France bank PEA holdings: equity funds
France bank PEA holdings: equity funds stood at 22.54 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 | |||||||||||
| Equity funds | 22.54 | 23.5 | 22.54 | 22.2 | 21.27 | 21.15 | 22.21 | 20.97 | 21.58 | 20.81 | |
| Diversified funds | 4.44 | 4.54 | 4.63 | 4.53 | 4.57 | 4.63 | 5.44 | 5.14 | 4.98 | 4.69 |
Understanding france bank PEA holdings: equity funds
This series measures the total net asset value of investment funds whose primary mandate is holding equity securities, maintained within regulated savings plans. It isolates pure stock fund investments from diversified, bond, or money market vehicles, capturing collective equity exposure managed by professional fund managers. The figure reflects the underlying market prices of the fund portfolios minus any operational liabilities.
Interpreting this metric requires understanding that fund valuations combine investor subscription flows with broad stock market appreciation, making it distinct from direct share ownership series. Comparing equity fund holdings with direct stock listings illuminates whether retail participants prefer delegated portfolio management or individual stock picking. Revisions can arise when funds rebalance their asset mixes and cross classification boundaries into diversified fund categories.
Frequently asked questions
- What criteria qualify an investment fund for this category?
- The fund must maintain an equity-focused investment mandate complying with regulatory asset thresholds.
- Does this series measure individual stocks or collective funds?
- It measures pooled investment vehicles holding baskets of equities rather than direct individual share certificates.
- How do fund fees impact the reported net asset value?
- Reported valuations reflect net asset values after ongoing management fees are deducted by the fund administrators.