Financial Accounts of the United States - Z.1
F.224 Corporate Equities (1)
Billions of dollars; quarterly figures are seasonally adjusted annual ratesDescription | Series code | 2021 | 2022 | 2023 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | Line |
---|---|---|---|---|---|---|---|---|---|---|---|
All sectors; corporate equities; asset | FA893064105 | 795.5 | 138.3 | -123.1 | 432.1 | -605.9 | -416.8 | 105.2 | 15.8 | -196.5 | 1 |
Nonfinancial corporate business; corporate equities; liability | FA103164105 | -214.6 | -536.2 | -611.7 | -533.6 | -314.3 | -481.3 | -430.2 | -453.5 | -1081.9 | 2 |
Domestic financial sectors; corporate equities; liability | FA793164105 | 812.9 | 488.8 | 506.5 | 317.3 | 650.8 | 247.7 | 508.9 | 370.9 | 898.7 | 3 |
U.S.-chartered depository institutions; corporate equities; liability | FA763164105 | 2.3 | 17.3 | -8.5 | 3.9 | 82.9 | -41 | 0.6 | 3.7 | 2.7 | 4 |
Property-casualty insurance companies; corporate equities; liability | FA513164105 | -9.7 | -16.3 | -12.1 | -17.1 | -12.6 | -13.2 | -12.3 | -10.5 | -12.4 | 5 |
Life insurance companies, general accounts; corporate equities; liability | FA543164175 | -24.6 | -30.5 | -24.8 | -32.7 | -23.6 | -23.2 | -27.2 | -22.7 | -26.2 | 6 |
Closed-end funds; total financial assets | FA554090005 | 17.2 | -0.5 | -0.8 | -2.1 | -3.5 | 1.2 | 0.4 | -1.4 | -3.6 | 7 |
Exchange-traded funds; total financial assets | FA564090005 | 935.5 | 609.3 | 597.2 | 395.3 | 614.9 | 423.6 | 630.4 | 420.7 | 914.1 | 8 |
Government-sponsored enterprises; corporate equities; liability | FA403164105 | 0.1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9 |
Mortgage real estate investment trusts; corporate equities; liability | FA643164105 | 7 | -6.1 | 0 | -10.2 | 4 | 2.6 | 0.5 | -9.4 | 6.4 | 10 |
Security brokers and dealers; corporate equities; liability | FA663164105 | -4.8 | -6.9 | 20.1 | 3.6 | -2.7 | 11.1 | 21.7 | 17 | 30.8 | 11 |
Holding companies; corporate equities; liability | FA733164105 | -110.1 | -77.5 | -64.5 | -23.5 | -8.5 | -113.3 | -105.3 | -26.5 | -13 | 12 |
Other financial business; corporate equities; liability | FA503164105 | 0 | -0 | -0 | -0 | -0 | -0 | -0 | -0 | -0 | 13 |
Rest of the world; foreign corporate equities including foreign investment fund shares; liability (2) | FA263164100 | 197.3 | 185.7 | -17.9 | 648.4 | -942.4 | -183.2 | 26.5 | 98.4 | -13.3 | 14 |
All sectors; corporate equities; asset | FA893064105 | 795.5 | 138.3 | -123.1 | 432.1 | -605.9 | -416.8 | 105.2 | 15.8 | -196.5 | 15 |
Households and nonprofit organizations; corporate equities; asset | FA153064105 | 1103.4 | 590.2 | -57.2 | 639.2 | 577.5 | -242.7 | -277.5 | 625.8 | -334.5 | 16 |
Nonfinancial corporate business; corporate equities; asset | FA103064103 | -101.4 | -136.2 | -136.2 | -124.1 | -132.9 | -136.2 | -136.2 | -136.2 | -136.2 | 17 |
Federal government; corporate equities; asset | FA313064105 | -0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18 |
State and local governments; corporate equities; asset | FA213064103 | -3.4 | -3.4 | -3.4 | -3.4 | -3.4 | -3.4 | -3.4 | -3.4 | -3.4 | 19 |
Monetary authority; corporate equities; asset | FA713064103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20 |
U.S.-chartered depository institutions; corporate equities, excluding Federal Reserve stock and equity in GSEs; asset | FA763064103 | 2.4 | -1.9 | 8.4 | -0.9 | -1.2 | -1.3 | 5.2 | 4.7 | 25.1 | 21 |
Foreign banking offices in the U.S.; corporate equities; asset | FA753064103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 22 |
Property-casualty insurance companies; corporate equities, including those held by U.S. residual market reinsurers; asset | FA513064105 | 2.6 | 38.5 | -31.8 | 35 | -39.3 | -61.3 | -15.6 | -31.4 | -19 | 23 |
Life insurance companies; corporate equities; asset | FA543064105 | -78.4 | -3.3 | -28.9 | -17.1 | -33.4 | -22.1 | -15.1 | -56.7 | -21.8 | 24 |
Private pension funds, including 403(b) plans; corporate equities; asset | FA573064105 | -295 | -133.8 | -160.5 | -136.8 | -134.6 | -195.7 | -173.1 | -125.2 | -147.7 | 25 |
Federal government retirement funds; corporate equities; asset | FA343064105 | 10.2 | -6 | 11.8 | -13.6 | 3.9 | -0 | 14.3 | 22.3 | 10.5 | 26 |
State and local government employee defined benefit retirement funds; corporate equities; asset | FA223064145 | -113.1 | -43.6 | -42 | 30.6 | 172.7 | -296.2 | 190.8 | -31.5 | -31 | 27 |
Mutual funds; corporate equities; asset | FA653064100 | -316.7 | -388.3 | -319.3 | -251.4 | -453.2 | -280.6 | -361 | -283.7 | -352 | 28 |
Closed-end funds; corporate equities; asset | FA553064103 | 8 | 0.1 | 0.1 | -0 | -2.2 | 0.1 | 0.4 | -0 | -0.2 | 29 |
Exchange-traded funds; corporate equities; asset | FA563064100 | 731.6 | 416.2 | 393.3 | 213.5 | 370.7 | 204.4 | 439.3 | 275 | 654.4 | 30 |
Security brokers and dealers; corporate equities; asset | FA663064103 | -33.7 | -13.7 | 63.6 | 93.6 | -139.3 | 213.7 | 88.2 | -58.6 | 11.1 | 31 |
Other financial business; corporate equities; asset | FA503064105 | -8.8 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 32 |
Rest of the world; U.S. corporate equities; asset (3) | FA263064105 | -112.4 | -176.7 | 179.1 | -32.4 | -791.2 | 404.6 | 348.9 | -185.2 | 148.2 | 33 |
NOTES
- Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table F.226.
- Net purchases of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
- Net purchases of U.S. issues by foreign residents.
Last Update: March 7, 2024