Share of Corporate Equities and Mutual Fund Shares Held by the Top 1% (99th to 100th Wealth Percentiles)
This dataset tracks share of corporate equities and mutual fund shares held by the top 1% (99th to 100th wealth percentiles) over time.
Latest Value
49.80
Year-over-Year Change
-0.40%
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 top 1% of U.S. households by wealth. It provides insight into wealth concentration and inequality at the highest end 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 top 1% of households by wealth is a key metric for analyzing wealth inequality and the uneven distribution of financial assets in the United States. This data series is used by economists and policymakers to understand trends in wealth concentration and their potential implications.
Methodology
The data is calculated by the Federal Reserve based on the Survey of Consumer Finances.
Historical Context
This trend is relevant for assessing financial market participation and the distribution of investment capital across the population.
Key Facts
- The top 1% held 53.9% of corporate equities and mutual fund shares in 2019.
- Wealth inequality has increased significantly in the U.S. since the 1980s.
- Stock ownership is highly concentrated among the wealthiest households.
FAQs
Q: What does this economic trend measure?
A: This trend measures the share of corporate equities and mutual fund shares held by the top 1% of U.S. households by wealth.
Q: Why is this trend relevant for users or analysts?
A: This trend provides insight into wealth concentration and inequality at the highest end of the wealth distribution, which is important for understanding financial market participation and the uneven distribution of investment capital.
Q: How is this data collected or calculated?
A: The data is calculated by the Federal Reserve based on the Survey of Consumer Finances.
Q: How is this trend used in economic policy?
A: This trend is used by economists and policymakers to assess financial market participation and the distribution of investment capital across the population.
Q: Are there update delays or limitations?
A: The data is published periodically by the Federal Reserve, based on the Survey of Consumer Finances, which is conducted every three years.
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Citation
U.S. Federal Reserve, Share of Corporate Equities and Mutual Fund Shares Held by the Top 1% (99th to 100th Wealth Percentiles) (WFRBST01122), retrieved from FRED.