Asset allocation of ultra and high net worth individuals in the U.S. 2023

Published by Statista Research Department, Oct 6, 2023
As of 2023, ultra high net worth individuals (UHNWI) had a relatively concentrated portfolio with roughly 80 percent of total assets being allocated to alternative and equity securities. Listed equities were the most popular asset type among high net worth individuals in the U.S., accounting for roughly half of the total portfolio allocation.

Asset allocation of ultra and high net worth individuals in the United States in 2023, by asset type

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Investments of high-net-worth individualsInvestment bankingMutual fundsInvestment fundsPersonal savings in the United States
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