米国株は誰が保持しているのか: 外国人、年金、一般課税証券口座の割合

f:id:yougaku-eigo:20210605050305p:plain

2019年は外国人投資家が40%の米国株を保持。年金制度口座が30%を保持。一般課税口座が25%程度。

リスト一覧

  • Foreigner - 外国人投資家
  • Nonprofits - 合衆国政府、地方自治体、529の大学基金
  • IRAs - 個人退職金・年金プラン
  • Defined contribution plan - 確定拠出年金
  • Defined Benefit Plan - 確定給付年金
  • Taxable Account - 一般証券口座(課税口座)

Our new analysis shows that foreign investors owned about 40 percent of US corporate equity in 2019, up substantially over the last few decades. Retirement accounts of US households owned about 30 percent in 2019, and the taxable accounts of US investors owned about 25 percent, which is most of the rest.

In recent years, the foreign share of US corporate equity has ballooned, as reflected in data from the financial accounts of the US from the Federal Reserve (the “Fed”).
7 Foreigners held just 4 percent of US equity in 1986, but their share rose steadily to 11 percent by 1980, 25 percent by 2000, and 40 percent today.

Source: https://www.taxpolicycenter.org/taxvox/who-owns-us-stock-foreigners-and-rich-americans