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 | 2018 | 2019 | 2020 | 2019 Q3 | 2019 Q4 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 43715.6 | 54624.1 | 64502.6 | 50770.1 | 54624.1 | 43028.6 | 51964.8 | 56411.0 | 64502.6 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 35816.1 | 45165.0 | 53989.5 | 42049.2 | 45165.0 | 35657.8 | 43412.1 | 47286.2 | 53989.5 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 26543.9 | 33676.5 | 41553.2 | 31324.0 | 33676.5 | 27003.0 | 33391.3 | 36712.0 | 41553.2 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) | LM103164113 | 21729.2 | 27634.2 | 35171.4 | 25597.9 | 27634.2 | 22368.0 | 27794.4 | 30774.0 | 35171.4 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 4814.7 | 6042.3 | 6381.7 | 5726.1 | 6042.3 | 4635.0 | 5596.9 | 5938.0 | 6381.7 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 9272.1 | 11488.5 | 12436.4 | 10725.2 | 11488.5 | 8654.8 | 10020.8 | 10574.2 | 12436.4 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 8726.3 | 10836.4 | 11750.9 | 10075.3 | 10836.4 | 8155.1 | 9418.2 | 9935.6 | 11750.9 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 545.8 | 652.1 | 685.4 | 649.8 | 652.1 | 499.7 | 602.7 | 638.6 | 685.4 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164100 | 7899.6 | 9459.1 | 10513.1 | 8720.9 | 9459.1 | 7370.8 | 8552.7 | 9124.8 | 10513.1 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 43715.6 | 54624.1 | 64502.6 | 50770.1 | 54624.1 | 43028.6 | 51964.8 | 56411.0 | 64502.6 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 16300.0 | 20868.3 | 24719.1 | 19433.4 | 20868.3 | 16169.8 | 19953.3 | 21668.9 | 24719.1 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 1791.9 | 2313.7 | 2694.7 | 2130.8 | 2313.7 | 1852.0 | 2222.5 | 2411.8 | 2694.7 | 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 | 137.7 | 173.2 | 201.4 | 160.3 | 173.2 | 135.4 | 163.6 | 176.9 | 201.4 | 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 | 109.1 | 147.7 | 158.9 | 133.9 | 147.7 | 95.9 | 120.6 | 133.0 | 158.9 | 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 | 392.1 | 493.9 | 523.5 | 457.2 | 493.9 | 396.1 | 430.2 | 463.4 | 523.5 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 538.0 | 644.6 | 731.8 | 610.9 | 644.6 | 552.6 | 614.0 | 642.7 | 731.8 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2448.0 | 3135.8 | 3475.6 | 2907.9 | 3135.8 | 2492.7 | 2925.7 | 3122.5 | 3475.6 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 292.1 | 370.5 | 424.3 | 339.4 | 370.5 | 277.9 | 342.6 | 365.4 | 424.3 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2478.6 | 2549.7 | 2964.5 | 2440.5 | 2549.7 | 2156.0 | 2276.6 | 2604.2 | 2964.5 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 9657.5 | 11934.5 | 13410.0 | 11073.5 | 11934.5 | 9203.8 | 11129.4 | 11843.4 | 13410.0 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 91.2 | 107.2 | 106.1 | 103.1 | 107.2 | 79.7 | 92.2 | 95.7 | 106.1 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 2669.2 | 3486.2 | 4232.8 | 3150.6 | 3486.2 | 2715.2 | 3283.8 | 3566.3 | 4232.8 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 147.7 | 166.7 | 214.3 | 175.5 | 166.7 | 144.7 | 180.4 | 205.4 | 214.3 | 26 |
| Other financial business; corporate equities; asset | FL503064105 | 0.0 | 0.0 | 8.8 | 0.0 | 0.0 | 0.0 | 8.0 | 8.6 | 8.8 | 27 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 6629.5 | 8199.0 | 10603.6 | 7619.8 | 8199.0 | 6723.9 | 8188.9 | 9069.6 | 10603.6 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 30455.5 | 38470.6 | 46922.3 | 35673.2 | 38470.6 | 30523.1 | 37212.5 | 40709.6 | 46922.3 | 29 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 5360.6 | 6694.5 | 7067.2 | 6375.9 | 6694.5 | 5134.7 | 6199.6 | 6576.6 | 7067.2 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 3656.0 | 4824.1 | 6185.4 | 4565.0 | 4824.1 | 3401.1 | 4337.1 | 4628.4 | 6185.4 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1704.6 | 1870.4 | 881.8 | 1811.0 | 1870.4 | 1733.6 | 1862.5 | 1948.2 | 881.8 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | -7.04 | 28.42 | 18.72 | 0.65 | 8.52 | -21.34 | 21.52 | 8.64 | 14.32 | 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 11, 2021