Key Highlights
- Retail savings and investments market size include balances of bonds, deposits, mutual funds, and equities remaining in a country at the end of the fiscal year. It does not include cash inflows or net flows. Life and pension assets, unquoted equity, and real estate are excluded from the market scope.
- The US retail savings and investments market recorded investments of $83.69 trillion in 2024, representing a compound annual growth rate (CAGR) of 8.6% between 2019 and 2024.
- The equities segment accounted for the market's largest proportion in 2024, with total investments of $37.66 trillion, equivalent to 45% of the market's overall value.
- In 2024, the US retail savings and investments market recorded an annual growth of 13.3%. The growth is attributed to the rise in consumer confidence, which is encouraging consumers to invest in opportunities with higher returns, such as stocks and mutual funds, as compared to traditional savings accounts.
Scope
- Save time carrying out entry-level research by identifying the size, growth, major segments, and leading players in the retail savings & investments market in the United States
- Use the Five Forces analysis to determine the competitive intensity and therefore attractiveness of the retail savings & investments market in the United States
- Leading company profiles reveal details of key retail savings & investments market players’ global operations and financial performance
- Add weight to presentations and pitches by understanding the future growth prospects of the United States retail savings & investments market with five year forecasts by both value and volume
Reasons to Buy
- What was the size of the United States retail savings & investments market by value in 2024?
- What will be the size of the United States retail savings & investments market in 2029?
- What factors are affecting the strength of competition in the United States retail savings & investments market?
- How has the market performed over the last five years?
- Who are the top competitors in the United States's retail savings & investments market?
Table of Contents
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- JPMorgan Chase & Co
- Bank of America Corp
- Wells Fargo & Co
- Citibank NA


 
   
   
     
   
  