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 | 2017 | 2018 | 2019 | 2019 Q1 | 2019 Q2 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 48222.9 | 43973.9 | 54984.2 | 49583.1 | 51071.8 | 51074.1 | 54984.2 | 42835.4 | 51956.2 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 39104.7 | 36074.3 | 45525.1 | 40896.0 | 42177.3 | 42353.2 | 45525.1 | 35474.2 | 43474.1 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 29075.4 | 26826.8 | 34066.5 | 30769.7 | 31561.6 | 31659.4 | 34066.5 | 26883.4 | 33506.7 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) | LM103164113 | 23548.7 | 21729.1 | 27633.9 | 24772.2 | 25582.3 | 25597.7 | 27633.9 | 22367.7 | 27772.6 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 5526.8 | 5097.7 | 6432.6 | 5997.5 | 5979.3 | 6061.6 | 6432.6 | 4515.6 | 5734.1 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 10029.3 | 9247.5 | 11458.7 | 10126.3 | 10615.6 | 10693.8 | 11458.7 | 8590.8 | 9967.4 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 9513.0 | 8726.8 | 10836.7 | 9535.1 | 10020.7 | 10075.6 | 10836.7 | 8155.3 | 9415.9 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 516.3 | 520.7 | 621.9 | 591.2 | 595.0 | 618.2 | 621.9 | 435.5 | 551.6 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164100 | 9118.1 | 7899.6 | 9459.1 | 8687.2 | 8894.6 | 8720.9 | 9459.1 | 7361.2 | 8482.0 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 48222.9 | 43973.9 | 54984.2 | 49583.1 | 51071.8 | 51074.1 | 54984.2 | 42835.4 | 51956.2 | 10 |
| 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 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 1948.3 | 1791.2 | 2308.7 | 2025.3 | 2102.0 | 2127.1 | 2308.7 | 1847.0 | 2215.5 | 12 |
| Federal government; corporate equities; asset | LM313064105 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 13 |
| State and local governments; corporate equities; asset | LM213064103 | 151.5 | 137.7 | 173.2 | 155.4 | 160.2 | 160.3 | 173.2 | 135.4 | 163.6 | 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 | 127.6 | 109.1 | 147.7 | 129.5 | 135.2 | 133.9 | 147.7 | 95.9 | 118.9 | 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 | 410.6 | 392.1 | 493.9 | 417.4 | 436.7 | 457.2 | 493.9 | 396.1 | 430.2 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 622.8 | 537.8 | 644.2 | 586.7 | 605.8 | 610.6 | 644.2 | 545.6 | 606.1 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2713.0 | 2448.0 | 3135.8 | 2765.1 | 2911.3 | 2907.9 | 3135.8 | 2494.5 | 3047.6 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 324.2 | 292.1 | 370.5 | 331.0 | 341.4 | 339.4 | 370.5 | 277.9 | 342.6 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2706.8 | 2478.6 | 2498.4 | 2417.1 | 2505.7 | 2394.2 | 2498.4 | 2151.2 | 2553.3 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 10819.6 | 9657.5 | 11934.5 | 10880.2 | 11184.0 | 11073.5 | 11934.5 | 9203.8 | 11172.6 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 109.3 | 91.2 | 107.2 | 101.9 | 103.6 | 103.0 | 107.2 | 79.6 | 92.1 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 2775.6 | 2669.2 | 3486.2 | 3010.9 | 3116.6 | 3150.6 | 3486.2 | 2715.2 | 3283.5 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 182.7 | 147.7 | 166.7 | 158.8 | 180.1 | 175.5 | 166.7 | 144.7 | 180.4 | 26 |
| Other financial business; corporate equities; asset | FL503064105 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.0 | 27 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 7019.4 | 6629.5 | 8196.8 | 7243.4 | 7621.2 | 7618.3 | 8196.8 | 6714.7 | 8189.8 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 33061.7 | 30455.9 | 38470.6 | 34307.3 | 35603.0 | 35673.3 | 38470.6 | 30523.0 | 37188.5 | 29 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 6043.1 | 5618.4 | 7054.5 | 6588.7 | 6574.2 | 6679.9 | 7054.5 | 4951.1 | 6285.6 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 4257.1 | 3913.8 | 5177.3 | 4717.0 | 4839.9 | 4870.8 | 5177.3 | 3653.7 | 4663.9 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1785.9 | 1704.6 | 1877.3 | 1871.7 | 1734.4 | 1809.0 | 1877.3 | 1297.4 | 1621.7 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 18.89 | -7.04 | 28.42 | 13.49 | 3.60 | 0.65 | 8.52 | -21.34 | 21.52 | 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 21, 2020