| Line | Series | Description | 2021 | 2022 | 2023 | 2024 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | Line |
| 1 | FA736000105.Q | Holding companies; gross saving | 119.4 | 124.7 | 183.1 | 171.2 | 176.0 | 171.2 | 166.2 | 169.5 | 177.9 | 170.6 | 177.7 | 1 |
| 2 | FA735013005.Q | Holding companies; gross fixed investment, nonresidential structures, equipment, and intellectual property products | 36.3 | 39.7 | 42.3 | 45.1 | 43.2 | 43.9 | 44.9 | 45.9 | 45.9 | 47.2 | 48.2 | 2 |
| 3 | FA734090005.Q | Holding companies; total financial assets | 137.8 | 83.4 | 226.4 | 166.4 | 326.1 | 100.8 | 89.9 | 514.2 | -39.3 | 452.6 | 261.8 | 3 |
| 4 | FA733030005.Q | Holding companies; time and savings deposits; asset | -96.5 | 78.4 | 17.3 | 30.6 | 227.0 | 49.1 | -42.9 | 106.2 | 9.8 | -53.8 | 161.9 | 4 |
| 5 | FA733091003.Q | Holding companies; private foreign deposits at affiliates; asset | -1.8 | -8.8 | 3.4 | -9.5 | -8.8 | -47.4 | 41.8 | -31.1 | -1.4 | 1.2 | 1.7 | 5 |
| 6 | FA732051003.Q | Holding companies; security repurchase agreements; asset | -15.3 | 3.0 | -2.2 | -1.5 | 4.1 | -9.2 | 1.6 | -0.4 | 2.0 | 7.8 | -17.6 | 6 |
| 7 | FA734022605.Q | Holding companies; long-term debt securities; asset | 29.4 | 58.6 | -4.9 | -3.6 | -5.0 | -37.6 | 13.8 | -9.6 | 18.8 | 10.3 | -30.5 | 7 |
| 8 | FA733061103.Q | Holding companies; Treasury securities; asset | 34.2 | 56.6 | -4.6 | -0.5 | -4.7 | -29.2 | 3.3 | 16.3 | 7.4 | 19.0 | -26.4 | 8 |
| 9 | FA733061703.Q | Holding companies; agency- and GSE-backed securities; asset | -8.4 | -3.1 | -1.6 | 0.1 | -2.3 | 0.9 | 1.6 | -1.2 | -0.8 | -0.7 | -0.4 | 9 |
| 10 | FA733063003.Q | Holding companies; corporate and foreign bonds; asset | 3.6 | 5.0 | 1.4 | -3.2 | 1.9 | -9.4 | 8.9 | -24.6 | 12.2 | -8.0 | -3.7 | 10 |
| 11 | FA733069005.Q | Holding companies; other loans and advances; asset | 23.6 | 21.4 | 0.5 | 7.2 | 7.1 | -2.7 | 1.3 | 2.0 | 28.3 | -2.5 | 6.0 | 11 |
| 12 | FA733092305.Q | Holding companies; U.S. direct investment abroad: intercompany debt (market value) | -4.0 | -2.6 | 1.8 | -0.6 | 1.4 | -0.2 | -7.2 | -6.5 | 11.6 | 12.6 | -0.7 | 12 |
| 13 | FA733092103.Q | Holding companies; U.S. direct investment abroad: equity (market value) | 29.8 | 17.4 | 23.5 | 30.2 | 17.3 | 57.9 | 15.3 | 39.3 | 8.5 | 8.2 | -15.6 | 13 |
| 14 | FA733094635.Q | Holding companies; equity investment in affiliates; asset | 82.3 | -38.6 | 50.7 | 85.0 | 8.3 | -47.4 | 107.2 | 215.2 | 65.1 | 204.8 | 79.9 | 14 |
| 15 | FA733040005.Q | Holding companies; life insurance reserves; asset | 4.0 | 4.0 | 4.0 | 4.0 | 4.0 | 4.0 | 4.0 | 4.0 | 4.0 | 4.0 | 4.0 | 15 |
| 16 | FA733090005.Q | Holding companies; total miscellaneous assets | 86.1 | -49.4 | 132.2 | 24.6 | 70.6 | 134.4 | -45.0 | 195.0 | -185.8 | 259.9 | 72.8 | 16 |
| 17 | FA733094735.Q | Holding companies; other investment in affiliates; asset | 87.6 | -48.9 | 137.6 | 21.3 | 99.6 | 117.7 | -51.6 | 192.1 | -173.2 | 241.3 | 35.7 | 17 |
| 18 | FA733093005.Q | Holding companies; unidentified miscellaneous assets | -1.4 | -0.5 | -5.4 | 3.4 | -29.0 | 16.6 | 6.6 | 2.9 | -12.6 | 18.6 | 37.1 | 18 |
| 19 | FA734194005.Q | Holding companies; total liabilities and equity | -46.1 | 100.1 | -3.7 | -44.2 | 201.1 | -10.5 | -128.7 | 224.1 | -261.6 | 171.5 | 69.0 | 19 |
| 20 | FA734190005.Q | Holding companies; total liabilities | 99.6 | 118.6 | 111.8 | 64.5 | 323.5 | 103.2 | -30.3 | 331.2 | -145.9 | 305.8 | 210.0 | 20 |
| 21 | FA732151003.Q | Holding companies; security repurchase agreements; liability | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 21 |
| 22 | FA734122005.Q | Holding companies; debt securities; liability | 65.0 | -3.2 | 19.6 | -14.2 | 288.3 | 8.8 | -93.3 | 220.5 | -192.8 | 259.5 | 120.6 | 22 |
| 23 | FA733169103.Q | Holding companies; commercial paper; liability | 3.0 | 1.4 | 3.1 | -5.6 | 6.5 | -5.1 | -6.6 | -14.2 | 3.4 | 6.7 | 4.5 | 23 |
| 24 | FA733163005.Q | Holding companies; corporate and foreign bonds; liability | 62.1 | -4.6 | 16.5 | -8.6 | 281.8 | 13.9 | -86.7 | 234.7 | -196.2 | 252.9 | 116.1 | 24 |
| 25 | FA733192305.Q | Holding companies; foreign direct investment in U.S.: intercompany debt; liability (market value) | 2.4 | -28.8 | 1.7 | -22.2 | -26.5 | -4.0 | -45.7 | -43.9 | 5.1 | 8.8 | 7.8 | 25 |
| 26 | FA733178013.Q | Holding companies; taxes payable, tax on foreign earnings retained abroad; liability | -0.3 | -0.3 | -0.6 | -0.8 | 0.0 | 0.0 | -3.3 | 0.0 | 0.0 | 0.0 | -4.1 | 26 |
| 27 | FA733190005.Q | Holding companies; total miscellaneous liabilities | 32.5 | 150.9 | 91.1 | 101.7 | 61.8 | 98.4 | 112.0 | 154.7 | 41.8 | 37.5 | 85.7 | 27 |
| 28 | FA733194735.Q | Holding companies; balances due to affiliates; liability | 33.5 | 113.9 | 81.2 | 73.7 | 29.4 | 97.5 | 46.5 | 115.1 | 35.7 | 63.0 | 68.7 | 28 |
| 29 | FA733193005.Q | Holding companies; unidentified miscellaneous liabilities | -1.0 | 37.0 | 9.9 | 28.1 | 32.3 | 0.9 | 65.6 | 39.6 | 6.2 | -25.6 | 17.0 | 29 |
| 30 | FA733181105.Q | Holding companies; equity and investment fund shares excluding mutual fund shares and money market fund shares; asset | -145.8 | -18.5 | -115.5 | -108.7 | -122.4 | -113.6 | -98.4 | -107.1 | -115.7 | -134.2 | -140.9 | 30 |
| 31 | FA733164105.Q | Holding companies; corporate equities; liability | -110.1 | -77.5 | -72.7 | -92.6 | -45.7 | -65.7 | -128.4 | -87.8 | -88.4 | -167.5 | -140.5 | 31 |
| 32 | FA733192103.Q | Holding companies; foreign direct investment in U.S.: equity; liability (market value) | -35.7 | 59.1 | -42.8 | -16.1 | -76.8 | -47.9 | 30.0 | -19.3 | -27.3 | 33.2 | -0.4 | 32 |
| 33 | FA737005005.Q | Holding companies; sector discrepancy | -100.7 | 101.7 | -89.3 | -84.5 | 7.8 | 16.1 | -97.2 | -166.5 | -90.4 | -157.6 | -63.2 | 33 |