French mixed investment funds long-term debt holdings
French mixed investment funds long-term debt holdings stood at 94.61 EUR billion in Q2 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 Q4 2008 to Q2 2026. The complete series with an interactive chart, free to download.
This indicator in the Securities held by residents table
| Indicator | Q2-2026 | Q1-2026 | Q4-2025 | Q3-2025 | Q2-2025 | Q1-2025 | Q4-2024 | Q3-2024 | Q2-2024 | Q1-2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mixed funds, outstanding amounts | |||||||||||
| Holdings of long-term debt securities | 94.61 | 92.4 | 93.38 | 93.08 | 92.32 | 90.63 | 90.82 | 91.96 | 91.89 | 93.65 | |
| Holdings of short-term debt securities | 7.18 | 7.85 | 7.44 | 7.2 | 6.22 | 6.23 | 6.32 | 6.31 | 5.07 | 5.47 |
Understanding french mixed investment funds long-term debt holdings
Extended-maturity debt securities with an original maturity exceeding one year, held as asset holdings by resident mixed investment funds, are tracked in this series. This measure captures the long-term fixed-income component of balanced portfolios, separating bonds and notes from equity holdings, short-term debt, and cash. Investment fund shares are also excluded to maintain a strict focus on direct long-term debt.
Analysts reviewing these statistics must consider interest rate sensitivity alongside portfolio rebalancing activity between bonds and equities. Revisions to early estimates occur when custodians reconcile debt asset valuations. Period-on-period comparisons highlight duration adjustments and asset allocation shifts, while year-on-year analysis provides a stable view of structural fixed-income positioning within balanced funds.
Frequently asked questions
- What role do long-term debt securities play in mixed funds?
- They provide income generation and portfolio stabilization to offset equity market volatility.
- What is the minimum original maturity for inclusion here?
- Debt instruments must have an original maturity greater than one year to be classified as long-term.
- How do yield changes impact this metric?
- Rising bond yields generally reduce the market valuation of existing long-term debt holdings.