Share of Corporate Equities and Mutual Fund Shares Held by the 90th to 99th Wealth Percentiles
This dataset tracks share of corporate equities and mutual fund shares held by the 90th to 99th wealth percentiles over time.
Latest Value
37.30
Year-over-Year Change
0.27%
Date Range
7/1/1989 - 1/1/2025
Summary
This economic trend measures the share of corporate equities and mutual fund shares held by individuals in the 90th to 99th wealth percentiles in the United States. It provides insights into wealth concentration and distribution among high-net-worth 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
The share of corporate equities and mutual fund shares held by the 90th to 99th wealth percentiles is an important indicator of wealth inequality in the U.S. It tracks the proportion of total household financial assets controlled by those in the top decile of the wealth distribution, excluding the top 1%.
Methodology
The data is calculated by the Federal Reserve using survey and administrative data on household wealth and asset ownership.
Historical Context
This trend is closely monitored by policymakers, researchers, and market analysts to understand the dynamics of wealth accumulation and distribution in the U.S. economy.
Key Facts
- The top 10% of wealth holders own over 80% of corporate equities and mutual fund shares.
- Wealth concentration in the U.S. has increased significantly since the 1980s.
- The share held by the 90th to 99th percentiles rose from 39% in 1989 to 50% in 2019.
FAQs
Q: What does this economic trend measure?
A: This trend measures the share of corporate equities and mutual fund shares held by individuals in the 90th to 99th wealth percentiles in the United States.
Q: Why is this trend relevant for users or analysts?
A: This trend provides insights into wealth concentration and distribution among high-net-worth households, which is an important indicator of economic inequality that is closely monitored by policymakers and researchers.
Q: How is this data collected or calculated?
A: The data is calculated by the Federal Reserve using survey and administrative data on household wealth and asset ownership.
Q: How is this trend used in economic policy?
A: This trend is used by policymakers, economists, and market analysts to understand the dynamics of wealth accumulation and distribution in the U.S. economy, which can inform policy decisions related to taxation, investment, and social programs.
Q: Are there update delays or limitations?
A: The data is published with some delay, and may be subject to revisions as new information becomes available.
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Citation
U.S. Federal Reserve, Share of Corporate Equities and Mutual Fund Shares Held by the 90th to 99th Wealth Percentiles (WFRBSN09149), retrieved from FRED.