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 | 2016 | 2017 | 2018 | 2017 Q3 | 2017 Q4 | 2018 Q1 | 2018 Q2 | 2018 Q3 | 2018 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 39769.2 | 47558.8 | 42869.4 | 45111.2 | 47558.8 | 47166.0 | 48125.8 | 50418.9 | 42869.4 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 32622.8 | 38429.3 | 34971.5 | 36386.4 | 38429.3 | 38002.3 | 39261.8 | 41417.1 | 34971.5 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 24274.0 | 28389.7 | 25803.0 | 26933.1 | 28389.7 | 28084.1 | 29228.1 | 30967.9 | 25803.0 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) | LM103164113 | 19941.8 | 23551.5 | 21748.6 | 22296.3 | 23551.5 | 23307.7 | 24288.2 | 25867.1 | 21748.6 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 4332.2 | 4838.2 | 4054.4 | 4636.8 | 4838.2 | 4776.4 | 4939.9 | 5100.7 | 4054.4 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 8348.9 | 10039.7 | 9168.5 | 9453.3 | 10039.7 | 9918.2 | 10033.7 | 10449.2 | 9168.5 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 7860.6 | 9513.7 | 8727.7 | 8949.2 | 9513.7 | 9399.0 | 9496.6 | 9894.7 | 8727.7 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 488.3 | 526.0 | 440.8 | 504.1 | 526.0 | 519.3 | 537.0 | 554.5 | 440.8 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164100 | 7146.3 | 9129.5 | 7897.9 | 8724.8 | 9129.5 | 9163.7 | 8864.1 | 9001.8 | 7897.9 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 39769.2 | 47558.8 | 42869.4 | 45111.2 | 47558.8 | 47166.0 | 48125.8 | 50418.9 | 42869.4 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 14806.6 | 17703.4 | 16127.7 | 16718.5 | 17703.4 | 17521.2 | 17950.3 | 18864.4 | 16127.7 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 1711.4 | 1933.0 | 1716.0 | 1847.6 | 1933.0 | 1883.5 | 1912.9 | 2024.8 | 1716.0 | 12 |
| Federal government; corporate equities; asset | LM313064105 | 33.3 | 33.2 | 37.2 | 33.2 | 33.2 | 37.2 | 37.2 | 37.2 | 37.2 | 13 |
| State and local governments, excluding employee retirement funds; corporate equities; asset | LM213064103 | 232.7 | 274.1 | 253.7 | 258.2 | 274.1 | 268.5 | 278.8 | 299.0 | 253.7 | 14 |
| Monetary authority; corporate equities; asset | FL713064103 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 15 |
| U.S.-chartered depository institutions; corporate equities; asset | LM763064105 | 104.0 | 129.0 | 110.7 | 120.0 | 129.0 | 126.6 | 126.8 | 134.5 | 110.7 | 16 |
| Foreign banking offices in the U.S.; corporate equities; asset | FL753064103 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 354.3 | 410.6 | 375.2 | 383.4 | 410.6 | 407.3 | 409.0 | 432.5 | 375.2 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 457.1 | 468.2 | 395.2 | 468.0 | 468.2 | 464.8 | 466.3 | 471.7 | 395.2 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2326.6 | 2687.6 | 2342.5 | 2542.2 | 2687.6 | 2627.0 | 2680.8 | 2766.0 | 2342.5 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 260.8 | 324.2 | 303.3 | 300.4 | 324.2 | 319.5 | 328.2 | 345.8 | 303.3 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2320.6 | 2677.4 | 2291.6 | 2581.0 | 2677.4 | 2613.9 | 2637.5 | 2713.4 | 2291.6 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 9069.9 | 10819.6 | 9674.2 | 10351.3 | 10819.6 | 10761.9 | 10930.5 | 11367.3 | 9674.2 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 101.8 | 109.3 | 90.0 | 108.6 | 109.3 | 103.4 | 104.4 | 105.8 | 90.0 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 2032.7 | 2775.6 | 2669.3 | 2531.2 | 2775.6 | 2775.6 | 2838.9 | 3027.4 | 2669.3 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 176.1 | 182.7 | 147.7 | 198.5 | 182.7 | 191.9 | 197.3 | 221.5 | 147.7 | 26 |
| Funding corporations; corporate equities; asset | FL503064105 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 27 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 5781.3 | 7030.8 | 6335.1 | 6669.1 | 7030.8 | 7063.6 | 7226.8 | 7607.6 | 6335.1 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 27802.4 | 33065.1 | 30476.3 | 31245.4 | 33065.1 | 32706.6 | 33784.8 | 35761.8 | 30476.3 | 29 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 4820.5 | 5364.2 | 4495.2 | 5140.9 | 5364.2 | 5295.7 | 5476.9 | 5655.3 | 4495.2 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 3170.7 | 3587.5 | 3150.7 | 3483.1 | 3587.5 | 3530.2 | 3838.8 | 3963.8 | 3150.7 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1649.8 | 1776.7 | 1344.5 | 1657.8 | 1776.7 | 1765.5 | 1638.2 | 1691.5 | 1344.5 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 10.31 | 18.89 | -7.04 | 4.07 | 5.83 | -1.05 | 3.40 | 6.63 | -14.79 | 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: March 7, 2019