Asset allocation of ultra and high net worth individuals in the U.S. 2022

Published by Statista Research Department, Mar 15, 2023
As of 2022, 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 2022, by asset type

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Asset allocation

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