Corporate Equities And Mutual Fund Shares Held by the Top 0.1% (99.9th to 100th Wealth Percentiles)
This dataset tracks corporate equities and mutual fund shares held by the top 0.1% (99.9th to 100th wealth percentiles) over time.
Latest Value
11092739.00
Year-over-Year Change
14.01%
Date Range
7/1/1989 - 1/1/2025
Summary
This trend measures the percentage of corporate equities and mutual fund shares held by the wealthiest 0.1% of U.S. households. 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 Top 0.1% metric tracks the share of these financial assets owned by the 99.9th to 100th wealth percentiles. This metric is widely used by economists and policymakers to analyze trends in wealth inequality.
Methodology
The data is calculated by the Federal Reserve based on household balance sheet and survey information.
Historical Context
Policymakers use this indicator to understand the distribution of financial assets and inform discussions around wealth inequality.
Key Facts
- The top 0.1% of U.S. households own over 20% of corporate equities and mutual fund shares.
- Wealth inequality has increased significantly in recent decades.
- Financial assets make up a large portion of wealth for the highest-income households.
FAQs
Q: What does this economic trend measure?
A: This trend measures the percentage of corporate equities and mutual fund shares held by the wealthiest 0.1% of U.S. households.
Q: Why is this trend relevant for users or analysts?
A: This metric provides important insights into wealth concentration and inequality at the top of the income distribution, which is a key area of interest for economists and policymakers.
Q: How is this data collected or calculated?
A: The data is calculated by the Federal Reserve based on household balance sheet and survey information.
Q: How is this trend used in economic policy?
A: Policymakers use this indicator to understand the distribution of financial assets and inform discussions around wealth inequality.
Q: Are there update delays or limitations?
A: The data is published quarterly with a lag, and may be subject to revisions based on updated household survey information.
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Citation
U.S. Federal Reserve, Corporate Equities And Mutual Fund Shares Held by the Top 0.1% (99.9th to 100th Wealth Percentiles) (WFRBLTP1232), retrieved from FRED.