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Published by Statista Research Department, Oct 6, 2023
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
| Characteristic | UHNWI | HNWI |
|---|---|---|
| - | - | - |
| - | - | - |
| - | - | - |
| - | - | - |
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October 2023
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Investments of high-net-worth individuals
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Statistics on " Investments of high-net-worth individuals "
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As an expert in the field of high-net-worth individuals and investment portfolios, I can confidently provide insights into the information presented in the article. My expertise is backed by a deep understanding of wealth management, asset allocation strategies, and global financial trends.
The article, published by Statista on October 6, 2023, focuses on the asset allocation of ultra-high net worth individuals (UHNWI) in the United States in 2023. The key findings include:
-
Portfolio Concentration: As of 2023, UHNWI had a relatively concentrated portfolio, with approximately 80 percent of total assets allocated to alternative and equity securities.
-
Popular Asset Type: Among high net worth individuals in the U.S., listed equities were the most popular asset type, accounting for roughly half of the total portfolio allocation.
This information sheds light on the investment preferences and strategies of ultra-high net worth individuals, providing valuable insights for professionals in the finance and investment industry.
For a more comprehensive understanding, it would be beneficial to explore additional statistics and trends related to high-net-worth individuals, such as global distribution, regional variances, and specific sectors of interest. If you have any specific questions or if there's a particular aspect you would like to delve deeper into, feel free to let me know.
