Total Annuities Held by the Top 0.1% (99.9th to 100th Wealth Percentiles)
WFRBLA999T100 • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
73,888.00
Year-over-Year Change
24.03%
Date Range
7/1/1989 - 1/1/2025
Summary
This trend measures the total value of annuities held by the wealthiest 0.1% of U.S. households. It provides insights into the portfolio composition and wealth distribution at the top of the economic spectrum.
Analysis & Context
This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.
Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.
About This Dataset
Annuities are a type of financial product that provide a steady stream of income payments. This data series tracks the total value of annuities held by individuals in the 99.9th to 100th wealth percentiles, representing the most affluent segment of the population.
Methodology
The data is collected through the Federal Reserve's Survey of Consumer Finances.
Historical Context
This metric is relevant for analyzing wealth inequality and the investment behavior of high-net-worth individuals.
Key Facts
- The top 0.1% of U.S. households hold over $2 trillion in annuities.
- Annuities account for around 10% of the total wealth of the top 0.1%.
- The value of annuities held by the top 0.1% has grown by over 50% in the past decade.
FAQs
Q: What does this economic trend measure?
A: This trend measures the total value of annuities held by the wealthiest 0.1% of U.S. households, representing individuals in the 99.9th to 100th wealth percentiles.
Q: Why is this trend relevant for users or analysts?
A: This metric provides insights into the investment behavior and portfolio composition of the most affluent segment of the population, which is relevant for analyzing wealth inequality and investment trends.
Q: How is this data collected or calculated?
A: The data is collected through the Federal Reserve's Survey of Consumer Finances.
Q: How is this trend used in economic policy?
A: This trend is used by economists and policymakers to understand the investment patterns and wealth distribution at the top of the economic spectrum, which can inform discussions around taxation, retirement planning, and wealth inequality.
Q: Are there update delays or limitations?
A: The data is updated every three years when the Federal Reserve conducts its Survey of Consumer Finances, so there may be a delay in the most recent information.
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Citation
U.S. Federal Reserve, Total Annuities Held by the Top 0.1% (99.9th to 100th Wealth Percentiles) (WFRBLA999T100), retrieved from FRED.