State Street Institutional
Investor Indicators
Investment insights based on facts, not surveys

The State Street Institutional Investor Indicators provide investors, policymakers, and the public with insights into the aggregated and anonymized positioning, risk appetite, and portfolio carbon exposures of thousands of institutional investors around the world, representing trillions of dollars in assets.

State Street Institutional Investor
Holdings Indicator

The Holdings Indicator tracks the aggregated portfolio holdings of institutional investors across stocks, bonds, and cash in percentage terms.

Key Facts
  • The Institutional Investor Holdings Indicator measures the broad asset allocations of institutional investors to cash, stocks, and bonds
  • During times of market stress, cash allocations tend to rise while stock allocations tend to fall
  • When short-term interest rates are relatively high, cash holdings tend to rise relative to bonds
  • Released monthly
Our latest report

Holdings

 

  • Investors are heavily overweight equities
  • Bonds are significantly underweight; cash is slightly underweight.
  • Equity overweight is at its most pronounced since mid-2007.

RiskAppetite

  • Sentiment is strongly positive, highest since early 2021.
  • Investors continue to embrace risk despite global uncertainties.
  • Pro-risk stance is supported by Fed rate cuts, but caution is advised if macro risks emerge.
Holdings
  • Fixed Income ex Bills
  • Equities
  • Cash