Press release from Statistics Sweden and Swedish Financial Supervisory Authority

2012-02-24 9:30 AM Nr 2012:48


Shareholders statistics, December 2011:

Fewer shareholders

The number of shareholders continues to drop. At the end of last year 15.5 percent of the population directly owned shares. In 2010 that figure was 16.5 percent.

The percentage has fallen for each year since 2002 when 22.6 percent of the population owned shares. At the end of last year the proportion of women that owned shares was 13.2 percent while 17.9 percent of the men owned shares. This is a decrease of roughly 16 000 persons compared to the previous six months and about 78 000 compared to 2010. Of all shareholders, 50 703 had a share wealth of SEK one million or more; 16 786 of them were women and 33 917 were men.

Households' share wealth drops

At the end of December 2011 households' share wealth was valued at SEK 404 billion. This is a decrease of nearly SEK 72 billion compared to the previous six months. The downturn is largely due to a weak stock market, but also because of the fact that fewer people own shares.

For those individuals who own shares, the average portfolio at the end of December 2011 was worth SEK 247 000. This is a decrease of 39 000 compared to the end of July 2011. However, when looking at the median portfolio, that is, the middle value, that portfolio decreased by SEK 3 000 during the last six months of 2011 and amounted to SEK 18 000 at the end of December. For women, the median portfolio was worth SEK 15 000, while the median portfolio for men was worth SEK 20 000.

The large difference between the average and the median portfolio is because the distribution of share wealth is very unevenly distributed. A relatively small proportion owns a large part of the wealth. Last year the five percent with the largest holdings owned 77 percent of the wealth in shares. The five percent with the largest holdings is divided into 24 834 women and 48 868 men.

The share wealth of households does not include investments in funds and unit-linked savings.

Foreign ownership accounts for 38.7 percent of the share wealth

The total wealth in shares in companies listed on the Swedish market was valued at SEK 3 611 billion at the end of December 2011. This is a decrease of SEK 731 billion compared to 2010.

Foreign owners comprise the single largest sector and their holdings amounted to SEK 1 397 billion at the end of December. This is a decrease of 195 billion since the end of July 2011. However, in terms of percentage, wealth of foreign owners has decreased less than in other sectors. This means that foreign owners are again increasing their proportion of total share wealth from 38.1 percent on 31 July 2011 to 38.7 percent at the end of December 2011.

As previously, the US and the UK are the largest single holders of Swedish shares within the foreign owners sector. Their shares of ownership were 27.1 and 23.6 percent of total holdings of the foreign owners sector.  Among the Nordic countries, Finland is the largest single holder of Swedish shares, owning 9.0 percent of the foreign ownership.

Ownership by sector

Graph - Ownership by sector

Ownership, percent

Year

Non-
financial
enter-
prises

Financial
enter-
prises

Central‑
govern‑
ment

Local‑
govern‑
ment

Social-
security
funds

House‑
holds

Non-
profit
organi‑
sation

Foreign
owners

Total 
value,
SEK
billion

2011 Dec
12.0 27.8 3.1 0.0 3.3 11.2 3.9 38.7 3 611
2011 Jun
11.5 29.1 3.0 0.0 3.0 11.4 3.9 38.1 4 185
2010 Dec
9.2 28.7 3.8 0.0 3.1 13.3 4.1 37.8 4 342
2010 Jun
8.9 28.9 4.1 0.0 3.2 13.7 4.1 37.1 3 701
2009 Dec
9.1 29.1 4.7 0.0 3.4 13.9 4.3 35.4 3 518
2009 Jun
9.5 27.8 4.7 0.1 3.5 14.5 4.3 35.8 2 852
2008 Dec
9.5 27.4 4.6 0.1 3.5 14.5 4.6 35.8 2 313
2008 Jun
10.2 27.3 4.2 0.1 3.7 13.7 4.5 36.4 3 182
2007 Dec
9.4 26.9 4.5 0.1 3.2 13.4 4.4 38.0 4 064
2007 Jun
9.0 27.6 3.7 0.1 3.1 14.0 4.7 37.9 4 734
2006 Dec
9.0 27.0 4.5 0.1 3.2 14.3 4.8 37.2 4 425
2006 Jun
9.9 27.9 4.2 0.1 3.2 14.4 4.7 35.6 3 665
2005 Dec
8.4 28.6 4.4 0.1 3.5 14.8 4.8 35.3 3 627
2005 Jun
8.3 28.9 4.5 0.1 3.7 15.3 4.5 34.6 3 054
2004 Dec
8.7 28.5 5.2 0.2 3.8 15.0 4.7 33.9 2 768
2004 Jun
8.0 29.6 4.6 0.2 4.0 14.8 4.6 34.1 2 586
2003 Dec
9.2 28.7 5.5 0.2 4.1 14.4 4.6 33.1 2 354
2003 Jun
8.8 29.3 5.6 0.2 4.3 14.5 4.8 32.4 1 953
2002 Dec
8.5 28.9 5.7 0.2 4.1 14.3 4.8 33.5 1 869
2002 Jun
8.0 30.6 4.6 0.2 4.0 13.9 5.1 33.7 2 212
2001 Dec
8.2 29.5 5.4 0.2 3.7 13.7 4.7 34.6 2 909

Definitions and explanations

Information refers to shares on the Stockholm exchange (except for the external list), Aktietorget, NGM's lists and First North. Unlisted classes of shares in listed companies are also included.  Shares of foreign companies that are noted on the above mentioned marketplaces have been included in the statistics from 2000 onwards.

Publication

A more detailed report of this survey is published in a Statistical Report.



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Responsible agency

Swedish Financial Supervisory Authority
Box 7821, SE-103 97 Stockholm
Fax +46 8 24 13 35



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Producer

Statistics Sweden, Balance of Payment and Financial Market Statistics Unit
Box 24 300
SE-104 51 Stockholm
Fax +46 8 506 949 43


Enquiries

Per Jonsson
Phone +46 8 506 941 42
E-mail firstname.lastname@scb.se
Pernilla Lindblad
Phone +46 8 506 948 86
E-mail firstname.lastname@scb.se



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