5-Feb-14
Direct and Indirect Family Holdings of Stock, by Selected Characteristics of Families, 1989-2010 Surveys
Median value among families with holdings
(thousands of dollars)
Families having stock holdings, direct or indirect
Family characteristic
1989
Stock holdings as share of group's financial assets
1989
1992
1995
1998
2001
2004
2007
2010
1992
1995
1998
2001
2004
2007
2010
1989
1992
1995
1998
2001
2004
2007
2010
All families
31.8
36.9
40.5
48.9
53.0
50.3
53.2
49.9
8.5
10.5
14.5
25.0
35.0
32.8
33.9
29.0
27.9
33.9
40.1
54.0
56.9
51.4
54.0
47.0
Percentiles of income
Less than 20
20-39.9
40-59.9
60-79.9
80-89.9
90-100
3.6
15.2
28.6
44.2
57.6
76.9
7.4
20.2
34.0
51.4
66.1
77.3
6.5
24.7
41.7
54.5
69.7
80.1
10.0
30.8
50.2
69.4
77.9
90.4
13.3
34.9
53.7
76.3
82.9
90.2
11.7
29.8
51.9
69.9
83.9
92.7
14.3
36.5
52.9
73.3
86.3
91.5
12.5
30.5
51.7
68.1
82.6
90.6
15.0
6.0
4.6
5.9
9.5
39.5
8.0
4.0
5.0
8.1
14.1
47.0
3.8
6.3
6.2
12.5
25.0
60.2
5.0
10.0
12.0
19.2
45.0
136.5
7.1
8.7
15.0
31.0
65.0
250.0
7.5
10.0
14.7
26.6
56.5
204.9
6.0
8.3
17.4
33.6
63.1
224.0
5.3
7.1
12.0
22.3
57.9
267.5
13.6
10.0
16.7
21.9
26.1
34.3
14.3
16.7
20.5
28.0
32.6
40.7
14.2
26.7
28.5
35.6
41.4
45.8
20.4
29.8
38.1
46.2
50.4
62.5
37.4
37.1
47.4
53.0
58.2
61.3
32.0
30.9
43.4
41.9
48.9
57.6
39.2
34.6
39.5
53.1
50.5
58.3
40.5
31.3
37.5
41.6
44.4
50.9
Age of head (years)
Less than 35
35-44
45-54
55-64
65-74
75 or more
22.6
39.0
42.1
36.2
26.7
25.9
28.8
42.6
46.9
45.4
30.2
25.7
36.7
46.6
49.0
40.1
34.4
27.9
40.8
56.7
58.7
56.0
42.7
29.4
49.7
60.6
60.2
58.7
40.0
35.7
40.8
54.5
56.6
63.2
46.9
34.8
41.6
55.9
63.1
60.8
53.1
40.2
39.8
50.1
58.0
59.7
45.6
42.0
3.0
5.2
13.5
18.4
20.3
25.0
3.4
7.5
15.0
25.0
16.5
25.0
5.0
10.0
25.9
31.0
34.0
20.0
7.0
20.0
38.0
47.0
56.0
60.0
7.0
28.7
50.0
81.2
150.3
110.0
8.0
20.0
50.0
70.0
70.0
85.9
6.5
24.5
45.0
78.0
55.4
45.0
7.0
19.8
37.8
56.0
76.9
55.0
20.2
29.4
33.6
27.7
26.0
25.0
25.0
31.1
41.3
37.4
31.7
25.5
27.2
39.6
43.1
44.8
35.8
39.8
44.9
55.0
55.8
58.3
51.3
48.7
52.8
58.7
60.1
57.8
55.5
51.8
40.4
53.7
53.8
55.2
51.5
39.3
45.6
54.7
54.5
55.6
55.6
48.2
39.3
50.5
48.6
48.3
44.2
44.6
55.2
40.5
57.7
46.4
52.0
39.3
54.5
46.2
47.5
37.3
Housing status
Owner
42.0
45.9
48.8
59.8
63.2
61.0
64.6
61.3
10.0
13.0
18.0
34.0
50.0
45.1
40.0
39.9
28.2
34.7
41.2
13.6
21.2
25.1
27.5
31.5
26.5
28.1
26.3
3.0
4.8
6.4
7.5
7.0
8.7
7.8
6.0
24.6
27.3
32.5
Renter or other
Note: Indirect holdings are those in pooled investment trusts, retirement accounts, and other managed assets.
For questions on income, respondents were asked to base their answers on the calendar year preceding the interview. For questions on saving, respondents were asked to base their answers on the twelve months preceding the
interview.
Percentage distributions may not sum to 100 because of rounding. See the appendix for details on standard errors and for definitions of family and family head.
Source: The Federal Reserve Board, 2010 Survey of Consumer Finance (July 19, 2012).