Current Table

HOLDINGS OF U.S. CORPORATE EQUITIES, 2007-2011 (1)
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($ billions, market value, end of year)

  2007 2008 2009 2010 2011 Percent change, 2007-2011
Total $25,580.9 $15,640.5 $20,123.2 $23,249.5 $22,522.2 -12.0%
Household sector 9,614.8 5,742.5 7,397.6 8,579.2 8,356.8 -13.1
State and local governments 108.0 82.1 117.7 109.9 106.7 -1.2
Federal government 0.0 188.7 67.4 49.9 57.5 NA
Rest of the world (2) 2,812.2 1,806.6 2,477.2 2,926.1 2,948.1 4.8
Monetary authority 0.0 0.0 25.1 26.4 0.0 NA
U.S.-chartered depository institutions (3) 88.8 33.8 63.6 73.6 67.4 -24.1
Foreign banking offices in U.S. 0.0 0.0 0.0 0.1 0.0 NA
Property/casualty insurance companies 236.2 193.3 219.8 219.2 224.4 -5.0
Life insurance companies 1,464.6 1,001.7 1,208.5 1,402.6 1,443.0 -1.5
Private pension funds 2,673.3 1,599.7 1,835.7 2,081.1 2,004.6 -25.0
State and local govt retirement funds 2,013.7 1,237.9 1,549.8 1,782.5 1,690.6 -16.0
Federal govt retirement funds 149.1 85.6 119.4 143.7 137.7 -7.6
Mutual funds 5,476.9 3,014.1 4,136.2 4,762.7 4,427.2 -19.2
Closed-end funds 144.9 71.3 86.0 95.1 93.8 -35.3
Exchange-traded funds 573.7 473.9 669.9 853.9 863.5 50.5
Brokers and dealers 224.8 109.2 124.2 117.2 100.9 -55.1
Funding corporations 0.0 0.0 25.1 26.4 0.0 NA

(1) Excludes open-end mutual fund shares.
(2) Holdings of U.S. issues by foreign residents.
(3) Includes savings banks and commercial banks.

NA=Not applicable.

Source: Board of Governors of the Federal Reserve System, June 7, 2012.

 

Archived Tables

HOLDINGS OF U.S. CORPORATE EQUITIES, 2004-2008 (1)
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($ billions, market value, end of year)

  2004 2005 2006 2007 2008 Percent change
2004-2008
Total $18,947.1 $20,642.7 $24,066.3 $25,218.4 $15,398.2 -18.7%
Household sector 7,491.0 7,999.5 9,196.4 9,167.9 5,496.6 -26.6
State and local governments 90.0 96.8 106.0 112.7 83.1 -7.7
Federal government 0.0 0.0 0.0 0.0 188.4 NA
Rest of the world (2 1,904.6 2,039.1 2,472.2 2,750.4 1,807.8 -5.1
Commercial banking 20.3 24.1 35.3 41.5 3.5 -82.8
Savings institutions 28.2 26.2 24.9 25.3 22.7 -19.5
Property/casualty insurance companies 196.6 199.5 227.0 236.2 193.2 -1.7
Life insurance companies 1,053.9 1,161.8 1,364.8 1,464.6 967.8 -8.2
Private pension funds 2,338.5 2,541.7 2,874.8 2,863.3 1,664.7 -28.8
State and local govt retirement funds 1,600.9 1,715.8 1,926.3 1,985.9 1,211.8 -24.3
Federal govt retirement funds 99.2 112.6 138.1 149.1 85.6 -13.7
Mutual funds 3,693.6 4,175.7 4,989.6 5,476.9 3,014.1 -18.4
Closed-end funds 82.3 105.6 122.5 146.2 75.7 -8.0
Exchange-traded funds 219.0 285.8 402.0 573.7 473.9 116.4
Brokers and dealers 129.1 158.3 186.4 224.8 109.2 -15.4

(1) Excludes open-end mutual fund shares.
(2) Holdings of U.S. issues by foreign residents.

NA=Not applicable.

 

Source: Board of Governors of the Federal Reserve System, June 11, 2009.

 
HOLDINGS OF U.S. CORPORATE EQUITIES, 2005-2009 (1)
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($ billions, market value, end of year)

  2005 2006 2007 2008 2009 Percent change
2005-2009
Total   $20,636.1 $24,339.3 $25,576.5 $15,780.8 $20,227.6 -2.0%
Household sector   8,093.0 9,643.7 9,626.4 5,913.5 7,463.9 -7.8
State and local governments 96.8 106.0 112.7 80.7 108.4 12.0
Federal government 0.0 0.0 0.0 188.7 67.4 NA
Rest of the world (2)  2,039.1 2,448.1 2,812.2 1,777.3 2,464.8 20.9
Monetary authority 0.0 0.0 0.0 0.0 25.1 NA
Commercial banking   24.1 35.3 41.5 6.7 30.3 25.7
Savings institutions   26.2 24.9 25.3 22.7 22.2 -15.3
Property/casualty insurance companies  199.5 227.0 236.2 193.3 219.8 10.2
Life insurance companies   1,161.8 1,364.8 1,464.6 1,001.7 1,256.3 8.1
Private pension funds   2,441.7 2,724.8 2,673.3 1,599.7 1,835.7 -24.8
State and local govt retirement funds   1,715.8 1,926.1 2,013.7 1,237.9 1,566.5 -8.7
Federal govt retirement funds   112.6 138.1 149.1 85.6 119.4 6.0
Mutual funds   4,175.7 4,989.6 5,476.9 3,014.1 4,136.2 -0.9
Closed-end funds   105.6 122.5 146.2 75.7 92.4 -12.5
Exchange-traded funds   285.8 402.0 573.7 473.9 669.9 134.4
Brokers and dealers   158.3 186.4 224.8 109.2 124.2 -21.5
Funding corporations 0.0 0.0 0.0 0.0 25.1 NA

(1) Excludes open-end mutual fund shares.
(2) Holdings of U.S. issues by foreign residents.

NA=Not applicable.

Source: Board of Governors of the Federal Reserve System, June 10, 2010.

 
HOLDINGS OF U.S. CORPORATE EQUITIES, 2006-2010 (1)
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($ billions, market value, end of year)

   2006 2007 2008 2009 2010 Percent change,
2006-2010
Total $24,339.3 $25,576.0 $15,638.1 $20,101.4 $22,961.6 -5.7%
Household sector 9,643.7 9,627.0 5,738.8 7,429.3 8,239.9 -14.6
State and local governments 106.0 111.6 86.2 122.3 115.1 8.6
Federal government 0.0 0.0 188.7 67.3 41.3 NA
Rest of the world (2) 2,448.1 2,812.2 1,806.7 2,427.9 3,071.3 25.5
Monetary authority 0.0 0.0 0.0 25.1 26.4 NA
Commercial banking 35.3 41.5 6.7 30.3 38.2 8.2
Savings institutions 24.9 25.3 22.7 22.2 19.7 -20.9
Property/casualty insurance companies 227.0 236.2 193.3 219.8 219.2 -3.4
Life insurance companies 1,364.8 1,464.6 1,001.7 1,208.5 1,402.6 2.8
Private pension funds 2,724.8 2,673.3 1,599.7 1,835.7 2,012.3 -26.1
State and local govt retirement funds 1,926.1 2,013.7 1,237.9 1,549.8 1,782.5 -7.5
Federal govt retirement funds 138.1 149.1 85.6 119.4 133.8 -3.1
Mutual funds 4,989.6 5,476.9 3,014.1 4,136.2 4,762.7 -4.5
Closed-end funds 122.5 146.2 72.7 88.4 99.2 -19.0
Exchange-traded funds 402.0 573.7 473.9 669.9 853.9 112.4
Brokers and dealers 186.4 224.8 109.2 124.2 117.2 -37.1
Funding corporations 0.0 0.0 0.0 25.1 26.4 NA

(1) Excludes open-end mutual fund shares.
(2) Holdings of U.S. issues by foreign residents.

NA=Not applicable.

Source: Board of Governors of the Federal Reserve System, June 9, 2011.