Katusa Research · Market Sentiment

Household Equity Allocation

Share of US household financial assets held in equities. High allocations have historically preceded weak long-run returns.

45.8%Current · 2026-01-01
-1.0Change vs prior
Record territoryReading
QuarterlyUpdates

Source: FRED: BOGZ1FL153064486Q · Updated 2026-07-16 · katusaresearch.com