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 | 2024:Q4 | 2025:Q1 | 2025:Q2 | 2025:Q3 | 2025:Q4 | 2026:Q1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Line 1 | Assets | FL152000005 | 176785.7 | 190620.9 | 204373.5 | 190620.9 | 190482.7 | 196975.3 | 202414.1 | 204373.5 | 204539.9 |
| Line 2 | Nonfinancial assets | FL152010005 | 57666.5 | 60076.3 | 61755.1 | 60076.3 | 60707.4 | 62001.2 | 61968.1 | 61755.1 | 62934.7 |
| Line 3 | Financial assets | FL154090005 | 119119.3 | 130544.6 | 142618.4 | 130544.6 | 129775.3 | 134974.1 | 140445.9 | 142618.4 | 141605.2 |
| Line 4 | Deposits(1) | FL154000005 | 14324.8 | 14465.7 | 14849.6 | 14465.7 | 14709.4 | 14718.1 | 14786.9 | 14849.6 | 15177.4 |
| Line 5 | Money market fund shares | FL153034005 | 4030.6 | 4707.2 | 5329.0 | 4707.2 | 4793.7 | 4843.1 | 5030.2 | 5329.0 | 5419.1 |
| Line 6 | Debt securities at market value | LM154022375 | 10734.1 | 11333.0 | 12201.3 | 11333.0 | 11587.6 | 11753.0 | 12025.9 | 12201.3 | 12180.9 |
| Line 7 | Directly held | LM154022005 | 5570.3 | 5825.6 | 6198.8 | 5825.6 | 5927.9 | 6034.2 | 6131.2 | 6198.8 | 6129.3 |
| Line 8 | Indirectly held | LM154022075 | 5163.8 | 5507.3 | 6002.4 | 5507.3 | 5659.7 | 5718.8 | 5894.8 | 6002.4 | 6051.6 |
| Line 9 | Life insurance companies | LM544022053 | 394.8 | 398.2 | 412.6 | 398.2 | 398.6 | 397.0 | 409.0 | 412.6 | 405.8 |
| Line 10 | Private pension funds(2) | LM574022075 | 1829.0 | 1953.4 | 2093.5 | 1953.4 | 2012.3 | 2036.5 | 2059.2 | 2093.5 | 2106.3 |
| Line 11 | Federal govt. pension funds(2) | LM344022025 | 32.8 | 33.8 | 37.3 | 33.8 | 35.2 | 35.9 | 36.8 | 37.3 | 36.1 |
| Line 12 | State and local govt. pension funds(2) | LM223064223 | 42.7 | 45.9 | 54.8 | 45.9 | 46.9 | 50.1 | 51.9 | 54.8 | 55.4 |
| Line 13 | Mutual funds | LM654022055 | 2864.6 | 3075.9 | 3404.2 | 3075.9 | 3166.6 | 3199.2 | 3338.0 | 3404.2 | 3448.1 |
| Line 14 | Loans | FL154035005 | 1355.9 | 1201.1 | 1239.0 | 1201.1 | 1249.1 | 1244.9 | 1256.3 | 1239.0 | 1298.0 |
| Line 15 | Equity shares at market value | LM153064475 | 48193.6 | 57426.2 | 66618.3 | 57426.2 | 55920.8 | 60695.2 | 65131.0 | 66618.3 | 64799.7 |
| Line 16 | Directly held | LM153064105 | 32242.5 | 39020.0 | 45986.8 | 39020.0 | 38347.8 | 41322.2 | 44657.4 | 45986.8 | 44963.9 |
| Line 17 | Indirectly held | LM153064175 | 15951.1 | 18406.2 | 20631.4 | 18406.2 | 17573.0 | 19373.0 | 20473.6 | 20631.4 | 19835.8 |
| Line 18 | Life insurance companies | LM543064153 | 1508.5 | 1711.7 | 1726.4 | 1711.7 | 1595.4 | 1707.4 | 1751.5 | 1726.4 | 1619.2 |
| Line 19 | Private pension funds(2) | LM573064175 | 5957.8 | 7029.3 | 8111.3 | 7029.3 | 6723.3 | 7444.8 | 7993.2 | 8111.3 | 7813.6 |
| Line 20 | Federal govt. pension funds(2) | LM343064125 | 517.1 | 633.8 | 715.7 | 633.8 | 582.7 | 646.5 | 700.7 | 715.7 | 686.5 |
| Line 21 | State and local govt. pension funds(2) | LM223064213 | 116.9 | 132.9 | 159.8 | 132.9 | 126.5 | 147.7 | 153.5 | 159.8 | 153.6 |
| Line 22 | Mutual funds | LM653064155 | 7850.8 | 8898.6 | 9918.3 | 8898.6 | 8545.0 | 9426.5 | 9874.7 | 9918.3 | 9562.9 |
| Line 23 | Other(3) | FL153099475 | 40480.4 | 41411.5 | 42381.4 | 41411.5 | 41514.6 | 41719.7 | 42215.7 | 42381.4 | 42730.1 |
| Line 24 | Liabilities | FL154190005 | 20507.0 | 20860.2 | 21506.7 | 20860.2 | 20874.1 | 21044.2 | 21276.8 | 21506.7 | 21560.0 |
| Line 25 | Net worth | FL152090005 | 156278.8 | 169760.7 | 182866.8 | 169760.7 | 169608.6 | 175931.1 | 181137.3 | 182866.8 | 182979.9 |
| Memo: Debt securities (line 6) as a percent of | |||||||||||
| Line 26 | Total assets (line 1) | FL154022376 | 6.1 | 5.9 | 6.0 | 5.9 | 6.1 | 6.0 | 5.9 | 6.0 | 6.0 |
| Line 27 | Financial assets (line 3) | FL154022386 | 9.0 | 8.7 | 8.6 | 8.7 | 8.9 | 8.7 | 8.6 | 8.6 | 8.6 |
| Memo: Equity shares (line 15) as a percent of | |||||||||||
| Line 28 | Total assets (line 1) | FL153064476 | 27.3 | 30.1 | 32.6 | 30.1 | 29.4 | 30.8 | 32.2 | 32.6 | 31.7 |
| Line 29 | Financial assets (line 3) | FL153064486 | 40.5 | 44.0 | 46.7 | 44.0 | 43.1 | 45.0 | 46.4 | 46.7 | 45.8 |
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 line 23.
- Other (line 23) includes proprietor's equity in noncorporate business, defined benefit plan pension entitlements, asset of defined contribution pension plans and mutual funds not included above.
Last Update: June 11, 2026