Financial Accounts of the United States - Z.1
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
- 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: June 7, 2024