts
- The 99th to 99.9th wealth percentiles own over $20 trillion in corporate equities and mutual fund shares.
- Wealth concentration at the top has increased significantly in recent decades.
- The wealthiest 0.9% of U.S. households hold about 30% of all household net worth.
FAQs
Q: What does this economic trend measure?
A: This trend measures the value of corporate equities and mutual fund shares held by the 99th to 99.9th wealth percentiles in the United States.
Q: Why is this trend relevant for users or analysts?
A: This metric provides insights into wealth concentration at the top of the income distribution, which is a key area of interest for economists and policymakers studying inequality.
Q: How is this data collected or calculated?
A: The data is collected and calculated by the Federal Reserve based on household balance sheet information.
Q: How is this trend used in economic policy?
A: This metric is relevant for policymakers and analysts studying the dynamics of wealth accumulation and distribution in the U.S. economy.
Q: Are there update delays or limitations?
A: The data is published quarterly with a lag, and may be subject to revisions as new information becomes available.
Related News
U.S. Housing Leader Relies on Fed Amid Profit Challenges
Navigating the Impact of Federal Reserve Policies on a Leading S&P 500 Housing Company The Federal Reserve's decisions often hold the key to the economic direction of entire industries. As a prime example, consider how these policies affect a major S&P 500 housing company currently grappling with profit declines. This scenario underscores the critical role of Federal Reserve actions, including adjustments to the effective Federal Funds Rate, in shaping corporate strategies amid financial diffic
U.S. GDP Growth to Slow Due to Tariffs and Immigration Policies
How Tariffs and Immigration Policies Influence U.S. GDP Growth in 2025 The U.S. GDP is a fundamental gauge of the country's economic health. Recent forecasts have raised concerns about a GDP slowdown, suggesting that trade tariffs and lower immigration might be key factors. According to economic forecasts and OECD reports, these issues are becoming centers of focus. Trade policies and immigration rules heavily impact the economic prediction landscape. Challenged by decreasing GDP figures, trade
U.S. Stock Markets Hit Record Highs Amid Nvidia, OpenAI Partnership
Nvidia's OpenAI Partnership Excites U.S. Markets The unprecedented performance of the U.S. stock markets can be largely attributed to Nvidia's exciting partnership with OpenAI. This collaboration is not only setting new records for Nvidia shares but is also invigorating other tech stocks, leading to historic highs in indices like the Dow Jones, S&P 500, and Nasdaq. Record-high stocks signify significant investment opportunities, underscored by revolutionary artificial intelligence innovations.
U.S. Stocks Hit Records; Gold Surges, Bitcoin Declines
U.S. Stock Market Soars Amid Treasury Yield Concerns Despite ongoing global uncertainties, the U.S. stock market has defied expectations, setting unprecedented records this year. The surge of the stock indices reflects the market's buoyancy despite economic fluctuations. Major indicators like the Dow Jones, S&P 500, and Nasdaq have all reached new highs, signifying the resilience of equities in the current financial landscape. Meanwhile, gold prices have surged, reinforcing its status as a safe
Falling Mortgage Rates: Expert Advice for U.S. Homebuyers and Sellers
Expert Tips for Homebuyers and Sellers as Mortgage Rates Drop Mortgage rates are making headlines as they continue to decline, promising significant impacts on both homebuyers and sellers. These shifts in the real estate landscape invite a closer look at how adjustments in economic indicators, such as the federal funds rate and the 10-year treasury yield chart, are playing a part in this development. The U.S. housing market is reacting in intriguing ways, offering potential advantages for those
Federal Reserve's Interest Rate Policy and Economic Dissent
Interest Rate Debate: The Federal Reserve’s Dissent and Policy Implications The effective federal funds rate affects various aspects of daily life, including mortgage payments and savings returns. This rate forms the crux of economic policy overseen by the Federal Reserve, the entity responsible for adjusting interest rates to steer the U.S. economy. Currently, a range of opinions exists regarding these adjustments, as debates within the Federal Reserve persist about balancing inflation managem
Similar WFRBL99T Trends
Consumer Credit Held by the 99th to 99.9th Wealth Percentiles
WFRBL99T999202
Consumer Durables Held by the 99th to 99.9th Wealth Percentiles
WFRBL99T999203
Corporate And Foreign Bonds Held by the 99th to 99.9th Wealth Percentiles
WFRBL99T999204
Debt Securities Held by the 99th to 99.9th Wealth Percentiles
WFRBL99T999206
Deferred And Unpaid Life Insurance Premiums Held by the 99th to 99.9th Wealth Percentiles
WFRBL99T999207
Depository Institutions Loans N.E.C. Held by the 99th to 99.9th Wealth Percentiles
WFRBL99T999208
Citation
U.S. Federal Reserve, Corporate Equities And Mutual Fund Shares Held by the 99th to 99.9th Wealth Percentiles (WFRBL99T999205), retrieved from FRED.