Financial Accounts of the United States - Z.1
B.101.e Balance Sheet of Households and Nonprofit Organizations with Debt and Equity Holdings Detail
Billions of dollars; amounts outstanding end of period, not seasonally adjusted| Description | Series code | 2016 | 2017 | 2018 | 2018 Q1 | 2018 Q2 | 2018 Q3 | 2018 Q4 | 2019 Q1 | 2019 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Households and nonprofit organizations; total assets | FL152000005 | 111893.6 | 121145.3 | 122312.6 | 121848.4 | 123840.7 | 126091.7 | 122312.6 | 127646.3 | 129670.6 | 1 |
| Households and nonprofit organizations; nonfinancial assets | FL152010005 | 33695.1 | 35989.9 | 37866.7 | 36290.2 | 37014.4 | 37431.9 | 37866.7 | 38656.8 | 38981.5 | 2 |
| Households and nonprofit organizations; total financial assets | FL154090005 | 78198.4 | 85155.4 | 84445.9 | 85558.2 | 86826.3 | 88659.8 | 84445.9 | 88989.5 | 90689.1 | 3 |
| Households and nonprofit organizations; total currency and deposits including money market fund shares; asset (1) | FL154000025 | 11835.9 | 12276.5 | 12926.6 | 12574.1 | 12573.5 | 12512.5 | 12926.6 | 13188.4 | 13157.1 | 4 |
| Households and nonprofit organizations; directly and indirectly held debt securities; asset | LM154022375 | 8776.9 | 9131.6 | 10020.5 | 9486.8 | 9708.7 | 10027.7 | 10020.5 | 10139.8 | 10497.0 | 5 |
| Households and nonprofit organizations; debt securities; asset | LM154022005 | 4596.7 | 4678.8 | 5321.3 | 4817.6 | 4980.6 | 5221.9 | 5321.3 | 5458.0 | 5638.0 | 6 |
| Households and nonprofit organizations; indirectly held debt securities; asset | LM154022075 | 4180.2 | 4452.9 | 4699.2 | 4669.1 | 4728.2 | 4805.9 | 4699.2 | 4681.8 | 4859.0 | 7 |
| Life insurance companies; debt securities held indirectly through mutual funds; asset | LM544022053 | 429.1 | 444.4 | 432.2 | 441.7 | 445.3 | 447.6 | 432.2 | 444.6 | 455.5 | 8 |
| Private defined contribution pension funds; debt held directly and indirectly through mutual funds; asset (2) | LM574022075 | 1254.4 | 1384.0 | 1449.8 | 1401.0 | 1426.3 | 1450.7 | 1449.8 | 1511.8 | 1575.7 | 9 |
| Federal government defined contribution retirement funds; debt securities; asset (2) | LM344022025 | 248.5 | 97.0 | 281.0 | 253.8 | 264.0 | 272.7 | 281.0 | 69.2 | 74.5 | 10 |
| State and local government employee retirement funds; debt securities held indirectly through mutual funds; asset (2) | LM223064223 | 65.3 | 71.5 | 69.2 | 71.7 | 72.1 | 72.7 | 69.2 | 71.8 | 73.7 | 11 |
| Mutual funds; debt securities indirectly held by households; asset | LM654022055 | 2182.9 | 2455.9 | 2467.0 | 2500.9 | 2520.4 | 2562.3 | 2467.0 | 2584.4 | 2679.5 | 12 |
| Households and nonprofit organizations; loans; asset | FL154023005 | 972.8 | 900.1 | 876.8 | 895.7 | 883.4 | 882.6 | 876.8 | 862.2 | 864.7 | 13 |
| Households and nonprofit organizations; directly and indirectly held corporate equities; asset | LM153064475 | 24650.8 | 29200.8 | 26037.8 | 28902.1 | 29504.3 | 30920.5 | 26037.8 | 29546.0 | 30426.8 | 14 |
| Households and nonprofit organizations; corporate equities; asset | LM153064105 | 14851.1 | 17473.0 | 15600.4 | 17258.3 | 17674.4 | 18595.4 | 15600.4 | 17772.2 | 18315.3 | 15 |
| Households and nonprofit organizations; indirectly held corporate equities; asset | LM153064175 | 9799.7 | 11727.8 | 10437.4 | 11643.8 | 11829.9 | 12325.1 | 10437.4 | 11773.8 | 12111.4 | 16 |
| Life insurance companies; corporate equities held directly and indirectly through mutual funds; asset | LM543064153 | 1357.8 | 1526.4 | 1301.5 | 1483.8 | 1495.4 | 1538.1 | 1301.5 | 1447.0 | 1469.8 | 17 |
| Private defined contribution pension funds; corporate equities held directly and indirectly through mutual funds; asset (2) | LM573064175 | 3193.5 | 3835.3 | 3465.2 | 3802.3 | 3891.1 | 4038.6 | 3465.2 | 3905.0 | 4017.3 | 18 |
| Federal government retirement funds; corporate equities held by Thrift Savings Plan; asset (2) | LM343064125 | 246.9 | 308.7 | 277.9 | 306.8 | 315.6 | 333.1 | 277.9 | 316.2 | 326.3 | 19 |
| State and local government employee retirement funds; corporate equities held indirectly through mutual funds; asset (2) | LM223064213 | 145.3 | 171.4 | 147.1 | 168.7 | 170.4 | 176.9 | 147.1 | 164.9 | 168.7 | 20 |
| Mutual funds; corporate equities indirectly held by households; asset | LM653064155 | 4856.1 | 5886.0 | 5245.8 | 5882.1 | 5957.4 | 6238.4 | 5245.8 | 5940.7 | 6129.4 | 21 |
| Households and nonprofit organizations; other financial assets (B.101.e) | FL153099475 | 31962.1 | 33646.3 | 34584.3 | 33699.6 | 34156.4 | 34316.4 | 34584.3 | 35253.0 | 35743.6 | 22 |
| Households and nonprofit organizations; total liabilities | FL154190005 | 14975.8 | 15541.7 | 16027.1 | 15581.5 | 15711.6 | 15895.0 | 16027.1 | 16033.1 | 16208.1 | 23 |
| Households and nonprofit organizations; net worth | FL152090005 | 96917.7 | 105603.6 | 106285.4 | 106266.9 | 108129.1 | 110196.7 | 106285.4 | 111613.2 | 113462.5 | 24 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total assets | FL154022376 | 7.84 | 7.54 | 8.19 | 7.79 | 7.84 | 7.95 | 8.19 | 7.94 | 8.10 | 25 |
| Households and nonprofit organizations; directly and indirectly held debt securities as a percentage of total financial assets | FL154022386 | 11.22 | 10.72 | 11.87 | 11.09 | 11.18 | 11.31 | 11.87 | 11.39 | 11.57 | 26 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total assets | FL153064476 | 22.03 | 24.10 | 21.29 | 23.72 | 23.82 | 24.52 | 21.29 | 23.15 | 23.46 | 27 |
| Households and nonprofit organizations; directly and indirectly held corporate equities as a percentage of total financial assets | FL153064486 | 31.52 | 34.29 | 30.83 | 33.78 | 33.98 | 34.88 | 30.83 | 33.20 | 33.55 | 28 |
NOTES
- Includes foreign deposits, checkable deposits and currency, time and savings deposits, and money market fund shares.
- Defined contribution plans. Assets held by defined benefit pension funds are not considered assets of the household sector. Defined benefit pension entitlements are included in line 22.
Last Update: September 20, 2019