Share of Corporate Equities And Mutual Fund Shares Held by the Top 0.1% (99.9th to 100th Wealth Percentiles)
This dataset tracks share of corporate equities and mutual fund shares held by the top 0.1% (99.9th to 100th wealth percentiles) over time.
Latest Value
23.80
Year-over-Year Change
1.28%
Date Range
7/1/1989 - 1/1/2025
Summary
Measures the proportion of corporate equities and mutual fund shares owned by the top 0.1% of wealth holders. Reveals critical insights into investment concentration.
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 ownership percentage of financial assets among the wealthiest households. Indicates investment and capital distribution patterns.
Methodology
Calculated using Federal Reserve financial asset ownership survey data.
Historical Context
Used in analyzing investment concentration and financial market dynamics.
Key Facts
- Highlights financial asset concentration trends
- Reflects investment ownership patterns
- Important indicator of capital distribution
FAQs
Q: What does this series represent?
A: Measures the percentage of corporate equities and mutual fund shares owned by the top 0.1% of wealth holders.
Q: Why is this economic indicator significant?
A: Reveals investment concentration and potential disparities in financial asset ownership across wealth groups.
Q: How frequently is this data collected?
A: Updated periodically through the Federal Reserve's comprehensive financial surveys.
Q: What can this data tell us about financial markets?
A: Provides insights into investment ownership patterns and potential wealth accumulation strategies.
Q: How does this relate to economic policy?
A: Informs discussions about investment accessibility and potential regulatory approaches to financial markets.
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Citation
U.S. Federal Reserve, Share of Corporate Equities And Mutual Fund Shares Held by the Top 0.1% (WFRBSTP1286), retrieved from FRED.