Home > Fiduciary Trust Company International > Total Fiduciary and Related Assets
Fiduciary Trust Company International, Total Fiduciary and Related Assets
| 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 | $31,079,575,000 | 30 |
| Managed Assets ($) | $24,908,108,000 | 20 |
| Personal trust and agency accounts, managed assets | $11,457,723,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,099,147,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $4,417,536,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $669,670,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $5,528,484,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,038,694,000 | 22 |
| Other fiduciary accounts, managed assets | $696,854,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $598,595,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,171,467,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $4,688,605,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,000 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $513,111,000 | 37 |
| Other retirement accounts, non-managed assets | $263,000 | 317 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $775,418,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $135,139,000 | 26 |
| Other fiduciary accounts, non-managed assets | $58,924,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,400,120,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $711,839,000 | 23 |
| 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 | $31,313,167,000 | 30 |
| Managed Assets ($) | $25,152,306,000 | 20 |
| Personal trust and agency accounts, managed assets | $11,619,552,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,999,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $5,333,957,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $806,859,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $5,601,274,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $1,040,263,000 | 21 |
| Other fiduciary accounts, managed assets | $712,402,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $614,221,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,160,861,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $4,643,993,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,000 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $496,958,000 | 37 |
| Other retirement accounts, non-managed assets | $266,000 | 318 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $807,470,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $140,295,000 | 26 |
| Other fiduciary accounts, non-managed assets | $71,872,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,761,642,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $736,429,000 | 25 |
| 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 | $30,522,300,000 | 30 |
| Managed Assets ($) | $24,356,688,000 | 20 |
| Personal trust and agency accounts, managed assets | $10,755,703,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,092,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $5,048,533,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $804,161,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $6,019,245,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,003,171,000 | 21 |
| Other fiduciary accounts, managed assets | $688,783,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $608,808,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,472,378,000 | 16 |
| Non-managed Assets ($) | $6,165,612,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $4,679,995,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,000 | 489 |
| Employee benefit-defined benefit accounts, non-managed Assets | $483,484,000 | 37 |
| Other retirement accounts, non-managed assets | $397,000 | 646 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $745,797,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $186,260,000 | 21 |
| Other fiduciary accounts, non-managed assets | $69,671,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,164,731,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $741,206,000 | 26 |
| 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 | $29,797,994,000 | 30 |
| Managed Assets ($) | $24,547,913,000 | 20 |
| Personal trust and agency accounts, managed assets | $10,629,766,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,470,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $5,288,816,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $789,908,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $6,055,798,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,071,755,000 | 21 |
| Other fiduciary accounts, managed assets | $676,400,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $601,234,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,250,081,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $4,694,550,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,000 | 290 |
| Employee benefit-defined benefit accounts, non-managed Assets | $492,316,000 | 38 |
| Other retirement accounts, non-managed assets | $299,000 | 316 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $62,907,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,156,881,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $733,890,000 | 26 |
| 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 | $30,866,187,000 | 29 |
| Managed Assets ($) | $25,722,209,000 | 19 |
| Personal trust and agency accounts, managed assets | $11,549,665,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,008,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $5,394,704,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $799,448,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,285,261,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $994,210,000 | 23 |
| Other fiduciary accounts, managed assets | $662,913,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $603,068,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,143,978,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $4,580,429,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,000 | 291 |
| Employee benefit-defined benefit accounts, non-managed Assets | $499,076,000 | 38 |
| Other retirement accounts, non-managed assets | $309,000 | 312 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $64,153,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,570,153,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $647,435,000 | 27 |
| 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 | $29,812,930,000 | 30 |
| Managed Assets ($) | $24,816,799,000 | 21 |
| Personal trust and agency accounts, managed assets | $11,164,424,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,601,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $4,918,212,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $775,096,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,198,917,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $1,107,154,000 | 21 |
| Other fiduciary accounts, managed assets | $614,395,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $581,661,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,996,131,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $4,466,740,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,000 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $465,575,000 | 39 |
| Other retirement accounts, non-managed assets | $436,000 | 315 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $63,369,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,027,627,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $624,096,000 | 28 |
| 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 | $29,870,124,000 | 30 |
| Managed Assets ($) | $24,192,389,000 | 21 |
| Personal trust and agency accounts, managed assets | $10,834,426,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,254,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $4,822,604,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $750,204,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $6,069,263,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,119,347,000 | 20 |
| Other fiduciary accounts, managed assets | $562,291,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $558,547,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,443,698,000 | 18 |
| Non-managed Assets ($) | $5,677,735,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $5,165,292,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,000 | 506 |
| Employee benefit-defined benefit accounts, non-managed Assets | $450,165,000 | 39 |
| Other retirement accounts, non-managed assets | $446,000 | 655 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $61,821,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,830,459,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $596,293,000 | 29 |
| 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 | $28,573,696,000 | 31 |
| Managed Assets ($) | $22,878,268,000 | 22 |
| Personal trust and agency accounts, managed assets | $10,336,038,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,800,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $4,021,946,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $848,412,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $5,810,378,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $996,132,000 | 21 |
| Other fiduciary accounts, managed assets | $831,562,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $642,158,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,695,428,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $5,160,357,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,000 | 290 |
| Employee benefit-defined benefit accounts, non-managed Assets | $443,003,000 | 41 |
| Other retirement accounts, non-managed assets | $459,000 | 297 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $91,598,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,763,138,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $648,389,000 | 28 |
| 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 | $26,821,784,000 | 31 |
| Managed Assets ($) | $21,724,391,000 | 22 |
| Personal trust and agency accounts, managed assets | $9,970,226,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,920,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $3,569,524,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $803,031,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $5,596,439,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $963,664,000 | 22 |
| Other fiduciary accounts, managed assets | $788,587,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $603,300,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,097,393,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $4,602,846,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,000 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $405,925,000 | 42 |
| Other retirement accounts, non-managed assets | $472,000 | 296 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $88,139,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,756,046,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $605,260,000 | 29 |
| 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 | $26,643,817,000 | 31 |
| Managed Assets ($) | $21,643,667,000 | 22 |
| Personal trust and agency accounts, managed assets | $10,239,111,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,939,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $3,602,720,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $814,859,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $5,200,827,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $976,178,000 | 21 |
| Other fiduciary accounts, managed assets | $777,033,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $612,857,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,000,150,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $4,510,217,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,000 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $402,354,000 | 41 |
| Other retirement accounts, non-managed assets | $480,000 | 301 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $87,088,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,004,905,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $615,789,000 | 27 |
| 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 | $25,931,748,000 | 31 |
| Managed Assets ($) | $21,104,499,000 | 22 |
| Personal trust and agency accounts, managed assets | $9,874,659,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,710,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $3,361,516,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $774,171,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $5,092,344,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $926,654,000 | 20 |
| Other fiduciary accounts, managed assets | $1,043,445,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $579,428,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,342,100,000 | 17 |
| Non-managed Assets ($) | $4,827,249,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $4,368,041,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,000 | 540 |
| Employee benefit-defined benefit accounts, non-managed Assets | $383,144,000 | 41 |
| Other retirement accounts, non-managed assets | $494,000 | 642 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $75,559,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,783,352,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $566,608,000 | 26 |
| 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 | $25,641,844,000 | 29 |
| Managed Assets ($) | $21,006,185,000 | 22 |
| Personal trust and agency accounts, managed assets | $9,753,856,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,320,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $3,230,192,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $781,041,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $5,234,167,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $947,014,000 | 21 |
| Other fiduciary accounts, managed assets | $1,028,595,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $587,692,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,635,659,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $4,190,431,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,000 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $370,585,000 | 42 |
| Other retirement accounts, non-managed assets | $491,000 | 285 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $74,141,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,842,026,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $571,994,000 | 24 |
| 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 | $30,494,512,000 | 27 |
| Managed Assets ($) | $26,058,549,000 | 18 |
| Personal trust and agency accounts, managed assets | $9,339,912,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,131,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $2,999,509,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $748,217,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $9,242,231,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $918,334,000 | 20 |
| Other fiduciary accounts, managed assets | $2,782,215,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,134,253,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $554,744,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,435,963,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $4,020,835,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,000 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $340,738,000 | 42 |
| Other retirement accounts, non-managed assets | $620,000 | 280 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $73,759,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,269,453,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $543,125,000 | 24 |
| 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 | $30,297,722,000 | 27 |
| Managed Assets ($) | $25,889,493,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,800,296,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,409,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $2,961,671,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $771,814,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $9,658,016,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $951,059,000 | 20 |
| Other fiduciary accounts, managed assets | $2,716,228,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,130,117,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $579,071,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,408,229,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $3,983,546,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,000 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $345,170,000 | 42 |
| Other retirement accounts, non-managed assets | $546,000 | 284 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $78,956,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,545,517,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $561,597,000 | 23 |
| 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 | $29,408,102,000 | 27 |
| Managed Assets ($) | $25,013,823,000 | 18 |
| Personal trust and agency accounts, managed assets | $8,133,553,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,444,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $2,599,103,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $711,988,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $10,229,493,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $855,713,000 | 20 |
| Other fiduciary accounts, managed assets | $2,456,529,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,733,336,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $513,060,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,759,801,000 | 14 |
| Non-managed Assets ($) | $4,394,279,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $3,995,021,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,000 | 542 |
| Employee benefit-defined benefit accounts, non-managed Assets | $325,353,000 | 42 |
| Other retirement accounts, non-managed assets | $712,000 | 623 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $73,139,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,881,701,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $468,709,000 | 24 |
| 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 | $39,672,462,000 | 22 |
| Managed Assets ($) | $24,516,340,000 | 19 |
| Personal trust and agency accounts, managed assets | $7,751,216,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,024,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $2,372,932,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,005,672,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $10,128,876,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $847,053,000 | 21 |
| Other fiduciary accounts, managed assets | $2,384,567,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,808,152,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $497,499,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,156,122,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $3,352,841,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,000 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,732,097,000 | 11 |
| Other retirement accounts, non-managed assets | $784,000 | 286 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $70,346,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,446,106,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $449,168,000 | 21 |
| 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 | $43,530,344,000 | 23 |
| Managed Assets ($) | $25,845,969,000 | 18 |
| Personal trust and agency accounts, managed assets | $8,299,263,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,560,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $2,319,973,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $1,088,341,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $10,693,916,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $907,203,000 | 21 |
| Other fiduciary accounts, managed assets | $2,508,713,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,185,167,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $573,082,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,684,375,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $3,325,381,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,000 | 291 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,277,486,000 | 10 |
| Other retirement accounts, non-managed assets | $710,000 | 293 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $80,744,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,438,171,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $494,237,000 | 21 |
| 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 | $43,449,885,000 | 23 |
| Managed Assets ($) | $25,395,119,000 | 18 |
| Personal trust and agency accounts, managed assets | $8,225,161,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,152,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $2,150,794,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $1,061,921,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $10,613,043,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $873,349,000 | 20 |
| Other fiduciary accounts, managed assets | $2,442,699,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,024,619,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $556,059,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,054,766,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $3,341,602,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,000 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,626,783,000 | 9 |
| Other retirement accounts, non-managed assets | $641,000 | 300 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $85,686,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,488,175,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $501,544,000 | 20 |
| 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 | $41,457,588,000 | 24 |
| Managed Assets ($) | $24,557,243,000 | 19 |
| Personal trust and agency accounts, managed assets | $7,718,448,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,448,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $1,964,255,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,045,319,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $10,686,225,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $848,106,000 | 20 |
| Other fiduciary accounts, managed assets | $2,269,442,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,896,839,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $536,994,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $990,748,000 | 21 |
| Non-managed Assets ($) | $16,900,345,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $3,264,195,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,000 | 554 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,555,039,000 | 10 |
| Other retirement accounts, non-managed assets | $498,000 | 674 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $80,537,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,020,489,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $483,719,000 | 21 |
| 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 | $51,155,273,000 | 23 |
| Managed Assets ($) | $23,357,786,000 | 19 |
| Personal trust and agency accounts, managed assets | $7,133,157,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,113,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $1,812,344,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,014,091,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $10,496,655,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $854,280,000 | 19 |
| Other fiduciary accounts, managed assets | $2,023,146,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,900,079,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $514,844,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,797,487,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $2,944,177,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,000 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,449,322,000 | 7 |
| Other retirement accounts, non-managed assets | $666,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $403,246,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,850,576,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $491,239,000 | 20 |
| 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 | $47,344,435,000 | 24 |
| Managed Assets ($) | $21,643,709,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,593,307,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,375,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $1,508,198,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $941,019,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $9,915,404,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $771,374,000 | 18 |
| Other fiduciary accounts, managed assets | $1,892,032,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,395,733,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $461,072,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,700,726,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $3,080,953,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $816,000 | 265 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,222,965,000 | 9 |
| Other retirement accounts, non-managed assets | $885,000 | 275 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $395,107,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,880,908,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $460,608,000 | 19 |
| 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 | $52,096,184,000 | 24 |
| Managed Assets ($) | $23,057,228,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,950,909,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,299,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $1,607,038,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $979,137,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $10,675,198,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $809,360,000 | 19 |
| Other fiduciary accounts, managed assets | $2,012,287,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,992,828,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $487,907,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,038,956,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $3,076,878,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,948,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,521,185,000 | 8 |
| Other retirement accounts, non-managed assets | $808,000 | 280 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $434,137,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,109,850,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $492,277,000 | 18 |
| 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 | $50,454,403,000 | 24 |
| Managed Assets ($) | $21,490,629,000 | 20 |
| Personal trust and agency accounts, managed assets | $6,732,230,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,352,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $1,672,688,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,011,270,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $9,901,816,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $646,179,000 | 24 |
| Other fiduciary accounts, managed assets | $1,502,094,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,891,715,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $466,216,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $897,144,000 | 26 |
| Non-managed Assets ($) | $28,963,774,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $3,065,470,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,726,000 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,486,277,000 | 8 |
| Other retirement accounts, non-managed assets | $1,155,000 | 602 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| 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 | $405,146,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,689,745,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $516,178,000 | 21 |
| 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 | $47,732,460,000 | 27 |
| Managed Assets ($) | $19,582,272,000 | 24 |
| Personal trust and agency accounts, managed assets | $6,267,442,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,859,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $1,605,397,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $995,237,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $9,235,838,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,454,499,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,774,903,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,150,188,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $3,162,925,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,579,000 | 222 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,581,856,000 | 8 |
| Other retirement accounts, non-managed assets | $1,213,000 | 267 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| 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 | $398,615,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,653,564,000 | 38 |
| 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 | $42,388,313,000 | 27 |
| Managed Assets ($) | $16,731,090,000 | 25 |
| Personal trust and agency accounts, managed assets | $5,647,768,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,961,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $1,293,637,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $931,665,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $7,623,111,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,212,948,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,230,438,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,657,223,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $3,146,898,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,849,000 | 204 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,109,813,000 | 8 |
| Other retirement accounts, non-managed assets | $1,099,000 | 271 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| 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 | $388,564,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,307,460,000 | 39 |
| 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 | $38,781,162,000 | 27 |
| Managed Assets ($) | $15,945,358,000 | 25 |
| Personal trust and agency accounts, managed assets | $5,215,673,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,458,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $1,110,711,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $890,636,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $7,739,330,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $968,550,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,213,361,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,835,804,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $3,010,797,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,748,000 | 207 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,462,899,000 | 9 |
| Other retirement accounts, non-managed assets | $881,000 | 275 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| 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 | $351,479,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,510,650,000 | 40 |
| 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 | $41,076,800,000 | 26 |
| Managed Assets ($) | $17,476,630,000 | 24 |
| Personal trust and agency accounts, managed assets | $5,915,449,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,142,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $1,223,681,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $987,115,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $8,352,463,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $976,780,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,727,528,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,600,170,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $2,139,966,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,526,000 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,092,050,000 | 9 |
| Other retirement accounts, non-managed assets | $1,161,000 | 592 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| 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 | $355,467,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,264,058,000 | 40 |
| 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 | $45,495,077,000 | 26 |
| Managed Assets ($) | $41,727,803,000 | 16 |
| Personal trust and agency accounts, managed assets | $5,903,625,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,835,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $23,633,828,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $1,135,825,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $9,451,985,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,579,705,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,022,645,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,767,274,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $2,854,774,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,518,000 | 207 |
| Employee benefit-defined benefit accounts, non-managed Assets | $218,442,000 | 53 |
| Other retirement accounts, non-managed assets | $65,854,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| 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 | $613,686,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,438,080,000 | 42 |
| 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 | $52,735,437,000 | 27 |
| Managed Assets ($) | $49,071,931,000 | 14 |
| Personal trust and agency accounts, managed assets | $6,423,205,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,275,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $27,673,160,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $2,494,651,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $10,692,512,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,763,128,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,185,147,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,663,506,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $2,726,105,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,613,000 | 211 |
| Employee benefit-defined benefit accounts, non-managed Assets | $239,697,000 | 53 |
| Other retirement accounts, non-managed assets | $73,523,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| 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 | $607,568,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,848,847,000 | 45 |
| 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 | $53,441,641,000 | 26 |
| Managed Assets ($) | $50,052,070,000 | 13 |
| Personal trust and agency accounts, managed assets | $6,358,598,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,637,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $28,008,586,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $2,553,840,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $11,248,773,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,856,636,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,008,097,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,389,571,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $2,638,551,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,729,000 | 218 |
| Employee benefit-defined benefit accounts, non-managed Assets | $245,766,000 | 55 |
| Other retirement accounts, non-managed assets | $77,025,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| 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 | $411,500,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,467,043,000 | 45 |
| 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 | $54,199,729,000 | 26 |
| Managed Assets ($) | $51,028,145,000 | 14 |
| Personal trust and agency accounts, managed assets | $6,660,552,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,617,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $28,491,285,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $2,691,195,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $11,303,220,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,851,276,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,836,164,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,171,584,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $2,319,040,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,716,000 | 265 |
| Employee benefit-defined benefit accounts, non-managed Assets | $253,927,000 | 56 |
| Other retirement accounts, non-managed assets | $88,388,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| 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 | $492,513,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,433,764,000 | 45 |
| 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 | $52,746,402,000 | 27 |
| Managed Assets ($) | $49,757,077,000 | 15 |
| Personal trust and agency accounts, managed assets | $6,760,365,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,641,000 | 165 |
| Employee benefit-defined benefit accounts, managed assets | $27,198,617,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $2,753,604,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $11,324,294,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,688,556,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,836,540,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,989,325,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $2,077,244,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,800,000 | 210 |
| Employee benefit-defined benefit accounts, non-managed Assets | $273,894,000 | 54 |
| Other retirement accounts, non-managed assets | $96,972,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| 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 | $522,415,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,741,951,000 | 46 |
| 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 | $49,687,127,000 | 28 |
| Managed Assets ($) | $47,702,462,000 | 15 |
| Personal trust and agency accounts, managed assets | $6,457,087,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,803,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $26,420,945,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $2,550,572,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $10,608,628,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,637,427,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,154,435,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,984,665,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $1,165,494,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,326,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $276,163,000 | 57 |
| Other retirement accounts, non-managed assets | $97,927,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| 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 | $426,755,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,710,505,000 | 47 |
| 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 | $47,826,777,000 | 27 |
| Managed Assets ($) | $45,723,178,000 | 17 |
| Personal trust and agency accounts, managed assets | $6,211,537,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,412,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $24,920,041,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $2,596,082,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $10,403,666,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,566,440,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,463,703,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,103,599,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $1,151,882,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,794,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $261,189,000 | 55 |
| Other retirement accounts, non-managed assets | $91,166,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| 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 | $581,568,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,196,713,000 | 47 |
| 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 | $46,793,830,000 | 27 |
| Managed Assets ($) | $44,848,544,000 | 17 |
| Personal trust and agency accounts, managed assets | $6,114,272,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,732,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $24,747,440,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $2,658,215,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $9,842,597,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,459,288,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,445,524,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,945,286,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $1,117,683,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,307,000 | 266 |
| Employee benefit-defined benefit accounts, non-managed Assets | $247,411,000 | 57 |
| Other retirement accounts, non-managed assets | $13,790,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| 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 | $548,095,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,077,255,000 | 47 |
| 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 | $48,911,296,000 | 27 |
| Managed Assets ($) | $47,183,221,000 | 17 |
| Personal trust and agency accounts, managed assets | $5,859,089,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,078,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $24,452,182,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $4,053,807,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $10,372,288,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,418,777,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,538,326,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,728,075,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $961,180,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,503,000 | 215 |
| Employee benefit-defined benefit accounts, non-managed Assets | $227,582,000 | 62 |
| Other retirement accounts, non-managed assets | $10,663,000 | 178 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| 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 | $511,147,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,602,576,000 | 47 |
| 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 | $48,397,466,000 | 25 |
| Managed Assets ($) | $46,707,405,000 | 17 |
| Personal trust and agency accounts, managed assets | $5,762,855,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,563,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $22,061,382,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,667,183,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $12,667,689,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,522,733,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,706,121,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,690,061,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $930,498,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,290,000 | 215 |
| Employee benefit-defined benefit accounts, non-managed Assets | $228,685,000 | 64 |
| Other retirement accounts, non-managed assets | $10,575,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $503,013,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,837,551,000 | 44 |
| 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 | $48,420,774,000 | 25 |
| Managed Assets ($) | $46,740,621,000 | 17 |
| Personal trust and agency accounts, managed assets | $5,998,264,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,365,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $21,446,199,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,972,458,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $13,073,113,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,218,222,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,989,005,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,680,153,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $901,919,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,881,000 | 216 |
| Employee benefit-defined benefit accounts, non-managed Assets | $231,629,000 | 64 |
| Other retirement accounts, non-managed assets | $11,441,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $516,283,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,356,248,000 | 44 |
| 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 | $48,205,402,000 | 26 |
| Managed Assets ($) | $46,377,878,000 | 17 |
| Personal trust and agency accounts, managed assets | $6,031,895,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,024,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $21,506,847,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,830,831,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $12,863,898,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,115,383,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,294,407,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,827,524,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $984,514,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,616,000 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $215,292,000 | 65 |
| Other retirement accounts, non-managed assets | $11,672,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| 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 | $598,430,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,367,837,000 | 42 |
| 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 | $46,752,965,000 | 27 |
| Managed Assets ($) | $44,897,079,000 | 19 |
| Personal trust and agency accounts, managed assets | $5,883,420,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,679,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $20,998,465,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $3,525,431,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $12,528,689,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,934,395,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,609,538,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,855,886,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $896,156,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,304,000 | 220 |
| Employee benefit-defined benefit accounts, non-managed Assets | $214,142,000 | 63 |
| Other retirement accounts, non-managed assets | $11,967,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $715,317,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,705,326,000 | 42 |
| 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 | $44,969,960,000 | 27 |
| Managed Assets ($) | $43,147,804,000 | 19 |
| Personal trust and agency accounts, managed assets | $5,581,638,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,442,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $20,261,967,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $3,244,750,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $12,301,647,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,733,360,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,630,886,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,822,156,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $896,554,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,228,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,900,000 | 60 |
| Other retirement accounts, non-managed assets | $11,321,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| 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 | $690,153,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,242,279,000 | 32 |
| 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 | $45,429,301,000 | 29 |
| Managed Assets ($) | $43,525,028,000 | 20 |
| Personal trust and agency accounts, managed assets | $5,690,595,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,867,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $20,233,382,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $3,257,469,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $12,762,401,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,557,314,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,818,793,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,904,273,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $980,392,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,471,000 | 218 |
| Employee benefit-defined benefit accounts, non-managed Assets | $198,571,000 | 64 |
| Other retirement accounts, non-managed assets | $11,631,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| 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 | $695,208,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,920,535,000 | 32 |
| 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 | $44,175,419,000 | 30 |
| Managed Assets ($) | $42,463,135,000 | 20 |
| Personal trust and agency accounts, managed assets | $5,758,768,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,148,000 | 218 |
| Employee benefit-defined benefit accounts, managed assets | $20,023,757,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $3,380,658,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $12,749,538,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $524,266,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,618,938,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,712,284,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $987,250,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,389,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $169,126,000 | 72 |
| Other retirement accounts, non-managed assets | $11,308,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| 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 | $526,211,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,351,137,000 | 33 |
| 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 | $40,506,067,000 | 30 |
| Managed Assets ($) | $38,866,548,000 | 20 |
| Personal trust and agency accounts, managed assets | $5,454,902,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,091,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $17,157,905,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $2,921,626,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $12,420,544,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $889,480,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,643,404,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,639,519,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $936,378,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,691,000 | 222 |
| Employee benefit-defined benefit accounts, non-managed Assets | $151,626,000 | 73 |
| Other retirement accounts, non-managed assets | $10,986,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| 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 | $523,838,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,479,889,000 | 35 |
| 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 | $40,221,934,000 | 30 |
| Managed Assets ($) | $39,132,729,000 | 20 |
| Personal trust and agency accounts, managed assets | $5,504,016,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,262,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $17,225,184,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $2,716,723,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $12,700,298,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $963,246,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,560,449,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,089,205,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $480,961,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,365,000 | 223 |
| Employee benefit-defined benefit accounts, non-managed Assets | $150,087,000 | 72 |
| Other retirement accounts, non-managed assets | $10,136,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $430,656,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,082,401,000 | 37 |
| 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 | $43,367,729,000 | 29 |
| Managed Assets ($) | $40,738,220,000 | 20 |
| Personal trust and agency accounts, managed assets | $5,599,504,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,822,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $17,149,831,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $3,145,671,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $13,832,482,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $987,910,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,648,236,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,629,509,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $1,967,679,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,296,000 | 221 |
| Employee benefit-defined benefit accounts, non-managed Assets | $148,799,000 | 72 |
| Other retirement accounts, non-managed assets | $11,894,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $482,841,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,953,779,000 | 40 |
| 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 | $43,118,913,000 | 30 |
| Managed Assets ($) | $41,513,408,000 | 20 |
| Personal trust and agency accounts, managed assets | $5,549,172,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,196,000 | 224 |
| Employee benefit-defined benefit accounts, managed assets | $16,923,388,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $3,195,465,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $14,042,365,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,778,822,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,369,026,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,605,505,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $953,129,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,215,000 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $140,090,000 | 75 |
| Other retirement accounts, non-managed assets | $11,986,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| 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 | $482,085,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,916,913,000 | 38 |
| 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 | $42,301,855,000 | 28 |
| Managed Assets ($) | $40,827,701,000 | 19 |
| Personal trust and agency accounts, managed assets | $5,242,937,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,094,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $16,539,783,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $3,449,402,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $13,454,263,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,120,222,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,846,670,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,474,154,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $843,418,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,502,000 | 216 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,427,000 | 80 |
| Other retirement accounts, non-managed assets | $10,787,000 | 187 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| 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 | $471,020,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,183,295,000 | 37 |
| 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 | $42,051,308,000 | 28 |
| Managed Assets ($) | $40,386,331,000 | 19 |
| Personal trust and agency accounts, managed assets | $5,224,093,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,332,000 | 219 |
| Employee benefit-defined benefit accounts, managed assets | $16,402,745,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $3,601,127,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $13,185,694,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,953,340,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,803,094,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,664,977,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $1,042,937,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,552,000 | 210 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,250,000 | 82 |
| Other retirement accounts, non-managed assets | $3,442,000 | 265 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| 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 | $480,796,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,457,589,000 | 37 |
| 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 | $38,145,523,000 | 28 |
| Managed Assets ($) | $36,651,689,000 | 19 |
| Personal trust and agency accounts, managed assets | $4,956,279,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,776,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $15,358,813,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $2,963,798,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $11,617,417,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,687,606,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,184,001,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,493,834,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $894,461,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,850,000 | 212 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,177,000 | 85 |
| Other retirement accounts, non-managed assets | $11,003,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| 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 | $458,343,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,274,285,000 | 36 |
| 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 | $38,532,295,000 | 29 |
| Managed Assets ($) | $37,080,797,000 | 19 |
| Personal trust and agency accounts, managed assets | $5,145,275,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,996,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $15,389,227,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $3,191,045,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $11,588,012,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,700,242,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,180,042,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,451,498,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $906,860,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,375,000 | 245 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,116,000 | 86 |
| Other retirement accounts, non-managed assets | $11,596,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $404,551,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,178,478,000 | 39 |
| 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 | $32,406,417,000 | 34 |
| Managed Assets ($) | $30,299,368,000 | 22 |
| Personal trust and agency accounts, managed assets | $6,979,981,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,326,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $1,621,527,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $4,060,896,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $15,872,847,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,607,791,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,029,503,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,107,049,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $144,019,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,486,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $104,305,000 | 76 |
| Other retirement accounts, non-managed assets | $695,000 | 662 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $1,827,544,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,409,786,000 | 25 |
| 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 |
| 1998-12-31 | 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 |
| 1997-12-31 | 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 |
| 1996-12-31 | 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 |
| 1995-12-31 | 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 |
| 1994-12-31 | 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 |
| 1993-12-31 | 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 |
| 1992-12-31 | 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 |