Federal Reserve Statistical Release, Z.1,
 Flow of Funds Accounts of the United States; title with eagle logo links to Statistical Release home page

Release Date: December 9, 2004
Release dates | Coded tables | Historical data
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F.213 Corporate Equities1
Billions of dollars; quarterly figures are seasonally adjusted annual rates

Description
2000
2001
2002
2003
2003
Q1
2003
Q2
2003
Q3
2003
Q4
2004
Q1
2004
Q2
2004
Q3

Line
All sectors corporate equities asset 5.3 99.0 47.0 105.6 111.0 106.5 129.9 75.1 116.3 82.1 -36.7 1
Nonfarm nonfinancial corporate business corporate equities liability -118.2 -47.4 -41.6 -57.8 -67.0 -50.2 -44.9 -69.0 -82.6 -159.5 -208.8 2
Rest of the world foreign corporate equities liability 106.7 109.1 17.6 100.4 136.4 66.5 122.0 76.8 85.7 161.0 34.3 3
Total finance corporate equities liability 16.8 37.3 71.0 63.0 41.6 90.2 52.8 67.3 113.2 80.6 137.8 4
Commercial banking corporate equities  liability -12.5 -8.1 -10.7 -2.4 -2.6 10.6 -0.4 -17.3 -0.6 -4.4 70.5 5
Life insurance companies corporate equities and mutual fund shares liability -0.8 -0.9 -6.5 -3.9 -6.5 -3.7 -6.2 0.6 -4.3 -32.7 -8.8 6
Other (that is, property-casualty) insurance companies corporate equities and mutual fund shares liability -4.5 0.5 6.2 4.1 -1.1 18.3 -3.3 2.5 1.6 -5.7 -1.0 7
Closed-end funds total financial assets asset -5.5 1.9 18.0 43.9 31.4 61.2 59.6 23.2 58.0 26.8 15.7 8
Exchange-traded funds total financial assets asset 42.4 31.0 45.3 15.8 6.0 15.0 -24.1 66.3 30.1 60.8 27.1 9
Real estate investment trusts corporate equities and mutual fund shares liability 2.0 6.1 8.4 13.3 2.3 16.3 18.1 16.6 25.8 13.8 24.1 10
Security brokers and dealers corporate equities liability -4.2 6.7 10.2 -7.7 12.1 -27.6 9.0 -24.5 2.6 22.0 10.2 11
All sectors corporate equities asset 5.3 99.0 47.0 105.6 111.0 106.5 129.9 75.1 116.3 82.1 -36.7 12
Households and nonprofit organizations corporate equities asset -446.6 -134.8 -20.8 -60.7 66.1 -77.7 -74.5 -156.6 -271.7 -141.4 -238.8 13
State and local governments, excluding employee retirement funds corporate equities asset -1.2 22.8 7.9 -4.8 8.3 -11.1 -6.5 -9.8 -3.3 1.0 7.6 14
Rest of the world corporate equities asset 193.6 121.5 54.2 36.9 -10.5 82.1 -13.3 89.2 14.8 8.7 22.3 15
Commercial banking corporate equities asset 0.3 0.2 -0.6 2.3 0.6 -0.1 8.6 0.2 -0.0 -1.2 -0.2 16
Savings institutions corporate equities (market value) asset 0.4 3.2 2.0 -1.0 1.7 2.7 -3.6 -4.8 3.0 -2.3 -1.3 17
Bank personal trusts and estates corporate equities asset -2.5 -32.5 -39.4 -18.7 -18.7 -18.7 -18.7 -18.7 2.0 1.0 0.4 18
Life insurance companies corporate equities asset 111.3 70.2 52.7 45.5 55.7 55.3 50.0 21.1 70.8 54.5 47.7 19
Other (that is, property-casualty) insurance companies corporate equities and mutual fund shares asset 0.7 -0.3 -1.1 -2.7 -1.7 2.9 6.4 -18.3 -5.7 6.0 2.0 20
Private pension funds corporate equities asset -82.7 -129.8 -121.4 -44.8 -56.9 -24.4 -36.1 -61.8 -29.3 -36.0 -39.9 21
State and local government employee retirement funds corporate equities and mutual fund shares (market value) asset -18.4 22.3 20.0 -26.9 69.3 -69.9 -43.6 -63.4 -34.1 13.0 9.8 22
Federal government retirement funds corporate equities asset 5.2 -0.6 7.9 17.2 23.5 11.0 17.9 16.2 12.2 4.0 5.0 23
Mutual funds corporate equities asset 193.1 109.8 31.4 136.8 -26.2 103.4 264.0 206.0 239.0 94.0 146.8 24
Closed-end funds corporate equities asset 0.1 -1.3 9.4 7.6 5.3 1.1 17.0 7.1 49.2 6.0 17.5 25
Exchange-traded funds corporate equities asset 42.4 31.0 41.6 15.1 7.2 14.6 -25.6 64.2 25.0 57.2 24.8 26
Security brokers and dealers corporate equities and mutual fund shares asset 9.6 17.3 3.2 3.8 -12.7 35.5 -12.2 4.5 44.6 17.4 -40.5 27

  FOOTNOTES
  1.  Excludes mutual fund shares shown on table F.214. Return to text


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