--- schema_version: "1" id: 4affd267ea90f863eb3319349be9ec3ab1ac5626657bdd4e24438b6ce835bfd9 title: SecuritiesHolding collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_securitiesholding.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_securitiesholding.htm source_site: developer.salesforce.com content_type: documentation content_hash: 6de7ba48fa75f0a381312a8ac5641b684f258a4b313040408ae80ed2ad560d62 description: Represents the securities associated with an insurance policy. This object is available in API version 47.0 and later. --- # SecuritiesHolding Represents the securities associated with an insurance policy. This object is available in API version 47.0 and later. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Fields ### AssetCategory - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The subcategory of asset type. - **Possible values**: - Allocation - Alternative - Commodities - International Equity - Municipal Bond - Sector Equity - Taxable Bond - U.S. Equity ### AssetCategoryName - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The market capitalization and investing style. - **Possible values**: - Large Blend - Large Growth - Large Value - Mid-Cap Blend - Mid-Cap Growth - Mid-Cap Value - Small Blend - Small Growth - Small Value ### AssetClass - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The major category of asset type. - **Possible values**: - Alternative Investments - Cash Equivalents - Equities - Fixed Income ### FinancialAccountId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The financial account associated with the securities holding. This field is a relationship field. - **Relationship Name**: FinancialAccount - **Relationship Type**: Lookup - **Refers To**: FinancialAccount ### FinancialSecurityId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The financial security associated with the securities holding. This field is a relationship field. - **Relationship Name**: FinancialSecurity - **Relationship Type**: Lookup - **Refers To**: FinancialSecurity ### GainLoss - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Change in the value of this holding since its purchase. ### HouseholdId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The household this holding rolls up to. This field is a relationship field. - **Relationship Name**: Household - **Relationship Type**: Lookup - **Refers To**: Account ### InsurancePolicyId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The insurance policy this holding is related to. This field is a relationship field. - **Relationship Name**: InsurancePolicy - **Relationship Type**: Lookup - **Refers To**: InsurancePolicy ### InvestmentEndDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: End date of the investment. ### InvestmentStartDate - **Type**: date - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Start date of the investment. ### LastReferencedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp for when the current user last viewed a record related to this record. ### LastUpdated - **Type**: dateTime - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The timestamp for when data for this holding was last updated by an external data source. ### LastViewedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed. ### MarketValue - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The current market value of this holding. ### Name - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Sort, Update - **Description**: The name of the holding. ### OwnerId - **Type**: reference - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: The ID of the record owner. ### PercentChange - **Type**: percent - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The percent change in the value of this holding since its purchase. ### Price - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Current price per share. ### PrimaryOwnerId - **Type**: reference - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The primary owner of this holding. ### PurchasePrice - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Price per share at the time of purchase. ### Sector - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Group of related or common stocks. ### Shares - **Type**: double - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: The number of shares held. ### SourceSystem - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: The name of the source system this record was obtained from. ### SourceSystemIdentifier - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update - **Description**: The ID of this record in the source system. This field is unique within your organization. ## Associated Objects This object has the following associated objects. Unless noted, they are available in the same API version as this object. [SecuritiesHoldingChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.") Change events are available for the object in API version 62.0 and later. [SecuritiesHoldingFeed](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.") Feed tracking is available for the object. [SecuritiesHoldingHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.") History is available for tracked fields of the object. [SecuritiesHoldingShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.") Sharing is available for the object.