Financial Planning

Chart of the Month – May 2026

Michael Westphal

Michael Westphal , CFA®

05/05/26

Generational Wealth Distribution

Federal Reserve data from the fourth quarter in 2025 shows Baby Boomers and earlier generations holding approximately $115 trillion in assets, while Gen X and Millennials together hold about $80 trillion. These assets, roughly distributed among $40 trillion in equities and mutual funds, $23 trillion in real estate, $19 trillion in pensions, $10 trillion in private businesses, and $24 trillion in other assets, are expected to move into the hands of younger generations over time.

Source: Federal Reserve (Distributional Financial Assets, data as of Q4-2025, last updated March 27, 2026, accessed April 24, 2026); Foster Group calculations.

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