Financial Accounts of the United States - Z.1
L.223 Corporate Equities (1)
Billions of dollars; amounts outstanding end of period, not seasonally adjusted| Description | Series code | 2015 | 2016 | 2017 | 2016 Q3 | 2016 Q4 | 2017 Q1 | 2017 Q2 | 2017 Q3 | 2017 Q4 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 35587.4 | 38421.9 | 45824.6 | 37611.1 | 38421.9 | 40549.8 | 41796.4 | 43539.3 | 45824.6 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 28831.3 | 31424.9 | 36844.8 | 30466.3 | 31424.9 | 32981.2 | 33728.1 | 34958.1 | 36844.8 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 21520.6 | 23071 | 26952.9 | 22758.1 | 23071 | 24275.4 | 24695.2 | 25628.4 | 26952.9 | 3 |
| Nonfinancial corporate business; public corporate equities less intercompany holdings; liability (2) | LM103164115 | 17656 | 18748.1 | 22140.9 | 18480.6 | 18748.1 | 19824.8 | 20259.8 | 20956.4 | 22140.9 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 3864.6 | 4322.9 | 4812 | 4277.5 | 4322.9 | 4450.6 | 4435.5 | 4672.1 | 4812 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 7310.6 | 8353.9 | 9891.9 | 7708.1 | 8353.9 | 8705.8 | 9032.9 | 9329.7 | 9891.9 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 6890 | 7865.7 | 9368.2 | 7242.6 | 7865.7 | 8221.4 | 8550.2 | 8821.2 | 9368.2 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 420.6 | 488.2 | 523.7 | 465.6 | 488.2 | 484.4 | 482.7 | 508.5 | 523.7 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164103 | 6756.2 | 6997 | 8979.8 | 7144.8 | 6997 | 7568.6 | 8068.2 | 8581.2 | 8979.8 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 35587.4 | 38421.9 | 45824.6 | 37611.1 | 38421.9 | 40549.8 | 41796.4 | 43539.3 | 45824.6 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 13836.5 | 15209.2 | 17877.3 | 14819.4 | 15209.2 | 15968.4 | 16456.1 | 17045.4 | 17877.3 | 11 |
| Federal government; corporate equities; asset | LM313064105 | 33.4 | 33.3 | 33.2 | 33.4 | 33.3 | 33.3 | 33.2 | 33.2 | 33.2 | 12 |
| State and local governments, excluding employee retirement funds; corporate equities; asset | LM213064103 | 176.4 | 190.6 | 210.5 | 185.8 | 190.6 | 196.5 | 198.5 | 203.8 | 210.5 | 13 |
| Monetary authority; corporate equities; asset | FL713064103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14 |
| U.S.-chartered depository institutions; corporate equities; asset | LM763064105 | 100 | 106.5 | 131.7 | 100.8 | 106.5 | 112 | 116 | 122.7 | 131.7 | 15 |
| Foreign banking offices in the U.S.; corporate equities; asset | FL753064103 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 16 |
| Property-casualty insurance companies; corporate equities; asset | LM513064105 | 323 | 342 | 390.8 | 318.3 | 342 | 351.3 | 356.8 | 370 | 390.8 | 17 |
| Life insurance companies; corporate equities; asset | LM543064105 | 336.9 | 460.3 | 508.7 | 430.6 | 460.3 | 472.3 | 482.5 | 496.2 | 508.7 | 18 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2197.3 | 2354 | 2662.9 | 2305 | 2354 | 2436.1 | 2481.5 | 2552.7 | 2662.9 | 19 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 240.3 | 260.8 | 323.8 | 250.5 | 260.8 | 277.2 | 288.2 | 300 | 323.8 | 20 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2241 | 2316.3 | 2668.1 | 2309.5 | 2316.3 | 2405.2 | 2479.6 | 2561.3 | 2668.1 | 21 |
| Mutual funds; corporate equities; asset | LM653064100 | 8625.3 | 9069.9 | 10829.2 | 9007.5 | 9069.9 | 9604.9 | 9923.3 | 10351.3 | 10829.2 | 22 |
| Closed-end funds; corporate equities; asset | LM553064103 | 99.8 | 101.8 | 109.2 | 103.5 | 101.8 | 105.5 | 106 | 108.5 | 109.2 | 23 |
| Exchange-traded funds; corporate equities; asset | LM563064103 | 1709.7 | 2032.7 | 2775.6 | 1881 | 2032.7 | 2241.1 | 2374.4 | 2531.2 | 2775.6 | 24 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 166.8 | 176.1 | 224 | 158 | 176.1 | 169 | 187.7 | 198.5 | 224 | 25 |
| Funding corporations; corporate equities; asset | FL503064105 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 5500.9 | 5768.4 | 7079.7 | 5707.7 | 5768.4 | 6176.9 | 6312.4 | 6664.4 | 7079.7 | 27 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 24546 | 26613.9 | 31509.1 | 25723.2 | 26613.9 | 28046.2 | 28809.9 | 29777.6 | 31509.1 | 28 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 4285.3 | 4811 | 5335.7 | 4743.1 | 4811 | 4935 | 4918.2 | 5180.6 | 5335.7 | 29 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 2651.8 | 3168.3 | 3584.7 | 2922 | 3168.3 | 3235.5 | 3304.2 | 3480.5 | 3584.7 | 30 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1633.5 | 1642.8 | 1751 | 1821.1 | 1642.8 | 1699.5 | 1614 | 1700.1 | 1751 | 31 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | -1.5 | 10.3 | 18.9 | 3.9 | 3.6 | 5.3 | 2.5 | 4.1 | 5.8 | 32 |
NOTES
- Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table L.224.
- Excludes intercorporate holdings.
- Includes corporate equities issued by financial corporations under the federal financial stabilization programs.
- Holdings of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
- Holdings of U.S. issues by foreign residents.
- Equal to the sum of lines 4 and 7.
- Equal to the sum of lines 5 and 8.
Last Update: March 8, 2018