France household investment fund shares: outstanding
France household investment fund shares: outstanding stood at 520,597 EUR million in Q2 2026, according to Banque de France – Webstat (webstat.banque-france.fr). It is one of the indicators in the Household financial wealth table (Value · Quarterly), with a complete series running from Q4 1995 to Q2 2026. The complete series with an interactive chart, free to download.
This indicator in the Household financial wealth table
| Indicator | Q2-2026 | Q1-2026 | Q4-2025 | Q3-2025 | Q2-2025 | Q1-2025 | Q4-2024 | Q3-2024 | Q2-2024 | Q1-2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment fund shares2 | 520,597 | 474,144 | 480,367 | 457,235 | 424,420 | 423,868 | 409,516 | 413,325 | 397,953 | 380,655 | |
| Money market fund shares | 30,493 | 29,374 | 28,014 | 27,930 | 25,988 | 24,326 | 23,660 | 22,411 | 20,343 | 18,268 | |
| Non-money market fund shares | 490,104 | 444,770 | 452,352 | 429,305 | 398,432 | 399,542 | 385,856 | 390,914 | 377,609 | 362,387 |
Understanding france household investment fund shares: outstanding
This series measures household holdings of units in collective investment undertakings, combining open-end mutual funds, exchange-traded funds, and closed-end funds into a single category. It bridges direct equity and bond ownership by pooling investor capital into diversified portfolios managed by professional asset institutions. Sibling rows divide this category further based on whether the underlying holdings consist of money market instruments or longer-term assets.
Net quarterly flows into these funds reflect active investor sentiment, while outstanding stock totals reflect both those flows and underlying asset price movements. Early estimates rely on fund manager regulatory returns and are subject to standard revisions as administrative filings are audited. When reviewing this measure, analysts should assess whether asset growth is propelled by portfolio rebalancing into managed funds or market appreciation.
Frequently asked questions
- What kinds of funds are grouped in this category?
- Equity funds, bond funds, balanced funds, and real estate investment trusts structured as collective funds are all included.
- Are pension fund assets counted within investment fund shares?
- No, entitlements held in dedicated pension and life insurance schemes are classified under separate insurance and pension entitlement rows.
- How does fund distribution handling affect the series?
- Reinvested earnings from funds are treated as distributed income followed by a reinvestment flow, directly increasing the outstanding asset total.