REPORTS: Foreign Residents' Portfolio Holdings of U.S. Securities (SHL & SHLA annual surveys)
-- (4-30-2024) Historical data from the surveys during 1974-2023 are available showing the market value of foreign portfolio holdings of U.S. securities by country and by type of security. (Also in "tab-delimited text" format.)
- NEW (4-30-2024).Foreign Portfolio Holdings of U.S. Securities as of 6/30/2023 (PDF). This report presents the findings of the annual survey as of June 30, 2023. The format is changed slightly this year with a page on Key Takeaways followed by a list of all the report and appendix tables that were in last year's report. Those include comparisons with the results of previous surveys. Click on the page number in the list to go to a section of interest.
-- The appendix tables (zip file) can be downloaded and opened. For each appendix table there are two files: one in CSV format and one in TXT(tab-delimited) format.
-- There is a press release dated 04/30/2024 at 4PM.
- (4-28-2023).Foreign Portfolio Holdings of U.S. Securities as of 6/30/2022 (PDF). This report presents the findings of the annual survey as of June 30, 2022. It includes comparisons with the results of previous surveys. Click on the page number in the Table of Contents to go to a section of interest.
-- The appendix tables (zip file) can be downloaded and opened. For each appendix table there are two files: one in CSV format and one in TXT(tab-delimited) format.
-- There is a press release dated 04/28/2023 at 4PM.
- (4-29-2022).Foreign Portfolio Holdings of U.S. Securities as of 6/30/2021 (PDF). This report presents the findings of the annual survey as of June 30, 2021. It includes comparisons with the results of previous surveys. Click on the page number in the Table of Contents to go to a section of interest.
-- The appendix tables (zip file) can be downloaded and opened. For each appendix table there are three files: one in PDF format, one in CSV format, and one in TXT(tab-delimited) format.
-- There is a press release dated 04/29/2022.
- (4-30-2021).Foreign Portfolio Holdings of U.S. Securities as of 6/30/2020 (PDF). This report presents the findings of the annual survey as of June 30, 2020. It includes comparisons with the results of previous surveys.
-- The appendix tables (zip file) can be downloaded and opened. For each appendix table there are three files: one in PDF format, one in CSV format, and one in TXT(tab-delimited) format.
-- There is a press release dated 04/30/2021.
- (4-30-2020).Foreign Portfolio Holdings of U.S. Securities as of 6/28/2019 (PDF). This report presents the findings of the annual survey as of June 28, 2019. It includes comparisons with the results of previous surveys.
-- The appendix tables (zip file) can be downloaded and opened. For each appendix table there are three files: one in PDF format, one in CSV format, and one in TXT(tab-delimited) format.
-- There is a press release dated 04/30/2020.
- Foreign Portfolio Holdings of U.S. Securities as of 6/29/2018 (PDF). This report presents the findings of the annual survey as of June 30, 2018. It includes comparisons with the results of previous surveys. (There was a revision on 05-15-2019 when a correction was made in Exhibit 15 (p. 27), the accompanying discussion (p. 26), and the corresponding table in Appendix B (p. 11) because of a data processing error in the original file released on 04-30-2019.)
-- The appendix tables (zip file) can be downloaded and opened. For each appendix table there are three files: one in PDF format, one in CSV format, and one in TXT format.
-- There is a press release dated 04/30/2019.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2017 (PDF). This report presents the findings of the annual survey as of June 30, 2017. It includes comparisons with the results of previous surveys.
-- The appendix tables (zip file) can be downloaded and opened. For each appendix table there are three files: one in PDF format, one in CSV format, and one in TXT format.
-- There is a press release dated 04/30/2018.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2016 (PDF). This report presents the findings of the annual survey as of June 30, 2016. It includes comparisons with the results of previous surveys.
-- The appendix tables (zip file) can be downloaded and opened. For each appendix table there are three files: one in PDF format, one in CSV format, and one in TXT format.
-- There was a press release dated 04/28/2017.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2015 (PDF). This report presents the findings of the annual survey as of June 30, 2015. It includes comparisons with the results of previous surveys since 2008.
-- The appendix tables (zip file) can be downloaded and opened. For each appendix table there are three files: one in PDF format, one in CSV format, and one in tab-delimited text format.
-- There was a press release dated 05/31/2016.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2014 (PDF). This report presents the findings of the benchmark survey as of June 30, 2014. It includes comparisons with the results of previous surveys since 2007.
-- The appendix tables (zip file) can be downloaded and opened. For each appendix table there are three files: one in PDF format, one in CSV format, and one in tab-delimited text format.
-- There was a press release dated 04/30/2015.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2013 (PDF). This report presents the findings of the annual survey as of June 30, 2013. It includes comparisons with the results of previous surveys since 2006.
-- The appendix tables (MHT file) can be downloaded and opened with a spreadsheet program. (Note: If file opens in text, then closing & reopening may help.)
-- There was a press release dated 04/30/2014.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2012 (PDF). This report presents the findings of the annual survey as of June 30, 2012. It includes comparisons with the results of previous surveys since 2005. The 2012 data for Hong Kong and Taiwan have been revised since publication of this 2012 report. The revision is a shift of $83 billion in holdings of long-term agency securities from Hong Kong to Taiwan. This change affects the rows for Taiwan and Hong Kong in table 8, and in appendix tables A1, A2, A5, A7, and A9 in this 2012 report. In later reports, such as the survey report for June 30, 2013, the corrected data appear in historical appendix tables A7 and A9.
-- The appendix tables (MHT file) can be downloaded and opened with a spreadsheet program. (Note: If file opens in text, then closing & reopening may help.)
-- There was a press release dated 04/30/2013.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2011 (PDF). This report presents the findings of the annual survey as of June 30, 2011. It includes comparisons with the results of previous surveys since 2004.
-- The appendix tables (MHT file) can be downloaded and opened with a spreadsheet program. (Note: If file opens in text, then closing & reopening may help.)
-- There was a press release dated 04/30/2012.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2010 (PDF). This report presents the findings of the annual survey as of June 30, 2010. It includes comparisons with the results of previous surveys since 2003.
-- The appendix tables (MHT file) can be downloaded and opened with a spreadsheet program.
-- There was a press release dated 04/29/2011.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2009 (PDF) (4-30-2010; table 2 revised 5-13-2010). This report presents the findings of the benchmark survey as of June 30, 2009. It includes comparisons with the results of previous surveys since 2002.
-- The appendix tables (MHT file) can be downloaded and opened into a spreadsheet program.
-- There was a press release dated 04/30/2010.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2008 (PDF) (4-30-09; 11-18-09 small corrections made to percentages shown in table 2; 9-20-10 totals corrected in table 24 on page 54). This report presents the findings of the annual survey as of June 30, 2008. It includes comparisons with the results of previous surveys since 2000.
-- The appendix tables (MHT file) can be downloaded and opened into a spreadsheet program.
-- There was a press release dated 04/30/2009.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2007 (PDF) . Press release was dated 04/30/2008.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2006 (PDF) . Press release was dated 05/31/2007. This survey includes, for the first time, holdings of U.S. MBS securities, a part of ABS securities.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2005 (PDF) . Press release was dated 06/30/2006.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2004 (PDF) . Press release was dated 06/30/2005.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2003 (PDF). This survey includes, for the first time, holdings of U.S. ABS securities.
- Foreign Portfolio Holdings of U.S. Securities as of 6/30/2002 (PDF). This survey includes, for the first time, holdings of short-term U.S. securities.
- Foreign Portfolio Holdings of U.S. Long-Term Securities as of 3/31/2000 (PDF) . This report presents the findings of the benchmark survey as of March 31, 2000. Chapter 3 presents selected estimates for end-2001.
- Foreign Portfolio Investment in the United States - 12/31/97. This report summarizes the findings of the benchmark survey as of December 31, 1994. It includes estimates for several aggregates as of end-1997.
Reference - recommended
(May 2012) Improving the Measurement of Cross-Border Securities Holdings: The Treasury International Capital SLT (PDF). In the wake of the financial crisis, growing interest in improving the measurement of cross-border securities positions spurred the introduction of a new Treasury International Capital (TIC) reporting form, the TIC SLT. This article reviews the existing structure of TIC cross-border position and flow data, the benefits that the new SLT can provide, and the incoming information from the first two reporting months of SLT data, September and December 2011. While some patterns and characteristics of the SLT data will become clear only after more data have accumulated, the SLT data have already begun to provide timely insights on U.S. and foreign cross-border investment flows that are different from the monthly estimates provided by existing flow data. It is from the Federal Reserve Bulletin, Volume 98, May 23, 2012, Board of Governors of the Federal Reserve System.
For other articles on TIC data, see the Articles on TIC webpage.