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October AAII Asset Allocation Survey: Stock Allocations Rise

by AAII Staff | November 03, 2025

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

Stock and stock fund allocations increased 2.2 percentage points to 70.5%. Stock and stock fund allocations are above their historical average of 61.5% for the 65th consecutive month.

Bond and bond fund allocations decreased 1.5 percentage points to 14.8%. Bond and bond fund allocations are below their historical average of 16.0% for the third time in seven months.

Cash allocations decreased 0.7 percentage points to 14.7%. Cash allocations are below their historical average of 22.5% for the 35th consecutive month.



October AAII Asset Allocation Survey results:
  • Stocks and Stock Funds: 70.5%, up 2.2 percentage points
  • Bonds and Bond Funds: 14.8%, down 1.4 percentage points
  • Cash: 14.7%, down 0.7 percentage points
October AAII Asset Allocation Details:
  • Stocks: 30.4%, up 2.0 percentage points
  • Stocks Funds: 40.1%, up 0.2 percentage points
  • Bonds: 4.3%, down 0.7 percentage points
  • Bond Funds: 10.5%, down 0.7 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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