Table Data - Investment Funds; Total Financial Assets, Transactions
| Title | Investment Funds; Total Financial Assets, Transactions |
|---|---|
| Series ID | BOGZ1FA684090005Q |
| Source | Board of Governors of the Federal Reserve System (US) |
| Release | Z.1 Financial Accounts of the United States |
| Seasonal Adjustment | Seasonally Adjusted Annual Rate |
| Frequency | Quarterly, End of Period |
| Units | Millions of U.S. Dollars |
| Date Range | 1951-10-01 to 2026-04-01 |
| Last Updated | 2026-09-11 1:47 PM CDT |
| Notes | For more information about the Flow of Funds tables, see the Financial Accounts Guide. |
| DATE | VALUE |
|---|---|
| 1951-10-01 | 466 |
| 1952-01-01 | 716 |
| 1952-04-01 | 548 |
| 1952-07-01 | 996 |
| 1952-10-01 | 140 |
| 1953-01-01 | 1148 |
| 1953-04-01 | 992 |
| 1953-07-01 | 908 |
| 1953-10-01 | 216 |
| 1954-01-01 | -172 |
| 1954-04-01 | -340 |
| 1954-07-01 | -212 |
| 1954-10-01 | 60 |
| 1955-01-01 | 556 |
| 1955-04-01 | -280 |
| 1955-07-01 | 440 |
| 1955-10-01 | 600 |
| 1956-01-01 | 796 |
| 1956-04-01 | 872 |
| 1956-07-01 | 2032 |
| 1956-10-01 | 708 |
| 1957-01-01 | 2024 |
| 1957-04-01 | 452 |
| 1957-07-01 | 2576 |
| 1957-10-01 | 2108 |
| 1958-01-01 | 1304 |
| 1958-04-01 | 1168 |
| 1958-07-01 | 508 |
| 1958-10-01 | 68 |
| 1959-01-01 | 2076 |
| 1959-04-01 | 880 |
| 1959-07-01 | 2492 |
| 1959-10-01 | 1188 |
| 1960-01-01 | 2428 |
| 1960-04-01 | 2388 |
| 1960-07-01 | 2164 |
| 1960-10-01 | 712 |
| 1961-01-01 | -148 |
| 1961-04-01 | 628 |
| 1961-07-01 | 552 |
| 1961-10-01 | 224 |
| 1962-01-01 | 2048 |
| 1962-04-01 | 2300 |
| 1962-07-01 | 284 |
| 1962-10-01 | 716 |
| 1963-01-01 | 1588 |
| 1963-04-01 | 1328 |
| 1963-07-01 | 2180 |
| 1963-10-01 | 1584 |
| 1964-01-01 | -52 |
| 1964-04-01 | 1384 |
| 1964-07-01 | 1112 |
| 1964-10-01 | 1680 |
| 1965-01-01 | 1972 |
| 1965-04-01 | 196 |
| 1965-07-01 | 2172 |
| 1965-10-01 | 1344 |
| 1966-01-01 | 4340 |
| 1966-04-01 | 2316 |
| 1966-07-01 | 1244 |
| 1966-10-01 | 3252 |
| 1967-01-01 | 1972 |
| 1967-04-01 | -1032 |
| 1967-07-01 | 1428 |
| 1967-10-01 | -1348 |
| 1968-01-01 | 4488 |
| 1968-04-01 | 1564 |
| 1968-07-01 | 4396 |
| 1968-10-01 | 2900 |
| 1969-01-01 | 4476 |
| 1969-04-01 | 2668 |
| 1969-07-01 | 5928 |
| 1969-10-01 | 2568 |
| 1970-01-01 | 716 |
| 1970-04-01 | 1060 |
| 1970-07-01 | -6076 |
| 1970-10-01 | 1636 |
| 1971-01-01 | 1636 |
| 1971-04-01 | 2416 |
| 1971-07-01 | 1700 |
| 1971-10-01 | -68 |
| 1972-01-01 | 1956 |
| 1972-04-01 | -1804 |
| 1972-07-01 | -724 |
| 1972-10-01 | -3316 |
| 1973-01-01 | 3416 |
| 1973-04-01 | 2384 |
| 1973-07-01 | 952 |
| 1973-10-01 | 1704 |
| 1974-01-01 | 2020 |
| 1974-04-01 | 2848 |
| 1974-07-01 | 5400 |
| 1974-10-01 | 3716 |
| 1975-01-01 | 6900 |
| 1975-04-01 | -2940 |
| 1975-07-01 | -4072 |
| 1975-10-01 | -6484 |
| 1976-01-01 | -796 |
| 1976-04-01 | -7040 |
| 1976-07-01 | -4256 |
| 1976-10-01 | -2884 |
| 1977-01-01 | -2692 |
| 1977-04-01 | 1300 |
| 1977-07-01 | -96 |
| 1977-10-01 | -528 |
| 1978-01-01 | 8644 |
| 1978-04-01 | 3184 |
| 1978-07-01 | 3272 |
| 1978-10-01 | 10940 |
| 1979-01-01 | 27468 |
| 1979-04-01 | 31472 |
| 1979-07-01 | 29592 |
| 1979-10-01 | 42316 |
| 1980-01-01 | 58976 |
| 1980-04-01 | 69264 |
| 1980-07-01 | 10104 |
| 1980-10-01 | -10528 |
| 1981-01-01 | 152800 |
| 1981-04-01 | 67416 |
| 1981-07-01 | 140068 |
| 1981-10-01 | 91200 |
| 1982-01-01 | 44016 |
| 1982-04-01 | 54996 |
| 1982-07-01 | 116184 |
| 1982-10-01 | -43540 |
| 1983-01-01 | -107416 |
| 1983-04-01 | -28144 |
| 1983-07-01 | 34856 |
| 1983-10-01 | 35592 |
| 1984-01-01 | 36830 |
| 1984-04-01 | 55497 |
| 1984-07-01 | 69079 |
| 1984-10-01 | 152785 |
| 1985-01-01 | 22131 |
| 1985-04-01 | 122828 |
| 1985-07-01 | 85084 |
| 1985-10-01 | 143222 |
| 1986-01-01 | 186004 |
| 1986-04-01 | 234044 |
| 1986-07-01 | 226339 |
| 1986-10-01 | 155357 |
| 1987-01-01 | 193893 |
| 1987-04-01 | 83393 |
| 1987-07-01 | 51254 |
| 1987-10-01 | -1184 |
| 1988-01-01 | 59678 |
| 1988-04-01 | 7520 |
| 1988-07-01 | 16330 |
| 1988-10-01 | 68930 |
| 1989-01-01 | 22600 |
| 1989-04-01 | 172489 |
| 1989-07-01 | 183910 |
| 1989-10-01 | 128204 |
| 1990-01-01 | 117560 |
| 1990-04-01 | 83541 |
| 1990-07-01 | 157123 |
| 1990-10-01 | 103708 |
| 1991-01-01 | 217654 |
| 1991-04-01 | 131818 |
| 1991-07-01 | 178552 |
| 1991-10-01 | 218169 |
| 1992-01-01 | 272198 |
| 1992-04-01 | 236708 |
| 1992-07-01 | 221258 |
| 1992-10-01 | 174758 |
| 1993-01-01 | 255904 |
| 1993-04-01 | 346708 |
| 1993-07-01 | 326962 |
| 1993-10-01 | 365797 |
| 1994-01-01 | 181868 |
| 1994-04-01 | 185704 |
| 1994-07-01 | 187477 |
| 1994-10-01 | 102071 |
| 1995-01-01 | 117506 |
| 1995-04-01 | 422623 |
| 1995-07-01 | 332341 |
| 1995-10-01 | 407414 |
| 1996-01-01 | 517760 |
| 1996-04-01 | 408089 |
| 1996-07-01 | 383289 |
| 1996-10-01 | 439486 |
| 1997-01-01 | 389098 |
| 1997-04-01 | 434668 |
| 1997-07-01 | 610175 |
| 1997-10-01 | 511606 |
| 1998-01-01 | 583270 |
| 1998-04-01 | 693859 |
| 1998-07-01 | 621335 |
| 1998-10-01 | 506192 |
| 1999-01-01 | 449176 |
| 1999-04-01 | 475419 |
| 1999-07-01 | 406066 |
| 1999-10-01 | 708128 |
| 2000-01-01 | 615464 |
| 2000-04-01 | 382891 |
| 2000-07-01 | 614166 |
| 2000-10-01 | 628302 |
| 2001-01-01 | 877871 |
| 2001-04-01 | 569160 |
| 2001-07-01 | 634146 |
| 2001-10-01 | 620807 |
| 2002-01-01 | 266261 |
| 2002-04-01 | 236454 |
| 2002-07-01 | 77647 |
| 2002-10-01 | 427981 |
| 2003-01-01 | -90566 |
| 2003-04-01 | 471266 |
| 2003-07-01 | 154676 |
| 2003-10-01 | 36991 |
| 2004-01-01 | 467587 |
| 2004-04-01 | 187130 |
| 2004-07-01 | 199323 |
| 2004-10-01 | 467667 |
| 2005-01-01 | 301146 |
| 2005-04-01 | 469596 |
| 2005-07-01 | 647726 |
| 2005-10-01 | 716708 |
| 2006-01-01 | 666492 |
| 2006-04-01 | 625769 |
| 2006-07-01 | 747333 |
| 2006-10-01 | 1058360 |
| 2007-01-01 | 1130329 |
| 2007-04-01 | 854875 |
| 2007-07-01 | 1565057 |
| 2007-10-01 | 1549229 |
| 2008-01-01 | 1648708 |
| 2008-04-01 | 209482 |
| 2008-07-01 | 209940 |
| 2008-10-01 | 1025994 |
| 2009-01-01 | 198662 |
| 2009-04-01 | 344175 |
| 2009-07-01 | -26504 |
| 2009-10-01 | -64317 |
| 2010-01-01 | -565544 |
| 2010-04-01 | -993 |
| 2010-07-01 | 524607 |
| 2010-10-01 | 173057 |
| 2011-01-01 | 629527 |
| 2011-04-01 | 699370 |
| 2011-07-01 | -191959 |
| 2011-10-01 | 282430 |
| 2012-01-01 | 818290 |
| 2012-04-01 | 523425 |
| 2012-07-01 | 1097955 |
| 2012-10-01 | 699987 |
| 2013-01-01 | 1141037 |
| 2013-04-01 | 1127851 |
| 2013-07-01 | 504702 |
| 2013-10-01 | 962345 |
| 2014-01-01 | 573803 |
| 2014-04-01 | 810706 |
| 2014-07-01 | 645468 |
| 2014-10-01 | 828943 |
| 2015-01-01 | 1082494 |
| 2015-04-01 | 222991 |
| 2015-07-01 | 310271 |
| 2015-10-01 | -335431 |
| 2016-01-01 | 591423 |
| 2016-04-01 | 168950 |
| 2016-07-01 | 147576 |
| 2016-10-01 | -138662 |
| 2017-01-01 | 994766 |
| 2017-04-01 | 862671 |
| 2017-07-01 | 1190774 |
| 2017-10-01 | 1231998 |
| 2018-01-01 | 731775 |
| 2018-04-01 | 785199 |
| 2018-07-01 | 445184 |
| 2018-10-01 | -112797 |
| 2019-01-01 | 1610949 |
| 2019-04-01 | 1339529 |
| 2019-07-01 | 1464402 |
| 2019-10-01 | 835872 |
| 2020-01-01 | 2408933 |
| 2020-04-01 | 1939233 |
| 2020-07-01 | -746597 |
| 2020-10-01 | -479825 |
| 2021-01-01 | 2617496 |
| 2021-04-01 | 1586628 |
| 2021-07-01 | 1025961 |
| 2021-10-01 | 1958563 |
| 2022-01-01 | 479672 |
| 2022-04-01 | -403995 |
| 2022-07-01 | -10401 |
| 2022-10-01 | -510459 |
| 2023-01-01 | 2480111 |
| 2023-04-01 | 1185219 |
| 2023-07-01 | 987390 |
| 2023-10-01 | 1269696 |
| 2024-01-01 | 1623945 |
| 2024-04-01 | 1298280 |
| 2024-07-01 | 2173040 |
| 2024-10-01 | 3368780 |
| 2025-01-01 | 1849504 |
| 2025-04-01 | 1191300 |
| 2025-07-01 | 1388223 |
| 2025-10-01 | 3630381 |
| 2026-01-01 | 2578447 |
| 2026-04-01 | 2804223 |