Share of Corporate Equities And Mutual Fund Shares Held by the 99th to 99.9th Wealth Percentiles
This dataset tracks share of corporate equities and mutual fund shares held by the 99th to 99.9th wealth percentiles over time.
Latest Value
26.00
Year-over-Year Change
-1.89%
Date Range
7/1/1989 - 1/1/2025
Summary
This economic trend measures the share of 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 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 share of corporate equities and mutual fund shares held by the 99th to 99.9th wealth percentiles is an important indicator of wealth inequality. It helps economists and policymakers understand how economic gains are distributed across the population.
Methodology
The data is calculated by the Federal Reserve using survey responses and administrative records.
Historical Context
This trend is used to inform policy discussions around taxation, redistribution, and financial regulation.
Key Facts
- The top 0.1% of wealth holders own about 20% of all U.S. wealth.
- Wealth inequality has increased significantly in the U.S. since the 1980s.
- The share of equities and mutual funds held by the 99th-99.9th percentiles has risen from around 35% in 1989 to over 50% today.
FAQs
Q: What does this economic trend measure?
A: This trend measures the share 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 trend provides important insights into wealth inequality and how economic gains are distributed at the top of the wealth distribution.
Q: How is this data collected or calculated?
A: The data is calculated by the Federal Reserve using survey responses and administrative records.
Q: How is this trend used in economic policy?
A: This trend informs policy discussions around taxation, redistribution, and financial regulation.
Q: Are there update delays or limitations?
A: The data is updated periodically by the Federal Reserve, but there may be lags in availability.
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Citation
U.S. Federal Reserve, Share of Corporate Equities And Mutual Fund Shares Held by the 99th to 99.9th Wealth Percentiles (WFRBS99T999259), retrieved from FRED.