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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Distribution of selected assets held by wealthy investors in the United States 2019, by wealth segment
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Spectrem Group. (March 25, 2020). Distribution of selected assets held by wealthy investors in the United States 2019, by wealth segment [Graph]. In Statista. Retrieved April 22, 2025, from https://www.statista.com/statistics/1126501/distribution-assets-wealth-segment-global/
Spectrem Group. "Distribution of selected assets held by wealthy investors in the United States 2019, by wealth segment." Chart. March 25, 2020. Statista. Accessed April 22, 2025. https://www.statista.com/statistics/1126501/distribution-assets-wealth-segment-global/
Spectrem Group. (2020). Distribution of selected assets held by wealthy investors in the United States 2019, by wealth segment. Statista. Statista Inc.. Accessed: April 22, 2025. https://www.statista.com/statistics/1126501/distribution-assets-wealth-segment-global/
Spectrem Group. "Distribution of Selected Assets Held by Wealthy Investors in The United States 2019, by Wealth Segment." Statista, Statista Inc., 25 Mar 2020, https://www.statista.com/statistics/1126501/distribution-assets-wealth-segment-global/
Spectrem Group, Distribution of selected assets held by wealthy investors in the United States 2019, by wealth segment Statista, https://www.statista.com/statistics/1126501/distribution-assets-wealth-segment-global/ (last visited April 22, 2025)
Distribution of selected assets held by wealthy investors in the United States 2019, by wealth segment [Graph], Spectrem Group, March 25, 2020. [Online]. Available: https://www.statista.com/statistics/1126501/distribution-assets-wealth-segment-global/
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