Data: US households' stock holdings now account for more of their net worth than real estate, marking the third time in the past 65 years.

According to Mars Finance, on December 22nd, KobeissiLetter released data showing that the current surge in the US stock market is historic, with US households now holding more stocks than real estate in their net worth—the third time this has happened in the past 65 years. Meanwhile, corporate stocks and mutual funds are projected to account for approximately 31% of net worth in the second quarter of 2025, a record high. This ratio has more than doubled since 2008. In comparison, the peak during the dot-com bubble in 2000 was approximately 25%. At the same time, the proportion of US household real estate assets in total net worth fell below 30% in the second quarter, the first time since 2021, far below the peak of 38% reached before the bursting of the housing bubble in 2006.