Share of Financial Assets Held by the 50th to 90th Wealth Percentiles
This dataset tracks share of financial assets held by the 50th to 90th wealth percentiles over time.
Latest Value
25.60
Year-over-Year Change
-1.54%
Date Range
7/1/1989 - 1/1/2025
Summary
Measures financial asset ownership for upper-middle wealth households. Provides crucial insights into wealth distribution and financial market participation.
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
Tracks financial asset holdings for households between the 50th and 90th wealth percentiles. Indicates middle-class investment and financial strategies.
Methodology
Calculated using Federal Reserve Survey of Consumer Finances comprehensive wealth data.
Historical Context
Critical for understanding financial market engagement and economic opportunity.
Key Facts
- Reflects middle-class financial asset ownership
- Indicates investment capacity of upper-middle households
- Valuable for understanding economic participation
FAQs
Q: What financial assets does this indicator cover?
A: Includes stocks, bonds, mutual funds, and other investable financial instruments for middle-income households.
Q: Why track financial asset ownership?
A: Provides insight into economic opportunity and financial market participation for middle-class households.
Q: How frequently is this data collected?
A: Updated approximately every three years through the Federal Reserve's comprehensive survey.
Q: What economic trends can this reveal?
A: Shows changes in investment patterns and financial accessibility for upper-middle-income groups.
Q: Are there potential data limitations?
A: Represents a specific moment in time and may not capture rapid economic or market changes.
Related News
U.S. Stock Markets Hit Record Highs Amid Nvidia, OpenAI Partnership
Nvidia's OpenAI Partnership Excites U.S. Markets The unprecedented performance of the U.S. stock markets can be largely attributed to Nvidia's exciting partnership with OpenAI. This collaboration is not only setting new records for Nvidia shares but is also invigorating other tech stocks, leading to historic highs in indices like the Dow Jones, S&P 500, and Nasdaq. Record-high stocks signify significant investment opportunities, underscored by revolutionary artificial intelligence innovations.
U.S. Stocks Hit Records; Gold Surges, Bitcoin Declines
U.S. Stock Market Soars Amid Treasury Yield Concerns Despite ongoing global uncertainties, the U.S. stock market has defied expectations, setting unprecedented records this year. The surge of the stock indices reflects the market's buoyancy despite economic fluctuations. Major indicators like the Dow Jones, S&P 500, and Nasdaq have all reached new highs, signifying the resilience of equities in the current financial landscape. Meanwhile, gold prices have surged, reinforcing its status as a safe
Unpredictability of Interest Rate Direction in the United States
Navigating the Unpredictability of Interest Rates Interest rates have turned into one of the most unpredictable elements in the American financial landscape. This unpredictability stems largely from the nuanced decisions of the Federal Reserve, often referred to as the Fed, whose policies ripple through financial markets, influencing borrowing costs for everyone from ambitious entrepreneurs to families securing mortgages. The web of economic indicators, which serves as the backbone for interest
U.S. Stocks Hit New Highs After Federal Reserve Meeting
S&P 500 Hits All-Time Highs Post-Federal Reserve Meeting The S&P 500 record high signifies a landmark achievement for the U.S. stock market, further amplified by recent financial developments. Following a pivotal Federal Reserve meeting, U.S. stocks hit new highs, with the S&P 500 performance, Dow Jones reaching new records, and Nasdaq soaring to a peak, collectively illustrating a robust market outlook. This surge reflects strong investor sentiment, with the Fed's policy announcements acting a
Impact of U.S. Treasury Yields Rise After Fed Rate Cut
The Impact of a Treasury Yield Rise on the U.S. Economy After a Fed Rate Cut The current rise in the 10-year Treasury bond rate has caught the attention of economists, investors, and policymakers alike. Treasury yields, particularly the 10-year Treasury bond rate, act as a key indicator of the economic outlook in the United States. They affect interest rates, the bond market, and expectations for inflation. Understanding their fluctuations can offer insight into financial markets and help guide
U.S. Housing Leader Relies on Fed Amid Profit Challenges
Navigating the Impact of Federal Reserve Policies on a Leading S&P 500 Housing Company The Federal Reserve's decisions often hold the key to the economic direction of entire industries. As a prime example, consider how these policies affect a major S&P 500 housing company currently grappling with profit declines. This scenario underscores the critical role of Federal Reserve actions, including adjustments to the effective Federal Funds Rate, in shaping corporate strategies amid financial diffic
Similar WFRBSN Trends
Share of Consumer Credit Held by the 50th to 90th Wealth Percentiles
WFRBSN40184
Share of Consumer Credit Held by the 90th to 99th Wealth Percentiles
WFRBSN09157
Share of Consumer Durables Held by the 50th to 90th Wealth Percentiles
WFRBSN40165
Share of Consumer Durables Held by the 90th to 99th Wealth Percentiles
WFRBSN09138
Share of Corporate and Foreign Bonds Held by the 50th to 90th Wealth Percentiles
WFRBSN40172
Share of Corporate and Foreign Bonds Held by the 90th to 99th Wealth Percentiles
WFRBSN09145
Citation
U.S. Federal Reserve, Share of Financial Assets Held by the 50th to 90th Wealth Percentiles (WFRBSN40166), retrieved from FRED.