As of 2022, alternative investment securities were the most popular asset type among ultra high net worth individuals (UHNWI) worldwide. Equities accounted for the largest portion of asset allocation among high net worth individuals (HNWI). Fixed-income securities were also popular among both parties, accounting for 15 percent of UHNWIs` and 33 percent of HNWIs' asset allocation.
Asset allocation of ultra and high net worth individuals worldwide in 2023, by wealth status
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Other statistics that may interest you Private wealth management
Overview
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- Premium Statistic Sources of wealth for ultra wealthy individuals worldwide 2022
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Wealth distribution
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Wealth managers
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- Premium Statistic Use of wealth managers worldwide 2023, by type of provider
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Asset allocation
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- Premium Statistic Asset allocation of ultra and high net worth individuals worldwide 2023
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Wealth management in the U.S.
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- Basic Statistic U.S. the richest people in America 2022
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Further related statistics
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- Asset allocation of family offices worldwide 2021
- Change of UHNWIs' asset allocation in 2014, by asset class and region
- Change of UHNWIs' asset allocation 2014, by asset class
- Asset allocation of high net worth individuals in the U.S. 2009-2015
- Asset allocation of high net worth individuals in the U.S. 2018
- Banking sector asset composition in Estonia Q3 2022
- European banking sector asset composition Q1 2023
- Austrian banking sector asset composition Q3 2022
- Banking sector asset composition in Bulgaria Q3 2022
- Banking sector asset composition in Cyprus Q3 2022
- Banking sector asset composition in Czechia Q2 2019
- Asset allocation of high net worth individuals in the U.S., by gender in 2015
- Net inflows to asset management sector globally 2013, by asset class
- Gross private financial assets in selected countries worldwide 2019-2021
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- Employee billable utilization at professional services organizations 2014-2021
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Statistics
- Asset allocation of family offices worldwide 2021
- Change of UHNWIs' asset allocation in 2014, by asset class and region
- Change of UHNWIs' asset allocation 2014, by asset class
- Asset allocation of high net worth individuals in the U.S. 2009-2015
- Asset allocation of high net worth individuals in the U.S. 2018
- Banking sector asset composition in Estonia Q3 2022
- European banking sector asset composition Q1 2023
- Austrian banking sector asset composition Q3 2022
- Banking sector asset composition in Bulgaria Q3 2022
- Banking sector asset composition in Cyprus Q3 2022
- Banking sector asset composition in Czechia Q2 2019
- Asset allocation of high net worth individuals in the U.S., by gender in 2015
- Net inflows to asset management sector globally 2013, by asset class
- Gross private financial assets in selected countries worldwide 2019-2021
- Car tire import volume South Korea 2000-2022
- Employee billable utilization at professional services organizations 2014-2021
- Letter post traffic worldwide 2011-2020
- Global printing industry market value 2013, by region
SmartAsset. (March 22, 2023). Asset allocation of ultra and high net worth individuals worldwide in 2023, by wealth status [Graph]. In Statista. Retrieved June 17, 2024, from https://www.statista.com/statistics/1071535/hnwi-asset-allocation-worldwide/
SmartAsset. "Asset allocation of ultra and high net worth individuals worldwide in 2023, by wealth status." Chart. March 22, 2023. Statista. Accessed June 17, 2024. https://www.statista.com/statistics/1071535/hnwi-asset-allocation-worldwide/
SmartAsset. (2023). Asset allocation of ultra and high net worth individuals worldwide in 2023, by wealth status. Statista. Statista Inc.. Accessed: June 17, 2024. https://www.statista.com/statistics/1071535/hnwi-asset-allocation-worldwide/
SmartAsset. "Asset Allocation of Ultra and High Net worth Individuals Worldwide in 2023, by Wealth Status." Statista, Statista Inc., 22 Mar 2023, https://www.statista.com/statistics/1071535/hnwi-asset-allocation-worldwide/
SmartAsset, Asset allocation of ultra and high net worth individuals worldwide in 2023, by wealth status Statista, https://www.statista.com/statistics/1071535/hnwi-asset-allocation-worldwide/ (last visited June 17, 2024)
Asset allocation of ultra and high net worth individuals worldwide in 2023, by wealth status [Graph], SmartAsset, March 22, 2023. [Online]. Available: https://www.statista.com/statistics/1071535/hnwi-asset-allocation-worldwide/