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 | 2018 | 2018 Q1 | 2018 Q2 | 2018 Q3 | 2018 Q4 | 2019 Q1 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 36661.0 | 39917.4 | 47557.1 | 42809.9 | 47176.6 | 48112.7 | 50434.7 | 42809.9 | 48029.0 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 29904.8 | 32771.0 | 38427.6 | 34983.7 | 38012.9 | 39248.6 | 41446.1 | 34983.7 | 39469.9 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 22610.5 | 24421.1 | 28385.8 | 25808.6 | 28091.4 | 29213.9 | 30991.6 | 25808.6 | 29422.7 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) | LM103164113 | 18752.0 | 19941.8 | 23551.5 | 21735.0 | 23307.7 | 24288.1 | 25866.8 | 21735.0 | 24771.6 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 3858.6 | 4479.4 | 4834.4 | 4073.6 | 4783.7 | 4925.8 | 5124.8 | 4073.6 | 4651.1 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 7294.3 | 8349.9 | 10041.8 | 9175.1 | 9921.5 | 10034.7 | 10454.5 | 9175.1 | 10047.2 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 6872.8 | 7860.6 | 9513.7 | 8730.1 | 9399.0 | 9496.6 | 9894.7 | 8730.1 | 9539.1 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 421.5 | 489.3 | 528.1 | 445.0 | 522.6 | 538.1 | 559.8 | 445.0 | 508.1 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164100 | 6756.2 | 7146.3 | 9129.5 | 7826.2 | 9163.7 | 8864.1 | 8988.6 | 7826.2 | 8559.1 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 36661.0 | 39917.4 | 47557.1 | 42809.9 | 47176.6 | 48112.7 | 50434.7 | 42809.9 | 48029.0 | 10 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 13128.2 | 14852.9 | 17544.2 | 15564.6 | 17381.5 | 17772.1 | 18707.5 | 15564.6 | 17494.3 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 1498.3 | 1715.5 | 1942.2 | 1749.1 | 1899.4 | 1935.7 | 2054.0 | 1749.1 | 1958.3 | 12 |
| Federal government; corporate equities; asset | LM313064105 | 33.4 | 33.3 | 33.2 | 37.2 | 37.2 | 37.2 | 37.2 | 37.2 | 37.2 | 13 |
| State and local governments, excluding employee retirement funds; corporate equities; asset | LM213064103 | 210.1 | 232.7 | 274.7 | 248.9 | 269.1 | 279.4 | 299.1 | 248.9 | 281.1 | 14 |
| Monetary authority; corporate equities; asset | FL713064103 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 15 |
| U.S.-chartered depository institutions; corporate equities; asset | LM763064105 | 97.7 | 104.0 | 127.6 | 109.1 | 125.3 | 125.5 | 133.1 | 109.1 | 129.5 | 16 |
| Foreign banking offices in the U.S.; corporate equities; asset | FL753064103 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 17 |
| Property-casualty insurance companies; corporate equities, including those held by U.S. residual market reinsurers; asset | LM513064105 | 334.0 | 354.3 | 410.6 | 391.4 | 407.5 | 409.7 | 434.3 | 391.4 | 416.7 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 545.9 | 554.8 | 622.8 | 541.6 | 604.3 | 604.2 | 613.6 | 541.6 | 585.5 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2220.4 | 2326.6 | 2682.2 | 2361.0 | 2622.6 | 2676.6 | 2761.5 | 2361.0 | 2646.5 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 240.3 | 260.8 | 324.2 | 303.3 | 319.5 | 328.2 | 345.8 | 303.3 | 344.6 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2250.0 | 2320.6 | 2677.4 | 2459.3 | 2613.9 | 2637.5 | 2713.3 | 2459.3 | 2750.5 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 8625.3 | 9069.9 | 10819.6 | 9657.5 | 10761.9 | 10930.5 | 11367.3 | 9657.5 | 10831.5 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 99.8 | 101.8 | 109.3 | 91.2 | 103.4 | 104.4 | 105.8 | 91.2 | 101.9 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 1709.7 | 2032.7 | 2775.6 | 2669.2 | 2775.6 | 2838.9 | 3027.4 | 2669.2 | 3010.2 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 166.8 | 176.1 | 182.7 | 147.7 | 191.9 | 197.3 | 221.5 | 147.7 | 158.8 | 26 |
| Funding corporations; corporate equities; asset | FL503064105 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 27 |
| Rest of the world; U.S. corporate equities; asset (5) | LM263064105 | 5500.9 | 5781.3 | 7030.8 | 6478.8 | 7063.5 | 7235.3 | 7613.2 | 6478.8 | 7282.5 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 25624.8 | 27802.4 | 33065.1 | 30465.1 | 32706.6 | 33784.7 | 35761.4 | 30465.1 | 34310.8 | 29 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 4280.1 | 4968.7 | 5362.5 | 4518.6 | 5306.3 | 5463.9 | 5684.7 | 4518.6 | 5159.2 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 2644.8 | 3159.9 | 3575.2 | 3140.0 | 3518.2 | 3825.7 | 3950.3 | 3140.0 | 3585.1 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1635.3 | 1808.8 | 1787.2 | 1378.6 | 1788.1 | 1638.2 | 1734.4 | 1378.6 | 1574.1 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | -1.51 | 10.31 | 18.89 | -7.04 | -1.05 | 3.40 | 6.63 | -14.79 | 13.49 | 33 |
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 6, 2019