Financial Accounts of the United States - Z.1
L.223 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted| Description | Series code | 2015 | 2016 | 2017 | 2017 Q1 | 2017 Q2 | 2017 Q3 | 2017 Q4 | 2018 Q1 | 2018 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 36692.5 | 39795.3 | 47567.3 | 41987 | 43273.1 | 45133.4 | 47567.3 | 47142.7 | 48413.8 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 29936.3 | 32649 | 38437.8 | 34274.7 | 35066.4 | 36408.6 | 38437.8 | 37993.6 | 39548.1 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 22617.5 | 24271.1 | 28366.9 | 25542.7 | 25999.9 | 26923.9 | 28366.9 | 28046.2 | 29458.3 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) | LM103164113 | 18752 | 19942.4 | 23553.4 | 21082.2 | 21548.9 | 22298 | 23553.4 | 23309.5 | 24307.7 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 3865.6 | 4328.7 | 4813.5 | 4460.5 | 4451 | 4625.9 | 4813.5 | 4736.7 | 5150.7 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 7318.8 | 8377.8 | 10070.9 | 8732 | 9066.5 | 9484.7 | 10070.9 | 9947.5 | 10089.8 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 6898 | 7889.3 | 9546.9 | 8246.4 | 8582 | 8981.1 | 9546.9 | 9431.8 | 9529.1 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 420.8 | 488.5 | 524 | 485.6 | 484.5 | 503.6 | 524 | 515.6 | 560.7 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164100 | 6756.2 | 7146.3 | 9129.5 | 7712.3 | 8206.8 | 8724.8 | 9129.5 | 9149 | 8865.7 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 36692.5 | 39795.3 | 47567.3 | 41987 | 43273.1 | 45133.4 | 47567.3 | 47142.7 | 48413.8 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 13382.2 | 14868.1 | 17769.4 | 15613.2 | 16136.8 | 16783.2 | 17769.4 | 17510.1 | 18105.6 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 1505.7 | 1706.4 | 1913.6 | 1773.4 | 1790.8 | 1832.5 | 1913.6 | 1861.2 | 1886.9 | 12 |
| Federal government; corporate equities; asset | LM313064105 | 33.4 | 33.3 | 33.2 | 33.3 | 33.2 | 33.2 | 33.2 | 37.2 | 37.2 | 13 |
| State and local governments, excluding employee retirement funds; corporate equities; asset | LM213064103 | 188.4 | 200.8 | 217.4 | 206.1 | 207.4 | 210.8 | 217.4 | 213.3 | 214.8 | 14 |
| Monetary authority; corporate equities; asset | FL713064103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15 |
| U.S.-chartered depository institutions; corporate equities; asset | LM763064105 | 100 | 106.5 | 131.9 | 112 | 116 | 122.7 | 131.9 | 129.4 | 129.6 | 16 |
| Foreign banking offices in the U.S.; corporate equities; asset | FL753064103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 17 |
| Property-casualty insurance companies; corporate equities, including those held by U.S. residual market reinsurers; asset | LM513064105 | 334 | 354.3 | 410.6 | 364 | 369.8 | 383.5 | 410.6 | 407.3 | 409 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 335.4 | 457.1 | 497.9 | 469.1 | 478 | 490.6 | 497.9 | 501.1 | 504.4 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2220.4 | 2326.6 | 2667.5 | 2415.6 | 2459.1 | 2539.4 | 2667.5 | 2619.5 | 2688.6 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 240.3 | 260.8 | 324.2 | 277.1 | 288.1 | 300.4 | 324.2 | 322 | 330.7 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2250 | 2320.6 | 2677.4 | 2412.5 | 2491.3 | 2581 | 2677.4 | 2627.8 | 2675.7 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 8625.3 | 9069.9 | 10819.6 | 9604.9 | 9923.3 | 10351.3 | 10819.6 | 10761.9 | 11012.7 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 99.8 | 101.8 | 109.3 | 105.5 | 106 | 108.6 | 109.3 | 103.4 | 104.4 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 1709.7 | 2032.7 | 2775.6 | 2241.1 | 2374.4 | 2531.2 | 2775.6 | 2775.6 | 2838.9 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 166.8 | 176.1 | 182.7 | 169 | 187.7 | 198.5 | 182.7 | 191.9 | 197.3 | 26 |
| Funding corporations; corporate equities; asset | FL503064105 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 27 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 5500.9 | 5780.3 | 7037 | 6189.9 | 6311.1 | 6666.7 | 7037 | 7080.8 | 7278 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 25649.9 | 27831.7 | 33100.3 | 29328.6 | 30130.8 | 31279.1 | 33100.3 | 32741.4 | 33836.8 | 29 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 4286.4 | 4817.2 | 5337.5 | 4946 | 4935.5 | 5129.5 | 5337.5 | 5252.3 | 5711.4 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 2652.9 | 3169.6 | 3586.2 | 3236.8 | 3305.6 | 3481.9 | 3586.2 | 3529 | 3837.4 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1633.5 | 1647.6 | 1751.3 | 1709.2 | 1629.9 | 1647.5 | 1751.3 | 1723.3 | 1873.9 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | -1.5 | 10.3 | 18.9 | 5.3 | 2.5 | 4.1 | 5.8 | -1 | 3.4 | 33 |
NOTES
- Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table L.224.
- Excludes intercorporate holdings.
- Includes corporate equities issued by financial corporations under the federal financial stabilization programs.
- Holdings of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
- Holdings of U.S. issues by foreign residents.
- Equal to the sum of lines 4 and 7.
- Equal to the sum of lines 5 and 8.
Last Update: September 20, 2018