F.224 Corporate Equities (1)
Billions of dollars; quarterly figures are seasonally adjusted annual rates
Description Series code 2022 2023 2024 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2 2025 Q3 Line
All sectors; corporate equities; asset FA893064105 72.4 -120.6 745.1 302.7 903.3 1448.3 795.6 558.3 1292.2 1
Nonfinancial corporate business; corporate equities; liability FA103164105 -575.9 -615.6 -397.5 -525.2 -362.8 -104.3 -348.9 -402.0 -224.7 2
Domestic financial sectors; corporate equities; liability FA793164105 488.9 491.9 993.1 686.0 1119.6 1390.7 1053.0 896.3 1260.0 3
U.S.-chartered depository institutions; corporate equities; liability FA763164105 17.3 -8.5 -12.5 2.7 3.3 10.0 -13.3 2.2 2.7 4
Property-casualty insurance companies; corporate equities; liability FA513164105 -16.3 -11.7 -8.1 -16.5 -12.6 15.7 -21.0 -3.2 -16.9 5
Life insurance companies, general accounts; corporate equities; liability FA543164175 -30.3 -24.0 -34.1 -20.2 -23.5 -48.1 -35.9 -26.8 -20.4 6
Closed-end funds; total financial assets FA554090005 -0.5 -0.9 -1.5 -1.1 -1.9 -3.3 -0.5 1.8 -3.4 7
Exchange-traded funds; total financial assets FA564090005 609.3 597.5 1144.8 883.9 1177.7 1523.2 1284.6 1074.2 1437.1 8
Government-sponsored enterprises; corporate equities; liability FA403164105 0.0 0.0 -0.1 0.0 -0.3 0.0 0.0 0.0 0.4 9
Mortgage real estate investment trusts; corporate equities; liability FA643164105 -6.1 -0.3 1.3 -2.5 11.4 -3.4 5.8 -0.6 19.0 10
Security brokers and dealers; corporate equities; liability FA663164105 -6.9 12.4 -4.2 -31.9 53.2 -15.1 0.9 -10.9 -4.6 11
Holding companies; corporate equities; liability FA733164105 -77.5 -72.7 -92.6 -128.4 -87.8 -88.4 -167.6 -140.5 -153.9 12
Other financial business; corporate equities; liability FA503164105 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 13
Rest of the world; foreign corporate equities including foreign investment fund shares; liability (2) FA263164100 159.5 3.1 149.5 141.9 146.5 161.9 91.5 64.0 257.0 14
All sectors; corporate equities; asset FA893064105 72.4 -120.6 745.1 302.7 903.3 1448.3 795.6 558.3 1292.2 15
Households and nonprofit organizations; corporate equities; asset FA153064105 331.4 233.7 1008.2 1179.2 724.6 982.8 1017.3 -199.6 1356.6 16
Nonfinancial corporate business; corporate equities; asset FA103064103 -136.2 -87.2 -331.4 -323.7 -341.6 -348.7 -146.7 -146.7 -146.7 17
Federal government; corporate equities; asset FA313064105 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 37.2 18
State and local governments; corporate equities; asset FA213064103 24.8 -18.5 -21.9 -5.5 -6.9 -27.3 36.0 -43.2 -29.4 19
Monetary authority; corporate equities; asset FA713064103 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 20
U.S.-chartered depository institutions; corporate equities, excluding Federal Reserve stock and equity in GSEs; asset FA763064103 -1.9 2.5 11.7 1.6 3.1 -1.6 0.5 -2.2 5.5 21
Foreign banking offices in the U.S.; corporate equities; asset FA753064103 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 22
Property-casualty insurance companies; corporate equities, including those held by U.S. residual market reinsurers; asset FA513064105 -24.7 -40.9 -152.9 -248.1 -151.1 -19.9 54.8 -65.0 -125.9 23
Life insurance companies; corporate equities; asset FA543064105 -16.5 -88.0 -25.0 43.7 -26.7 -81.7 82.6 -121.4 -176.7 24
Private pension funds, including 403(b) plans; corporate equities; asset FA573064105 114.7 -232.2 -55.4 -78.9 -20.9 -40.8 -29.1 64.3 971.7 25
Federal government retirement funds; corporate equities; asset FA343064105 -6.2 12.0 8.3 12.1 -17.9 28.9 -109.1 -13.1 10.3 26
State and local government employee defined benefit retirement funds; corporate equities; asset FA223064145 -76.9 -92.1 -202.8 -315.7 -185.7 -179.7 -68.4 -292.8 50.2 27
Mutual funds; corporate equities; asset FA653064100 -386.5 -319.3 -514.6 -461.2 -556.1 -433.0 -885.0 -598.8 -2070.6 28
Closed-end funds; corporate equities; asset FA553064103 0.1 0.1 -0.2 -0.2 -0.7 0.3 -0.0 -0.4 -2.7 29
Exchange-traded funds; corporate equities; asset FA563064100 416.1 400.2 840.3 596.8 746.8 1207.1 818.4 698.1 882.5 30
Security brokers and dealers; corporate equities (net); asset FA663064105 -41.7 53.2 1.2 44.6 69.6 -67.4 51.5 69.7 -108.2 31
Other financial business; corporate equities; asset FA503064105 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 32
Rest of the world; U.S. corporate equities; asset (3) FA263064105 -124.2 55.9 179.6 -142.0 666.9 429.2 -27.3 1209.4 638.6 33

NOTES

  1. Includes shares of exchange-traded funds, closed-end funds, and real estate investment trusts. Excludes mutual fund shares shown on table F.226.
  2. Net purchases of foreign corporate equities and investment fund shares by U.S. residents; includes American Depositary Receipts (ADRs).
  3. Net purchases of U.S. issues by foreign residents.
Last Update: January 9, 2026