Key Insight

U.S. household wealth has become dangerously concentrated in financial assets — particularly public equities — creating an unprecedented vulnerability where a market correction could erase years of apparent prosperity.

Generated by Claude on Apr 15, 2026

U.S. Household Wealth

Total assets held by U.S. households and nonprofits, decomposed by asset class. Data from the Federal Reserve's Flow of Funds accounts.

Updated Oct 1, 2025.

Exclude COVID
Total Household Assets

Total assets held by U.S. households and nonprofits — the broadest measure of national wealth

▲ +4.8% YoY

205.6$T

Trend YoY growth is +4.8%, slowing by 9 bps/year over the last 55Y. Latest: +8.0%, 3.1 pp above trend, a 0.57σ deviation. The latest YoY reading is depressed by 2.9 pp due to an tough comparison base from Oct '24.

Level

YoY %

y = 9.9% 9 bps/yr · t

Deviation from trend

Public Equities

Corporate equities held by households and nonprofits at market value — the most volatile wealth component

▲ +13.2% YoY

47.19$T

Trend YoY growth is +13.2%, accelerating by 11 bps/year over the last 54Y. Latest: +20.8%, 7.6 pp above trend, a 0.50σ deviation. The latest YoY reading is depressed by 8.1 pp due to an tough comparison base from Jan '24.

Level

YoY %

y = 7.0% + 11 bps/yr · t

Deviation from trend

Residential Real Estate

Owner-occupied real estate including vacant land and mobile homes at market value

▲ +4.1% YoY

47.92$T

Trend YoY growth is +4.1%, slowing by 13 bps/year over the last 55Y. Latest: +2.1%, 2.0 pp below trend, a 0.29σ deviation.

Level

YoY %

y = 11.5% 13 bps/yr · t

Deviation from trend

Fixed Income & Cash

Currency, deposits, and debt securities held by households — the low-risk allocation

▲ +4.1% YoY

26.34$T

Trend YoY growth is +4.1%, slowing by 11 bps/year over the last 54Y. Latest: +6.8%, 2.8 pp above trend, a 0.56σ deviation. The latest YoY reading is depressed by 1.0 pp due to an tough comparison base from Jan '24.

Level

YoY %

y = 9.9% 11 bps/yr · t

Deviation from trend

Pension & Retirement

Pension entitlements held by households and nonprofits — deferred compensation claims

▲ +3.1% YoY

34.59$T

Trend YoY growth is +3.1%, slowing by 16 bps/year over the last 55Y. Latest: +6.0%, 2.9 pp above trend, a 0.61σ deviation. The latest YoY reading is depressed by 3.2 pp due to an tough comparison base from Oct '24.

Level

YoY %

y = 11.7% 16 bps/yr · t

Deviation from trend

Private Business Equity

Proprietors' equity in noncorporate business at market value — illiquid wealth tied to small business

▲ +3.3% YoY

16.00$T

Trend YoY growth is +3.3%, slowing by 11 bps/year over the last 54Y. Deviations have remained below trend for 5 consecutive periods. Latest: +1.0%, 2.3 pp below trend, a 0.35σ deviation. The latest YoY reading is boosted by 1.9 pp due to an easy comparison base from Jan '24.

Level

YoY %

y = 9.1% 11 bps/yr · t

Deviation from trend

Commercial & Other Real Estate

Total household real estate minus owner-occupied — includes commercial property and other real assets

▲ +3.0% YoY

4.15$T

Trend YoY growth is +3.0%, slowing by 13 bps/year over the last 55Y. Deviations have remained below trend for 17 consecutive periods. Latest: +1.6%, 1.4 pp below trend, a 0.21σ deviation. The latest YoY reading is boosted by 3.7 pp due to an easy comparison base from Oct '24.

Level

YoY %

y = 10.0% 13 bps/yr · t

Deviation from trend

Other Financial Assets

Miscellaneous financial assets including insurance reserves, equity in GSEs, and other claims

▲ +2.5% YoY

42.17$T

Trend YoY growth is +2.5%, slowing by 14 bps/year over the last 55Y. Deviations have remained below trend for 16 consecutive periods. Latest: +2.4%, 12 bps below trend, a 0.04σ deviation.

Level

YoY %

y = 10.2% 14 bps/yr · t

Deviation from trend