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May AAII Asset Allocation Survey: Stock Allocations Increase

by AAII Staff | June 03, 2025

Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the May Asset Allocation Survey.

Stock and stock fund allocations increased 0.2 percentage points to 64.3%. Stock and stock fund allocations are above their historical average of 61.5% for the 60th consecutive month.

Bond and bond fund allocations decreased 0.1 percentage points to 16.1%. Bond and bond fund allocations are above their historical average of 16.0% for the second time in 16 months.

Cash allocations decreased 0.1 percentage points to 19.6%. Cash allocations are below their historical average of 22.5% for the 30th consecutive month.



May AAII Asset Allocation Survey results:
  • Stocks and Stock Funds: 64.3%, up 0.3 percentage points
  • Bonds and Bond Funds: 16.1%, down 0.1 percentage points
  • Cash: 19.6%, down 0.2 percentage points
May AAII Asset Allocation Details:
  • Stocks: 29.6%, up 1.0 percentage points
  • Stocks Funds: 34.7%, down 0.7 percentage points
  • Bonds: 5.5%, up 0.4 percentage points
  • Bond Funds: 10.6%, down 0.5 percentage points
Historical averages:

  • Stocks/Stock Funds: 61.5%
  • Bonds/Bond Funds: 16.0%
  • Cash: 22.5%

Take the Asset Allocation Survey.

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