France bank PEA holdings: bond funds
France bank PEA holdings: bond funds stood at 0 EUR billion in Q1 2026, according to Banque de France – Webstat (webstat.banque-france.fr). It is one of the indicators in the Securities held by residents table (Value · Quarterly), with a complete series running from Q1 2008 to Q1 2026. The complete series with an interactive chart, free to download.
This indicator in the Securities held by residents table
| Indicator | Q1-2026 | Q4-2025 | Q3-2025 | Q2-2025 | Q1-2025 | Q4-2024 | Q3-2024 | Q2-2024 | Q1-2024 | Q4-2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank PEA holdings by asset | |||||||||||
| Bond funds | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Money market funds | 1.87 | 1.97 | 2.03 | 2.01 | 1.88 | 1.89 | 1.23 | 1.17 | 1.14 | 1.01 |
Understanding france bank PEA holdings: bond funds
This series measures the aggregate net asset value of bond funds held within regulated equity savings plans, capturing collective investments in fixed-income debt securities. It isolates fixed-income fund holdings from equity, money market, and alternative fund categories, reflecting debt market valuations within tax-sheltered accounts. The metric fluctuates in response to benchmark interest rate movements, credit spread shifts, and investor subscription flows.
Interpreting bond fund valuations requires recognizing the inverse relationship between interest rates and fixed-income prices, which can drive asset values independently of investor contributions. Comparing this series with equity fund holdings illustrates conservative versus growth-oriented asset allocation shifts among retail participants. Revisions are usually minor, stemming from delayed portfolio reporting by asset management companies.
Frequently asked questions
- What assets constitute the portfolios within this series?
- The underlying holdings consist primarily of bonds and fixed-income debt securities issued by governments or corporations.
- How do interest rate changes affect this metric?
- Rising interest rates typically reduce bond fund asset values, while falling rates increase valuations.
- Why are bond funds held within equity savings plans?
- Regulatory frameworks often permit specific fixed-income funds provided they meet defined criteria for inclusion in tax-advantaged accounts.