In this detailed overview of investing statistics, we provide the most interesting categories, including trends, cryptocurrencies, millennials, and mutual funds. This page will provide you with a better understanding of the investment landscape. As inflation is rising, the number of households interested in making an investment is increasing. With so many categories for investing out there, everyone can choose a viable option. The data on this page reveals current trends to help you understand where the sector is heading.
10 Key Investing Statistics to Know in 2024
42.6% of the total global equity market is contributed by the United States.
58% of United States citizens own stock.
Every 24 hours, around $14.39 trillion in cryptocurrency is traded on exchanges.
Around a third of millennials prefer to invest in real estate.
According to Q4 2022 data, millennials held only 2.4% of U.S. stocks.
By 2025, the ESG market is predicted to grow to $50 trillion.
In 2022, nearly 70 million United States citizens had a stake in a mutual fund.
$80,000 is the average amount invested by households with 55+ year-olds.
During the next 5 years, the artificial intelligence market will grow 20% annually.
BlackRock Funds, Vanguard, and Charles Schwab are the top 3 US mutual funds.
General Investing Statistics Data
The most popular long-term investments in America are real estate (45%), followed by stocks/mutual funds (18%).
Real estate is one of the oldest investment types in the United States and continues to be the most popular option. That’s because real estate prices in most areas of the country generally appreciate. Other popular investment categories in the US are gold (15%), savings accounts (10%), and cryptocurrency (8%).
(Gallup)
The United States represents 46.2% of the global equity market capitalization.
The United States has had the largest economy in the world for decades, so it’s no surprise that they also have a large slice of the global equity market capitalization. Furthermore, China is in second place at 10.6%, and the EU is in 3rd place at 9.1%. These investment statistics indicate the United States stock market provides the biggest opportunity for investors looking to increase the size of their portfolio.
(Sifma)
The number of Americans that own stock in 2022 was at 58%, up by 2% from 2021.
These statistics indicate that most Americans have a stock portfolio, and the number is increasing yearly. However, stock ownership was even more popular from 2001 to 2008, when 62% of Americans reported owning stock. The decrease in stock ownership since that period is believed to be the result of the global financial crisis of 2008.
(Gallup)
The average amount invested by households with 55-year-olds is $80,000.
The larger amount available to invest for 55+-year-olds is not the case for households with an age lower than 35. This group invests a median amount of $7,700. Therefore, these investment facts indicate that as the investor population grows older, they have more funds to invest. Also, 41% of young adults own stock, a smaller number compared to the percentage of older adults with an investment portfolio.
(Pew Research Center)
The medium amount of money invested by those earning $53K-$100K per year is $26,000.
The average amount of money a household invests increases based on the average income. For example, homes with an income of under $35K annually have a medium holding of $8,400. In comparison, homes with average earnings of over $100K hold around $138,700K. The amount of money available for investment increases once a family can meet essential needs like pay for energy, groceries, transportation, and healthcare.
(Pew Research Center)
50% of online investors don’t have a brand in mind when starting to look.
Online investment statistics like these indicate that many investors are looking for a good place to make a return on their money instead of searching for a specific destination. Therefore, mutual funds and other investment vehicles can attract significant funds if they know how to attract this undecided portion of the industry.
(Think With Google)
Cryptocurrency Statistics on Investing
Bitcoin reached an all-time high of over $65,000 in November of 2021.
Investors looking for the right time to get out of Bitcoin would have done well to sell during November 2021. Since then, the price of Bitcoin fell to one-third of its peak due to turbulence in the cryptocurrency industry. The launch of a Bitcoin ETF was partly responsible for the price increase. Also, the other large investment into cryptocurrency increased investor confidence in BTC.
(Statista)
In November of 2022, Bitcoin accounted for $303 billion, just over 36% of the total crypto market cap.
Bitcoin represents over a 3rd of all cryptocurrency investment value, which shows that it continues to dominate the industry. However, it’s a big decline from the peak, where in 2021, it had a market share of around 60%. Cryptocurrency market confidence is strongly linked to Bitcoin value, so you can use the cost of the coin as proximity for figuring out cryptocurrency's overall investment activity.
(Coin Gecko)
$14.39 billion worth of cryptocurrency is traded every 24 hours.
Investing stats like these provide a glimpse of the activity in the sector. The majority of trades take place on Binance, Coinbase, and Kraken. However, the players with the biggest holdings typically hold onto their coins instead of engaging in daily trades. That’s because the trading fees reduce the feasibility of day trading cryptocurrency.
(Coin Gecko)
Statistics About Investing in Mutual Funds
68.6 million Americans owned a mutual fund in 2022.
Mutual funds are a popular investment vehicle in the United States, with 52.3% of households participating in 2022. It’s one of the best ways for many households to build weather that don’t know how to invest and want to leave the job to the professionals. Also, 49% of households investing have the oldest member of 55+ years of age. This indicates that many households wait until the later part of their life to invest.
(Investment Company Institute)
In 2021 there were 7,481 mutual funds in the United States.
This investment data highlights that investors can choose from many possible mutual funds. Therefore, investors can find one that matches their preferences based on track history, risk, minimum investment size, and more. Furthermore, the number of mutual funds in the US has remained steady at just under 8,000.
(Statista)
In the United States, the 3 biggest mutual funds are BlackRock Funds, Vanguard, and Charles Schwab.
The largest mutual funds in the United States hold 6-9 trillion dollars worth of investments. These funds are among the most popular because of their proven performance, and you can invest in a wide range of categories. Therefore, these mutual funds attract all investors looking to generate steady annual returns.
(Investopedia)
Morgan Stanley Inst. Discovery (MPEGX) was the best-performing mutual fund in 2020, with a staggering return of 154.3%.
Investor statistics regularly show that competent mutual funds are expected to provide a return of about 7%. Therefore, the exceptionally high return achieved by MPEGX is impressive. 15% of the fund's assets that contributed to the massive return are cloud platform services Twilio and Fastly, and the biotech firm 10x Genomics.
(Citywire)
Top Emerging Investing Trends
The AI market is predicted to grow at 20% annually for the next 5 years.
AI is a developing technology with breakthroughs in multiple areas, causing the price of companies in the sector to skyrocket in valuation. The predicted annual growth rate should provide good investment opportunities for those interested in researching more to find out where to find the best bets. (Enterprise AI)
Private market investment in AI continues at a pace, with well over $1bn raised in June 2023 alone. (Daily AI)
The number of millennials comfortable with cryptocurrency investment decreased by 39% from 2021 to 2022.
These millennials investing stats show that cryptocurrency confidence took a big hit. Several factors contributed to this, including scandals and bad actors in the sector. Previously, 49% of millennials shared they would invest in cryptocurrency and viewed it as a safe investment. In conjunction with the decrease in confidence, the price of Bitcoin and Ethereum dropped significantly.
(Bankrate)
During 2016-2018, mobile searches related to financial planning and management grew by 70%.
This statistic on investing indicates that an increasing number of people are interested in figuring out how to manage their money. Much of the advice for money management relates to investing to avoid inflation and growing your wealth for the future. Therefore, you can expect the number of investors to increase with time.
(Think With Google)
ESG investing will reach $1 trillion by 2030
ESG is becoming a vital talking point when investing because opting for one of these companies results in moral signaling. Also, people are interested in helping companies that are doing good to improve the environment and society, which means investments in ESG companies will likely skyrocket in the coming years. Finally, it’s estimated that 200 new ESG funds will be created during the next 3 years.
(CNBC)
In 2023, robo-advisors will account for $1.4 trillion of investments.
As AI is constantly upgraded, robo-advisors are improving their ability to provide the best investment advice. Also, they are much cheaper than seeking a professional. As robo-advisors continue to deliver results, the number of investors trusting the service with their hard-earned money will also increase.
(Traders Magazine)
Millennial Investing Statistics
33% of millennials prefer to invest in real estate with money they won’t need for a decade.
Therefore, young people view real estate as the best long-term investment opportunity. In the second place, 23% of millennials choose the stock market for long-term investments. An increasing number of young people looking to avoid inflation are betting on investment opportunities. The growing amount of educational material on investing online may further increase the number of young people investing.
(Bankrate)
ESG (Environment, Social, and Governance) assets are predicted to grow from $35 trillion to $50 trillion by 2025.
Millennials have a bigger focus on investing in companies that positively impact the environment and society. Therefore, the assets of companies in this sector are predicted to grow considerably. Also, as more companies understand the importance of providing sustainable services, the size of the investment opportunities will grow even more.
(Bankrate)
Millennials held 2.4% of US stock and mutual fund shares in Q4 of 2022.
These investing statistics indicate that millennials hold a small portion of the stock value in the United States. However, this generation will likely hold more stocks than the current one because of the rising investing education rates. Also, more investment channels are opening up, including revolutionary apps like Robinhood and mutual funds aimed at beginners.
(Bankrate)
Conclusion
Investment is an important tool for companies to raise money and for households to diversify their savings. The rising inflation rates are causing currencies to lose value at unprecedented rates. Fortunately, investing literacy and opportunities are increasing, allowing regular people to grow their wealth for the future. The investment facts show that all age groups have investments, and some of the biggest mutual funds hold trillions of dollars of investor money.
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