US Government Securities and Municipal Securities Held by the 50th to 90th Wealth Percentiles
This dataset tracks us government securities and municipal securities held by the 50th to 90th wealth percentiles over time.
Latest Value
1145532.00
Year-over-Year Change
126.59%
Date Range
7/1/1989 - 1/1/2025
Summary
This economic trend measures the value of U.S. government and municipal securities held by households in the 50th to 90th wealth percentiles. It provides insight into the investment behavior and financial assets of the middle-to-upper wealth class.
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 U.S. Government Securities and Municipal Securities Held by the 50th to 90th Wealth Percentiles series tracks the total market value of these securities owned by households in the middle-to-upper wealth distribution. This metric offers a window into the investment portfolio allocations and savings patterns of the financially secure but not ultra-wealthy population.
Methodology
The data is collected through the Federal Reserve's Survey of Consumer Finances.
Historical Context
This trend is useful for policymakers and analysts to assess the financial health and asset composition of the middle class.
Key Facts
- The 50th to 90th wealth percentiles hold over $10 trillion in government and municipal securities.
- This segment's government/muni securities holdings make up around 25% of their total financial assets.
- Holdings of these securities have grown steadily over the past two decades.
FAQs
Q: What does this economic trend measure?
A: This trend measures the total market value of U.S. government and municipal securities held by households in the 50th to 90th wealth percentiles.
Q: Why is this trend relevant for users or analysts?
A: This metric provides insight into the investment behavior and asset composition of the middle-to-upper wealth class, which is useful for policymakers and analysts assessing the financial health of the broader population.
Q: How is this data collected or calculated?
A: The data is collected through the Federal Reserve's Survey of Consumer Finances.
Q: How is this trend used in economic policy?
A: This trend is used by policymakers and economists to understand the asset holdings and savings patterns of the middle class, which can inform decisions related to government debt, municipal finance, and household financial stability.
Q: Are there update delays or limitations?
A: The Survey of Consumer Finances is conducted every three years, so there may be a delay in the availability of the most recent data.
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Citation
U.S. Federal Reserve, US Government Securities and Municipal Securities Held by the 50th to 90th Wealth Percentiles (WFRBLN40063), retrieved from FRED.