REPORTS: U.S. Residents' Portfolio Holdings of Foreign Securities (SHC & SHCA annual surveys)
-- (10-31-2023). Historical data from the surveys during 1994-2022 are available showing the market value of U.S. portfolio holdings of foreign securities by country and by type of security. (Also in "CSV" and "tab-delimited text" formats.)
- (NEW at 4 PM, 08-30-2024). The preliminary data are available from the annual survey on U.S. Portfolio Holdings of Foreign Securities at End-year 2023. The table with data for all countries is in html format and can easily be converted into a spreadsheet by downloading the file and opening it from a spreadsheet program. For a summary of the results, see the Press Release dated 08/30/2024.
- (10-31-2023). U.S. Portfolio Holdings of Foreign Securities at End-year 2022 (PDF). This final report presents the findings of the annual survey as of December 31, 2022. The appendix tables (a zip file) can be downloaded separately. There was a Press Release dated 10/31/2023.
- (10-31-2022). U.S. Portfolio Holdings of Foreign Securities at End-year 2021 (PDF). This final report presents the findings of the annual survey as of December 31, 2021. The appendix tables (a zip file) can be downloaded separately. There was a Press Release dated 10/31/2022.
- (10-29-2021) U.S. Portfolio Holdings of Foreign Securities at End-year 2020 (PDF). This final report presents the findings of the annual survey as of December 31, 2020. The appendix tables (a zip file) can be downloaded separately. There was a Press Release dated 10/29/2021.
- (10-30-2020) U.S. Portfolio Holdings of Foreign Securities at End-year 2019 (PDF). This final report presents the findings of the annual survey as of December 31, 2019. The appendix tables (a zip file) can be downloaded separately. There was a Press Release dated 10/30/2020.
- (10-31-2019) U.S. Portfolio Holdings of Foreign Securities at End-year 2018 (PDF). This final report presents the findings of the annual survey as of December 31, 2018. The appendix tables (a zip file) can be downloaded separately. There was a Press Release dated 10/31/2019.
- (10-31-2018) U.S. Portfolio Holdings of Foreign Securities at End-year 2017 (PDF). This final report presents the findings of the annual survey as of December 31, 2017. The appendix tables (a zip file) can be downloaded separately. There was a Press Release dated 10/31/2018.
- (10-31-2017). U.S. Portfolio Holdings of Foreign Securities at End-year 2016 (PDF). This final report presents the findings of the annual survey as of December 31, 2016. The appendix tables (a zip file) can be downloaded separately. There was a Press Release dated 10/31/2017.
- (10-31-2016). U.S. Portfolio Holdings of Foreign Securities at End-year 2015 (PDF) . This final report presents the findings of the annual survey as of December 31, 2015. The appendix tables and exhibits data (a zip file) can be downloaded. The exhibits file (a MHT file) can be opened with a spreadsheet program. There was a Press Release dated 10/31/2016.
- (01-29-2016). U.S. Portfolio Holdings of Foreign Securities at End-year 2014 (PDF) . This final report presents the findings of the annual survey as of December 31, 2014. The appendix tables (a zip file) are available separately. There was a Press Release dated 01/29/2016.
- (10-31-2014). U.S. Portfolio Holdings of Foreign Securities at End-year 2013 (PDF) . This final report presents the findings of the annual survey as of December 31, 2013. The appendix tables (a zip file) are available separately. There was a Press Release dated 10/31/2014
- (10-31-2013). U.S. Portfolio Holdings of Foreign Securities at End-year 2012 (PDF) . This final report presents the findings of the annual survey as of December 31, 2012. The appendix tables can be downloaded and opened into a spreadsheet program. There was a Press Release dated 10/31/2013
- (10-31-2012). U.S. Portfolio Holdings of Foreign Securities at End-year 2011 (PDF) . This final report presents the findings of the benchmark survey as of December 31, 2011. The appendix tables can be downloaded and opened into a spreadsheet program. There was a Press Release dated 10/31/2012
- U.S. Portfolio Holdings of Foreign Securities at End-year 2010 (PDF) . This final report presents the findings of the annual survey as of December 31, 2010. The appendix tables can be downloaded and opened into a spreadsheet program. There was a Press Release dated 10/31/2011
- U.S. Portfolio Holdings of Foreign Securities at End-year 2009 (PDF). This final report presents the findings of the annual survey as of December 31, 2009. The appendix tables can be downloaded and opened into a spreadsheet program. There was a Press Release dated 10/29/2010
- U.S. Portfolio Holdings of Foreign Securities at End-year 2008 (PDF). This report includes revisions of the 2007 data. The appendix tables can be downloaded and opened into a spreadsheet program. There was a Press Release dated 10/30/2009.
- U.S. Portfolio Holdings of Foreign Securities at End-year 2007 (PDF). See the report for 2008, above, for revisions of the 2007 data. The appendix tables can be downloaded and opened into a spreadsheet program. There was a Press Release dated 10/31/2008.
- U.S. Portfolio Holdings of Foreign Securities at End-year 2006 (PDF). This survey includes, for the first time, holdings of foreign ABS securities. There was a Press Release dated 11/30/2007.
- U.S. Portfolio Holdings of Foreign Securities at End-year 2005 (PDF) . There was a Press Release dated 12/29/2006.
- U.S. Portfolio Holdings of Foreign Securities at End-Year 2004 (PDF) . There was a Press Release dated 12/30/2005.
- U.S. Portfolio Holdings of Foreign Securities at End-Year 2003 (PDF) . There was a Press Release dated 03/31/2005.
- U.S. Portfolio Holdings of Foreign Securities as of 12/31/2001 (PDF) (5/3/2003).
Section B: Instructions and Forms (PDF) (9/26/2001). This report presents the findings of the benchmark survey as of December 31, 2001. This survey includes, for the first time, holdings of short-term foreign securities.
- U.S. Portfolio Holdings of Foreign Long-Term Securities - 12/31/97 & 12/31/99 (HTML) or (PDF).
This report presents the findings of the benchmark survey as of December 31, 1997. It includes some comparisons with the results of the previous survey as of March 31, 1994. Chapter 2 presents selected estimates for end-1999.
Reference - recommended