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Assets
Financial Assets$61.8T
Stocks & Equities$47.2T
21% of households
Cash & Deposits$9.6T
99% of households
Bonds & Fixed Income$6.2T
1% of households
Retirement & Tax-Adv.$77.8T
Retirement Accounts$48.1T
54% of households
IRAs$18.9T
31% of households
401(k) Plans$10.0T
50% of households
529 Plans$603B
13% of households
HSAs$159B
27% of households
Real Assets$87.1T
Real Estate$48.0T
66% of households
Commercial Real Estate$22.5T
6% of households
Residential Rentals$10.3T
13% of households
Farms$3.6T
1.5% of households
Vehicles$2.4T
87% of households
Mineral Rights$314B
9% of households
Business & Insurance$20.1T
Private Business$16.0T
15% of households
Life Insurance$2.2T
16% of households
RSUs & Equity Comp$2.1T
8% of households
Total Assets $181.6T
Ownership %: Federal Reserve SCF, 2022
Liabilities
Housing Debt$14.8T
Mortgages$13.77T
42% of households
HELOCs$434B
4% of households
HELOANs$562B
~3% of households
Consumer Credit$3.6T
Vehicle Loans$1.67T
35% of households
Credit Cards$1.33T
45% of households
Personal Loans$276B
19% of households
Vehicle Leases$209B
~10% of households
BNPL Debt$70B
~17% of households
Education & Health$2.1T
Student Loans$1.66T
22% of households
Medical Debt$194B
~14% of households
Deferred Medical$200B
~36% of households
Other Debt$2.2T
Margin Loans & SBLOCs$1.23T
~4% of households
Personal Guarantees$840B
~6% of households
Insurance Policy Loans$151B
~5% of households
Total Liabilities $20.9T
Holding %: Federal Reserve SCF 2022 & agency estimates
Net Worth
Overview By Percentile By Age
Cash Flow
Income Spending Taxes Debt Service Savings
Households
Overview By Age By Generation
Home / Assets / Stocks & Equities

Stocks & Equities

Time series data on S&P 500 performance and U.S. household financial assets, the engine of American wealth creation.

Household equities surged $5.5T in Q3 2025 to $46.0T, the largest quarterly gain since Q2 2021
Data View Commentary →
US Household Equities (Directly Held)
$46.00T Q3 2025
Source: FRED HNOCEAQ027S · Federal Reserve Z.1 Financial Accounts
Total Household Financial Assets
$143.80T Q4 2025
Source: FRED BOGZ1FL194090005Q · Federal Reserve Z.1 Financial Accounts
S&P 500 Index
6,878.88 Feb 2026
Source: FRED SP500 · S&P Dow Jones Indices

Key Stock Market Metrics

Data from Federal Reserve, World Federation of Exchanges, and industry sources.

Metric Value As Of Source
S&P 500 Level 6,878.88 Feb 2026 FRED SP500
Global Stock Market Capitalization $147.6 Trillion Oct 2025 World Federation of Exchanges
US Household Equities (Directly Held) ~$66.5 Trillion Q4 2025 Fed Z.1
Annual US Dividend Income $500 Billion+ 2024 BEA
View Commentary →