Quarterly Sector Accounts - Households’ financial assets and liabilities - QASA_7HH

Data - OECD

Nobs - Javascript

Data Structure

id description
LOCATION Country
TRANSACTION Transaction
SECTOR Sector
MEASURE Measure
ADJUSTMENT Adjustment
TIME Period & Frequency
OBS_VALUE Observation Value
TIME_FORMAT Time Format
OBS_STATUS Observation Status
UNIT Unit
POWERCODE Unit multiplier
REFERENCEPERIOD Reference period

TRANSACTION

MEASURE

id label
CAR Current prices
CXCAR $, current prices, current exchange rates, end of period

SECTOR

id label
RS14_S15H Households and NPISHs
RS14H Households

Ex 1: Pensions in Germany

TRANSACTION TRANSACTION_desc SECTOR MEASURE obsValue
LF63 Pension entitlements RS14H CXCAR 1015163.1
LF63 Pension entitlements RS14_S15H CXCAR 1015163.1
LF63 Pension entitlements RS14H CAR 846463.0
LF63 Pension entitlements RS14_S15H CAR 846463.0
LF63F Pension entitlements, managed by autonomous pension funds RS14_S15H CXCAR 646162.5
LF63F Pension entitlements, managed by autonomous pension funds RS14H CXCAR 646162.5
LF63F Pension entitlements, managed by autonomous pension funds RS14_S15H CAR 538783.0
LF63F Pension entitlements, managed by autonomous pension funds RS14H CAR 538783.0
LF63H Pension entitlements, managed by non-autonomous pension funds RS14_S15H CXCAR 369000.6
LF63H Pension entitlements, managed by non-autonomous pension funds RS14H CXCAR 369000.6
LF63H Pension entitlements, managed by non-autonomous pension funds RS14_S15H CAR 307680.0
LF63H Pension entitlements, managed by non-autonomous pension funds RS14H CAR 307680.0

Ex 2A: All in Germany, 2017

TRANSACTION TRANSACTION_desc SECTOR MEASURE obsValue POWERCODE
LF4TLI Loans RS14_S15H CXCAR 2073413.4 6
LEF4LLI Long-term loans (more than one year) RS14_S15H CXCAR 2007346.4 6
LF4TLI Loans RS14_S15H CAR 1728853.0 6
LEF4LLI Long-term loans (more than one year) RS14_S15H CAR 1673765.0 6
LF4LBLI Loans for house purchasing RS14_S15H CXCAR 1500307.5 6
LF4LBLI Loans for house purchasing RS14_S15H CAR 1250986.0 6
LF62 Life insurance and annuity entitlements RS14_S15H CXCAR 1189017.2 6
LF62B Life insurance and annuity entitlements, of which non-unit-linked RS14_S15H CXCAR 1055948.9 6
LF63 Pension entitlements RS14_S15H CXCAR 1015163.1 6
LF62 Life insurance and annuity entitlements RS14_S15H CAR 991426.0 6
LF62B Life insurance and annuity entitlements, of which non-unit-linked RS14_S15H CAR 880471.0 6
LF63 Pension entitlements RS14_S15H CAR 846463.0 6
LF52 Investment fund shares RS14_S15H CXCAR 804398.1 6
LF522 Non-MMF investment fund shares RS14_S15H CXCAR 800928.5 6
LF52 Investment fund shares RS14_S15H CAR 670723.0 6
LF522 Non-MMF investment fund shares RS14_S15H CAR 667830.0 6
LF63F Pension entitlements, managed by autonomous pension funds RS14_S15H CXCAR 646162.5 6
LF63F Pension entitlements, managed by autonomous pension funds RS14_S15H CAR 538783.0 6
LF63H Pension entitlements, managed by non-autonomous pension funds RS14_S15H CXCAR 369000.6 6
LF63H Pension entitlements, managed by non-autonomous pension funds RS14_S15H CAR 307680.0 6
LF62A Life insurance and annuity entitlements, of which unit linked RS14_S15H CXCAR 133068.3 6
LF62A Life insurance and annuity entitlements, of which unit linked RS14_S15H CAR 110955.0 6
LEF4SLI Short-term loans (up to one year) RS14_S15H CXCAR 66067.0 6
LEF4SLI Short-term loans (up to one year) RS14_S15H CAR 55088.0 6
LF521 Money market fund shares RS14_S15H CXCAR 3470.8 6
LF521 Money market fund shares RS14_S15H CAR 2894.0 6

Ex 2B: All in France, 2017

TRANSACTION TRANSACTION_desc SECTOR MEASURE obsValue POWERCODE
LF62 Life insurance and annuity entitlements RS14_S15H CXCAR 2317834.3 6
LF62 Life insurance and annuity entitlements RS14_S15H CAR 1932656.0 6
LF4TLI Loans RS14_S15H CXCAR 1610203.0 6
LEF4LLI Long-term loans (more than one year) RS14_S15H CXCAR 1571857.1 6
LF4TLI Loans RS14_S15H CAR 1342619.0 6
LEF4LLI Long-term loans (more than one year) RS14_S15H CAR 1310645.4 6
LF4LBLI Loans for house purchasing RS14_S15H CXCAR 1170047.9 6
LF4LBLI Loans for house purchasing RS14_S15H CAR 975609.0 6
LF52 Investment fund shares RS14_S15H CXCAR 387408.4 6
LF522 Non-MMF investment fund shares RS14_S15H CXCAR 376554.0 6
LF52 Investment fund shares RS14_S15H CAR 323028.8 6
LF522 Non-MMF investment fund shares RS14_S15H CAR 313978.1 6
LF5229 Other fund shares RS14_S15H CXCAR 251826.8 6
LF4LCLI Long-term loans for other purposes RS14_S15H CXCAR 239455.2 6
LF5229 Other fund shares RS14_S15H CAR 209978.1 6
LF4LCLI Long-term loans for other purposes RS14_S15H CAR 199662.4 6
LF4LALI Consumer credit (more than one year) RS14_S15H CXCAR 162354.0 6
LF4LALI Consumer credit (more than one year) RS14_S15H CAR 135374.0 6
LF5224 Equity fund shares RS14_S15H CXCAR 48169.9 6
LF5221 Real estate fund shares RS14_S15H CXCAR 40779.8 6
LF5224 Equity fund shares RS14_S15H CAR 40165.0 6
LEF4SLI Short-term loans (up to one year) RS14_S15H CXCAR 38345.9 6
LF5221 Real estate fund shares RS14_S15H CAR 34003.0 6
LEF4SLI Short-term loans (up to one year) RS14_S15H CAR 31973.6 6
LF4SALI Consumer credit (up to one year) RS14_S15H CXCAR 31512.8 6
LF4SALI Consumer credit (up to one year) RS14_S15H CAR 26276.0 6
LF5223 Mixed fund shares RS14_S15H CXCAR 22888.6 6
LF5223 Mixed fund shares RS14_S15H CAR 19085.0 6
LF5222 Bond fund shares RS14_S15H CXCAR 12888.9 6
LF521 Money market fund shares RS14_S15H CXCAR 10854.5 6
LF5222 Bond fund shares RS14_S15H CAR 10747.0 6
LF521 Money market fund shares RS14_S15H CAR 9050.7 6
LF4SCLI Short-term loans for other purposes RS14_S15H CXCAR 6833.1 6
LF4SCLI Short-term loans for other purposes RS14_S15H CAR 5697.6 6
LF63 Pension entitlements RS14_S15H CAR 0.0 6
LF63 Pension entitlements RS14_S15H CXCAR 0.0 6

Ex 2C: All in United States, 2017

TRANSACTION TRANSACTION_desc SECTOR MEASURE obsValue POWERCODE
LF63F Pension entitlements, managed by autonomous pension funds RS14_S15H CXCAR 22770890 6
LF63 Pension entitlements RS14_S15H CAR 22770890 6
LF63 Pension entitlements RS14_S15H CXCAR 22770890 6
LF63F Pension entitlements, managed by autonomous pension funds RS14_S15H CAR 22770890 6
LF63B1 Defined benefit plans (DB) RS14_S15H CAR 15205660 6
LF63B1 Defined benefit plans (DB) RS14_S15H CXCAR 15205660 6
LF4TLI Loans RS14_S15H CAR 14885403 6
LF4TLI Loans RS14_S15H CXCAR 14885403 6
LF52 Investment fund shares RS14_S15H CAR 10359357 6
LF52 Investment fund shares RS14_S15H CXCAR 10359357 6
LEF4LLI Long-term loans (more than one year) RS14_S15H CXCAR 10188212 6
LEF4LLI Long-term loans (more than one year) RS14_S15H CAR 10188212 6
LF4LBLI Loans for house purchasing RS14_S15H CAR 9928794 6
LF4LBLI Loans for house purchasing RS14_S15H CXCAR 9928794 6
LF522 Non-MMF investment fund shares RS14_S15H CAR 8706306 6
LF522 Non-MMF investment fund shares RS14_S15H CXCAR 8706306 6
LF63A1 Defined contribution plans (DC) RS14_S15H CAR 7565230 6
LF63A1 Defined contribution plans (DC) RS14_S15H CXCAR 7565230 6
LF5224 Equity fund shares RS14_S15H CXCAR 5924849 6
LF5224 Equity fund shares RS14_S15H CAR 5924849 6
LF62 Life insurance and annuity entitlements RS14_S15H CAR 4771598 6
LF62 Life insurance and annuity entitlements RS14_S15H CXCAR 4771598 6
LEF4SLI Short-term loans (up to one year) RS14_S15H CAR 4697191 6
LEF4SLI Short-term loans (up to one year) RS14_S15H CXCAR 4697191 6
LF62B Life insurance and annuity entitlements, of which non-unit-linked RS14_S15H CAR 4518187 6
LF62B Life insurance and annuity entitlements, of which non-unit-linked RS14_S15H CXCAR 4518187 6
LF4SALI Consumer credit (up to one year) RS14_S15H CAR 3830752 6
LF4SALI Consumer credit (up to one year) RS14_S15H CXCAR 3830752 6
LF63I Pension entitlements, managed by insurers RS14_S15H CAR 3130182 6
LF63I Pension entitlements, managed by insurers RS14_S15H CXCAR 3130182 6
LF4SA2LI Non-revolving credit (up to one year) RS14_S15H CAR 2813945 6
LF4SA2LI Non-revolving credit (up to one year) RS14_S15H CXCAR 2813945 6
LF5222 Bond fund shares RS14_S15H CAR 2396847 6
LF5222 Bond fund shares RS14_S15H CXCAR 2396847 6
LF521 Money market fund shares RS14_S15H CAR 1653051 6
LF521 Money market fund shares RS14_S15H CXCAR 1653051 6
LF4SA1LI Revolving credit (up to one year) RS14_S15H CXCAR 1016807 6
LF4SA1LI Revolving credit (up to one year) RS14_S15H CAR 1016807 6
LF4SCLI Short-term loans for other purposes RS14_S15H CAR 866439 6
LF4SCLI Short-term loans for other purposes RS14_S15H CXCAR 866439 6
LF5229 Other fund shares RS14_S15H CAR 384610 6
LF5229 Other fund shares RS14_S15H CXCAR 384610 6
LF4LCLI Long-term loans for other purposes RS14_S15H CXCAR 259418 6
LF4LCLI Long-term loans for other purposes RS14_S15H CAR 259418 6
LF62A Life insurance and annuity entitlements, of which unit linked RS14_S15H CXCAR 253411 6
LF62A Life insurance and annuity entitlements, of which unit linked RS14_S15H CAR 253411 6

Ex 3A: Net equity of households in pension funds

Code
QASA_7HH |>
  filter(TRANSACTION %in% c("LF63"), # LF63:    Pension entitlements
         LOCATION %in% c("DEU", "FRA", "SWE"),
         # CXCAR: $, current prices, current exchange rates, end of period
         MEASURE == "CXCAR",
         substr(obsTime, 5, 5) == "") |>
  year_to_date() |>
  left_join(QASA_7HH_var |> pluck("LOCATION"), by = c("LOCATION" = "id")) |>
  rename(LOCATION_desc = label) |>
  ggplot() + 
  geom_line(aes(x = date, y = obsValue / 1000, color = LOCATION_desc, linetype = LOCATION_desc)) + 
  theme_minimal() + xlab("") + ylab("") +
  scale_color_manual(values = viridis(4)[1:3]) +
  scale_x_date(breaks = as.Date(paste0(seq(1960, 2020, 1), "-01-01")),
               labels = date_format("%Y")) +
  theme(legend.position = c(0.45, 0.9),
        legend.title = element_blank()) +
  scale_y_continuous(breaks = seq(0, 20000, 100),
                     labels = dollar_format(suffix = " Bn", accuracy = 1))

Code
QASA_7HH |>
  filter(TRANSACTION %in% c("LF63"), # LF63:    Pension entitlements
         LOCATION %in% c("DEU", "FRA", "GBR"),
         # CXCAR: $, current prices, current exchange rates, end of period
         MEASURE == "CAR",
         substr(obsTime, 5, 5) == "") |>
  year_to_date() |>
  left_join(QASA_7HH_var |> pluck("LOCATION"), by = c("LOCATION" = "id")) |>
  rename(LOCATION_desc = label) |>
  ggplot() + 
  geom_line(aes(x = date, y = obsValue / 1000, color = LOCATION_desc, linetype = LOCATION_desc)) + 
  theme_minimal() + xlab("") + ylab("") +
  scale_color_manual(values = viridis(4)[1:3]) +
  scale_x_date(breaks = as.Date(paste0(seq(1960, 2020, 1), "-01-01")),
               labels = date_format("%Y")) +
  theme(legend.position = c(0.45, 0.9),
        legend.title = element_blank()) +
  scale_y_continuous(breaks = seq(0, 20000, 100),
                     labels = dollar_format(suffix = " Bn€", prefix = "", accuracy = 1))

Ex 3B: Net equity of households in pension funds (quarterly)

Code
QASA_7HH |>
  filter(TRANSACTION %in% c("LF63"), # LF63:    Pension entitlements
         LOCATION %in% c("DEU", "FRA", "SWE"),
         # CXCAR: $, current prices, current exchange rates, end of period
         MEASURE == "CXCAR",
         substr(obsTime, 6, 6) == "Q") |>
  quarter_to_date() |>
  left_join(QASA_7HH_var |> pluck("LOCATION"), by = c("LOCATION" = "id")) |>
  rename(LOCATION_desc = label) |>
  ggplot() + 
  geom_line(aes(x = date, y = obsValue / 1000, color = LOCATION_desc, linetype = LOCATION_desc)) + 
  theme_minimal() + xlab("") + ylab("") +
  scale_color_manual(values = viridis(4)[1:3]) +
  scale_x_date(breaks = as.Date(paste0(seq(1960, 2020, 1), "-01-01")),
               labels = date_format("%Y")) +
  theme(legend.position = c(0.45, 0.9),
        legend.title = element_blank()) +
  scale_y_continuous(breaks = seq(0, 20000, 100),
                     labels = dollar_format(suffix = " Bn", accuracy = 1))

Code
QASA_7HH |>
  filter(TRANSACTION %in% c("LF63"), # LF63:    Pension entitlements
         LOCATION %in% c("DEU", "FRA"),
         # CXCAR: $, current prices, current exchange rates, end of period
         MEASURE == "CAR",
         substr(obsTime, 6, 6) == "Q") |>
  quarter_to_date() |>
  left_join(QASA_7HH_var |> pluck("LOCATION"), by = c("LOCATION" = "id")) |>
  rename(LOCATION_desc = label) |>
  ggplot() + 
  geom_line(aes(x = date, y = obsValue / 1000, color = LOCATION_desc, linetype = LOCATION_desc)) + 
  theme_minimal() + xlab("") + ylab("") +
  scale_color_manual(values = viridis(4)[1:3]) +
  scale_x_date(breaks = as.Date(paste0(seq(1960, 2020, 1), "-01-01")),
               labels = date_format("%Y")) +
  theme(legend.position = c(0.45, 0.9),
        legend.title = element_blank()) +
  scale_y_continuous(breaks = seq(0, 20000, 100),
                     labels = dollar_format(suffix = " Bn€", prefix = "", accuracy = 1))