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Chart of the Day: Net Worth in Stocks

Gregory Thomas, Vice President, Portfolio Management Services Jan 20, 2026

Contents

Today's Chart of the Day, shared by dc_economics on Instagram, highlights a shift from historical trends related to household net worth.

For the better part of the last 75 years, the majority of household net worth has been attributed to real estate. In recent years, there has been a shift to equities. This change is a result of a decades-long evolution in these asset markets. 

Early on, real estate functioned as a “forced saving” while equities did not. Traditional pensions and Social Security dominated retirement savings, rather than a personal portfolio of stocks and bonds. However, equities caught up later as 401(k)s and IRAs expanded, barriers to entry were lowered by index funds, and long bull markets continue to significantly increase stock wealth. 

About the Author

Gregory Thomas, Vice President, Portfolio Management Services
Gregory Thomas, Vice President, Portfolio Management Services

Gregory is an experienced financial manager specializing in investment holdings for individuals, trusts, IRAs, private foundations, and nonprofit organizations across Florida. A Mercy College graduate with a degree in government, he began his career in technology before transitioning to financial management in 2009.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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