De Nederlandsche Bank published new statistics showing Dutch households’ portfolio investments in listed shares, investment fund shares and bonds rose to a record EUR 192.4 billion in the fourth quarter of 2024, marking the third consecutive quarter with an all-time high. The increase was entirely driven by valuation gains, as households were net sellers of securities over the quarter. The value increase was mainly attributed to higher valuations of US shares and equity funds, with households’ holdings of US listed shares rising around 10% quarter on quarter to EUR 17.5 billion, supported by both US market gains and a stronger US dollar versus the euro. At end-2024, households held EUR 64.9 billion in listed shares, EUR 121.7 billion in investment fund shares and EUR 5.8 billion in bonds; net transactions amounted to disposals of EUR 1.6 billion, driven by EUR 1.3 billion of sales in directly held debt securities and nearly EUR 750 million of sales in listed shares, partly offset by almost EUR 400 million of net purchases in investment funds.