Resource Center

PART A: Foreign Portfolio Holdings of U.S. Securities
-- (4-29-2011) Historical data from the surveys during 1974-2010 are available showing the market value of foreign portfolio holdings of U.S. securities by country and by type of security. (Also in csv and tab-delimited text files.) (04-29-2011)

1. (4-29-2011) Foreign Portfolio Holdings of U.S. Securities as of 6/30/2010 (PDF). This report presents the findings of the annual survey as of June 30, 2010. It includes comparisons with the results of previous benchmark surveys since 2003.
   -- The appendix tables (mht file) can be downloaded and opened with a spreadsheet program. (Note: If file opens in text, then closing & reopening may help.)
   -- There was a press release dated 04/29/2011.
   
   
2. Foreign Portfolio Holdings of U.S. Securities as of 6/30/2009 (PDF) (4-30-2010; table 2 revised 5-13-2010). This report presents the findings of the annual survey as of June 30, 2009. It includes comparisons with the results of previous benchmark surveys since 2002.
   -- The appendix tables (mht file) can be downloaded and opened into a spreadsheet program. (Note: If file opens in text, then closing & reopening may help.)
   -- There was a press release dated 04/30/2010.
   
   
3. Foreign Portfolio Holdings of U.S. Securities as of 6/30/2008 (PDF) (4-30-09; 11-18-09 small corrections made to percentages shown in table 2; 9-20-10 totals corrected in table 24 on page 54). This report presents the findings of the annual survey as of June 30, 2008. It includes comparisons with the results of previous benchmark surveys since 2000.
   -- The appendix tables (mht file) can be downloaded and opened into a spreadsheet program.
   -- There was a press release dated 04/30/2009.
   
   
4. Foreign Portfolio Holdings of U.S. Securities as of 6/30/2007 (PDF) . Press release was dated 04/30/2008.
   
   
5. Foreign Portfolio Holdings of U.S. Securities as of 6/30/2006 (PDF) . Press release was dated 05/31/2007.
   
   
6. Foreign Portfolio Holdings of U.S. Securities as of 6/30/2005 (PDF) . Press release was dated 06/30/2006.
   
   
7. Foreign Portfolio Holdings of U.S. Securities as of 6/30/2004 (PDF) . Press release was dated 06/30/2005.
   
   
8. Foreign Portfolio Holdings of U.S. Securities as of 6/30/2003 (PDF) .
   
   
9. Foreign Portfolio Holdings of U.S. Securities as of 6/30/2002 (PDF) .
   
   
10. Foreign Portfolio Holdings of U.S. Long-Term Securities as of 3/31/2000 (PDF) . This report presents the findings of the benchmark survey as of March 31, 2000. Chapter 3 presents selected estimates for end-2001.
    
    
11. Foreign Portfolio Investment in the United States - 12/31/97. This report summarizes the findings of the benchmark survey as of December 31, 1994. It includes estimates for several aggregates as of end-1997.

PART B: U.S. Portfolio Holdings of Foreign Securities
-- (10-31-2011) Historical data from the surveys during 1994-2010 are available showing the market value of U.S. portfolio holdings of foreign securities by country and by type of security. (Also in csv and tab-delimited text files.)

1. NEW (10-31-2011). U.S. Portfolio Holdings of Foreign Securities at End-year 2010 (PDF) . This final report presents the findings of the annual survey as of December 31, 2010. The appendix tables can be downloaded and opened into a spreadsheet program. There was a Press Release dated 10/31/2011
   
   
2. U.S. Portfolio Holdings of Foreign Securities at End-year 2009 (PDF) . This final report presents the findings of the annual survey as of December 31, 2009. The appendix tables can be downloaded and opened into a spreadsheet program. There was a Press Release dated 10/29/2010
   
   
3. U.S. Portfolio Holdings of Foreign Securities at End-year 2008 (PDF). This final report presents the findings of the annual survey as of December 31, 2008. The appendix tables can be downloaded and opened into a spreadsheet program. There was a Press Release dated 10/30/2009.
   
   
4. U.S. Portfolio Holdings of Foreign Securities at End-year 2007 (PDF) . The appendix tables can be downloaded and opened into a spreadsheet program. There was a Press Release dated 10/31/2008.
   
   
5. U.S. Portfolio Holdings of Foreign Securities at End-year 2006 (PDF) . There was a Press Release dated 11/30/2007.
   
   
6. U.S. Portfolio Holdings of Foreign Securities at End-year 2005 (PDF) . There was a Press Release dated 12/29/2006.
   
   
7. U.S. Portfolio Holdings of Foreign Securities at End-Year 2004 (PDF) . There was a Press Release dated 12/30/2005.
   
   
8. U.S. Portfolio Holdings of Foreign Securities at End-Year 2003 (PDF) . There was a Press Release dated 03/31/2005.
   
   
9. U.S. Portfolio Holdings of Foreign Securities as of 12/31/2001 (PDF) (5/3/2003).
   Section B: Instructions and Forms (PDF) (9/26/2001). This report presents the findings of the benchmark survey as of December 31, 2001. This survey includes, for the first time, holdings of short-term foreign securities.
   
   
10. U.S. Portfolio Holdings of Foreign Long-Term Securities - 12/31/97 & 12/31/99 (HTML) or (PDF).
    This report presents the findings of the benchmark survey as of December 31, 1997. It includes some comparisons with the results of the previous survey as of March 31, 1994. Chapter 2 presents selected estimates for end-1999.

1. Understanding U.S. Cross-Border Securities Data (PDF) . From the Federal Reserve Bulletin, 2006, Board of Governors of the Federal Reserve System. This article is recommended reading for all users of the various TIC data related to cross-border securities.
-- The previous article was Recent Developments in Cross-Border Investment in Securities (PDF) . From the Federal Reserve Bulletin, Winter 2004, Board of Governors of the Federal Reserve System.

2. The U.S. System for Measuring Cross-Border Investment in Securities (PDF) .
This is the first of this series of articles. Portions of this 2001 article have been updated in the more recent articles mentioned in 1 above. However, if the articles in 1 above do not address your questions, look at this article which explains the inter-relationships of the monthly transactions data with those collected by the Foreign Portfolio Investment Benchmark Surveys, discusses the strengths and weaknesses of the two data collection systems, and gives valuable advice to those using data from both systems to construct ongoing estimates of cross-border securities holdings. From the Federal Reserve Bulletin, October 2001, Board of Governors of the Federal Reserve System