US Household Net Worth

From InvestmentWiki
Jump to navigation Jump to search

The Wealth Effect

[1]


Developments

Date[2] Household Net Worth
Millions Millions Q/Q Millions Y/Y Q/Q Y/Y
2024-01-01 151,682,478 4,990,447 12,741,399 3.40 9.17
2023-10-01 146,692,031 4,062,809 10,878,308 2.85 8.01
2023-07-01 142,629,222 -1,380,471 7,835,419 -0.96 5.81
2023-04-01 144,009,693 5,068,614 5,894,208 3.65 4.27
2023-01-01 138,941,079 3,127,356 -4,767,833 2.30 -3.32
2022-10-01 135,813,723 1,019,920 -5,877,347 0.76 -4.15
2022-07-01 134,793,803 -3,321,682 -3,407,576 -2.41 -2.47
2022-04-01 138,115,485 -5,593,427 2,936,379 -3.89 2.17
2022-01-01 143,708,912 2,017,842 14,920,037 1.42 11.58
2021-10-01 141,691,070 3,489,691 17,796,964 2.53 14.36
2021-07-01 138,201,379 3,022,273 22,302,857 2.24 19.24
2021-04-01 135,179,106 6,390,231 23,538,016 4.96 21.08
2021-01-01 128,788,875 4,894,769 24,854,702 3.95 23.91
2020-10-01 123,894,106 7,995,584 13,719,322 6.90 12.45
2020-07-01 115,898,522 4,257,432 9,041,137 3.81 8.46
2020-04-01 111,641,090 7,706,917 5,422,334 7.42 5.10
2020-01-01 103,934,173 -6,240,611 -257,279 -5.66 -0.25
2019-10-01 110,174,784 3,317,399 11,949,587 3.10 12.17
https://www.federalreserve.gov/releases/z1/dataviz/z1/changes_in_net_worth/chart/
Quarter[3]

US$ Billions

Total change Direct and indirect holdings of corporate equity Direct and indirect holdings of debt securities Real estate Other
2024:Q1 5,116.58 3,826.10 50.892 906.8 332.784
2023:Q4 3,954.18 4,094.39 620.533 -635.897 -124.84
2023:Q3 -1,411.31 -1,679.41 -22.288 411.03 -120.64
2023:Q2 5,286.36 2,429.36 204.468 2,310.33 342.209
2023:Q1 3,216.06 2,550.01 819.771 -103.825 -49.895
2022:Q4 1,109.73 2,248.10 725.775 -955.136 -909.01
2022:Q3 -3,216.51 -1,769.15 248.261 -1,254.37 -441.25
2022:Q2 -5,554.33 -7,756.87 -317.84 2,318.74 201.65
2022:Q1 2,042.48 -2,051.46 -303.58 3,608.93 788.58
2021:Q4 3,790.20 1,938.94 -236.28 897.669 1,189.88
2021:Q3 3,384.10 83.234 183.107 1,995.61 1,122.15
2021:Q2 6,638.53 3,338.08 224.47 2,340.96 735.028
2021:Q1 5,049.58 2,788.15 -539.64 1,350.82 1,450.26
2020:Q4 8,290.49 5,726.79 282.828 1,081.87 1,199.01
2020:Q3 4,504.27 2,881.22 108.288 856.758 658.001
2020:Q2 7,859.19 5,797.77 -24.954 674.991 1,411.38
2020:Q1 -6,141.62 -7,867.50 -399.5 709.124 1,416.25
2019:Q4 3,404.95 2,426.01 2.378 338.841 637.727
2019:Q3 705.899 -180.408 188.189 278.992 419.126
2019:Q2 2,258.01 925.877 477.941 535.701 318.495
2019:Q1 6,218.25 4,235.45 343.621 633.497 1,005.69
2018:Q4 -3,838.87 -4,497.24 71.401 243.205 343.765

Net Worth By Wealth Percentile

Date

US$ Trillions [4]

Net Worth
Top 0.1% 99-99.9% 90-99% 50-90% Bottom 50% Total
2019:Q4 13.42 20.06 42.62 31.87 2.09 110.06
2020:Q1 12.12 18.25 40.46 31.23 2.09 104.15
2020:Q2 13.4 20.24 43.17 32.76 2.32 111.89
2020:Q3 14.1 21.22 44.61 33.64 2.46 116.03
2020:Q4 15.6 23.29 47.41 35.19 2.69 124.18
2021:Q1 16.39 24.47 49.05 36.29 2.91 129.11
2021:Q2 17.5 25.97 51.28 37.77 3.03 135.55
2021:Q3 18.01 26.48 52.34 38.65 3.19 138.67
2021:Q4 18.64 27.28 53.65 39.45 3.27 142.29
2022:Q1 18.54 27.2 54.3 40.79 3.63 144.46
2022:Q2 17.15 25.25 52.36 40.6 3.69 139.05
2022:Q3 16.9 24.7 51.43 39.75 3.47 136.25
2022:Q4 17.3 25.24 52.02 39.76 3.31 137.63
2023:Q1 17.92 26.05 53.03 40.23 3.36 140.59
2023:Q2 18.63 27.15 54.81 41.74 3.64 145.97

Assets

Wealth component[5]

US$ Trillions

Top 0.1% 99-99.9% 90-99% 50-90% Bottom 50%
Real estate 1.45 4.92 13.44 19.44 5.25
Consumer durable goods 0.43 0.52 1.65 3.27 1.97
Corporate equities and mutual fund shares 8.45 12.03 13.43 3.96 0.23
Defined benefit pension entitlements 0.04 0.45 8.99 8.76 0.33
Defined contribution pension entitlements 0.16 0.88 5.83 4.96 0.6
Private businesses 5.32 3.78 5.86 1.86 0.23
Other assets 2.93 5.27 9.41 7.55 1.16

Liabilities

Wealth component

US$ Trillions[6]

Top 0.1% 99-99.9% 90-99% 50-90% Bottom 50%
Home mortgages 0.07 0.55 3.26 5.92 3.07
Consumer credit 0.02 0.04 0.33 1.78 2.77
Other liabilities 0.06 0.12 0.21 0.36 0.31

Wealth by generation

Date[7]

US$ Trillions

Silent and Earlier Baby Boomer GenX Millennial
1999:Q4 22.52 16.09 2.39 0
2000:Q4 22.3 17.33 2.47 0
2001:Q4 22.46 18.59 2.68 0.02
2002:Q4 22.16 19.04 2.32 0.03
2003:Q4 23.5 21.69 3 0.07
2004:Q4 25.06 25.34 4.19 0.12
2005:Q4 25.89 28.17 5.67 0.22
2006:Q4 26.28 30.95 6.62 0.27
2007:Q4 25.86 32.66 6.91 0.33
2008:Q4 22.43 30.01 4.81 0.31
2009:Q4 21.28 31.18 5.41 0.43
2010:Q4 20.94 33.81 7.04 0.57
2011:Q4 20.4 34.42 7.84 0.62
2012:Q4 20.63 36.75 9.82 0.71
2013:Q4 21.05 40.58 13.03 1.31
2014:Q4 21.46 44.43 14.07 1.78
2015:Q4 21.07 46.91 14.34 2.31
2016:Q4 20.74 49.69 15.95 2.89
2017:Q4 20.14 53.09 20.69 3.55
2018:Q4 18.06 52.96 23.15 3.93
2019:Q4 18.19 58.54 28.54 4.78
2020:Q1 17.25 55.75 26.56 4.6
2020:Q2 18.28 59.69 29.04 4.88
2020:Q3 18.63 61.8 30.55 5.06
2020:Q4 19.57 65.9 33.26 5.45
2021:Q1 19.93 68.22 34.97 5.99
2021:Q2 20.46 71.24 37.35 6.51
2021:Q3 20.44 72.67 38.57 6.99
2021:Q4 20.58 74.22 40.03 7.46
2022:Q1 20.25 75.05 41.03 8.11
2022:Q2 18.97 72.47 39.54 8.07
2022:Q3 18.02 71.73 38.69 7.81
2022:Q4 17.89 72.96 39.01 7.78
2023:Q1 18.06 74.74 39.96 7.84
2023:Q2 18.47 77.11 42.03 8.34

Assest

Wealth component[8]

US$ Trillions

Silent and Earlier Baby Boomer GenX Millennial
Real estate 5.02 19.34 14.64 5.51
Consumer durable goods 0.73 2.95 2.56 1.59
Corporate equities and mutual fund shares 5.76 21.21 10.21 0.91
Defined benefit pension entitlements 1.44 10.49 5.1 1.54
Defined contribution pension entitlements 0.48 5.98 4.84 1.13
Private businesses 1.64 7.85 6.06 1.49
Other assets 4.16 14.34 5.76 2.05

Liabilities

Wealth component

US$ Trillions[9][9]

Silent and Earlier Baby Boomer GenX Millennial
Home mortgages 0.47 3.38 5.33 3.66
Consumer credit 0.17 1.06 1.57 2.14
Other liabilities 0.13 0.61 0.23 0.08

Liquid Assets

https://fred.stlouisfed.org/series/CDCABSHNO#
Date[10] Households and Nonprofit Organizations;

Checkable Deposits and Currency[11]

Households and Nonprofit Organizations;

Total Time and Savings Deposits[12]

Households and Nonprofit Organizations;

Money Market Fund Shares; Asset[13]

Units/Seasonality Billions

NSA

M/M % Y/Y % M/M

Billions

NSA

Y/Y

Billions

NSA

Billions

NSA

M/M % Y/Y % M/M

Billions

NSA

Y/Y

Billions

NSA

Billions

NSA

M/M % Y/Y % M/M

Billions

NSA

Y/Y

Billions

NSA

2024-04-01 4,514 5.00 -1.00 235 -56 9,739 -1.00 -1.00 -91 -105 4,025 1.00 18.00 42 603
2024-01-01 4,279 1.00 -6.00 49 -272 9,830 0.00 -4.00 43 -434 3,983 5.00 29.00 183 903
2023-10-01 4,229 -6.00 -13.00 -258 -605 9,787 1.00 -5.00 65 -556 3,799 5.00 30.00 192 882
2023-07-01 4,488 -2.00 -4.00 -82 -191 9,722 -1.00 -9.00 -122 -962 3,608 5.00 27.00 186 777
2023-04-01 4,570 0.00 5.00 20 209 9,844 -4.00 -11.00 -420 -1,271 3,422 11.00 23.00 342 645
2023-01-01 4,550 -6.00 10.00 -284 403 10,264 -1.00 -7.00 -79 -800 3,080 6.00 10.00 163 277
2022-10-01 4,834 3.00 23.00 156 899 10,343 -3.00 -4.00 -341 -397 2,917 3.00 8.00 87 211
2022-07-01 4,678 7.00 21.00 318 816 10,684 -4.00 1.00 -431 80 2,831 2.00 2.00 54 62
2022-04-01 4,361 5.00 23.00 213 810 11,115 0.00 3.00 52 302 2,777 -1.00 0.00 -26 -5
2022-01-01 4,148 5.00 30.00 212 964 11,064 3.00 7.00 324 764 2,803 4.00 4.00 97 114
2021-10-01 3,935 2.00 101.00 73 1,979 10,740 1.00 0.00 136 -44 2,706 -2.00 -3.00 -63 -79
2021-07-01 3,863 9.00 123.00 312 2,132 10,604 -2.00 -1.00 -209 -88 2,769 0.00 -6.00 -13 -179
2021-04-01 3,551 12.00 171.00 367 2,242 10,813 5.00 6.00 513 642 2,782 3.00 2.00 92 48
2021-01-01 3,184 63.00 165.00 1,227 1,983 10,300 -4.00 5.00 -484 455 2,689 -3.00 18.00 -95 418
2020-10-01 1,957 13.00 109.00 226 1,018 10,784 1.00 12.00 92 1,121 2,785 -6.00 30.00 -164 635
2020-07-01 1,731 32.00 53.00 423 597 10,692 5.00 13.00 520 1,236 2,949 8.00 55.00 215 1,041
2020-04-01 1,309 9.00 5.00 107 59 10,171 3.00 8.00 326 723 2,734 20.00 40.00 462 787
2020-01-01 1,201 28.00 3.00 263 35 9,845 2.00 6.00 182 577 2,272 6.00 24.00 122 445
2019-10-01 938 -17.00 -15.00 -196 -171 9,663 2.00 6.00 208 509 2,150 13.00 30.00 242 492
2019-07-01 1,134 -9.00 -12.00 -116 -161 9,456 0.00 4.00 7 349 1,908 -2.00 15.00 -39 248
2019-04-01 1,250 7.00 -13.00 84 -184 9,448 2.00 4.00 181 406 1,946 7.00 20.00 120 325
2019-01-01 1,166 5.00 -13.00 57 -175 9,268 1.00 5.00 114 431 1,826 10.00 10.00 168 173
2018-10-01 1,109 -14.00 -9.00 -186 -116 9,154 1.00 4.00 47 348 1,658 0.00 5.00 -1 81

References

  1. ↑ https://www.investopedia.com/articles/investing/012714/study-wealth-effect-and-economy.asp#citation-5
  2. ↑ https://fred.stlouisfed.org/series/BOGZ1FL192090005Q
  3. ↑ https://www.federalreserve.gov/releases/z1/dataviz/z1/changes_in_net_worth/table/
  4. ↑ https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/table/#quarter:135;series:Net%20worth;demographic:networth;population:1,3,5,7,9;units:levels;range:2008.2,2023.2
  5. ↑ https://www.federalreserve.gov/releases/z1/dataviz/dfa/compare/chart/#quarter:135;series:Assets;demographic:networth;population:all;units:levels;range:1990.4,2023.2
  6. ↑ https://www.federalreserve.gov/releases/z1/dataviz/dfa/compare/chart/#quarter:135;series:Liabilities;demographic:networth;population:all;units:levels;range:1990.4,2023.2
  7. ↑ https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/table/#quarter:135;series:Net%20worth;demographic:generation;population:all;units:levels;range:1989.4,2023.1
  8. ↑ https://www.federalreserve.gov/releases/z1/dataviz/dfa/compare/chart/#quarter:135;series:Assets;demographic:generation;population:all;units:levels;range:1990.4,2023.2
  9. ↑ 9.0 9.1 https://www.federalreserve.gov/releases/z1/dataviz/dfa/compare/chart/#quarter:135;series:Liabilities;demographic:generation;population:all;units:levels;range:1990.4,2023.2
  10. ↑ https://docs.google.com/spreadsheets/d/1N51KI9mZ2KnbWEjshyKDPpuLdAOJORc3OHO0yAsBcHg/edit?gid=1673787085#gid=1673787085&range=A1
  11. ↑ https://fred.stlouisfed.org/series/CDCABSHNO
  12. ↑ https://fred.stlouisfed.org/series/TSDABSHNO
  13. ↑ https://fred.stlouisfed.org/series/MMFSABSHNO
Retrieved from "https://investmentwiki.mywikis.eu/w139/index.php?title=US_Household_Net_Worth&oldid=12870"