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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Overview
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Asset allocation
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Real estate investments
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Wealth management
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Further related statistics
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- Breakdown of U.S. millionaires by generation 2013
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Statistics
- Breakdown of U.S. millionaires by generation 2013
- Breakdown of U.S. millionaires by race/ethnicity 2013
- U.S. millionaire households 1997-2015, by net worth
- Breakdown of high net worth individuals' luxury investments in North America 2014
- U.S. top metro areas ranked by high net worth population 2014
- Private wealth owned by top one percent of population in Europe 2014
- Asset allocation of high net worth individuals in the U.S., by gender in 2015
- Wealth in the U.S. - UHNW (super rich) population in 2014, by state
- Wealth in the U.S. - UHNW (super rich) population in 2014, by gender
- Private wealth owned by top ten percent of population in Europe 2014
- Number of HNWI's, UHNWI's and billionaires in Ireland 2014-2024
- Number of HNWI's, UHNWI's and billionaires in Switzerland 2014-2024
- Number of HNWI's, UHNWI's and billionaires in Turkey 2014-2026
- Distribution of U.S. millionaires by number of houses owned 2019
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The Motley Fool. (September 26, 2022). Asset allocation of ultra and high net worth individuals in the United States in 2022, by asset type [Graph]. In Statista. Retrieved June 03, 2023, from https://www.statista.com/statistics/1270098/asset-allocation-of-ultra-and-high-net-worth-individuals-in-the-united-states/
The Motley Fool. "Asset allocation of ultra and high net worth individuals in the United States in 2022, by asset type." Chart. September 26, 2022. Statista. Accessed June 03, 2023. https://www.statista.com/statistics/1270098/asset-allocation-of-ultra-and-high-net-worth-individuals-in-the-united-states/
The Motley Fool. (2022). Asset allocation of ultra and high net worth individuals in the United States in 2022, by asset type. Statista. Statista Inc.. Accessed: June 03, 2023. https://www.statista.com/statistics/1270098/asset-allocation-of-ultra-and-high-net-worth-individuals-in-the-united-states/
The Motley Fool. "Asset Allocation of Ultra and High Net worth Individuals in The United States in 2022, by Asset Type." Statista, Statista Inc., 26 Sep 2022, https://www.statista.com/statistics/1270098/asset-allocation-of-ultra-and-high-net-worth-individuals-in-the-united-states/
The Motley Fool, Asset allocation of ultra and high net worth individuals in the United States in 2022, by asset type Statista, https://www.statista.com/statistics/1270098/asset-allocation-of-ultra-and-high-net-worth-individuals-in-the-united-states/ (last visited June 03, 2023)
Asset allocation of ultra and high net worth individuals in the United States in 2022, by asset type [Graph], The Motley Fool, September 26, 2022. [Online]. Available: https://www.statista.com/statistics/1270098/asset-allocation-of-ultra-and-high-net-worth-individuals-in-the-united-states/