Report cover image

Retail Savings & Investments in the United States

Publisher MarketLine
Published Sep 26, 2024
Length 48 Pages
SKU # MTLN19382733

Description

Retail Savings & Investments in the United States


Summary

Retail Savings & Investments in the United States industry profile provides top-line qualitative and quantitative summary information including: market share, market size (value and volume 2018-23, and forecast to 2028). The profile also contains descriptions of the leading players including key financial metrics and analysis of competitive pressures within the market.

Key Highlights
  • The 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 & investments market recorded investments of $68,035.7 billion in 2023, representing a compound annual growth rate (CAGR) of 8.0% between 2018 and 2023.
  • The equities segment accounted for the market's largest proportion in 2023, with total investments of $28,717.3 billion, equivalent to 42.2% of the market's overall value.
  • According to GlobalData, in 2023, the US retail savings & investments market recorded an annual growth of 4.8%. 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 2023?
  • What will be the size of the United States retail savings & investments market in 2028?
  • 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

48 Pages
1 Executive Summary
1.1. Market value
1.2. Market value forecast
1.3. Category segmentation
1.4. Geography segmentation
1.5. Market rivalry
1.6. Competitive landscape
2 Market Overview
2.1. Market definition
2.2. Market analysis
3 Market Data
3.1. Market value
4 Market Segmentation
4.1. Category segmentation
4.2. Geography segmentation
5 Market Outlook
5.1. Market value forecast
6 Five Forces Analysis
6.1. Summary
6.2. Buyer power
6.3. Supplier power
6.4. New entrants
6.5. Threat of substitutes
6.6. Degree of rivalry
7 Competitive Landscape
7.1. Who are the leading players?
7.2. What strategies do the leading players follow?
7.3. What are the strengths of the leading players?
7.4. What have been the most recent market developments?
8 Company Profiles
8.1. JPMorgan Chase & Co
8.2. Bank of America Corp
8.3. Citibank NA
8.4. Wells Fargo & Co
9 Macroeconomic Indicators
9.1. Country data
10 Appendix
10.1. Methodology
10.2. Industry associations
10.3. Related MarketLine research
10.4. About MarketLine
List of Tables
Table 1: United States retail savings & investments market value: $ billion, 2018-23
Table 2: United States retail savings & investments market category segmentation: % share, by value, 2018-23
Table 3: United States retail savings & investments market category segmentation: $ billion, 2018-23
Table 4: United States retail savings & investments market geography segmentation: $ billion, 2023
Table 5: United States retail savings & investments market value forecast: $ billion, 2023-28
Table 6: JPMorgan Chase & Co: Key Facts
Table 7: JPMorgan Chase & Co: Annual Financial Ratios
Table 8: JPMorgan Chase & Co: Key Employees
Table 9: JPMorgan Chase & Co: Key Employees Continued
Table 10: JPMorgan Chase & Co: Key Employees Continued
Table 11: Bank of America Corp: Key Facts
Table 12: Bank of America Corp: Annual Financial Ratios
Table 13: Bank of America Corp: Key Employees
Table 14: Bank of America Corp: Key Employees Continued
Table 15: Citibank NA: Key Facts
Table 16: Citibank NA: Key Employees
Table 17: Wells Fargo & Co: Key Facts
Table 18: Wells Fargo & Co: Annual Financial Ratios
Table 19: Wells Fargo & Co: Key Employees
Table 20: Wells Fargo & Co: Key Employees Continued
Table 21: Wells Fargo & Co: Key Employees Continued
Table 22: United States Size of Population (million), 2019-23
Table 23: United States Real GDP (constant 2010 prices, $ billion), 2019-23
Table 24: United States GDP (current prices, $ billion), 2019-23
Table 25: United States Inflation, 2019-23
Table 26: United States Consumer Price Index (absolute), 2019-23
Table 27: United States Exchange Rate, 2018-23
List of Figures
Figure 1: 220 Laboratories Inc: Deal Activity by Deal Type - Volume (2020 - YTD*2024)
Figure 2: 220 Laboratories Inc: Private Equity and Ownership Volume and Value Trend (2020 - YTD*2024)
Figure 3: 220 Laboratories Inc: Private Equity and Ownership Volume by Deal Type (2020 - YTD*2024)

Pricing

Currency Rates
How Do Licenses Work?

How Do Licenses Work?

The primary function of a report license is to define how many people within a company are authorized to use the purchased report. This is separate to how a report might be delivered. Unless specifically identified otherwise, the purchase option is Single User. Below is a helpful description of that license, along with a sampling of others most commonly offered.

  • This license allows only one user to have access to and to use/read the report. It is not one user at a time or one user group; it is an individual who will be reading and utilizing the report.

  • This license allows for the entire purchasing company to read and use the report. This is the license level that would allow for a report to be placed on an internal company shared drive for access by all employees of that direct company. This license does not extend to parent or sister company use.

  • This license is designed to allow an entire department within a company full access to a report. The departmental license is a great option for companies that have more than one location and the department is spread out all over the country/world

  • This license is for companies that have one location where they want the report to be accessible by all employees within that physical location.

  • This is the most flexible of the licensing options. Some publishers will allow you to get a license for a preset number of people (typically 5). These licenses are ideal for small work groups.

License options are at the discretion of each publisher. As such, not all licenses indicated above are available for every product. If you are uncertain of the best license for your needs or would like a license that is not proactively available, please contact us and we will be happy to assist.

Head shot

Questions or Comments?

Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.
Chat Now
Contact Us