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 | 2016 | 2017 | 2018 | 2018 Q1 | 2018 Q2 | 2018 Q3 | 2018 Q4 | 2019 Q1 | 2019 Q2 | Line |
|---|---|---|---|---|---|---|---|---|---|---|---|
| All sectors; corporate equities; asset | LM893064105 | 39917.4 | 47542.4 | 42971.0 | 47145.3 | 48085.7 | 50419.2 | 42971.0 | 48196.2 | 49798.6 | 1 |
| All domestic sectors; corporate equities; liability | LM883164105 | 32771.0 | 38424.3 | 34974.5 | 38005.3 | 39240.6 | 41438.2 | 34974.5 | 39466.7 | 40872.9 | 2 |
| Nonfinancial corporate business; corporate equities; liability | LM103164103 | 24421.1 | 28383.2 | 25802.7 | 28088.4 | 29209.7 | 30986.8 | 25802.7 | 29423.5 | 30333.6 | 3 |
| Nonfinancial corporate business; public corporate equities; liability (equal to total before 1996q4) (2) | LM103164113 | 19941.8 | 23548.8 | 21729.1 | 23304.7 | 24283.9 | 25861.9 | 21729.1 | 24772.5 | 25601.4 | 4 |
| Nonfinancial corporate business; closely held corporate equities; liability | LM103164123 | 4479.4 | 4834.4 | 4073.6 | 4783.7 | 4925.8 | 5124.8 | 4073.6 | 4651.1 | 4732.1 | 5 |
| Domestic financial sectors; corporate equities; liability | LM793164105 | 8349.9 | 10041.1 | 9171.8 | 9916.9 | 10030.9 | 10451.4 | 9171.8 | 10043.2 | 10539.3 | 6 |
| Domestic financial sectors; corporate equities (excluding closely held); liability (3) | LM793164115 | 7860.6 | 9513.0 | 8726.8 | 9394.3 | 9492.8 | 9891.6 | 8726.8 | 9535.1 | 10022.4 | 7 |
| Domestic financial sectors; closely held corporate equities; liability | LM793164123 | 489.3 | 528.1 | 445.0 | 522.6 | 538.1 | 559.8 | 445.0 | 508.1 | 516.9 | 8 |
| Rest of the world; foreign corporate equities including foreign investment fund shares; liability (4) | LM263164100 | 7146.3 | 9118.1 | 7996.5 | 9140.0 | 8845.1 | 8980.9 | 7996.5 | 8729.5 | 8925.7 | 9 |
| All sectors; corporate equities; asset | LM893064105 | 39917.4 | 47542.4 | 42971.0 | 47145.3 | 48085.7 | 50419.2 | 42971.0 | 48196.2 | 49798.6 | 10 |
| 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 | 11 |
| Nonfinancial corporate business; corporate equities; asset | LM103064103 | 1711.5 | 1947.3 | 1781.2 | 1911.7 | 1955.7 | 2083.5 | 1781.2 | 2002.0 | 2065.8 | 12 |
| Federal government; corporate equities; asset | LM313064105 | 33.3 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 33.2 | 13 |
| State and local governments, excluding employee retirement funds; corporate equities; asset | LM213064103 | 232.9 | 273.1 | 246.2 | 265.7 | 275.1 | 293.7 | 246.2 | 279.9 | 289.0 | 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 | 104.0 | 127.6 | 109.1 | 125.3 | 125.5 | 133.1 | 109.1 | 129.5 | 135.2 | 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 | 354.3 | 410.6 | 392.1 | 407.5 | 409.7 | 434.3 | 392.1 | 417.4 | 436.7 | 18 |
| Life insurance companies; corporate equities; asset | LM543064105 | 554.8 | 622.8 | 537.8 | 604.3 | 604.2 | 613.6 | 537.8 | 585.7 | 595.8 | 19 |
| Private pension funds, including 403(b) plans; corporate equities; asset | LM573064105 | 2329.9 | 2713.0 | 2364.2 | 2654.0 | 2705.0 | 2780.6 | 2364.2 | 2647.5 | 2716.9 | 20 |
| Federal government retirement funds; corporate equities; asset | LM343064105 | 260.8 | 324.2 | 292.0 | 322.1 | 330.8 | 348.6 | 292.0 | 331.0 | 341.3 | 21 |
| State and local government employee defined benefit retirement funds; corporate equities; asset | LM223064145 | 2321.5 | 2706.8 | 2531.8 | 2668.5 | 2707.8 | 2795.4 | 2531.8 | 2702.8 | 2774.9 | 22 |
| Mutual funds; corporate equities; asset | LM653064100 | 9069.9 | 10819.6 | 9657.5 | 10761.9 | 10930.5 | 11367.3 | 9657.5 | 10880.2 | 11213.2 | 23 |
| Closed-end funds; corporate equities; asset | LM553064103 | 101.8 | 109.3 | 91.2 | 103.4 | 104.4 | 105.8 | 91.2 | 101.9 | 102.2 | 24 |
| Exchange-traded funds; corporate equities; asset | LM563064100 | 2032.7 | 2775.6 | 2669.2 | 2775.6 | 2838.9 | 3027.4 | 2669.2 | 3010.9 | 3116.7 | 25 |
| Security brokers and dealers; corporate equities; asset | LM663064103 | 176.1 | 182.7 | 147.7 | 191.9 | 197.3 | 221.5 | 147.7 | 158.8 | 180.1 | 26 |
| Other financial business; 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 | 5782.7 | 7023.5 | 6517.5 | 7061.9 | 7193.1 | 7585.6 | 6517.5 | 7143.3 | 7482.3 | 28 |
| All domestic sectors; public corporate equities less intercompany holdings; liability (6) | LM883164115 | 27802.4 | 33061.8 | 30455.9 | 32699.0 | 33776.7 | 35753.6 | 30455.9 | 34307.6 | 35623.8 | 29 |
| All domestic sectors; closely held corporate equities; liability (7) | LM883164125 | 4968.7 | 5362.5 | 4518.6 | 5306.3 | 5463.9 | 5684.7 | 4518.6 | 5159.2 | 5249.1 | 30 |
| All domestic sectors; closely held S corporation corporate equities; liability | LM883164133 | 3159.9 | 3575.2 | 3140.0 | 3518.2 | 3825.7 | 3950.3 | 3140.0 | 3585.1 | 3647.6 | 31 |
| All domestic sectors; closely held C corporation corporate equities; liability | LM883164135 | 1808.8 | 1787.2 | 1378.6 | 1788.1 | 1638.2 | 1734.4 | 1378.6 | 1574.1 | 1601.5 | 32 |
| Interest rates and price indexes; Dow Jones U.S. Total Market Index | PC073164013 | 10.31 | 18.89 | -7.04 | -1.05 | 3.40 | 6.63 | -14.79 | 13.49 | 3.60 | 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: September 20, 2019