As of 2023, 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 2023, by asset type
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Other statistics that may interest you Investments of high-net-worth individuals
Overview
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- Basic Statistic Most affluent people worldwide 2023, by net worth
- Premium Statistic Assets of HNWIs worldwide 2010-2022, by region
- Basic Statistic HNWI population worldwide 2010-2022, by region
- Premium Statistic Number of ultra high net worth individuals 2021, by region
- Premium Statistic Ultra high net worth individuals 2022, by country
- Premium Statistic Portion of affluent individuals investable wealth asset allocation worldwide 2022
- Premium Statistic Top 20 billionaire countries 2024
Asset allocation
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- Premium Statistic Assets of HNWIs and UHNWIs worldwide 2022 by region and type
- Premium Statistic Asset allocation of ultra and high net worth individuals in the U.S. 2023
- Premium Statistic Assets of HNWIs worldwide 2010-2022, by region
- Premium Statistic Asset allocation of ultra and high net worth individuals worldwide 2023
- Premium Statistic Breakdown of the average billionaire's wealth worldwide 2022, by assets and age
Wealth management
6
- Premium Statistic Top reasons to select wealth managers worldwide 2023
- Premium Statistic Main financial goals dealt with by wealth managers worldwide 2019-2023
- Premium Statistic Largest private wealth management teams in the U.S. 2022, by client assets
- Premium Statistic Leading registered investment advisors in the U.S. 2022, by assets
- Premium Statistic Share of HNWIs as SEC-registered investment advisors' clients 2017-2022
- Premium Statistic HNWI's share of SEC-registered investment advisors' assets 2017-2022
Real estate investments
4
- Basic Statistic Wealthiest individuals in the global real estate industry 2023, by net worth
- Basic Statistic Size of luxury property one million dollars can buy worldwide 2023, by city
- Premium Statistic Most popular commercial property sectors according to UHNWIs worldwide 2024
- Premium Statistic Share of UHNWIs who bought a new residential property worldwide 2023, by region
Art investments
3
Further related statistics
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- 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
- Number of HNWI's, UHNWI's and billionaires in Austria 2013-2023
- HERE's net sales 2012-2014
- Net revenue of Toshiba worldwide 2012-2016, by region
- Share of people who agree their government represents its citizens by country 2019
- Revenue growth of tablets worldwide 2019-2028
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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
- Number of HNWI's, UHNWI's and billionaires in Austria 2013-2023
- HERE's net sales 2012-2014
- Net revenue of Toshiba worldwide 2012-2016, by region
- Share of people who agree their government represents its citizens by country 2019
- Revenue growth of tablets worldwide 2019-2028
The Motley Fool. (October 2, 2023). Asset allocation of ultra and high net worth individuals in the United States in 2023, by asset type [Graph]. In Statista. Retrieved May 02, 2024, 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 2023, by asset type." Chart. October 2, 2023. Statista. Accessed May 02, 2024. https://www.statista.com/statistics/1270098/asset-allocation-of-ultra-and-high-net-worth-individuals-in-the-united-states/
The Motley Fool. (2023). Asset allocation of ultra and high net worth individuals in the United States in 2023, by asset type. Statista. Statista Inc.. Accessed: May 02, 2024. 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 2023, by Asset Type." Statista, Statista Inc., 2 Oct 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 2023, 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 May 02, 2024)
Asset allocation of ultra and high net worth individuals in the United States in 2023, by asset type [Graph], The Motley Fool, October 2, 2023. [Online]. Available: https://www.statista.com/statistics/1270098/asset-allocation-of-ultra-and-high-net-worth-individuals-in-the-united-states/