Distribution of investable assets in portfolios in the U.S. 2019, by wealth segment

Published by Statista Research Department, Dec 10, 2024
In 2019, half of ultra high net worth investors in the United States had their investable assets in the form of equities, while only six percent among this group of investors had their assets in alternative investments. As for the Mass Affluent investors, 25 percent held their assets in short-term investments.

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

CharacteristicFixed incomeEquitiesAlternative investmentsShort term investmentsOther
- - - - - -
- - - - - -
- - - - - -
Showing entries 1 to 3 (3 entries in total)
Statistic: Distribution of selected investable assets held by wealthy investors in the United States in 2019, by wealth segment

© Statista 2025
Download
Show detailed source information?
Register for free
Already a member?
Log in
Source

Use Ask Statista Research Service

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).

Citation formats
Access all statistics starting from $2,388 USD yearly *

* For commercial use only

Basic Account

For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
Based on your interests

Starter Account

For single users
$199 USD
per month, billed annually 1
Buy now
  • Free Statistics
  • Premium Statistics

    • The statistic on this page is a Premium Statistic and is included in this account.

Professional Account

For teams of up to 5 people
$1,299 USD
per month, billed annually 1
Buy now
  • Free + Premium Statistics
  • Reports
  • Market Insights

1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

Compare accounts
Leading companies trust Statista:
paypal google adobe pg samsung telekom
I think of Statista as Google for researchers. Statista provides you with the information you search for right away.
Dr. Horst Stipp

Dr. Horst Stipp
EVP, Research & Innovation, Advertising Research Foundation

Statistics on " Millionaires in the United States "

Other statistics that may interest you Millionaires in the United States

Overview

6

Net worth

5

Demographics

7

Billionaires

7

Around the world

8

Further related statistics

19

Discover Statista

Need help with using Statista for your research? Tutorials and first steps

Further Content: You might find this interesting as well

Statistics

Topics

Millionaires in the U.S.United StatesBillionaires around the worldPrivate wealth managementInvestments of high-net-worth individuals
Do you have any questions about our business solutions?

We provide you with detailed information about our Professional Account.

Access all statistics starting from $2,388 USD yearly *

* For commercial use only

Basic Account

For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
Based on your interests

Starter Account

For single users
$199 USD
per month, billed annually 1
Buy now
  • Free Statistics
  • Premium Statistics

    • The statistic on this page is a Premium Statistic and is included in this account.

Professional Account

For teams of up to 5 people
$1,299 USD
per month, billed annually 1
Buy now
  • Free + Premium Statistics
  • Reports
  • Market Insights

1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

Compare accounts
Learn more about how Statista can support your business.