PRIVATE ASSETS IN PUBLIC COMPANIES.

  • Published In: Kiplinger Personal Finance, 2026, v. 80, n. 4. P. 30 1 of 3

  • Database: Academic Search Ultimate 2 of 3

  • Authored By: SMITH, ANNE KATES 3 of 3

Abstract

The article discusses how shareholders of major U.S. public companies are indirectly investing in private equity and debt markets, particularly through their stakes in these companies. Research from Dimensional Fund Advisors indicates that the largest public companies collectively hold between $96 billion and $157 billion in private assets, with ExxonMobil having the largest stake at approximately $41.4 billion. The article highlights that investments in private markets can offer diversification and potential returns but come with complexities and high fees. It also notes that investors can gain exposure to private assets through mutual funds that include stakes in private companies, such as T. Rowe Price Global Technology and Fidelity Blue Chip Growth. [Extracted from the article]

Additional Information

  • Source:Kiplinger Personal Finance. 2026/04, Vol. 80, Issue 4, p30
  • Document Type:Article
  • Subject Area:Politics and Government
  • Publication Date:2026
  • ISSN:1528-9729
  • Accession Number:191673027
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