Corporate Equities and Mutual Fund Shares Held by the 90th to 99th Wealth Percentiles
This dataset tracks corporate equities and mutual fund shares held by the 90th to 99th wealth percentiles over time.
Latest Value
17431129.00
Year-over-Year Change
13.36%
Date Range
7/1/1989 - 1/1/2025
Summary
Tracks financial asset ownership among upper-middle wealth percentiles. Provides insight into wealth distribution and investment patterns of affluent households.
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 corporate equities and mutual fund share holdings for households between 90th and 99th wealth percentiles. Indicates investment concentration among upper-income groups.
Methodology
Data collected through Federal Reserve Survey of Consumer Finances and financial account sampling.
Historical Context
Used by economists to analyze wealth inequality and investment behavior trends.
Key Facts
- Represents upper-middle wealth investment holdings
- Reflects concentrated asset ownership patterns
- Important indicator of economic stratification
FAQs
Q: What does this economic indicator measure?
A: Tracks corporate equity and mutual fund investments for households in 90th-99th wealth percentiles. Reveals investment patterns of upper-middle wealth groups.
Q: Why are these wealth percentiles significant?
A: They represent affluent households with substantial investment capabilities. Provide insights into wealth concentration and investment strategies.
Q: How often is this data updated?
A: Typically updated annually through the Federal Reserve's Survey of Consumer Finances.
Q: What can this data tell economists?
A: Reveals investment behaviors, wealth distribution patterns, and economic stratification among upper-income households.
Q: How does this differ from total wealth holdings?
A: Focuses specifically on 90th-99th percentiles, excluding top 1% and lower wealth groups.
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Citation
U.S. Federal Reserve, Corporate Equities and Mutual Fund Shares Held by the 90th to 99th Wealth Percentiles (WFRBLN09041), retrieved from FRED.