Corporate Equities and Mutual Fund Shares Held by the Top 1% (99th to 100th Wealth Percentiles)
WFRBLT01014 • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
23,242,933.00
Year-over-Year Change
12.43%
Date Range
7/1/1989 - 1/1/2025
Summary
Measures the concentration of corporate equities and mutual fund shares among the top 1% of wealth holders. Provides critical insight into wealth distribution.
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
Tracks the percentage of corporate equities and mutual fund shares owned by the 99th to 100th wealth percentile, highlighting wealth concentration.
Methodology
Calculated using Federal Reserve Survey of Consumer Finances data.
Historical Context
Used to analyze wealth inequality and investment distribution patterns.
Key Facts
- Measures top 1% equity ownership
- Reflects wealth concentration trends
- Based on comprehensive financial surveys
FAQs
Q: What does this data reveal about wealth distribution?
A: Shows the percentage of corporate equities and mutual fund shares held by the wealthiest 1% of Americans.
Q: How often is this data collected?
A: Typically updated every three years through the Federal Reserve's Survey of Consumer Finances.
Q: Why is corporate equity ownership important?
A: Indicates economic opportunity, investment patterns, and potential wealth inequality.
Q: How has this percentage changed over time?
A: Tends to reflect broader economic trends of increasing wealth concentration in recent decades.
Q: What limitations exist in this data?
A: Represents a snapshot in time and may not capture most recent short-term market changes.
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Citation
U.S. Federal Reserve, Corporate Equities and Mutual Fund Shares Held by the Top 1% (WFRBLT01014), retrieved from FRED.