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Retail Savings & Investments in the United States

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    Report

  • 48 Pages
  • September 2024
  • Region: United States
  • MarketLine
  • ID: 6028913
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 $68.03 trillion 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 $28.71 trillion, 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

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 research
10.4. About the Publisher
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: United States retail savings & investments market value: $ billion, 2018-23
Figure 2: United States retail savings & investments market category segmentation: $ billion, 2018-23
Figure 3: United States retail savings & investments market geography segmentation: % share, by value, 2023
Figure 4: United States retail savings & investments market value forecast: $ billion, 2023-28
Figure 5: Forces driving competition in the retail savings & investments market in the United States, 2023
Figure 6: Drivers of buyer power in the retail savings & investments market in the United States, 2023
Figure 7: Drivers of supplier power in the retail savings & investments market in the United States, 2023
Figure 8: Factors influencing the likelihood of new entrants in the retail savings & investments market in the United States, 2023
Figure 9: Factors influencing the threat of substitutes in the retail savings & investments market in the United States, 2023
Figure 10: Drivers of degree of rivalry in the retail savings & investments market in the United States, 2023

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • JPMorgan Chase & Co
  • Bank of America Corp
  • Citibank NA
  • Wells Fargo & Co