F.224 Corporate Equities (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates
Description Series code 2020 2021 2022 2023 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 Line
All sectors; corporate equities; asset FA893064105 790.7 876.1 118.1 -147.6 -349.5 122 28.2 -391.3 468.7 1
Nonfinancial corporate business; corporate equities; liability FA103164105 -81.9 -134.1 -556.3 -620.8 -413.9 -413.7 -439 -1216.6 -632 2
Domestic financial sectors; corporate equities; liability FA793164105 476.6 813 488.7 491.6 247.6 509.2 370.9 838.7 774.9 3
U.S.-chartered depository institutions; corporate equities; liability FA763164105 1.9 2.3 17.3 -8.5 -41 0.6 3.7 2.7 -66.1 4
Property-casualty insurance companies; corporate equities; liability FA513164105 -3.5 -9.7 -16.3 -11.7 -13.3 -12 -10.5 -11.2 -18.9 5
Life insurance companies, general accounts; corporate equities; liability FA543164175 -14.7 -24.6 -30.5 -24 -23.2 -27.2 -22.7 -22.8 -44.7 6
Closed-end funds; total financial assets FA554090005 2.7 17.2 -0.5 -0.9 1.2 0.4 -1.4 -3.7 0.5 7
Exchange-traded funds; total financial assets FA564090005 500.9 935.5 609.3 597.2 423.6 630.4 420.7 914 992.4 8
Government-sponsored enterprises; corporate equities; liability FA403164105 0.1 0.1 0 0 0 0 0 0 0 9
Mortgage real estate investment trusts; corporate equities; liability FA643164105 -8.3 7 -6.1 -0.2 2.6 0.5 -9.4 5.3 -0.1 10
Security brokers and dealers; corporate equities; liability FA663164105 15.6 -4.8 -6.9 12.4 11.1 21.7 17 -0.1 -22.4 11
Holding companies; corporate equities; liability FA733164105 -18.2 -110.1 -77.5 -72.7 -113.3 -105.3 -26.5 -45.7 -65.7 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 396 197.3 185.7 -18.4 -183.2 26.5 96.3 -13.3 325.8 14
All sectors; corporate equities; asset FA893064105 790.7 876.1 118.1 -147.6 -349.5 122 28.2 -391.3 468.7 15
Households and nonprofit organizations; corporate equities; asset FA153064105 649.3 1182.8 593.7 -230.3 -351.1 -394.5 372.7 -548.4 132.7 16
Nonfinancial corporate business; corporate equities; asset FA103064103 -136 -101.4 -136.2 56.1 52.4 56.7 54.6 60.8 56.1 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 2.9 2.4 -1.9 2.5 -1.3 5.2 4.7 1.6 43.8 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 -21.8 2.6 38.5 -24.8 -62.9 -19 -34.1 17 -101.8 23
Life insurance companies; corporate equities; asset FA543064105 -0.9 -78.4 -3.3 -65.1 -62.5 -55.2 -59.8 -82.8 -19.3 24
Private pension funds, including 403(b) plans; corporate equities; asset FA573064105 -112.4 -295 -135.4 -164.9 -196.1 -182.6 -120 -161 -166.2 25
Federal government retirement funds; corporate equities; asset FA343064105 -23.9 10.2 -6.2 11.4 -0.7 13.6 22.9 9.8 10.6 26
State and local government employee defined benefit retirement funds; corporate equities; asset FA223064145 -28.8 -111.8 -42.5 -38.3 -268.8 178.5 37 -99.7 -103.2 27
Mutual funds; corporate equities; asset FA653064100 -481.3 -316.7 -388.3 -316.8 -280.6 -361 -283.7 -342.1 -597.5 28
Closed-end funds; corporate equities; asset FA553064103 1.9 8 0.1 0.1 0.1 0.4 -0 -0.2 0 29
Exchange-traded funds; corporate equities; asset FA563064100 260.2 731.6 416.1 399.9 204.4 439.3 275 681 799.8 30
Security brokers and dealers; corporate equities; asset FA663064103 6.8 -33.7 -13.7 63.6 213.7 88.2 -58.6 11.1 25.2 31
Other financial business; corporate equities; asset FA503064105 8.8 -8.8 0 0 0 0 0 0 0 32
Rest of the world; U.S. corporate equities; asset (3) FA263064105 669.3 -112.4 -199.5 162.3 407.4 355.7 -179.1 65.1 391.9 33

NOTES

  1. Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table F.226.
  2. Net purchases of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
  3. Net purchases of U.S. issues by foreign residents.
Last Update: June 7, 2024