France equity savings plans: PEA-PME outstanding amount
France equity savings plans: PEA-PME outstanding amount stood at 4.11 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 2014 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity savings plans (PEA) | |||||||||||
| PEA for SMEs and mid-sized companies (PEA-PME), outstanding amount | 4.11 | 3.71 | 3.65 | 3.06 | 2.65 | 2.93 | 2.87 | 2.72 | 2.76 | 2.66 | |
| PEA-PME securities accounts, number | 142,100 | 138,508 | 136,396 | 131,452 | 129,187 | 129,772 | 127,423 | 124,426 | 121,821 | 118,474 |
Understanding france equity savings plans: PEA-PME outstanding amount
This series tracks the total financial valuation of assets held inside specialized equity savings plans dedicated to small and medium-sized enterprises as well as mid-cap companies. The scope is restricted to portfolios meeting strict regulatory criteria regarding company size, capitalization limits, and geographical establishment, separating these targeted growth-oriented funds from broad-market equity savings plans. Valuations incorporate both the market price of qualifying corporate securities and uninvested cash reserves allocated to this specific mandate.
Analyzing this figure requires recognizing its sensitivity to liquidity conditions in smaller company listings, where price swings can outpace broader market indices. Because these portfolios focus on specific corporate tiers, their performance diverges from general market benchmarks, complicating direct comparisons with standard savings plan aggregates. Revisions typically stem from retroactive asset reclassifications when constituent companies cross capitalization thresholds defined by the regulatory framework.
Frequently asked questions
- How does this series differ from standard bank PEA outstanding amounts?
- This measure is restricted exclusively to plans targeting small and mid-sized enterprises under specialized regulatory criteria.
- Are large-cap equities permitted within these plans?
- No, underlying assets must meet strict capitalization thresholds that exclude large multinational corporations.
- What drives movements in this valuation series?
- Both new investor allocations and the market valuation changes of smaller enterprise shares drive the aggregate.