S1M.r Households and nonprofit organizations 🕮 PDF
Line Description Series 2023 2024 2025 2025:Q1 2025:Q2 2025:Q3 2025:Q4 2026:Q1 2026:Q2
Line 1 Change in net worth(1) FC152090005 12594.8 13047.3 13552.7 -23.6 6548.7 5262.6 1765.0 792.9 12803.4
Line 2 Net investment FU152090005 2464.8 2702.1 2050.9 713.2 193.2 625.0 519.5 748.9 402.3
Line 3 Nonfinancial investment FU152010005 637.6 704.4 755.5 199.1 194.7 181.0 180.7 179.4 183.2
Line 4 Real estate FU155035005 299.3 348.8 327.2 88.9 83.0 75.6 79.8 73.8 75.2
Line 5 Equipment FU165015205 14.4 16.1 27.2 6.1 6.9 7.0 7.1 8.4 9.1
Line 6 Intellectual property products FU165013765 11.7 12.0 16.8 3.7 4.2 4.3 4.5 4.8 4.9
Line 7 Consumer durable goods FU155111005 328.4 344.6 402.7 104.8 105.1 98.8 94.0 97.2 98.8
Line 8 Nonproduced nonfinancial assets FU155420003 -16.1 -17.1 -18.3 -4.4 -4.5 -4.6 -4.7 -4.8 -4.8
Line 9 Net acquisition of financial assets FU154090005 2387.5 2573.1 1995.4 550.9 218.8 655.8 569.9 670.6 496.3
Line 10 Less: Net increase in liabilities FU154190005 560.3 575.4 700.0 36.7 220.3 211.9 231.1 101.1 277.2
Line 11 Net holding gains FR152090005 10046.3 10493.6 10966.7 -745.0 5992.9 4495.8 1223.0 -269.1 11973.5
Line 12 Nonfinancial assets FR152010005 2258.7 1704.5 897.8 436.6 1099.5 -225.9 -412.4 1010.8 1185.2
Line 13 Real estate FR155035005 2351.7 1777.0 732.6 411.6 1025.1 -256.8 -447.3 853.9 1055.8
Line 14 Equipment(2) FR165015205 16.8 12.1 20.5 0.2 4.9 9.5 5.9 7.5 10.5
Line 15 Intellectual property products(2) FR165013765 1.4 5.3 4.9 -0.3 -1.2 3.1 3.3 0.4 2.8
Line 16 Consumer durable goods(2) FR155111005 -111.2 -90.0 139.9 25.1 70.7 18.3 25.8 148.9 116.1
Line 17 Financial assets FR154090005 7787.6 8789.1 10068.9 -1181.6 4893.4 4721.8 1635.4 -1279.9 10788.3
Line 18 Debt securities FR154022005 151.5 -48.5 160.0 59.3 -1.5 88.1 14.2 -57.5 20.7
Line 19 Corporate equities FR153064105 4841.2 5664.7 6192.5 -724.8 2878.7 2833.3 1205.2 -836.1 7503.8
Line 20 Equity in noncorporate business FR152090205 -434.6 143.5 229.4 -12.5 -1.6 277.0 -33.5 290.3 119.5
Line 21 Equity investment under PPIP FR153094305 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Line 22 Mutual fund shares FR153064205 1417.3 1238.9 1524.5 -202.8 910.7 655.9 160.7 -289.8 1366.7
Line 23 Hedge fund shares FR153064705 196.8 236.9 308.9 18.5 106.7 102.4 81.4 8.2 240.6
Line 24 Private debt fund shares FR153064505 2.8 0.0 1.5 0.6 0.8 0.5 -0.4 -2.2 -0.4
Line 25 Life insurance reserves FR153040005 51.0 43.1 50.9 -7.7 30.0 23.0 5.6 -10.6 40.5
Line 26 Pension entitlements FR153050005 1563.4 1508.6 1599.4 -312.5 968.8 741.1 202.0 -382.0 1496.0
Line 27 Other financial assets FR153030005 -3.0 0.9 0.8 0.6 0.2 0.0 0.0 0.0 0.0
Line 28 Other volume changes(3) FV152090005 83.7 -148.5 535.1 8.1 362.5 141.8 22.6 313.1 427.7
 
Memo:
Line 29 Net worth outstanding (assets minus liabilities)(4) LM152090005 155674.3 168721.5 182274.2 168697.9 175246.5 180509.2 182274.2 183067.1 195870.5
Line 30 Disposable personal income FA156012005 20749.3 21917.7 22866.2 22563.7 22786.6 23001.2 23113.2 23429.6 23642.2

Notes:

  1. Sum of net investment, net holding gains, and other volume changes.
  2. Valued at current cost.
  3. Consists of statistical discontinuities and disaster-related losses to fixed assets.
  4. Households and nonprofit organizations table (S1M.b), net worth outstanding (assets minus liabilities).
Last Update: September 11, 2026