European Households Equity Fund Shares by Country

In 2023, European households' equity fund shares varied significantly by country, with Belgium leading at €46.95 billion, followed by the Netherlands and Spain. Luxembourg, Estonia, Greece, and Slovenia showed moderate participation, while Lithuania trailed significantly. Year-on-year growth was notable, especially in Estonia with a surge over 100%, while Luxembourg and Slovenia also saw double-digit increases. Over a five-year period, these figures represent substantial compound annual growth rates, indicating robust expansion in Estonia and moderate growth in other countries.

Future trends to watch include:

• Potential for accelerated digital adoption in fund management, increasing accessibility and participation.
• Economic and regulatory shifts affecting fund availability and attractiveness in lower participation regions like Lithuania and Greece.
• Continued emphasis on sustainable and impact investing aligning with European green policies.