Monthly UIT Deposits
Washington, DC; April 15, 2026—Unit investment trusts, investment companies that hold fixed portfolios of selected stocks or bonds, had total deposits of $5.24 billion in March, according to statistics compiled by ICI. For comparison, deposits were $6.18 billion in February 2026 and $4.77 billion in March 2025.
Total Deposits by Trust Type
Thousands of dollars
| March 2026 | February 2026 | March 2025 | |
|---|---|---|---|
| Equity | 5,131,588 | 6,019,542 | 4,670,475 |
| Taxable Debt | 25,341 | 50,174 | 15,962 |
| Tax-Free Debt | 82,026 | 113,031 | 79,110 |
| Total | 5,238,955 | 6,182,747 | 4,765,547 |
There were 114 new trusts issuing shares in March. Of that total, 109 were equity trusts, two were taxable bond trusts, and three were tax-free bond trusts.
In terms of maturity, short term bond trusts having an average weighted maturity of less than five years attracted the most deposits in March with $100.21 million.
December 2025 figures: Data on the market value of unit investment trusts issued and outstanding as of December 31, 2025 indicates a total of 3,622 trusts with a value of $103.14 billion. According to reports of sponsors, on December 31, 2025, there were 1,064 tax-free bond trusts, with a market value of $3.32 billion; 319 taxable bond trusts, with a market value of $1.09 billion; and 2,239 equity trusts, with a market value of $98.73 billion.
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