Financial Accounts of the United States - Z.1
B.101.e Balance Sheet of Households and Nonprofit Organizations with Debt and Equity Holdings Detail
Billions of dollars; amounts outstanding end of period, not seasonally adjustedDescription | Series code | 2015 | 2016 | 2017 | 2018 | 2018 Q1 | 2018 Q2 | 2018 Q3 | 2018 Q4 | 2019 Q1 | Line |
---|---|---|---|---|---|---|---|---|---|---|---|
Households and nonprofit organizations; total assets | FL152000005 | 104143.5 | 110063.0 | 118904.9 | 119997.4 | 119935.1 | 121787.1 | 123825.1 | 119997.4 | 124693.9 | 1 |
Households and nonprofit organizations; nonfinancial assets | FL152010005 | 30011.1 | 31769.5 | 33769.4 | 35340.8 | 34259.0 | 34798.9 | 35013.4 | 35340.8 | 35799.4 | 2 |
Households and nonprofit organizations; total financial assets | FL154090005 | 74132.4 | 78293.5 | 85135.5 | 84656.6 | 85676.2 | 86988.2 | 88811.8 | 84656.6 | 88894.5 | 3 |
Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 11235.0 | 11832.7 | 12283.7 | 13101.7 | 12585.1 | 12653.2 | 12612.9 | 13101.7 | 13250.0 | 4 |
Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 8640.8 | 8778.0 | 9060.3 | 10204.3 | 9509.7 | 9741.3 | 10019.3 | 10204.3 | 10396.5 | 5 |
Households and nonprofit organizations; debt securities; asset | LM154022005 | 4705.0 | 4608.0 | 4620.4 | 5586.9 | 4864.6 | 5051.1 | 5262.5 | 5586.9 | 5775.7 | 6 |
Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 3935.8 | 4170.0 | 4439.8 | 4617.3 | 4645.1 | 4690.3 | 4756.8 | 4617.3 | 4620.8 | 7 |
Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 413.9 | 429.1 | 444.4 | 430.9 | 441.7 | 445.3 | 447.6 | 430.9 | 445.4 | 8 |
Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1144.6 | 1242.6 | 1368.4 | 1384.9 | 1370.1 | 1379.9 | 1396.3 | 1384.9 | 1441.3 | 9 |
Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 231.7 | 248.5 | 97.0 | 280.2 | 253.8 | 264.0 | 272.7 | 280.2 | 68.4 | 10 |
State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 81.2 | 65.3 | 71.9 | 69.3 | 72.0 | 72.4 | 72.9 | 69.3 | 72.1 | 11 |
Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2064.4 | 2184.5 | 2458.1 | 2452.0 | 2507.4 | 2528.7 | 2567.4 | 2452.0 | 2593.5 | 12 |
Households and nonprofit organizations; loans; asset | FL154023005 | 984.9 | 972.8 | 899.7 | 876.2 | 894.6 | 882.5 | 882.0 | 876.2 | 862.0 | 13 |
Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 22456.7 | 24642.5 | 29190.0 | 25914.8 | 28951.8 | 29533.7 | 30962.5 | 25914.8 | 29149.1 | 14 |
Households and nonprofit organizations; corporate equities; asset | LM153064105 | 13128.2 | 14852.9 | 17544.2 | 15564.6 | 17381.5 | 17772.1 | 18707.5 | 15564.6 | 17494.3 | 15 |
Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 9328.5 | 9789.6 | 11645.9 | 10350.3 | 11570.3 | 11761.6 | 12255.0 | 10350.3 | 11654.8 | 16 |
Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1332.5 | 1358.0 | 1526.7 | 1304.9 | 1484.7 | 1496.7 | 1539.7 | 1304.9 | 1444.7 | 17 |
Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 2942.7 | 3179.7 | 3746.9 | 3394.6 | 3714.3 | 3803.7 | 3956.4 | 3394.6 | 3814.9 | 18 |
Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 226.6 | 246.9 | 308.7 | 289.5 | 304.4 | 313.2 | 330.6 | 289.5 | 330.2 | 19 |
State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 182.7 | 145.3 | 172.3 | 147.4 | 169.4 | 171.1 | 177.5 | 147.4 | 164.7 | 20 |
Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 4644.0 | 4859.6 | 5891.2 | 5213.9 | 5897.5 | 5976.8 | 6250.7 | 5213.9 | 5900.3 | 21 |
Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 30815.1 | 32067.5 | 33701.8 | 34559.5 | 33735.0 | 34177.5 | 34335.0 | 34559.5 | 35236.8 | 22 |
Households and nonprofit organizations; total liabilities | FL154190005 | 14526.8 | 14976.7 | 15555.3 | 16045.0 | 15596.5 | 15728.1 | 15913.1 | 16045.0 | 16050.9 | 23 |
Households and nonprofit organizations; net worth | FL152090005 | 89616.7 | 95086.3 | 103349.6 | 103952.4 | 104338.6 | 106059.0 | 107912.1 | 103952.4 | 108643.1 | 24 |
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 8.30 | 7.98 | 7.62 | 8.50 | 7.93 | 8.00 | 8.09 | 8.50 | 8.34 | 25 |
Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total financial assets | FL154022386 | 11.66 | 11.21 | 10.64 | 12.05 | 11.10 | 11.20 | 11.28 | 12.05 | 11.70 | 26 |
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 21.56 | 22.39 | 24.55 | 21.60 | 24.14 | 24.25 | 25.01 | 21.60 | 23.38 | 27 |
Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total financial assets | FL153064486 | 30.29 | 31.47 | 34.29 | 30.61 | 33.79 | 33.95 | 34.86 | 30.61 | 32.79 | 28 |
NOTES
- Includes foreign deposits, checkable deposits and currency, time and savings deposits, and money market fund shares.
- Defined contribution plans. Assets held by defined benefit pension funds are not considered assets of the household sector. Defined benefit pension entitlements are included in line 22.
Last Update: June 6, 2019