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 | 2014 | 2015 | 2016 | 2017 | 2017 Q1 | 2017 Q2 | 2017 Q3 | 2017 Q4 | 2018 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 36739 | 35588.2 | 38415.9 | 45787.8 | 40540.1 | 41784.9 | 43505.7 | 45787.8 | 45156.2 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 29968.4 | 28832 | 31418.9 | 36760.8 | 32971.5 | 33716.6 | 34883.7 | 36760.8 | 36239.8 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 22630 | 21521.1 | 23064.6 | 26873.4 | 24265.3 | 24683.5 | 25559.5 | 26873.4 | 26495 | 3 |
| Nonfinancial corporate business; public corporate equities less intercompany holdings; liability (2) | LM103164115 | 18637 | 17655.8 | 18736.2 | 22118.4 | 19812.2 | 20246.8 | 20942.8 | 22118.4 | 21815.9 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 3993 | 3865.3 | 4328.4 | 4754.9 | 4453.1 | 4436.6 | 4616.7 | 4754.9 | 4679 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 7338.4 | 7310.9 | 8354.3 | 9887.4 | 8706.3 | 9033.2 | 9324.1 | 9887.4 | 9744.8 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 6903.7 | 6890 | 7865.7 | 9369.8 | 8221.4 | 8550.2 | 8821.5 | 9369.8 | 9235.4 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 434.7 | 420.8 | 488.6 | 517.7 | 484.8 | 483 | 502.6 | 517.7 | 509.4 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164103 | 6770.6 | 6756.2 | 6997 | 9027 | 7568.6 | 8068.2 | 8622.1 | 9027 | 8916.4 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 36739 | 35588.2 | 38415.9 | 45787.8 | 40540.1 | 41784.9 | 43505.7 | 45787.8 | 45156.2 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 14315.3 | 13837.2 | 15221.4 | 17949.5 | 15984.1 | 16482.4 | 17043.2 | 17949.5 | 17626.5 | 11 |
| Federal government; corporate equities; asset | LM313064105 | 33.4 | 33.4 | 33.3 | 33.2 | 33.3 | 33.2 | 33.2 | 33.2 | 37.2 | 12 |
| State and local governments, excluding employee retirement funds; corporate equities; asset | LM213064103 | 175.3 | 176.4 | 190.8 | 212.7 | 196.7 | 198.6 | 204.1 | 212.7 | 212.2 | 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 | 108.5 | 100 | 106.5 | 131.9 | 112 | 116 | 122.7 | 131.9 | 129.4 | 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 | 331.1 | 323 | 342 | 396.2 | 351.4 | 357 | 370.1 | 396.2 | 393.1 | 17 |
| Life insurance companies; corporate equities; asset | LM543064105 | 317.9 | 336.9 | 460.3 | 502.3 | 472.6 | 481.8 | 494.7 | 502.3 | 511.8 | 18 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2284.3 | 2197.3 | 2354 | 2662.9 | 2436.1 | 2481.5 | 2552.7 | 2662.9 | 2612 | 19 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 240.2 | 240.3 | 260.8 | 324.1 | 277.1 | 288.1 | 300.4 | 324.1 | 321.9 | 20 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2285.9 | 2241 | 2297.4 | 2610.9 | 2379.1 | 2443.2 | 2527.9 | 2610.9 | 2540.1 | 21 |
| Mutual funds; corporate equities; asset | LM653064100 | 8799.2 | 8625.3 | 9069.9 | 10819.6 | 9604.9 | 9923.3 | 10351.3 | 10819.6 | 10658.1 | 22 |
| Closed-end funds; corporate equities; asset | LM553064103 | 119.4 | 99.8 | 101.8 | 109.2 | 105.5 | 106 | 108.5 | 109.2 | 103.3 | 23 |
| Exchange-traded funds; corporate equities; asset | LM563064103 | 1620.2 | 1709.7 | 2032.7 | 2775.6 | 2241.1 | 2374.4 | 2531.2 | 2775.6 | 2775.8 | 24 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 187.8 | 166.8 | 176.1 | 224 | 169 | 187.7 | 198.5 | 224 | 232.7 | 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 | 5920.6 | 5500.9 | 5768.9 | 7035.6 | 6177.1 | 6311.5 | 6667.3 | 7035.6 | 7002.2 | 27 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 25540.7 | 24545.8 | 26601.9 | 31488.2 | 28033.6 | 28797 | 29764.3 | 31488.2 | 31051.4 | 28 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 4427.7 | 4286.2 | 4817 | 5272.6 | 4937.9 | 4919.7 | 5119.3 | 5272.6 | 5188.5 | 29 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 2813.3 | 2652.7 | 3169.3 | 3585.9 | 3236.6 | 3305.3 | 3481.6 | 3585.9 | 3528.7 | 30 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1614.4 | 1633.5 | 1647.6 | 1686.7 | 1701.3 | 1614.4 | 1637.7 | 1686.7 | 1659.8 | 31 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 10.4 | -1.5 | 10.3 | 18.9 | 5.3 | 2.5 | 4.1 | 5.8 | -1 | 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: June 11, 2018