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 adjusted| Description | Series code | 2017 | 2018 | 2019 | 2019 Q1 | 2019 Q2 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 120488.8 | 121640.9 | 134954.1 | 127686.8 | 129998.0 | 131262.0 | 134954.1 | 127798.6 | 135435.2 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 35934.4 | 37849.3 | 39926.3 | 38625.6 | 39208.0 | 39624.9 | 39926.3 | 40403.5 | 40886.8 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 84554.4 | 83791.6 | 95027.8 | 89061.2 | 90790.0 | 91637.1 | 95027.8 | 87395.1 | 94548.4 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 12185.8 | 12668.9 | 13639.3 | 12965.5 | 12929.5 | 13112.7 | 13639.3 | 14362.4 | 15661.2 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 8925.5 | 9876.3 | 11184.5 | 10008.4 | 10634.4 | 11027.0 | 11184.5 | 10693.0 | 10759.7 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4467.6 | 5208.9 | 5801.1 | 5318.7 | 5750.2 | 5780.8 | 5801.1 | 5621.8 | 5382.4 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4457.9 | 4667.5 | 5383.4 | 4689.7 | 4884.1 | 5246.1 | 5383.4 | 5071.1 | 5377.3 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 444.4 | 432.2 | 467.4 | 444.6 | 454.9 | 463.7 | 467.4 | 429.8 | 451.6 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1398.8 | 1421.7 | 1621.6 | 1482.7 | 1541.9 | 1594.2 | 1621.6 | 1576.4 | 1662.4 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 97.0 | 281.0 | 283.5 | 69.2 | 74.5 | 275.9 | 283.5 | 299.1 | 312.8 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 60.2 | 54.0 | 62.8 | 56.9 | 58.8 | 60.7 | 62.8 | 57.3 | 61.0 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2457.5 | 2478.6 | 2948.2 | 2636.2 | 2754.0 | 2851.7 | 2948.2 | 2708.5 | 2889.5 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 903.0 | 882.1 | 890.1 | 869.9 | 872.0 | 901.4 | 890.1 | 1032.3 | 1005.9 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 29951.8 | 26997.1 | 34474.5 | 31208.5 | 31886.2 | 31959.0 | 34474.5 | 26179.6 | 31897.5 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 18278.2 | 16559.2 | 21287.4 | 19327.4 | 19634.9 | 19789.2 | 21287.4 | 16000.7 | 19518.7 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 11673.7 | 10437.9 | 13187.1 | 11881.1 | 12251.2 | 12169.8 | 13187.1 | 10178.9 | 12378.8 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1460.3 | 1243.0 | 1485.6 | 1384.3 | 1413.5 | 1395.9 | 1485.6 | 1155.7 | 1373.6 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 3870.7 | 3531.7 | 4417.8 | 3989.9 | 4111.1 | 4094.7 | 4417.8 | 3460.6 | 4203.2 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 308.7 | 277.9 | 355.0 | 316.2 | 326.3 | 324.6 | 355.0 | 264.9 | 328.5 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 144.2 | 114.9 | 144.5 | 130.9 | 133.8 | 132.3 | 144.5 | 109.8 | 133.8 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 5889.8 | 5270.4 | 6784.2 | 6059.8 | 6266.7 | 6222.2 | 6784.2 | 5187.8 | 6339.5 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 32588.3 | 33367.1 | 34839.3 | 34008.9 | 34468.0 | 34636.9 | 34839.3 | 35127.8 | 35224.1 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 15389.5 | 15876.7 | 16377.4 | 15874.8 | 16041.8 | 16213.4 | 16377.4 | 16450.4 | 16479.8 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 105099.3 | 105764.2 | 118576.7 | 111812.1 | 113956.1 | 115048.6 | 118576.7 | 111348.2 | 118955.3 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 7.41 | 8.12 | 8.29 | 7.84 | 8.18 | 8.40 | 8.29 | 8.37 | 7.94 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 10.56 | 11.79 | 11.77 | 11.24 | 11.71 | 12.03 | 11.77 | 12.24 | 11.38 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 24.86 | 22.19 | 25.55 | 24.44 | 24.53 | 24.35 | 25.55 | 20.49 | 23.55 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of disposable personal income; assets | FL153064486 | 35.42 | 32.22 | 36.28 | 35.04 | 35.12 | 34.88 | 36.28 | 29.96 | 33.74 | 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: September 21, 2020