Date  | Highlights  | Count |
| 2023q1 | ***Preliminary -- subject to change*** Other loans and advances, margin accounts and cash accounts at security brokers and dealers: Beginning 2000:Q1, additional detail has been added to margin accounts and cash accounts at security brokers and dealers shown on the instrument table for other loans and advances (tables F.216 and L.216). Security brokers and dealers sector (tables F.130 and L.130) receivables from customers and noncustomers are now reported separately for margin accounts. Similarly, security brokers and dealers sector payables to customers and noncustomers are now reported separately for cash accounts. The customer and noncustomer detail are combined in the customer series prior to 2000:Q1. | 1 |
| 2023q1 | ***Preliminary -- subject to change*** Monetary authority Bank Term Funding Program loans and other credit extensions: Additional detail has been added to the monetary authority sector (tables F.109 and L.109) interbank loans for loans to U.S.-chartered depository institutions provided under the new Bank Term Funding Program and other credit extensions, consistent with the H.4.1 Federal Reserve Balance Sheet: Factors Affecting Reserve Balances statistical release. | 2 |
| 2023q1 | ***Preliminary -- subject to change*** Residential real estate revision: Beginning 2021:Q2, the value of owner-occupied residential real estate has been revised due to the incorporation of updated housing value estimates from a new Zillow automated valuation model (AVM). | 3 |
| 2023q1 | ***Preliminary -- subject to change*** Rest of the world holdings of municipal securities: Beginning 2012:Q1, rest of the world (tables F.133 and L.133) holdings of municipal securities are now reported at market value. | 4 |
| 2023q1 | ***Preliminary -- subject to change*** Nonprofit organizations benchmark data for Section 501(c)(3-9) nonprofit organizations and private foundations: Nonprofit organizations data (tables F.101, L.101, B.101, R.101, and B.101.n) have been revised beginning 2019 to reflect new Internal Revenue Service Statistics of Income (IRS/SOI) data for Section 501(c)(3-9) nonprofit organizations and private foundations for 2020. (Section 4947(a)(1) Nonexempt Charitable Trusts data have not revised). | 5 |
| 2023q1 | ***Preliminary -- subject to change*** Nonfinancial corporate business benchmark: Assets of the nonfinancial corporate business sector (tables F.103, L.103, B.103, and R.103) have been revised from 2021:Q1 forward to reflect new data for partnerships and sole proprietorships from the Internal Revenue Service (IRS) Statistics of Income (SOI) for 2021. | 6 |
| 2023q1 | ***Preliminary -- subject to change*** Nonfinancial noncorporate business benchmark: Nonfinancial noncorporate business sector data (tables F.104, L.104, B.104, and R.104) have been revised beginning 2020:Q1 to reflect new benchmark data from the Internal Revenue Service (IRS) Statistics of Income (SOI) for 2020. | 7 |
| 2022q4 | Households and nonprofit organizations vacant land benchmark: The value of residential vacant land held by households and nonprofit organizations (tables B.101 and R.101) has been revised beginning 2004:Q3 to reflect benchmark data for 2016:Q3 and 2019:Q3 from the triennial Survey of Consumer Finances (SCF). Note: SCF benchmark data for 2007:Q3, 2010:Q3, and 2013:Q3 are not used due to apparent valuation challenges that arose during the housing boom and bust over that period. | 8 |
| 2022q4 | Residential real estate revision: The value of residential real estate held by households and nonprofit organizations (tables B.101, R.101, B.101.h, and B.101.n), nonfinancial corporate businesses (tables B.103 and R.103), and nonfinancial noncorporate businesses (tables B.104 and R.104) has been revised to reflect updated source data. Beginning 2021:Q1, the value of owner-occupied residential real estate (excluding vacant land and mobile homes) has been revised due to updated historical data from Zillow. Beginning 1990:Q1, the value of residential real estate held by nonprofit organizations, nonfinancial corporate businesses, and nonfinancial noncorporate businesses has been revised to reflect updates in the ZHVI house price index used to estimate revaluations. | 9 |
| 2022q4 | Debt securities held by households and nonprofit organizations: Beginning 1996:Q4, household and nonprofit organization sector (tables L.101, B.101, R.101, and B.101.h) holdings of Treasury securities, agency- and GSE-backed securities, municipal securities, and corporate and foreign bonds have revised, reflecting new methodology. Now, the component of changes in the rest of the world's holdings of these debt securities that excludes transactions and revaluations, also called "other volume changes," no longer residually impacts the household and nonprofit sector. Instead, these residual other volume changes from the rest of world have been shifted to the discrepancies between debt security issuance and holdings (see tables L.208, L.210, L.211, L.212, and L.213). | 10 |
| 2022q4 | Nonfinancial corporate business unidentified miscellaneous assets and liabilities: The unidentified miscellaneous assets and liabilities held by nonfinancial corporate businesses (tables F.103, L.103, B.103, and R.103) have been revised based on new methodology that sets revaluations to zero for these financial instruments. This results in changes to the levels of miscellaneous assets and liabilities. In addition, private pension funds' claims on the corporate sponsor are no longer deducted from the calculation of unidentified miscellaneous liabilities. | 11 |
| 2022q4 | From-Whom-to-Whom Enhanced Financial Accounts project beta release: The March 24, 2023 release of the Enhanced Financial Accounts will include a new project that provides preliminary estimates of issuer-to-holder relationships by instrument within the Financial Accounts. A forthcoming FEDS note describes the data and the methodology in detail: FWTW: "Issuer-to-Holder (From-Whom-to-Whom) Relationships in the Financial Accounts of the United States: A New Methodology and Some Early Results" (Michael Batty, Elizabeth Holmquist, and Robert Kurtzman). | 12 |
| 2022q3 | National Income and Product Accounts annual update: The statistics in this publication reflect the 2022 annual update of the National Income and Product Accounts (NIPAs) released by the Bureau of Economic Analysis (BEA) on September 29, 2022, as well as information for 2022:Q3 released by BEA on November 30, 2022. See the October 2022 issue of the Survey of Current Business at https://apps.bea.gov/scb/ for details on the 2022 annual update. | 13 |
| 2022q3 | Fixed assets annual update: Investment, depreciation, and capital stock data for private and government sectors have been revised beginning in 2017 to reflect updated annual estimates of fixed assets from BEA. | 14 |
| 2022q3 | Nonfinancial corporate business corporate equity issuance: Beginning 2008:Q1, nonfinancial corporate business corporate equity issuance (tables F.223 and L.223) has been revised to incorporate new source data for private equity issuance. Levels are unaffected; however, residually computed revaluations also revised. | 15 |
| 2022q3 | U.S.-Chartered depository institutions mutual funds and corporate equities: U.S.-Chartered depository institutions sector (tables F.111 and L.111) holdings of mutual funds and corporate equities have been revised to reflect improved methodology for estimating revaluations. Revaluations and levels outstanding have been adjusted for all periods. | 16 |
| 2022q3 | Tax on foreign earnings retained abroad of holding companies and securities brokers and dealers: Beginning 2009:Q1, tax on foreign earnings retained abroad of securities brokers and dealers (tables F.130 and L.130) has been reassigned to holding companies (tables F.131 and L.131), to align with changes in sector holdings of U.S. direct investment abroad that were incorporated in the September 2022 Z.1 release. | 17 |
| 2022q3 | Commercial real estate: Levels and capital gains for commercial real estate (CRE) have been revised beginning 1996:Q2. Capital gains are now estimated using end-of-quarter values of a CRE price index (FI075035503) instead of quarterly averages of that index. The affected series are 115035033 (nonfinancial noncorporate business CRE), 105035033 (nonfinancial corporate business CRE), 165035033 (nonprofit organizations CRE), and 665035003 (security and brokers dealers CRE). | 18 |
| 2022q3 | Financial Soundness Indicators moving to International Monetary Fund webpage: Beginning with the March 2023 Z.1 release, Financial Soundness Indicators (FSIs) Table 1 and Annex tables 5-8 will no longer be available on the Financial Accounts Guide International Data Submissions webpage. Beginning late December 2022, FSIs will be updated to conform with guidelines described in the IMF 2019 Financial Soundness Indicators Compilation Guide, and will be available quarterly on the International Monetary Fund's website. | 19 |
| 2022q2 | Distributional Financial Accounts (DFA) public code released: A public version of the DFA code was released on August 5, 2022. It includes the code, input files, and instructions for users to recreate DFA results. These enhancements can be found at https://www.federalreserve.gov/releases/z1/dataviz/dfa/. | 20 |
| 2022q2 | Distributional Financial Accounts improvements: In the upcoming release of the DFA, tentatively set for two weeks after the Z.1 Financial Accounts release, the breakdown of the top 1 percent of the wealth distribution into the top 0.1 percent and the next 0.9 percent will be available in the data visualization tool. Also, the pension entitlements instrument category will be segmented into defined benefit pension entitlements and defined contribution pension entitlements. On release day, a complete description of improvements will be posted on the DFA announcements page. | 21 |
| 2022q2 | U.S. Direct investment abroad (USDIA) of holding companies and securities brokers and dealers: Beginning 2009:Q1, USDIA of securities brokers and dealers (tables F.130 and L.130) has been reassigned to holding companies (tables F.131 and L.131). | 22 |
| 2022q2 | Private pension benchmark: Assets of the private pension fund sector (tables F.118, F.118.b, F.118.c, L.118, L.118.b, and L.118.c) have been revised beginning 2020:Q1 to reflect new 2020 plan year data from U.S. Internal Revenue Service/Department of Labor/Pension Benefit Guaranty Corporation Form 5500. | 23 |
| 2022q2 | State and local government employee defined benefit retirement funds: State and local government employee defined benefit retirement funds (tables F.120.b and L.120.b) have been revised beginning 2020:Q3 to reflect new data from the Census Annual Survey of Public Pensions. | 24 |
| 2022q2 | Rest of the world sector: Rest of the world sector data (tables F.133 and L.133) have been revised beginning 2012:Q1 to reflect new data from BEA for the U.S. international transactions accounts and the U.S. international investment positions accounts through 2022:Q1. BEA's changes are detailed in the July 2022 issue of the Survey of Current Business. | 25 |
| 2022q2 | Schedule adjustments related to changes in BEA annual update releases: Beginning this year, BEA will be releasing its annual updates of the national income and product accounts, fixed asset accounts, and actuarial pension obligations in September rather than in July/August, as was previously customary. Therefore, annual updates from BEA will be incorporated into the Z.1 Financial Accounts of the United States in the third quarter (December) release. Going forward, seasonal factors for quarterly transactions will also be recalculated in the third quarter (December) release to align with BEA annual update schedule. However, this release incorporates revised seasonal factors for Treasury securities held by the public due to a change in methodology. For additional detail, see the technical Q&As accessible from the main Z.1 release page https://www.federalreserve.gov/releases/z1/default.htm. | 26 |
| 2022q1 | Holding company transactions with affiliates: Holding company sector transactions with affiliates are now reported as gross assets and liabilities instead of net assets and liabilities (Identified miscellaneous financial claims, tables F.232 and L.232). In addition, equity investment in affiliates and other investment in affiliates are now reported separately. This change affects sector tables for U.S.-chartered depository institutions (table F.111 and L.111), property-casualty insurance companies (tables F.115 and L.115), life insurance companies (tables F.116 and L.116), finance companies (tables F.128 and L.128), brokers and dealers (tables F.130 and L.130), holding companies (tables F.131 and L.131), and rest of the world (tables F.133 and L.133). | 27 |
| 2022q1 | Holding company U.S deposits in foreign countries: A portion of holding company sector (tables F.131 and L.131) time and savings deposits have been reclassified to U.S. deposits in foreign countries (tables F.202 and L.202). | 28 |
| 2022q1 | Nonfinancial corporate business benchmark: Assets of the nonfinancial corporate business sector (tables F.103, L.103, B.103, and R.103) have been revised from 2020:Q1 forward to reflect new data for partnerships and sole proprietorships from the Internal Revenue Service (IRS) Statistics of Income (SOI) for 2020. | 29 |
| 2022q1 | Nonfinancial noncorporate business sector: Nonfinancial noncorporate business sector data (tables F.104, L.104, B.104, and R.104) have been revised beginning 2019:Q1 to reflect new benchmark data from the Internal Revenue Service (IRS) Statistics of Income (SOI) for 2019 | 30 |