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 | 2020 | 2020 Q1 | 2020 Q2 | 2020 Q3 | 2020 Q4 | 2021 Q1 | 2021 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 120345.3 | 133338.4 | 147817.4 | 127146.3 | 135072.5 | 139595.0 | 147817.4 | 153145.6 | 159341.9 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 37932.8 | 39951.3 | 43375.3 | 40650.4 | 41330.4 | 42239.0 | 43375.3 | 44547.8 | 46192.5 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 82412.5 | 93387.0 | 104442.1 | 86495.9 | 93742.1 | 97356.0 | 104442.1 | 108597.8 | 113149.4 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 12345.2 | 13259.4 | 15792.7 | 13881.1 | 14943.4 | 15165.8 | 15792.7 | 16887.2 | 17088.9 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 9103.3 | 10115.0 | 10445.4 | 9682.1 | 9744.5 | 9842.2 | 10445.4 | 9939.9 | 9938.5 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4424.1 | 4727.1 | 4492.7 | 4573.8 | 4316.5 | 4111.8 | 4492.7 | 3953.5 | 3772.1 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4679.1 | 5387.9 | 5952.7 | 5108.3 | 5428.0 | 5730.4 | 5952.7 | 5986.5 | 6166.4 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 433.6 | 469.9 | 492.1 | 432.5 | 455.0 | 475.1 | 492.1 | 488.0 | 491.3 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1425.1 | 1626.9 | 1842.2 | 1595.4 | 1696.0 | 1780.0 | 1842.2 | 1830.0 | 1889.8 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 280.8 | 283.9 | 331.8 | 299.7 | 313.3 | 324.3 | 331.8 | 328.8 | 331.7 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 54.8 | 63.4 | 70.0 | 58.3 | 63.0 | 66.5 | 70.0 | 70.2 | 72.3 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2484.8 | 2943.8 | 3216.6 | 2722.3 | 2900.6 | 3084.4 | 3216.6 | 3269.5 | 3381.3 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 1115.3 | 1148.0 | 1257.4 | 1303.3 | 1274.7 | 1235.5 | 1257.4 | 1268.5 | 1283.0 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 26704.5 | 34132.5 | 40353.2 | 26527.3 | 32322.1 | 35216.6 | 40353.2 | 43449.1 | 46986.3 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 16269.8 | 20989.3 | 25634.0 | 16420.9 | 20108.1 | 22198.6 | 25634.0 | 28038.6 | 30490.0 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 10434.7 | 13143.2 | 14719.2 | 10106.3 | 12214.0 | 13018.0 | 14719.2 | 15410.6 | 16496.4 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1243.1 | 1488.7 | 1633.1 | 1161.7 | 1380.3 | 1453.8 | 1633.1 | 1671.7 | 1769.6 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 3531.8 | 4419.0 | 4937.4 | 3415.2 | 4110.9 | 4379.1 | 4937.4 | 5168.2 | 5520.4 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 277.9 | 355.3 | 402.8 | 265.2 | 328.9 | 351.2 | 402.8 | 432.7 | 470.4 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 116.1 | 145.0 | 165.0 | 110.4 | 135.9 | 144.2 | 165.0 | 171.0 | 182.8 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 5265.8 | 6735.2 | 7581.0 | 5153.9 | 6258.0 | 6689.7 | 7581.0 | 7966.9 | 8553.1 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 33144.2 | 34732.0 | 36593.4 | 35102.2 | 35457.4 | 35895.8 | 36593.4 | 37053.1 | 37852.6 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 16000.2 | 16506.7 | 17129.8 | 16573.2 | 16581.1 | 16846.4 | 17129.8 | 17327.4 | 17674.4 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 104345.0 | 116831.7 | 130687.6 | 110573.1 | 118491.4 | 122748.6 | 130687.6 | 135818.1 | 141667.5 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 7.56 | 7.59 | 7.07 | 7.61 | 7.21 | 7.05 | 7.07 | 6.49 | 6.24 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of disposable personal income; assets | FL154022386 | 11.05 | 10.83 | 10.00 | 11.19 | 10.40 | 10.11 | 10.00 | 9.15 | 8.78 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 22.19 | 25.60 | 27.30 | 20.86 | 23.93 | 25.23 | 27.30 | 28.37 | 29.49 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of financial assets; assets | FL153064486 | 32.40 | 36.55 | 38.64 | 30.67 | 34.48 | 36.17 | 38.64 | 40.01 | 41.53 | 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 23, 2021