| Line | Series | Description | 2021 | 2022 | 2023 | 2024 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | Line |
| 1 | FL734090005.Q | Holding companies; total financial assets | 4797.2 | 4746.0 | 4977.1 | 5159.7 | 4977.1 | 5029.7 | 5050.1 | 5211.0 | 5159.7 | 5284.6 | 5405.4 | 1 |
| 2 | FL733030005.Q | Holding companies; time and savings deposits; asset | 397.5 | 475.9 | 485.1 | 515.6 | 485.1 | 497.3 | 486.6 | 513.2 | 515.6 | 499.3 | 539.8 | 2 |
| 3 | FL733091003.Q | Holding companies; private foreign deposits at affiliates; asset | 19.2 | 10.4 | 13.8 | 4.3 | 13.8 | 2.0 | 12.4 | 4.7 | 4.3 | 4.6 | 5.0 | 3 |
| 4 | FL732051003.Q | Holding companies; security repurchase agreements; asset | 26.1 | 6.1 | 3.9 | 2.4 | 3.9 | 1.6 | 2.0 | 1.9 | 2.4 | 4.4 | 0.0 | 4 |
| 5 | LM734022605.Q | Holding companies; long-term debt securities; asset | 146.4 | 181.7 | 182.4 | 177.0 | 182.4 | 170.8 | 173.7 | 178.8 | 177.0 | 182.4 | 175.4 | 5 |
| 6 | LM733061103.Q | Holding companies; Treasury securities; asset | 92.6 | 133.6 | 132.4 | 130.1 | 132.4 | 123.3 | 123.8 | 133.4 | 130.1 | 137.3 | 131.0 | 6 |
| 7 | LM733061703.Q | Holding companies; agency- and GSE-backed securities; asset | 24.7 | 19.2 | 18.0 | 18.3 | 18.0 | 18.2 | 18.6 | 18.9 | 18.3 | 18.3 | 18.2 | 7 |
| 8 | LM733063003.Q | Holding companies; corporate and foreign bonds; asset | 29.2 | 28.9 | 32.0 | 28.6 | 32.0 | 29.3 | 31.3 | 26.6 | 28.6 | 26.9 | 26.2 | 8 |
| 9 | FL733069005.Q | Holding companies; other loans and advances; asset | 130.2 | 30.6 | 29.0 | 36.3 | 29.0 | 28.4 | 28.7 | 29.2 | 36.3 | 35.6 | 37.2 | 9 |
| 10 | LM733092305.Q | Holding companies; U.S. direct investment abroad: intercompany debt (market value) | -2.0 | -4.5 | -3.2 | -3.7 | -3.2 | -3.2 | -5.0 | -6.6 | -3.7 | -0.6 | -0.7 | 10 |
| 11 | LM733092103.Q | Holding companies; U.S. direct investment abroad: equity (market value) | 491.7 | 356.6 | 429.7 | 482.7 | 429.7 | 474.9 | 478.4 | 514.3 | 482.7 | 502.0 | 552.8 | 11 |
| 12 | FL733094635.Q | Holding companies; equity investment in affiliates; asset | 2454.6 | 2457.1 | 2483.6 | 2563.8 | 2483.6 | 2470.5 | 2496.1 | 2548.7 | 2563.8 | 2610.5 | 2630.4 | 12 |
| 13 | FL733040005.Q | Holding companies; life insurance reserves; asset | 73.0 | 77.0 | 81.0 | 85.0 | 81.0 | 82.0 | 83.0 | 84.0 | 85.0 | 86.0 | 87.0 | 13 |
| 14 | FL733090005.Q | Holding companies; total miscellaneous assets | 1060.4 | 1155.0 | 1271.8 | 1296.4 | 1271.8 | 1305.3 | 1294.1 | 1342.9 | 1296.4 | 1360.3 | 1378.5 | 14 |
| 15 | FL733094735.Q | Holding companies; other investment in affiliates; asset | 1020.9 | 1116.0 | 1240.4 | 1261.7 | 1240.4 | 1269.9 | 1257.0 | 1305.0 | 1261.7 | 1321.7 | 1330.6 | 15 |
| 16 | FL733093005.Q | Holding companies; unidentified miscellaneous assets | 39.5 | 39.0 | 31.3 | 34.7 | 31.3 | 35.5 | 37.1 | 37.9 | 34.7 | 38.7 | 47.9 | 16 |
| 17 | FL734194005.Q | Holding companies; total liabilities and equity | 5285.2 | 4855.8 | 5074.6 | 5939.1 | 5074.6 | 5358.9 | 5372.8 | 5619.4 | 5939.1 | 5878.7 | 6425.3 | 17 |
| 18 | FL734190005.Q | Holding companies; total liabilities | 2130.1 | 2248.7 | 2339.5 | 2404.1 | 2339.5 | 2365.3 | 2357.7 | 2440.5 | 2404.1 | 2477.7 | 2530.1 | 18 |
| 19 | FL732151003.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 | 19 |
| 20 | FL734122005.Q | Holding companies; debt securities; liability | 1544.9 | 1541.8 | 1556.3 | 1542.1 | 1556.3 | 1632.5 | 1535.2 | 1590.3 | 1542.1 | 1607.0 | 1637.1 | 20 |
| 21 | FL733169103.Q | Holding companies; commercial paper; liability | 8.1 | 9.5 | 12.6 | 7.0 | 12.6 | 11.4 | 9.7 | 6.2 | 7.0 | 8.7 | 9.8 | 21 |
| 22 | FL733163005.Q | Holding companies; corporate and foreign bonds; liability | 1536.8 | 1532.2 | 1543.6 | 1535.1 | 1543.6 | 1621.1 | 1525.5 | 1584.1 | 1535.1 | 1598.3 | 1627.3 | 22 |
| 23 | LM733192305.Q | Holding companies; foreign direct investment in U.S.: intercompany debt; liability (market value) | 105.8 | 70.2 | 70.7 | 51.9 | 70.7 | 71.7 | 62.3 | 50.4 | 51.9 | 52.6 | 54.6 | 23 |
| 24 | FL733178013.Q | Holding companies; taxes payable, tax on foreign earnings retained abroad; liability | 2.8 | 2.5 | 1.9 | 1.0 | 1.9 | 1.9 | 1.0 | 1.0 | 1.0 | 1.0 | 0.0 | 24 |
| 25 | FL733190005.Q | Holding companies; total miscellaneous liabilities | 476.5 | 634.3 | 710.7 | 809.0 | 710.7 | 659.3 | 759.3 | 798.8 | 809.0 | 817.0 | 838.5 | 25 |
| 26 | FL733194735.Q | Holding companies; balances due to affiliates; liability | 473.7 | 587.7 | 654.5 | 728.2 | 654.5 | 604.9 | 690.5 | 719.3 | 728.2 | 743.9 | 761.1 | 26 |
| 27 | FL733193005.Q | Holding companies; unidentified miscellaneous liabilities | 2.7 | 46.6 | 56.2 | 80.8 | 56.2 | 54.4 | 68.8 | 79.5 | 80.8 | 73.1 | 77.4 | 27 |
| 28 | LM733181105.Q | Holding companies; equity and investment fund shares excluding mutual fund shares and money market fund shares; asset | 3155.1 | 2607.1 | 2735.1 | 3535.1 | 2735.1 | 2993.6 | 3015.0 | 3178.9 | 3535.1 | 3401.1 | 3895.2 | 28 |
| 29 | LM733164105.Q | Holding companies; corporate equities; liability | 3068.2 | 2511.6 | 2651.4 | 3444.2 | 2651.4 | 2911.0 | 2922.7 | 3083.4 | 3444.2 | 3307.7 | 3786.2 | 29 |
| 30 | LM733192103.Q | Holding companies; foreign direct investment in U.S.: equity; liability (market value) | 87.0 | 95.5 | 83.7 | 90.9 | 83.7 | 82.6 | 92.3 | 95.5 | 90.9 | 93.4 | 109.0 | 30 |