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 | 2018 | 2019 | 2019 Q1 | 2019 Q2 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 | 2020 Q3 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 121530.6 | 134705.5 | 127517.3 | 129789.3 | 130999.1 | 134705.5 | 127892.0 | 136230.5 | 140310.1 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 37846.8 | 39925.4 | 38618.4 | 39208.5 | 39626.2 | 39925.4 | 40401.7 | 40915.7 | 41597.3 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 83683.8 | 94780.0 | 88898.9 | 90580.8 | 91372.9 | 94780.0 | 87490.3 | 95314.8 | 98712.8 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 12665.7 | 13637.5 | 12961.7 | 12926.7 | 13109.9 | 13637.5 | 14367.4 | 15573.2 | 15894.9 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9773.7 | 10971.4 | 9843.1 | 10405.3 | 10782.9 | 10971.4 | 10306.3 | 10489.8 | 10522.7 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 5106.3 | 5584.8 | 5153.4 | 5521.2 | 5535.2 | 5584.8 | 5229.3 | 5095.7 | 4904.6 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4667.5 | 5386.6 | 4689.7 | 4884.1 | 5247.7 | 5386.6 | 5077.0 | 5394.1 | 5618.1 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 432.2 | 467.4 | 444.6 | 454.9 | 463.7 | 467.4 | 427.7 | 450.4 | 464.7 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1421.7 | 1621.6 | 1482.7 | 1541.9 | 1594.2 | 1621.6 | 1576.4 | 1667.1 | 1725.8 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 281.0 | 283.5 | 69.2 | 74.5 | 275.9 | 283.5 | 299.1 | 312.8 | 323.8 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 54.0 | 62.8 | 56.9 | 58.8 | 60.7 | 62.8 | 57.3 | 62.1 | 64.9 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2478.6 | 2951.4 | 2636.2 | 2754.0 | 2853.3 | 2951.4 | 2716.5 | 2901.7 | 3038.9 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 897.5 | 914.8 | 887.3 | 892.2 | 924.1 | 914.8 | 1058.2 | 1033.4 | 998.7 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 26996.8 | 34427.1 | 31217.6 | 31892.8 | 31922.5 | 34427.1 | 26626.2 | 32818.1 | 35580.1 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 16558.9 | 21232.5 | 19336.5 | 19641.6 | 19749.2 | 21232.5 | 16429.6 | 20459.3 | 22322.2 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 10437.9 | 13194.6 | 11881.1 | 12251.2 | 12173.3 | 13194.6 | 10196.6 | 12358.7 | 13257.9 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1243.0 | 1485.6 | 1384.3 | 1413.5 | 1395.9 | 1485.6 | 1158.1 | 1373.4 | 1450.1 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 3531.7 | 4417.8 | 3989.9 | 4111.1 | 4094.7 | 4417.8 | 3460.6 | 4195.8 | 4523.1 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 277.9 | 355.0 | 316.2 | 326.3 | 324.6 | 355.0 | 264.9 | 328.5 | 350.9 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 114.9 | 144.5 | 130.9 | 133.8 | 132.3 | 144.5 | 109.8 | 135.3 | 145.0 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 5270.4 | 6791.7 | 6059.8 | 6266.7 | 6225.7 | 6791.7 | 5203.2 | 6325.6 | 6788.9 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 33350.1 | 34829.2 | 33989.2 | 34463.8 | 34633.4 | 34829.2 | 35132.2 | 35400.3 | 35716.4 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 15904.9 | 16411.0 | 15904.3 | 16076.6 | 16247.4 | 16411.0 | 16483.5 | 16528.1 | 16790.3 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 105625.8 | 118294.4 | 111613.0 | 113712.7 | 114751.7 | 118294.4 | 111408.5 | 119702.4 | 123519.7 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 8.04 | 8.14 | 7.72 | 8.02 | 8.23 | 8.14 | 8.06 | 7.70 | 7.50 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 11.68 | 11.58 | 11.07 | 11.49 | 11.80 | 11.58 | 11.78 | 11.01 | 10.66 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 22.21 | 25.56 | 24.48 | 24.57 | 24.37 | 25.56 | 20.82 | 24.09 | 25.36 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of disposable personal income; assets | FL153064486 | 32.26 | 36.32 | 35.12 | 35.21 | 34.94 | 36.32 | 30.43 | 34.43 | 36.04 | 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: December 10, 2020