Financial Accounts of the United States - Z.1
S1M.e.b Balance sheet of households and nonprofit organizations with debt and equity holdings detail 🕮 PDF
| Line | Description | Series | 2023 | 2024 | 2025 | 2025:Q1 | 2025:Q2 | 2025:Q3 | 2025:Q4 | 2026:Q1 | 2026:Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Line 1 | Assets | FL152000005 | 175945.4 | 189507.8 | 203778.9 | 189557.8 | 196310.4 | 201783.7 | 203778.9 | 204671.7 | 217751.1 |
| Line 2 | Nonfinancial assets | FL152010005 | 57611.1 | 60024.0 | 61695.7 | 60664.1 | 61962.8 | 61922.6 | 61695.7 | 62890.6 | 64263.8 |
| Line 3 | Financial assets | FL154090005 | 118334.3 | 129483.9 | 142083.3 | 128893.7 | 134347.6 | 139861.1 | 142083.3 | 141781.1 | 153487.3 |
| Line 4 | Deposits(1) | FL154000005 | 14280.9 | 14264.4 | 14716.6 | 14511.2 | 14507.8 | 14559.1 | 14716.6 | 15069.1 | 14935.1 |
| Line 5 | Money market fund shares | FL153034005 | 3916.6 | 4586.1 | 5187.4 | 4687.1 | 4739.1 | 4911.6 | 5187.4 | 5261.1 | 5327.2 |
| Line 6 | Debt securities at market value | LM154022375 | 10554.3 | 10992.1 | 11810.5 | 11226.1 | 11387.6 | 11673.0 | 11810.5 | 11795.1 | 12173.7 |
| Line 7 | Directly held | LM154022005 | 5389.9 | 5534.6 | 5878.3 | 5621.9 | 5733.5 | 5843.0 | 5878.3 | 5735.4 | 6006.2 |
| Line 8 | Indirectly held | LM154022075 | 5164.3 | 5457.5 | 5932.2 | 5604.2 | 5654.1 | 5830.0 | 5932.2 | 6059.7 | 6167.5 |
| Line 9 | Life insurance companies | LM544022053 | 395.1 | 398.4 | 412.9 | 398.9 | 397.4 | 409.2 | 412.9 | 411.2 | 414.3 |
| Line 10 | Private pension funds(2) | LM574022075 | 1772.7 | 1881.0 | 2026.6 | 1939.9 | 1960.8 | 1990.0 | 2026.6 | 2066.4 | 2115.3 |
| Line 11 | Federal govt. pension funds(2) | LM344022025 | 32.8 | 33.8 | 39.0 | 35.2 | 35.9 | 36.8 | 39.0 | 37.8 | 38.3 |
| Line 12 | State and local govt. pension funds(2) | LM223064223 | 99.8 | 103.0 | 118.1 | 104.4 | 109.2 | 113.7 | 118.1 | 120.5 | 122.7 |
| Line 13 | Mutual funds | LM654022055 | 2864.0 | 3041.2 | 3335.6 | 3125.7 | 3151.0 | 3280.3 | 3335.6 | 3423.8 | 3476.9 |
| Line 14 | Loans | FL154035005 | 863.5 | 886.7 | 930.5 | 897.1 | 925.5 | 959.3 | 930.5 | 1009.1 | 973.9 |
| Line 15 | Equity shares at market value | LM153064475 | 46314.5 | 55205.8 | 64538.8 | 53882.1 | 58777.5 | 63096.9 | 64538.8 | 63316.1 | 74027.1 |
| Line 16 | Directly held | LM153064105 | 30370.2 | 36999.3 | 44322.8 | 36522.2 | 39641.4 | 42969.7 | 44322.8 | 44007.8 | 52119.2 |
| Line 17 | Indirectly held | LM153064175 | 15944.3 | 18206.5 | 20216.0 | 17359.9 | 19136.0 | 20127.2 | 20216.0 | 19308.3 | 21907.9 |
| Line 18 | Life insurance companies | LM543064153 | 1508.5 | 1713.3 | 1724.6 | 1604.4 | 1735.0 | 1769.0 | 1724.6 | 1613.0 | 1804.3 |
| Line 19 | Private pension funds(2) | LM573064175 | 5801.2 | 6768.1 | 7720.8 | 6463.0 | 7156.6 | 7622.8 | 7720.8 | 7345.8 | 8368.5 |
| Line 20 | Federal govt. pension funds(2) | LM343064125 | 517.1 | 633.8 | 715.4 | 582.7 | 646.5 | 700.7 | 715.4 | 686.2 | 761.2 |
| Line 21 | State and local govt. pension funds(2) | LM223064213 | 273.5 | 297.8 | 344.0 | 281.6 | 321.5 | 336.2 | 344.0 | 328.7 | 374.1 |
| Line 22 | Mutual funds | LM653064155 | 7844.0 | 8793.5 | 9711.2 | 8428.2 | 9276.5 | 9698.4 | 9711.2 | 9334.7 | 10599.9 |
| Line 23 | Other(3) | FL153099475 | 42404.6 | 43548.6 | 44899.4 | 43690.0 | 44010.2 | 44661.2 | 44899.4 | 45330.5 | 46050.2 |
| Line 24 | Liabilities | FL154190005 | 20271.1 | 20786.3 | 21504.7 | 20859.9 | 21063.9 | 21274.5 | 21504.7 | 21604.6 | 21880.6 |
| Line 25 | Net worth | FL152090005 | 155674.3 | 168721.5 | 182274.2 | 168697.9 | 175246.5 | 180509.2 | 182274.2 | 183067.1 | 195870.5 |
| Memo: Debt securities (line 6) as a percent of | |||||||||||
| Line 26 | Total assets (line 1) | FL154022376 | 6.0 | 5.8 | 5.8 | 5.9 | 5.8 | 5.8 | 5.8 | 5.8 | 5.6 |
| Line 27 | Financial assets (line 3) | FL154022386 | 8.9 | 8.5 | 8.3 | 8.7 | 8.5 | 8.3 | 8.3 | 8.3 | 7.9 |
| Memo: Equity shares (line 15) as a percent of | |||||||||||
| Line 28 | Total assets (line 1) | FL153064476 | 26.3 | 29.1 | 31.7 | 28.4 | 29.9 | 31.3 | 31.7 | 30.9 | 34.0 |
| Line 29 | Financial assets (line 3) | FL153064486 | 39.1 | 42.6 | 45.4 | 41.8 | 43.8 | 45.1 | 45.4 | 44.7 | 48.2 |
Notes:
- Includes foreign deposits, checkable deposits and currency, and time and savings deposits.
- 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 financial assets, other.
- Financial assets, other includes proprietor's equity in noncorporate business, defined benefit plan pension entitlements, asset of defined contribution pension plans and investment funds not included above.
Last Update: September 11, 2026