What We’re Showing
This graphic shows the percentage of financial assets allocated to corporate equities among U.S. households and non-profits. Figures are as of January 1, 2024, based on data from the Federal Reserve.
Key Takeaways
- Thanks to superior returns over the last several decades, U.S. households and non-profits are investing a greater share of their assets in stocks as financial markets soar in 2024
- A separate survey from Gallup finds that 62% of Americans own stocks, hitting a 20-year high
- Overall, 87% of upper-income Americans own stocks, followed by 65% of middle-income Americans, and 25% of lower-income Americans
- By contrast, the share of assets held in stocks plummeted to 9.4% in 1982, a time when 10-year Treasury bonds returned over 32% in a record year, outpacing the S&P 500
