Home > Banco Popular de Puerto Rico > Total Fiduciary and Related Assets
Banco Popular de Puerto Rico, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,050,000,000 | 54 |
| Managed Assets ($) | $715,000,000 | 252 |
| Personal trust and agency accounts, managed assets | $51,000,000 | 502 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 407 |
| Employee benefit-defined benefit accounts, managed assets | $659,000,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 633 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 612 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 500 |
| Other fiduciary accounts, managed assets | $5,000,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 594 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $7,000,000 | 43 |
| Non-managed Assets ($) | $17,335,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $32,000,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,518,000,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,046,000,000 | 16 |
| Other retirement accounts, non-managed assets | $90,000,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $1,359,000,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,000,000 | 74 |
| Other fiduciary accounts, non-managed assets | $274,000,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,003,000,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $5,000,000 | 371 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,390,000,000 | 56 |
| Managed Assets ($) | $615,000,000 | 255 |
| Personal trust and agency accounts, managed assets | $8,000,000 | 345 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $602,000,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 371 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 333 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 298 |
| Other fiduciary accounts, managed assets | $5,000,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 360 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,775,000,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $74,000,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,957,000,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,088,000,000 | 17 |
| Other retirement accounts, non-managed assets | $83,000,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $1,296,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,000,000 | 74 |
| Other fiduciary accounts, non-managed assets | $263,000,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,239,000,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $4,000,000 | 235 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,352,000,000 | 54 |
| Managed Assets ($) | $1,284,000,000 | 176 |
| Personal trust and agency accounts, managed assets | $8,000,000 | 417 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $620,000,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $651,000,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 437 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 399 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
| Other fiduciary accounts, managed assets | $5,000,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 428 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,068,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $74,000,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,137,000,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,071,000,000 | 18 |
| Other retirement accounts, non-managed assets | $86,000,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $1,414,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,000,000 | 65 |
| Other fiduciary accounts, non-managed assets | $265,000,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,012,000,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $4,000,000 | 276 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,776,000,000 | 61 |
| Managed Assets ($) | $1,253,000,000 | 186 |
| Personal trust and agency accounts, managed assets | $8,000,000 | 356 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $585,000,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $655,000,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 335 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 341 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 305 |
| Other fiduciary accounts, managed assets | $5,000,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 325 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,523,000,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $74,000,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,566,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,147,000,000 | 18 |
| Other retirement accounts, non-managed assets | $87,000,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $1,360,000,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,000,000 | 63 |
| Other fiduciary accounts, non-managed assets | $268,000,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,215,000,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,000,000 | 244 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,065,000,000 | 58 |
| Managed Assets ($) | $1,809,000,000 | 145 |
| Personal trust and agency accounts, managed assets | $13,000,000 | 702 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $544,000,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $628,000,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $4,000,000 | 521 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $610,000,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $6,000,000 | 377 |
| Other fiduciary accounts, managed assets | $4,000,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,000,000 | 495 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $7,000,000 | 45 |
| Non-managed Assets ($) | $15,256,000,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $71,000,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,246,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,161,000,000 | 20 |
| Other retirement accounts, non-managed assets | $83,000,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $1,420,000,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,000,000 | 61 |
| Other fiduciary accounts, non-managed assets | $250,000,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,787,000,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 641 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,014,000,000 | 57 |
| Managed Assets ($) | $1,811,000,000 | 138 |
| Personal trust and agency accounts, managed assets | $12,000,000 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $548,000,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $614,000,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $4,000,000 | 335 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $624,000,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $5,000,000 | 279 |
| Other fiduciary accounts, managed assets | $4,000,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,000,000 | 323 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,203,000,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $74,000,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,086,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,298,000,000 | 21 |
| Other retirement accounts, non-managed assets | $81,000,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $1,392,000,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,000,000 | 60 |
| Other fiduciary accounts, non-managed assets | $248,000,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,331,000,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 326 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,918,000,000 | 46 |
| Managed Assets ($) | $1,935,000,000 | 113 |
| Personal trust and agency accounts, managed assets | $13,000,000 | 400 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $567,000,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $680,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $4,000,000 | 373 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $660,000,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $6,000,000 | 295 |
| Other fiduciary accounts, managed assets | $5,000,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,000,000 | 362 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,983,000,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $76,000,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,420,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,563,000,000 | 18 |
| Other retirement accounts, non-managed assets | $89,000,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $1,554,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,000,000 | 50 |
| Other fiduciary accounts, non-managed assets | $254,000,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,859,000,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 371 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,872,000,000 | 45 |
| Managed Assets ($) | $2,174,000,000 | 112 |
| Personal trust and agency accounts, managed assets | $15,000,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $627,000,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $794,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $8,000,000 | 308 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $719,000,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $6,000,000 | 255 |
| Other fiduciary accounts, managed assets | $5,000,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,000,000 | 299 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,698,000,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $78,000,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,596,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,094,000,000 | 19 |
| Other retirement accounts, non-managed assets | $98,000,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $1,543,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,000,000 | 46 |
| Other fiduciary accounts, non-managed assets | $261,000,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,138,000,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 310 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,261,000,000 | 45 |
| Managed Assets ($) | $2,315,000,000 | 108 |
| Personal trust and agency accounts, managed assets | $16,000,000 | 657 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $633,000,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $869,000,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $8,000,000 | 468 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $777,000,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $7,000,000 | 347 |
| Other fiduciary accounts, managed assets | $5,000,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,000,000 | 447 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $8,000,000 | 32 |
| Non-managed Assets ($) | $15,946,000,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $81,000,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,602,000,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,265,000,000 | 20 |
| Other retirement accounts, non-managed assets | $103,000,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $1,600,000,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,000,000 | 53 |
| Other fiduciary accounts, non-managed assets | $266,000,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,461,000,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 638 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,037,000,000 | 45 |
| Managed Assets ($) | $2,306,000,000 | 110 |
| Personal trust and agency accounts, managed assets | $41,000,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $596,000,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $861,000,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $8,000,000 | 296 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $787,000,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $7,000,000 | 244 |
| Other fiduciary accounts, managed assets | $6,000,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,000,000 | 288 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,731,000,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $55,000,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,328,000,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,415,000,000 | 20 |
| Other retirement accounts, non-managed assets | $99,000,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $1,519,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,000,000 | 45 |
| Other fiduciary accounts, non-managed assets | $285,000,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,504,000,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 296 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,929,000,000 | 46 |
| Managed Assets ($) | $2,298,000,000 | 109 |
| Personal trust and agency accounts, managed assets | $45,000,000 | 371 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $590,000,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $870,000,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $8,000,000 | 349 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $773,000,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $7,000,000 | 278 |
| Other fiduciary accounts, managed assets | $5,000,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,000,000 | 340 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,631,000,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $53,000,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,163,000,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,318,000,000 | 20 |
| Other retirement accounts, non-managed assets | $100,000,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $1,682,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,000,000 | 47 |
| Other fiduciary accounts, non-managed assets | $285,000,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,653,000,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 352 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,159,000,000 | 47 |
| Managed Assets ($) | $2,250,000,000 | 106 |
| Personal trust and agency accounts, managed assets | $47,000,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $555,000,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $833,000,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $21,000,000 | 278 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $783,000,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $6,000,000 | 245 |
| Other fiduciary accounts, managed assets | $5,000,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $21,000,000 | 271 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,909,000,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $51,000,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,673,000,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,151,000,000 | 20 |
| Other retirement accounts, non-managed assets | $95,000,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $1,629,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,000,000 | 47 |
| Other fiduciary accounts, non-managed assets | $282,000,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,779,000,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 298 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,525,000,000 | 49 |
| Managed Assets ($) | $2,292,000,000 | 104 |
| Personal trust and agency accounts, managed assets | $50,000,000 | 482 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $517,000,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $889,000,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $22,000,000 | 367 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $803,000,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $6,000,000 | 349 |
| Other fiduciary accounts, managed assets | $5,000,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $21,000,000 | 360 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $7,000,000 | 35 |
| Non-managed Assets ($) | $14,233,000,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $50,000,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,230,000,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,940,000,000 | 20 |
| Other retirement accounts, non-managed assets | $90,000,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $1,616,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,000,000 | 52 |
| Other fiduciary accounts, non-managed assets | $280,000,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,724,000,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 640 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,157,000,000 | 47 |
| Managed Assets ($) | $2,619,000,000 | 95 |
| Personal trust and agency accounts, managed assets | $47,000,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $445,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $847,000,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $21,000,000 | 274 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,248,000,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $6,000,000 | 241 |
| Other fiduciary accounts, managed assets | $5,000,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $19,000,000 | 271 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,538,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $48,000,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,727,000,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,839,000,000 | 20 |
| Other retirement accounts, non-managed assets | $82,000,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $1,539,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,000,000 | 47 |
| Other fiduciary accounts, non-managed assets | $278,000,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,467,000,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 304 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $15,884,000,000 | 46 |
| Managed Assets ($) | $2,589,000,000 | 93 |
| Personal trust and agency accounts, managed assets | $47,000,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $425,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $831,000,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $19,000,000 | 317 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,257,000,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $5,000,000 | 276 |
| Other fiduciary accounts, managed assets | $5,000,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $18,000,000 | 311 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,295,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $48,000,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,767,000,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,472,000,000 | 21 |
| Other retirement accounts, non-managed assets | $78,000,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $1,632,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,000,000 | 50 |
| Other fiduciary accounts, non-managed assets | $274,000,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,135,000,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 353 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,843,000,000 | 46 |
| Managed Assets ($) | $2,357,000,000 | 93 |
| Personal trust and agency accounts, managed assets | $45,000,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $382,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $769,000,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $19,000,000 | 274 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,133,000,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $5,000,000 | 244 |
| Other fiduciary accounts, managed assets | $4,000,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $18,000,000 | 269 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,486,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $46,000,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,950,000,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,526,000,000 | 19 |
| Other retirement accounts, non-managed assets | $72,000,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $1,599,000,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,000,000 | 52 |
| Other fiduciary accounts, non-managed assets | $270,000,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,174,000,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 309 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $15,564,000,000 | 48 |
| Managed Assets ($) | $2,494,000,000 | 98 |
| Personal trust and agency accounts, managed assets | $47,000,000 | 489 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $450,000,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $810,000,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $19,000,000 | 386 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $1,158,000,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $5,000,000 | 360 |
| Other fiduciary accounts, managed assets | $5,000,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $18,000,000 | 374 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $5,000,000 | 39 |
| Non-managed Assets ($) | $13,070,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $48,000,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,351,000,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,681,000,000 | 20 |
| Other retirement accounts, non-managed assets | $83,000,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $1,588,000,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,000,000 | 56 |
| Other fiduciary accounts, non-managed assets | $292,000,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,061,000,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 659 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,091,000,000 | 48 |
| Managed Assets ($) | $2,466,000,000 | 97 |
| Personal trust and agency accounts, managed assets | $47,000,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $416,000,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $811,000,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $18,000,000 | 286 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,164,000,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $5,000,000 | 252 |
| Other fiduciary accounts, managed assets | $5,000,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,000,000 | 278 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,625,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $45,000,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,073,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,639,000,000 | 21 |
| Other retirement accounts, non-managed assets | $79,000,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $2,486,000,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,000,000 | 52 |
| Other fiduciary accounts, non-managed assets | $277,000,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,736,000,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 312 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,816,000,000 | 50 |
| Managed Assets ($) | $2,383,000,000 | 98 |
| Personal trust and agency accounts, managed assets | $47,000,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $413,000,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $763,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $19,000,000 | 312 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,131,000,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $5,000,000 | 272 |
| Other fiduciary accounts, managed assets | $5,000,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,000,000 | 305 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,433,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $58,000,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,908,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,498,000,000 | 20 |
| Other retirement accounts, non-managed assets | $78,000,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $1,580,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,000,000 | 51 |
| Other fiduciary accounts, non-managed assets | $285,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,751,000,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,385,000,000 | 49 |
| Managed Assets ($) | $2,391,000,000 | 96 |
| Personal trust and agency accounts, managed assets | $47,000,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $401,000,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $739,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $19,000,000 | 312 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,177,000,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $4,000,000 | 279 |
| Other fiduciary accounts, managed assets | $4,000,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,000,000 | 308 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,994,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $57,000,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,694,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,358,000,000 | 20 |
| Other retirement accounts, non-managed assets | $74,000,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $1,522,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,000,000 | 53 |
| Other fiduciary accounts, non-managed assets | $263,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,506,000,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 349 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,323,000,000 | 50 |
| Managed Assets ($) | $2,296,000,000 | 94 |
| Personal trust and agency accounts, managed assets | $46,000,000 | 481 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $351,000,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $691,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $17,000,000 | 378 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,183,000,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $4,000,000 | 375 |
| Other fiduciary accounts, managed assets | $4,000,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $16,000,000 | 370 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $4,000,000 | 36 |
| Non-managed Assets ($) | $11,027,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $48,000,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,867,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,236,000,000 | 20 |
| Other retirement accounts, non-managed assets | $67,000,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $1,530,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,000,000 | 58 |
| Other fiduciary accounts, non-managed assets | $254,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,335,000,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 671 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,859,000,000 | 50 |
| Managed Assets ($) | $2,361,000,000 | 95 |
| Personal trust and agency accounts, managed assets | $49,000,000 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $371,000,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $735,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $19,000,000 | 310 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,179,000,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $4,000,000 | 282 |
| Other fiduciary accounts, managed assets | $4,000,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,000,000 | 308 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,498,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $54,000,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,244,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,570,000,000 | 21 |
| Other retirement accounts, non-managed assets | $71,000,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $1,284,000,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,000,000 | 54 |
| Other fiduciary accounts, non-managed assets | $250,000,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,338,000,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 350 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,797,000,000 | 49 |
| Managed Assets ($) | $2,415,000,000 | 93 |
| Personal trust and agency accounts, managed assets | $44,000,000 | 359 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $337,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $735,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $19,000,000 | 313 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,272,000,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $4,000,000 | 285 |
| Other fiduciary accounts, managed assets | $4,000,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,000,000 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,382,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $61,000,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,061,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,538,000,000 | 21 |
| Other retirement accounts, non-managed assets | $70,000,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $1,378,000,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,000,000 | 54 |
| Other fiduciary accounts, non-managed assets | $249,000,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,368,000,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 352 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,974,000,000 | 50 |
| Managed Assets ($) | $2,389,000,000 | 92 |
| Personal trust and agency accounts, managed assets | $44,000,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $331,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $748,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $17,000,000 | 318 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,240,000,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $5,000,000 | 273 |
| Other fiduciary accounts, managed assets | $4,000,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $16,000,000 | 311 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,585,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $57,000,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,178,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,622,000,000 | 21 |
| Other retirement accounts, non-managed assets | $68,000,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $1,378,000,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,000,000 | 55 |
| Other fiduciary accounts, non-managed assets | $258,000,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,443,000,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 354 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,376,000,000 | 49 |
| Managed Assets ($) | $2,426,000,000 | 89 |
| Personal trust and agency accounts, managed assets | $45,000,000 | 501 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $335,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $774,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $17,000,000 | 386 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $1,246,000,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $4,000,000 | 377 |
| Other fiduciary accounts, managed assets | $5,000,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $15,000,000 | 383 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $4,000,000 | 38 |
| Non-managed Assets ($) | $11,950,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $95,000,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,387,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,630,000,000 | 21 |
| Other retirement accounts, non-managed assets | $71,000,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $1,466,000,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,000,000 | 59 |
| Other fiduciary accounts, non-managed assets | $278,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,088,000,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 682 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,988,000,000 | 49 |
| Managed Assets ($) | $2,492,000,000 | 89 |
| Personal trust and agency accounts, managed assets | $44,000,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $319,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $761,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $17,000,000 | 313 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,343,000,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $4,000,000 | 274 |
| Other fiduciary accounts, managed assets | $4,000,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $16,000,000 | 303 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,496,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $135,000,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,156,000,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,499,000,000 | 21 |
| Other retirement accounts, non-managed assets | $66,000,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $1,338,000,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,000,000 | 56 |
| Other fiduciary accounts, non-managed assets | $279,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,990,000,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 347 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,921,000,000 | 49 |
| Managed Assets ($) | $2,517,000,000 | 84 |
| Personal trust and agency accounts, managed assets | $34,000,000 | 361 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $316,000,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $733,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $18,000,000 | 308 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,408,000,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $4,000,000 | 274 |
| Other fiduciary accounts, managed assets | $4,000,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $16,000,000 | 302 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,404,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $216,000,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,965,000,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,402,000,000 | 20 |
| Other retirement accounts, non-managed assets | $66,000,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $1,457,000,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,000,000 | 58 |
| Other fiduciary accounts, non-managed assets | $276,000,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,715,000,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,377,000,000 | 49 |
| Managed Assets ($) | $2,520,000,000 | 84 |
| Personal trust and agency accounts, managed assets | $35,000,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $307,000,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $717,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $18,000,000 | 308 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,435,000,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $4,000,000 | 278 |
| Other fiduciary accounts, managed assets | $4,000,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,000,000 | 299 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,857,000,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $136,000,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,779,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,254,000,000 | 20 |
| Other retirement accounts, non-managed assets | $81,000,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $1,314,000,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,000,000 | 59 |
| Other fiduciary accounts, non-managed assets | $271,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,797,000,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,826,000,000 | 49 |
| Managed Assets ($) | $2,569,000,000 | 80 |
| Personal trust and agency accounts, managed assets | $34,000,000 | 556 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $299,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $706,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $18,000,000 | 355 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $1,503,000,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $4,000,000 | 372 |
| Other fiduciary accounts, managed assets | $5,000,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,000,000 | 345 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,000,000 | 43 |
| Non-managed Assets ($) | $10,257,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $136,000,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,528,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,056,000,000 | 20 |
| Other retirement accounts, non-managed assets | $50,000,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $1,201,000,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,000,000 | 61 |
| Other fiduciary accounts, non-managed assets | $266,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,733,000,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 706 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,895,000,000 | 49 |
| Managed Assets ($) | $2,622,000,000 | 77 |
| Personal trust and agency accounts, managed assets | $35,000,000 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $284,000,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $724,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $19,000,000 | 302 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,554,000,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other fiduciary accounts, managed assets | $6,000,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,000,000 | 295 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,273,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $56,000,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,515,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,155,000,000 | 20 |
| Other retirement accounts, non-managed assets | $41,000,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $1,217,000,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,000,000 | 61 |
| Other fiduciary accounts, non-managed assets | $270,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,694,000,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 347 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,437,000,000 | 49 |
| Managed Assets ($) | $2,476,000,000 | 81 |
| Personal trust and agency accounts, managed assets | $34,000,000 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $260,000,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $665,000,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $18,000,000 | 309 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,494,000,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 301 |
| Other fiduciary accounts, managed assets | $5,000,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,000,000 | 298 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,961,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $56,000,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,340,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,918,000,000 | 20 |
| Other retirement accounts, non-managed assets | $42,000,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $1,316,000,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,000,000 | 58 |
| Other fiduciary accounts, non-managed assets | $270,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,249,000,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,033,000,000 | 50 |
| Managed Assets ($) | $2,423,000,000 | 81 |
| Personal trust and agency accounts, managed assets | $33,000,000 | 367 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $252,000,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $661,000,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $17,000,000 | 312 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $1,455,000,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 299 |
| Other fiduciary accounts, managed assets | $5,000,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $16,000,000 | 298 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,610,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $54,000,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,147,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,655,000,000 | 21 |
| Other retirement accounts, non-managed assets | $40,000,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $1,429,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,000,000 | 59 |
| Other fiduciary accounts, non-managed assets | $267,000,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,209,000,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,754,000,000 | 52 |
| Managed Assets ($) | $2,466,000,000 | 76 |
| Personal trust and agency accounts, managed assets | $33,000,000 | 564 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $243,000,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $667,000,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $18,000,000 | 348 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $1,500,000,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $5,000,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $16,000,000 | 345 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,000,000 | 48 |
| Non-managed Assets ($) | $9,288,000,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $39,000,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,145,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,379,000,000 | 22 |
| Other retirement accounts, non-managed assets | $20,000,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $1,428,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,000,000 | 62 |
| Other fiduciary accounts, non-managed assets | $259,000,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,216,000,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 728 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,703,000,000 | 49 |
| Managed Assets ($) | $2,516,000,000 | 75 |
| Personal trust and agency accounts, managed assets | $30,000,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $269,000,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $666,000,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $18,000,000 | 301 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,528,000,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 296 |
| Other fiduciary accounts, managed assets | $5,000,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,000,000 | 290 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,187,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $27,000,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,967,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,442,000,000 | 21 |
| Other retirement accounts, non-managed assets | $42,000,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $1,421,000,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,000,000 | 62 |
| Other fiduciary accounts, non-managed assets | $271,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,128,000,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,259,000,000 | 50 |
| Managed Assets ($) | $2,674,000,000 | 73 |
| Personal trust and agency accounts, managed assets | $40,000,000 | 359 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $245,000,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $714,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $22,000,000 | 298 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $1,648,000,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 295 |
| Other fiduciary accounts, managed assets | $5,000,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $21,000,000 | 284 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,585,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $29,000,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,226,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,581,000,000 | 21 |
| Other retirement accounts, non-managed assets | $42,000,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $1,423,000,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,000,000 | 64 |
| Other fiduciary accounts, non-managed assets | $267,000,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,944,000,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 344 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,855,000,000 | 48 |
| Managed Assets ($) | $2,895,000,000 | 69 |
| Personal trust and agency accounts, managed assets | $37,000,000 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $255,000,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $724,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $24,000,000 | 290 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,850,000,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other fiduciary accounts, managed assets | $5,000,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $22,000,000 | 279 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,960,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $44,000,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,211,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,604,000,000 | 22 |
| Other retirement accounts, non-managed assets | $41,000,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $1,772,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,000,000 | 64 |
| Other fiduciary accounts, non-managed assets | $270,000,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,541,000,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,830,000,000 | 48 |
| Managed Assets ($) | $2,996,000,000 | 65 |
| Personal trust and agency accounts, managed assets | $37,000,000 | 558 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $250,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $718,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $25,000,000 | 313 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,961,000,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $5,000,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $24,000,000 | 297 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $5,000,000 | 48 |
| Non-managed Assets ($) | $9,834,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $46,000,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,131,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,490,000,000 | 22 |
| Other retirement accounts, non-managed assets | $49,000,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $1,837,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,000,000 | 68 |
| Other fiduciary accounts, non-managed assets | $264,000,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,725,000,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 750 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,827,000,000 | 47 |
| Managed Assets ($) | $3,000,000,000 | 66 |
| Personal trust and agency accounts, managed assets | $37,000,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $239,000,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $717,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $25,000,000 | 281 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,977,000,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other fiduciary accounts, managed assets | $5,000,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $24,000,000 | 269 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,827,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $47,000,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,109,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,538,000,000 | 23 |
| Other retirement accounts, non-managed assets | $48,000,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $1,807,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,000,000 | 64 |
| Other fiduciary accounts, non-managed assets | $262,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,024,000,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,039,000,000 | 47 |
| Managed Assets ($) | $3,205,000,000 | 63 |
| Personal trust and agency accounts, managed assets | $36,000,000 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $250,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $739,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $26,000,000 | 279 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,150,000,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other fiduciary accounts, managed assets | $4,000,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $25,000,000 | 260 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,834,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $48,000,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,034,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,523,000,000 | 23 |
| Other retirement accounts, non-managed assets | $51,000,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $1,903,000,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,000,000 | 64 |
| Other fiduciary accounts, non-managed assets | $259,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,440,000,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,942,000,000 | 48 |
| Managed Assets ($) | $3,277,000,000 | 60 |
| Personal trust and agency accounts, managed assets | $35,000,000 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,000,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $727,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $28,000,000 | 270 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,246,000,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other fiduciary accounts, managed assets | $4,000,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $27,000,000 | 253 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,665,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $46,000,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,906,000,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,425,000,000 | 24 |
| Other retirement accounts, non-managed assets | $51,000,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $1,964,000,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,000,000 | 63 |
| Other fiduciary accounts, non-managed assets | $256,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,671,000,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 345 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,704,000,000 | 48 |
| Managed Assets ($) | $3,247,000,000 | 61 |
| Personal trust and agency accounts, managed assets | $49,000,000 | 486 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,000,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $692,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $30,000,000 | 282 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $2,245,000,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
| Other fiduciary accounts, managed assets | $4,000,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $28,000,000 | 270 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $7,000,000 | 49 |
| Non-managed Assets ($) | $9,457,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $45,000,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,782,000,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,370,000,000 | 24 |
| Other retirement accounts, non-managed assets | $50,000,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $1,950,000,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,000,000 | 65 |
| Other fiduciary accounts, non-managed assets | $244,000,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,155,000,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 768 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,783,000,000 | 46 |
| Managed Assets ($) | $3,568,000,000 | 57 |
| Personal trust and agency accounts, managed assets | $33,000,000 | 349 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $214,000,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $720,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $31,000,000 | 249 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $2,566,000,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $4,000,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $30,000,000 | 228 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,215,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $45,000,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,668,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,225,000,000 | 24 |
| Other retirement accounts, non-managed assets | $53,000,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $1,964,000,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,000,000 | 60 |
| Other fiduciary accounts, non-managed assets | $244,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,963,000,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,638,000,000 | 46 |
| Managed Assets ($) | $4,306,000,000 | 52 |
| Personal trust and agency accounts, managed assets | $32,000,000 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $214,000,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $699,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $37,000,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $3,320,000,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $4,000,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $36,000,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,332,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $51,000,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,544,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,256,000,000 | 23 |
| Other retirement accounts, non-managed assets | $53,000,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $2,163,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,000,000 | 56 |
| Other fiduciary accounts, non-managed assets | $248,000,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,927,000,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,032,000,000 | 47 |
| Managed Assets ($) | $4,627,000,000 | 50 |
| Personal trust and agency accounts, managed assets | $29,000,000 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $210,000,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $708,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $37,000,000 | 230 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $3,639,000,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other fiduciary accounts, managed assets | $4,000,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $36,000,000 | 207 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,405,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $51,000,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,451,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,275,000,000 | 22 |
| Other retirement accounts, non-managed assets | $51,000,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $2,301,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,000,000 | 51 |
| Other fiduciary accounts, non-managed assets | $254,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,120,000,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 334 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,659,000,000 | 47 |
| Managed Assets ($) | $4,651,000,000 | 49 |
| Personal trust and agency accounts, managed assets | $33,000,000 | 560 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,000,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $682,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $38,000,000 | 230 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $3,706,000,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
| Other fiduciary accounts, managed assets | $4,000,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $36,000,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $15,000,000 | 49 |
| Non-managed Assets ($) | $8,008,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $55,000,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,316,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,127,000,000 | 25 |
| Other retirement accounts, non-managed assets | $45,000,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $2,194,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,000,000 | 45 |
| Other fiduciary accounts, non-managed assets | $244,000,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,200,000,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 776 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,967,000,000 | 46 |
| Managed Assets ($) | $4,695,000,000 | 48 |
| Personal trust and agency accounts, managed assets | $29,000,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,000,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $626,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $40,000,000 | 218 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $3,813,000,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $5,000,000 | 237 |
| Other fiduciary accounts, managed assets | $4,000,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $39,000,000 | 192 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,272,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $59,000,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,246,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,094,000,000 | 25 |
| Other retirement accounts, non-managed assets | $42,000,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $2,556,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,000,000 | 48 |
| Other fiduciary accounts, non-managed assets | $253,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,421,000,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,063,000,000 | 44 |
| Managed Assets ($) | $4,585,000,000 | 48 |
| Personal trust and agency accounts, managed assets | $28,000,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,000,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $606,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $40,000,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $3,736,000,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $5,000,000 | 234 |
| Other fiduciary accounts, managed assets | $4,000,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $39,000,000 | 186 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,478,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $59,000,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,088,000,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,014,000,000 | 25 |
| Other retirement accounts, non-managed assets | $41,000,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $3,002,000,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,000,000 | 45 |
| Other fiduciary accounts, non-managed assets | $251,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,483,000,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 323 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,607,000,000 | 42 |
| Managed Assets ($) | $4,820,000,000 | 46 |
| Personal trust and agency accounts, managed assets | $29,000,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,000,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $651,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $40,000,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,911,000,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $7,000,000 | 225 |
| Other fiduciary accounts, managed assets | $4,000,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $39,000,000 | 188 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,787,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $57,000,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,088,000,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,047,000,000 | 25 |
| Other retirement accounts, non-managed assets | $37,000,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $3,287,000,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,000,000 | 45 |
| Other fiduciary accounts, non-managed assets | $249,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,023,000,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,557,000,000 | 40 |
| Managed Assets ($) | $4,653,000,000 | 47 |
| Personal trust and agency accounts, managed assets | $25,000,000 | 618 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,000,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $627,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $39,000,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $3,789,000,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $1,000,000 | 419 |
| Other fiduciary accounts, managed assets | $4,000,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $38,000,000 | 185 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $27,000,000 | 48 |
| Non-managed Assets ($) | $8,904,000,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $55,000,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,898,000,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,690,000,000 | 25 |
| Other retirement accounts, non-managed assets | $43,000,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $3,973,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 113 |
| Other fiduciary accounts, non-managed assets | $243,000,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,443,000,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 786 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,697,000,000 | 44 |
| Managed Assets ($) | $4,606,000,000 | 47 |
| Personal trust and agency accounts, managed assets | $25,000,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $162,000,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $607,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $114,000,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,693,000,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,000,000 | 255 |
| Other fiduciary accounts, managed assets | $4,000,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $113,000,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,091,000,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $55,000,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,715,000,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,629,000,000 | 26 |
| Other retirement accounts, non-managed assets | $43,000,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $3,403,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 92 |
| Other fiduciary accounts, non-managed assets | $244,000,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,384,000,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,967,000,000 | 42 |
| Managed Assets ($) | $4,623,000,000 | 50 |
| Personal trust and agency accounts, managed assets | $24,000,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,000,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $661,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $113,000,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $3,622,000,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,000,000 | 252 |
| Other fiduciary accounts, managed assets | $3,000,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $112,000,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,344,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $54,000,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,862,000,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,648,000,000 | 26 |
| Other retirement accounts, non-managed assets | $53,000,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $4,483,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 92 |
| Other fiduciary accounts, non-managed assets | $242,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,171,000,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,866,000,000 | 47 |
| Managed Assets ($) | $4,532,000,000 | 51 |
| Personal trust and agency accounts, managed assets | $23,000,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $202,000,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $661,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $109,000,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $3,532,000,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,000,000 | 257 |
| Other fiduciary accounts, managed assets | $4,000,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $108,000,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,334,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $54,000,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,602,000,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,272,000,000 | 30 |
| Other retirement accounts, non-managed assets | $58,000,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $4,096,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 93 |
| Other fiduciary accounts, non-managed assets | $250,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,088,000,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,175,000,000 | 49 |
| Managed Assets ($) | $4,484,000,000 | 52 |
| Personal trust and agency accounts, managed assets | $23,000,000 | 644 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $250,000,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $522,000,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $106,000,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $3,579,000,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,000,000 | 427 |
| Other fiduciary accounts, managed assets | $3,000,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $106,000,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $24,000,000 | 54 |
| Non-managed Assets ($) | $7,691,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $54,000,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,332,000,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $921,000,000 | 33 |
| Other retirement accounts, non-managed assets | $58,000,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $4,079,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 112 |
| Other fiduciary accounts, non-managed assets | $245,000,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,038,000,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,406,000,000 | 48 |
| Managed Assets ($) | $4,497,000,000 | 51 |
| Personal trust and agency accounts, managed assets | $25,000,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $231,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $507,000,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $106,000,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $3,624,000,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,000,000 | 254 |
| Other fiduciary accounts, managed assets | $3,000,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $105,000,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,909,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $56,000,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,252,000,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $807,000,000 | 33 |
| Other retirement accounts, non-managed assets | $75,000,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $4,465,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 91 |
| Other fiduciary accounts, non-managed assets | $252,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,396,000,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,255,000,000 | 46 |
| Managed Assets ($) | $4,203,000,000 | 50 |
| Personal trust and agency accounts, managed assets | $23,000,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $214,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $458,000,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $106,000,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $3,398,000,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,000,000 | 251 |
| Other fiduciary accounts, managed assets | $3,000,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $105,000,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,052,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $57,000,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,145,000,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $767,000,000 | 33 |
| Other retirement accounts, non-managed assets | $77,000,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $4,755,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 90 |
| Other fiduciary accounts, non-managed assets | $249,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,136,000,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,176,000,000 | 48 |
| Managed Assets ($) | $4,384,000,000 | 51 |
| Personal trust and agency accounts, managed assets | $23,000,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $228,000,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $493,000,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $118,000,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $3,518,000,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,000,000 | 248 |
| Other fiduciary accounts, managed assets | $3,000,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $117,000,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,792,000,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $51,000,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,094,000,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $783,000,000 | 33 |
| Other retirement accounts, non-managed assets | $6,000,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $4,613,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 95 |
| Other fiduciary accounts, non-managed assets | $243,000,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,267,000,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,967,000,000 | 51 |
| Managed Assets ($) | $4,171,000,000 | 52 |
| Personal trust and agency accounts, managed assets | $23,000,000 | 643 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $210,000,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $487,000,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $118,000,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $3,328,000,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,000,000 | 389 |
| Other fiduciary accounts, managed assets | $4,000,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $118,000,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $23,000,000 | 56 |
| Non-managed Assets ($) | $7,796,000,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $49,000,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,019,000,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $784,000,000 | 32 |
| Other retirement accounts, non-managed assets | $6,000,000 | 326 |
| Corporate trust and agency accounts, non-managed assets | $4,700,000,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $238,000,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,232,000,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,166,000,000 | 54 |
| Managed Assets ($) | $3,735,000,000 | 55 |
| Personal trust and agency accounts, managed assets | $55,000,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $214,000,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $476,000,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $118,000,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $2,869,000,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,000,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,431,000,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $12,000,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,913,000,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $751,000,000 | 35 |
| Other retirement accounts, non-managed assets | $6,000,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $4,487,000,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $262,000,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,215,000,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,932,000,000 | 53 |
| Managed Assets ($) | $3,567,000,000 | 55 |
| Personal trust and agency accounts, managed assets | $64,000,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,000,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $439,000,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $117,000,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $2,759,000,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,000,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,365,000,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 244 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,819,000,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $699,000,000 | 35 |
| Other retirement accounts, non-managed assets | $5,000,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $4,587,000,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $251,000,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,336,000,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,451,000,000 | 52 |
| Managed Assets ($) | $3,459,000,000 | 54 |
| Personal trust and agency accounts, managed assets | $52,000,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,000,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $408,000,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $117,000,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $2,709,000,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,000,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,992,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,648,000,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $586,000,000 | 34 |
| Other retirement accounts, non-managed assets | $5,000,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $4,496,000,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $253,000,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,696,000,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,149,000,000 | 53 |
| Managed Assets ($) | $3,746,000,000 | 54 |
| Personal trust and agency accounts, managed assets | $52,000,000 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $216,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $445,000,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $120,000,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $2,911,000,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,000,000 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,403,000,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 403 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,727,000,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $693,000,000 | 35 |
| Other retirement accounts, non-managed assets | $5,000,000 | 365 |
| Corporate trust and agency accounts, non-managed assets | $4,752,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $222,000,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,547,000,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,729,000,000 | 52 |
| Managed Assets ($) | $4,018,000,000 | 55 |
| Personal trust and agency accounts, managed assets | $52,000,000 | 326 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $276,000,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $521,000,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $125,000,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $3,042,000,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,000,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,711,000,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $5,000,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,949,000,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $844,000,000 | 35 |
| Other retirement accounts, non-managed assets | $6,000,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $4,694,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $213,000,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,355,000,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,589,000,000 | 57 |
| Managed Assets ($) | $4,190,000,000 | 57 |
| Personal trust and agency accounts, managed assets | $46,000,000 | 338 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $258,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $570,000,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $127,000,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $3,185,000,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,399,000,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $5,000,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,958,000,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $693,000,000 | 43 |
| Other retirement accounts, non-managed assets | $4,000,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $5,547,000,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $192,000,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,678,000,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,800,000,000 | 54 |
| Managed Assets ($) | $4,329,000,000 | 55 |
| Personal trust and agency accounts, managed assets | $27,000,000 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $326,000,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $594,000,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $129,000,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $3,249,000,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,471,000,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $5,000,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,923,000,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $684,000,000 | 42 |
| Other retirement accounts, non-managed assets | $4,000,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $4,661,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $194,000,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,063,000,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,620,000,000 | 55 |
| Managed Assets ($) | $4,311,000,000 | 57 |
| Personal trust and agency accounts, managed assets | $26,000,000 | 653 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $309,000,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $626,000,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $129,000,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $3,217,000,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,309,000,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $5,000,000 | 399 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,931,000,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $721,000,000 | 43 |
| Other retirement accounts, non-managed assets | $5,000,000 | 391 |
| Corporate trust and agency accounts, non-managed assets | $4,494,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $153,000,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,904,000,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,305,000,000 | 56 |
| Managed Assets ($) | $4,130,000,000 | 59 |
| Personal trust and agency accounts, managed assets | $26,000,000 | 348 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $328,000,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $626,000,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $130,000,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $3,016,000,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,175,000,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,917,000,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $679,000,000 | 43 |
| Other retirement accounts, non-managed assets | $5,000,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $4,421,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $149,000,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,782,000,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,355,000,000 | 59 |
| Managed Assets ($) | $4,143,000,000 | 58 |
| Personal trust and agency accounts, managed assets | $25,000,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $376,000,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $653,000,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $131,000,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $2,954,000,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,212,000,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,500,000,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $358,000,000 | 53 |
| Other retirement accounts, non-managed assets | $5,000,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $5,200,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $145,000,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,651,000,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,754,000,000 | 60 |
| Managed Assets ($) | $4,130,000,000 | 57 |
| Personal trust and agency accounts, managed assets | $28,000,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $371,000,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $629,000,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $133,000,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,965,000,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,624,000,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 263 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,361,000,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $311,000,000 | 54 |
| Other retirement accounts, non-managed assets | $5,000,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $4,799,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $144,000,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,568,000,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,739,000,000 | 59 |
| Managed Assets ($) | $4,091,000,000 | 56 |
| Personal trust and agency accounts, managed assets | $23,000,000 | 683 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $375,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $630,000,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $136,000,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $2,923,000,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,648,000,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 458 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,355,000,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $282,000,000 | 54 |
| Other retirement accounts, non-managed assets | $4,000,000 | 418 |
| Corporate trust and agency accounts, non-managed assets | $4,867,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $137,000,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,737,000,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,267,000,000 | 62 |
| Managed Assets ($) | $4,081,000,000 | 61 |
| Personal trust and agency accounts, managed assets | $19,000,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $400,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $604,000,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $154,000,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,900,000,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,186,000,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,329,000,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $238,000,000 | 59 |
| Other retirement accounts, non-managed assets | $5,000,000 | 232 |
| Corporate trust and agency accounts, non-managed assets | $4,474,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $137,000,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,420,000,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,445,000,000 | 60 |
| Managed Assets ($) | $3,965,000,000 | 65 |
| Personal trust and agency accounts, managed assets | $18,000,000 | 354 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $394,000,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $592,000,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $164,000,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $2,793,000,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,480,000,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $2,000,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,218,000,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $238,000,000 | 63 |
| Other retirement accounts, non-managed assets | $5,000,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $4,884,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $133,000,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,215,000,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,705,000,000 | 59 |
| Managed Assets ($) | $4,020,000,000 | 63 |
| Personal trust and agency accounts, managed assets | $18,000,000 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $250,000,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $605,000,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $172,000,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $2,971,000,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,685,000,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,424,000,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $234,000,000 | 63 |
| Other retirement accounts, non-managed assets | $5,000,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $4,887,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $132,000,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,386,000,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,473,000,000 | 58 |
| Managed Assets ($) | $3,985,000,000 | 67 |
| Personal trust and agency accounts, managed assets | $18,000,000 | 745 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $247,000,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $589,000,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $175,000,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $2,952,000,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,488,000,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 466 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,299,000,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $227,000,000 | 62 |
| Other retirement accounts, non-managed assets | $5,000,000 | 390 |
| Corporate trust and agency accounts, non-managed assets | $4,824,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $130,000,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,280,000,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,387,000,000 | 58 |
| Managed Assets ($) | $4,143,000,000 | 68 |
| Personal trust and agency accounts, managed assets | $18,000,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $269,000,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $596,000,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $177,000,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $3,079,000,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,244,000,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,268,000,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $214,000,000 | 64 |
| Other retirement accounts, non-managed assets | $5,000,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $4,624,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $130,000,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,386,000,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,918,000,000 | 54 |
| Managed Assets ($) | $4,064,000,000 | 66 |
| Personal trust and agency accounts, managed assets | $19,000,000 | 367 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $275,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $586,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $184,000,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $2,996,000,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,854,000,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,248,000,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $191,000,000 | 64 |
| Other retirement accounts, non-managed assets | $5,000,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $5,278,000,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $129,000,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,398,000,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,742,000,000 | 56 |
| Managed Assets ($) | $3,929,000,000 | 68 |
| Personal trust and agency accounts, managed assets | $18,000,000 | 369 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $296,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $584,000,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $182,000,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $2,845,000,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,813,000,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,241,000,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $193,000,000 | 66 |
| Other retirement accounts, non-managed assets | $5,000,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $5,244,000,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $127,000,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,264,000,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,794,000,000 | 58 |
| Managed Assets ($) | $3,919,000,000 | 68 |
| Personal trust and agency accounts, managed assets | $17,000,000 | 763 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $346,000,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $601,000,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $185,000,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $2,766,000,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,000,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,875,000,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 416 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,226,000,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $177,000,000 | 69 |
| Other retirement accounts, non-managed assets | $5,000,000 | 385 |
| Corporate trust and agency accounts, non-managed assets | $5,338,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $125,000,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,271,000,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,462,000,000 | 58 |
| Managed Assets ($) | $3,758,000,000 | 67 |
| Personal trust and agency accounts, managed assets | $16,000,000 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $330,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $569,000,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $168,000,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $2,672,000,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,000,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,704,000,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,166,000,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $188,000,000 | 65 |
| Other retirement accounts, non-managed assets | $5,000,000 | 229 |
| Corporate trust and agency accounts, non-managed assets | $5,218,000,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $124,000,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,366,000,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,714,000,000 | 60 |
| Managed Assets ($) | $3,629,000,000 | 67 |
| Personal trust and agency accounts, managed assets | $10,000,000 | 378 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $291,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $559,000,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $179,000,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $2,585,000,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,000,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,085,000,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,106,000,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $192,000,000 | 66 |
| Other retirement accounts, non-managed assets | $5,000,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $5,658,000,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $120,000,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,370,000,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,046,000,000 | 64 |
| Managed Assets ($) | $3,661,000,000 | 68 |
| Personal trust and agency accounts, managed assets | $10,000,000 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $344,000,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $564,000,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $150,000,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $2,587,000,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,000,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,385,000,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 267 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,039,000,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $195,000,000 | 68 |
| Other retirement accounts, non-managed assets | $5,000,000 | 232 |
| Corporate trust and agency accounts, non-managed assets | $5,021,000,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $121,000,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,424,000,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,910,000,000 | 62 |
| Managed Assets ($) | $3,594,000,000 | 69 |
| Personal trust and agency accounts, managed assets | $10,000,000 | 912 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $352,000,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $561,000,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $145,000,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $2,520,000,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,000,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,316,000,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $5,000,000 | 401 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,374,000,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $662,000,000 | 50 |
| Other retirement accounts, non-managed assets | $5,000,000 | 396 |
| Corporate trust and agency accounts, non-managed assets | $5,151,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $119,000,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,342,000,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,387,000,000 | 65 |
| Managed Assets ($) | $3,490,000,000 | 70 |
| Personal trust and agency accounts, managed assets | $11,000,000 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $321,000,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $513,000,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $142,000,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $2,497,000,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,000,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,897,000,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 287 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,149,000,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $634,000,000 | 48 |
| Other retirement accounts, non-managed assets | $5,000,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $4,983,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $123,000,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,238,000,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,087,000,000 | 65 |
| Managed Assets ($) | $3,367,000,000 | 70 |
| Personal trust and agency accounts, managed assets | $9,000,000 | 394 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $315,000,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $507,000,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $142,000,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $2,388,000,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,000,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,720,000,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,068,000,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $618,000,000 | 47 |
| Other retirement accounts, non-managed assets | $9,000,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $5,898,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $123,000,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,335,000,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,517,000,000 | 69 |
| Managed Assets ($) | $3,318,000,000 | 72 |
| Personal trust and agency accounts, managed assets | $9,000,000 | 404 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $291,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $457,000,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $137,000,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $2,418,000,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,000,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,199,000,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $989,000,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $549,000,000 | 51 |
| Other retirement accounts, non-managed assets | $8,000,000 | 209 |
| Corporate trust and agency accounts, non-managed assets | $4,529,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $120,000,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,207,000,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,119,000,000 | 67 |
| Managed Assets ($) | $3,062,000,000 | 76 |
| Personal trust and agency accounts, managed assets | $9,000,000 | 946 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $292,000,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $346,000,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $137,000,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $2,272,000,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,000,000 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,057,000,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 435 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,102,000,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $679,000,000 | 47 |
| Other retirement accounts, non-managed assets | $7,000,000 | 308 |
| Corporate trust and agency accounts, non-managed assets | $4,155,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $110,000,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,163,000,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,394,000,000 | 70 |
| Managed Assets ($) | $3,103,000,000 | 73 |
| Personal trust and agency accounts, managed assets | $9,000,000 | 910 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $306,000,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $496,000,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $144,000,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $2,142,000,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,000,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,291,000,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $822,000,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $189,000,000 | 68 |
| Other retirement accounts, non-managed assets | $8,000,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $4,173,000,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $95,000,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,088,000,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |