Financial Assets Held by the 90th to 99th Wealth Percentiles

This dataset tracks financial assets held by the 90th to 99th wealth percentiles over time.

Latest Value

45794209.00

Year-over-Year Change

9.13%

Date Range

7/1/1989 - 1/1/2025

Summary

Tracks financial assets for the upper-middle wealth segment. Provides critical insight into wealth distribution and economic stratification.

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

Measures financial assets held by households between the 90th and 99th wealth percentiles. Reveals economic positioning of upper-middle class.

Methodology

Calculated using Federal Reserve Survey of Consumer Finances data collection methods.

Historical Context

Used by policymakers to understand wealth concentration and economic mobility patterns.

Key Facts

  • Represents top 9% of wealth holders
  • Excludes top 1% of wealth distribution
  • Reflects upper-middle class financial positioning

FAQs

Q: What does this economic indicator measure?

A: Tracks financial assets for households between 90th and 99th wealth percentiles. Provides insight into upper-middle class wealth.

Q: How is this data collected?

A: Gathered through Federal Reserve's Survey of Consumer Finances. Conducted every three years.

Q: Why are these financial assets important?

A: Reveals economic opportunities and wealth concentration patterns. Helps understand economic mobility.

Q: How does this differ from total wealth data?

A: Focuses specifically on 9% below top 1%, offering more nuanced wealth distribution insights.

Q: How often is this data updated?

A: Typically updated every three years with the Survey of Consumer Finances.

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Citation

U.S. Federal Reserve, Financial Assets Held by the 90th to 99th Wealth Percentiles (WFRBLN09031), retrieved from FRED.