By Robert Frank — CNBC Inside Wealth, February 27, 2025
The Richer You Are, the Fewer Stocks You Own
The Richer You Are, the Fewer Stocks You Own
CNBC Wealth Editor Robert Frank cites Long Angle’s 2025 High-Net-Worth Asset Allocation Report showing how ultra-wealthy investors hold fewer stocks and more private equity, real estate, and alternatives.
CNBC Wealth Editor Robert Frank featured findings from Long Angle’s 2025 High-Net-Worth Asset Allocation Report, showing that investors worth over $25 million hold only 38 percent of their portfolios in stocks — compared to 63 percent for those under $5 million.
The article highlights how wealthier families favor private company equity, real estate, and alternatives, reflecting longer investment horizons and greater diversification as net worth grows.
Media
