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Office Of International Affairs
 

Treasury International Capital System


Foreign Portfolio Investment Benchmark Surveys

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Statistics. These files are updated when new reports are published.

PART A: U.S. Portfolio Holdings of Foreign Securities

  1. U.S. Portfolio Holdings of Foreign Securities as of 12/31/2001 (PDF) PDF icon (5/3/2003).
    Section B: Instructions and Forms (PDF) PDF icon (9/26/2001). This report presents the findings of the benchmark survey as of December 31, 2001. This survey includes, for the first time, holdings of short-term foreign securities.

  2. U.S. Holdings of Foreign Long-Term Securities - 12/31/97 & 12/31/99 (HTML) or (PDF) PDF icon
    This report presents the findings of the benchmark survey as of December 31, 1997. It includes some comparisons with the results of the previous survey as of March 31, 1994. Chapter 2 presents selected estimates for end-1999.

PART B: Foreign Portfolio Holdings of U.S. Securities

  1. Foreign Holdings of U.S. Securities as of 6/30/2003. (PDF) PDF iconNEW
    This report presents the findings of the annual survey as of June 30, 2003. It includes some comparisons with the results of the previous benchmark surveys as of end-year 1974, 1978, 1984, 1989, 1994, 2000 and 2002.

  2. Foreign Holdings of U.S. Securities as of 6/30/2002. (PDF) PDF icon
    This report presents the findings of the annual survey as of June 30, 2002. It includes some comparisons with the results of the previous benchmark surveys as of end-year 1974, 1978, 1984, 1989, 1994, and 2000.

  3. Foreign Holdings of U.S. Long-Term Securities as of 3/31/2000 (PDF) PDF icon
    This report presents the findings of the benchmark survey as of March 31, 2000. Chapter 3 presents selected estimates for end-2001.

  4. Foreign Portfolio Investment in the United States - 12/31/97
    This document summarizes the findings of the benchmark survey as of December 31, 1994. It includes estimates for several aggregates as of end-1997.

Reference - recommended

1. NEW. Recent Developments in Cross-Border Investment in Securities PDF icon (PDF). From the Federal Reserve Bulletin, Winter 2004, Board of Governors of the Federal Reserve System.

2. The U.S. System for Measuring Cross-Border Investment in Securities PDF icon
This article is recommended reading for all users of the various TIC data related to cross-border securities. The article explains the inter-relationships of the monthly transactions data with those collected by the Foreign Portfolio Investment Benchmark Surveys, discusses the strengths and weaknesses of the two data collection systems, and gives valuable advice to those using data from both systems to construct ongoing estimates of cross-border securities holdings. From the Federal Reserve Bulletin, October 2001, Board of Governors of the Federal Reserve System.


Forms

Forms & Instructions for Benchmark and Annual Filers


For more information about these benchmark surveys, contact:
William.L.Griever@frb.gov
Tel. 202-452-2924
Dwight.Wolkow@do.treas.gov
Tel. 202-622-1276

 

Using the TIC System

U.S. Transactions with Foreigners in Long-Term Securities

U.S. Banking Liabilities to Foreigners

U.S. Banking Claims on Foreigners

Bullet Indicator

Foreign Portfolio Investment Benchmark Surveys

Forms & Instructions

Articles of Interest