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.
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