Portrait™ of U.S. Household Wealth
Essential Facts for Sizing Target Markets in an Era of Growing Wealth Concentration
Order Report - Portrait™ of U.S. Household Wealth: Essential Facts for Sizing Target Markets in an Era of Growing Wealth Concentration
Report Overview
This report covers the demographic breakdown of household wealth in America. U.S retail investors control $68.3T in investable assets. This is at an all time high but there is an unprecedented concentration of wealth in higher asset households. Learn who controls the wealth by life stage and asset level through the Portrait Grid™. This research is the foundation of all market sizing at Hearts & Wallets.
Key Findings
- U.S retail investors control $68.3T, an all-time high.
- The Portrait Grid™, which shows households and investable assets by age and asset groups, illuminates today’s unprecedented concentration of wealth
- Investable assets in ages 55-74 and Post-Retirees show high growth, but this is due to the high concentration of households with $5M+ within these demographics.
- Overlaying IQ™ Database fields onto Portrait™ market sizing quantifies innovation opportunities to facilitate strategic decision-making.
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Sample Report Pages
Table of Contents
Methodology
1-2
Key Findings & Implications
3
Favorite Statistics
4
Related Research
5
Key Findings
6-13
1: U.S retail investors control $68.3T, an all-time high.
1.1: Exhibit 1.1 – U.S. Households (M): By Year
6
1.2: Exhibit 1.2 – U.S. Household Investable Assets* ($T): by Year
7
1.3: Exhibit 1.3 – Total Investable Assets by Taxable and Consumer-Controlled Retirement ($T): by Year
8
1.4: Exhibit 1.4 – Consumer-Controlled Retirement, By Category ($T): by Year
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1.5: Exhibit 1.5 – Taxable Assets vs. Retirement and Retirement Components, 2020
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1.6: Exhibit 1.6 – Components of Household Wealth ($T): 2020
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1.7: Exhibit 1.7 – Components of Household Wealth ($T): by Year
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1.8: Exhibit 1.8 – Pension Plan Funding Status by Sponsoring Entity Type: 2020
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2: The Portrait Grid™, which shows households and investable assets by age and asset groups, illuminates today’s unprecedented concentration of wealth.
2.1: Exhibit 2.1 – The Portrait Grid™ 2020
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2.2: Exhibit 2.2 – U.S. Households and Investable Assets: by Investable Asset Groups, 2020
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2.3: Exhibit 2.3 – The Portrait Grid™ 7-Year Historical Lookback: 2020 vs. 2013
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2.4: Exhibit 2.4 – The Portrait Grid™ 7-Year Historical Lookback at Investable Assets: 7-Year Change in U.S. Household Investable Assets ($B) by Age and Investable Assets: 2020 vs. 2013
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2.5: Exhibit 2.5 – The Portrait Grid™: 2020 vs. 2019
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2.6: Exhibit 2.6 – The Portrait Grid™: 18-Month Change in U.S. Household Investable Assets ($B) by Age and Investable Assets, Q4 2020 vs. Q2 2019
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2.7: Exhibit 2.7 – Historical Trend in Percent of Total Investable Assets Controlled by Households in Each Asset Range: by Year
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2.8: Exhibit 2.8 – U.S. Households and Investable Assets: by Investable Asset Groups, by Year
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2.9: Exhibit 2.9 – Decline in Mass Market Households and Investable Assets: 2020 vs. 2019
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3: Investable assets in ages 55-74 and Post-Retirees show high growth, but this is due to the high concentration of households with $5M+ within these demographics.
3.1: Exhibit 3.1 – U.S. Households and Investable Assets by Age: 2020
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3.2: Exhibit 3.2 – U.S. Households and Investable Assets <$5M vs. $5M+ by Age, 2020
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3.3: Exhibit 3.3 – U.S. Households and Investable Assets: by Age, by Year
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3.4: Exhibit 3.4 – U.S. Households and Investable Assets by Lifestage: 2020
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3.5: Exhibit 3.5 – U.S. Households and Investable Assets: by Lifestage, by Year
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3.6: Exhibit 3.6 – U.S. Households and Investable Assets by Lifestage: Excluding $5M+ and Only $5M+, 2020
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3.7: Exhibit 3.7 – Projected U.S. Households (M): by Age, by Year
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3.8: Exhibit 3.8 – Annual U.S. Deaths (M) Among U.S. Population Age 55+: 2019
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3.9:
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4: Overlaying IQ™ Database fields onto Portrait™ market sizing quantifies innovation opportunities to facilitate strategic decision-making.
4.1: Exhibit 4.1 – Example of Total Addressable Market Sizing: Packaged Investment Product, 2020
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4.2: Exhibit 4.2 – Example of Design Target Sizing: Equity Active Management, 2020
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4.3: Exhibit 4.3 – Example of Design Target Profiling: Young Eager-to-Save Consumers by Consumer Debt, 2020
35-38
Appendix
35-38
Glossary
39
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