Distribution of assets in portfolios 2019, by wealth segment

Published by Statista Research Department, May 23, 2022
In 2019, about 71 percent of ultra high net worth investors in the U.S. had investable assets in their portfolios, while both insurance and annuities, as well as privately held business accounted for only four percent, respectively. As for the Mass Affluent investors, 39 percent reported having investable assets in their portfolios.

Distribution of selected assets held by wealthy investors in the United States 2019, by wealth segment

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Source

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Release date

2020

Region

United States

Survey time period

2019

Number of respondents

8,600 respondents

Special properties

2,300 Mass Affluent investors, 4,450 Millionaire investors, and 1,850 Ultra High Net Worth investors

Method of interview

Online interview

Supplementary notes

UHNW investors (Ultra High Net Worth) are those with five million to 25 million U.S. dollars net worth, not including primary residence (NIPR).

Millionaire investors are those with one million to five million U.S. dollars net worth, not including primary residence (NIPR).

Mass Affluent investors are those with 100 thousand to one million U.S. dollars net worth, not including primary residence (NIPR).

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