Home > The Huntington National Bank > Total Fiduciary and Related Assets
The Huntington National Bank, Total Fiduciary and Related Assets
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $50,970,937,000 | 35 |
Managed Assets ($) | $23,763,226,000 | 28 |
Personal trust and agency accounts, managed assets | $5,421,282,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,586,000 | 281 |
Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
Other employee benefit and retirement-related accounts, managed assets | $2,686,192,000 | 21 |
Corporate trust and agency accounts, managed assets | $27,031,000 | 28 |
Investment management and investment advisory agency accounts, managed assets | $13,848,201,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $1,280,797,000 | 30 |
Other fiduciary accounts, managed assets | $496,137,000 | 12 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,647,422,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
Non-managed Assets ($) | $27,207,711,000 | 32 |
Personal trust and agency accounts, non-managed assets | $791,751,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $170,230,000 | 105 |
Employee benefit-defined benefit accounts, non-managed Assets | $603,283,000 | 30 |
Other retirement accounts, non-managed assets | $589,973,000 | 27 |
Corporate trust and agency accounts, non-managed assets | $24,088,399,000 | 13 |
Investment management and advisory agency accounts, non-managed assets | $297,116,000 | 27 |
Foundation and endowment trust and agency accounts, non-managed assets | $203,485,000 | 26 |
Other fiduciary accounts, non-managed assets | $463,474,000 | 24 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $121,274,424,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
Individual retirement,health savings and similar accounts, non-managed | $66,545,000 | 75 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $50,093,428,000 | 34 |
Managed Assets ($) | $22,345,848,000 | 29 |
Personal trust and agency accounts, managed assets | $5,159,656,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $6,184,000 | 184 |
Employee benefit-defined benefit accounts, managed assets | $1,000 | 207 |
Other employee benefit and retirement-related accounts, managed assets | $2,447,508,000 | 21 |
Corporate trust and agency accounts, managed assets | $26,921,000 | 24 |
Investment management and investment advisory agency accounts, managed assets | $13,040,489,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $1,209,319,000 | 30 |
Other fiduciary accounts, managed assets | $455,770,000 | 12 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,412,646,000 | 18 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $27,747,580,000 | 30 |
Personal trust and agency accounts, non-managed assets | $697,063,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $636,191,000 | 59 |
Employee benefit-defined benefit accounts, non-managed Assets | $962,525,000 | 30 |
Other retirement accounts, non-managed assets | $687,944,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $23,838,774,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $284,061,000 | 27 |
Foundation and endowment trust and agency accounts, non-managed assets | $193,807,000 | 25 |
Other fiduciary accounts, non-managed assets | $447,215,000 | 23 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $113,344,535,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
Individual retirement,health savings and similar accounts, non-managed | $71,322,000 | 56 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $47,659,771,000 | 36 |
Managed Assets ($) | $22,792,860,000 | 29 |
Personal trust and agency accounts, managed assets | $5,333,195,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $3,237,000 | 239 |
Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
Other employee benefit and retirement-related accounts, managed assets | $2,455,111,000 | 21 |
Corporate trust and agency accounts, managed assets | $27,600,000 | 29 |
Investment management and investment advisory agency accounts, managed assets | $13,354,011,000 | 24 |
Foundation and endowment trust and agency accounts, managed assets | $1,174,892,000 | 32 |
Other fiduciary accounts, managed assets | $444,814,000 | 14 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,423,095,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $24,866,911,000 | 34 |
Personal trust and agency accounts, non-managed assets | $719,791,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $388,316,000 | 70 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
Other retirement accounts, non-managed assets | $284,968,000 | 36 |
Corporate trust and agency accounts, non-managed assets | $22,567,797,000 | 13 |
Investment management and advisory agency accounts, non-managed assets | $257,490,000 | 28 |
Foundation and endowment trust and agency accounts, non-managed assets | $200,951,000 | 25 |
Other fiduciary accounts, non-managed assets | $447,598,000 | 21 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $109,026,768,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
Individual retirement,health savings and similar accounts, non-managed | $73,421,000 | 63 |
2023-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $51,232,055,000 | 38 |
Managed Assets ($) | $22,862,318,000 | 30 |
Personal trust and agency accounts, managed assets | $5,075,767,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $222,505,000 | 55 |
Employee benefit-defined benefit accounts, managed assets | $836,506,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $2,347,536,000 | 22 |
Corporate trust and agency accounts, managed assets | $27,629,000 | 25 |
Investment management and investment advisory agency accounts, managed assets | $12,780,364,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | $1,142,825,000 | 31 |
Other fiduciary accounts, managed assets | $429,186,000 | 14 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,288,979,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $28,369,737,000 | 34 |
Personal trust and agency accounts, non-managed assets | $754,958,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,554,850,000 | 35 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,055,777,000 | 29 |
Other retirement accounts, non-managed assets | $731,693,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $23,384,018,000 | 15 |
Investment management and advisory agency accounts, non-managed assets | $250,166,000 | 30 |
Foundation and endowment trust and agency accounts, non-managed assets | $200,219,000 | 25 |
Other fiduciary accounts, non-managed assets | $438,056,000 | 21 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $99,074,146,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $72,201,000 | 58 |
2022-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $51,581,887,000 | 38 |
Managed Assets ($) | $21,721,465,000 | 29 |
Personal trust and agency accounts, managed assets | $4,963,235,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $213,692,000 | 57 |
Employee benefit-defined benefit accounts, managed assets | $804,081,000 | 22 |
Other employee benefit and retirement-related accounts, managed assets | $2,214,432,000 | 22 |
Corporate trust and agency accounts, managed assets | $27,441,000 | 27 |
Investment management and investment advisory agency accounts, managed assets | $11,968,962,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | $1,119,034,000 | 32 |
Other fiduciary accounts, managed assets | $410,588,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,168,218,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
Non-managed Assets ($) | $29,860,422,000 | 33 |
Personal trust and agency accounts, non-managed assets | $682,857,000 | 55 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,666,095,000 | 35 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,276,528,000 | 31 |
Other retirement accounts, non-managed assets | $812,609,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $24,519,881,000 | 13 |
Investment management and advisory agency accounts, non-managed assets | $279,677,000 | 29 |
Foundation and endowment trust and agency accounts, non-managed assets | $193,638,000 | 23 |
Other fiduciary accounts, non-managed assets | $429,137,000 | 22 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $90,818,112,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $79,087,000 | 63 |
2022-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $50,366,309,000 | 36 |
Managed Assets ($) | $20,165,557,000 | 32 |
Personal trust and agency accounts, managed assets | $4,701,900,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $210,465,000 | 58 |
Employee benefit-defined benefit accounts, managed assets | $783,702,000 | 23 |
Other employee benefit and retirement-related accounts, managed assets | $2,065,012,000 | 22 |
Corporate trust and agency accounts, managed assets | $32,317,000 | 23 |
Investment management and investment advisory agency accounts, managed assets | $10,885,740,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | $1,100,759,000 | 31 |
Other fiduciary accounts, managed assets | $385,662,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,033,958,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $30,200,752,000 | 31 |
Personal trust and agency accounts, non-managed assets | $697,281,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,657,106,000 | 34 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,237,697,000 | 31 |
Other retirement accounts, non-managed assets | $799,237,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $24,959,090,000 | 13 |
Investment management and advisory agency accounts, non-managed assets | $256,235,000 | 28 |
Foundation and endowment trust and agency accounts, non-managed assets | $185,067,000 | 23 |
Other fiduciary accounts, non-managed assets | $409,039,000 | 23 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $87,803,772,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $144,510,000 | 44 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $49,516,784,000 | 30 |
Managed Assets ($) | $20,982,092,000 | 27 |
Personal trust and agency accounts, managed assets | $4,903,265,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $226,755,000 | 47 |
Employee benefit-defined benefit accounts, managed assets | $847,959,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $2,160,869,000 | 21 |
Corporate trust and agency accounts, managed assets | $37,282,000 | 21 |
Investment management and investment advisory agency accounts, managed assets | $11,228,682,000 | 24 |
Foundation and endowment trust and agency accounts, managed assets | $1,178,977,000 | 25 |
Other fiduciary accounts, managed assets | $398,303,000 | 14 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,116,223,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $28,534,692,000 | 29 |
Personal trust and agency accounts, non-managed assets | $682,105,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,762,765,000 | 30 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,330,584,000 | 28 |
Other retirement accounts, non-managed assets | $831,334,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $23,061,561,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $271,037,000 | 24 |
Foundation and endowment trust and agency accounts, non-managed assets | $189,885,000 | 22 |
Other fiduciary accounts, non-managed assets | $405,421,000 | 20 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $79,827,543,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $151,201,000 | 41 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $53,473,709,000 | 30 |
Managed Assets ($) | $24,151,075,000 | 25 |
Personal trust and agency accounts, managed assets | $5,599,974,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $263,485,000 | 46 |
Employee benefit-defined benefit accounts, managed assets | $961,277,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $2,522,014,000 | 21 |
Corporate trust and agency accounts, managed assets | $49,485,000 | 17 |
Investment management and investment advisory agency accounts, managed assets | $12,776,518,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $1,568,230,000 | 21 |
Other fiduciary accounts, managed assets | $410,092,000 | 13 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,356,372,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $29,322,634,000 | 29 |
Personal trust and agency accounts, non-managed assets | $762,572,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,124,785,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,531,417,000 | 28 |
Other retirement accounts, non-managed assets | $793,781,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $23,636,425,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $33,434,000 | 56 |
Foundation and endowment trust and agency accounts, non-managed assets | $6,117,000 | 76 |
Other fiduciary accounts, non-managed assets | $434,103,000 | 22 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $81,172,208,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $171,574,000 | 39 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $54,782,606,000 | 29 |
Managed Assets ($) | $25,179,369,000 | 25 |
Personal trust and agency accounts, managed assets | $5,920,465,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $279,784,000 | 44 |
Employee benefit-defined benefit accounts, managed assets | $1,019,681,000 | 23 |
Other employee benefit and retirement-related accounts, managed assets | $2,617,622,000 | 21 |
Corporate trust and agency accounts, managed assets | $52,816,000 | 18 |
Investment management and investment advisory agency accounts, managed assets | $13,216,904,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | $1,637,332,000 | 20 |
Other fiduciary accounts, managed assets | $434,765,000 | 13 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,438,662,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
Non-managed Assets ($) | $29,603,237,000 | 28 |
Personal trust and agency accounts, non-managed assets | $811,790,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,276,187,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,666,209,000 | 28 |
Other retirement accounts, non-managed assets | $843,138,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $23,528,145,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $36,813,000 | 70 |
Foundation and endowment trust and agency accounts, non-managed assets | $6,080,000 | 83 |
Other fiduciary accounts, non-managed assets | $434,875,000 | 21 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $80,887,111,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $196,790,000 | 41 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $53,464,727,000 | 29 |
Managed Assets ($) | $23,939,845,000 | 24 |
Personal trust and agency accounts, managed assets | $5,682,265,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $379,159,000 | 36 |
Employee benefit-defined benefit accounts, managed assets | $1,001,540,000 | 23 |
Other employee benefit and retirement-related accounts, managed assets | $2,459,708,000 | 21 |
Corporate trust and agency accounts, managed assets | $58,274,000 | 17 |
Investment management and investment advisory agency accounts, managed assets | $12,312,096,000 | 24 |
Foundation and endowment trust and agency accounts, managed assets | $1,639,432,000 | 19 |
Other fiduciary accounts, managed assets | $407,371,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,305,032,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $29,524,882,000 | 27 |
Personal trust and agency accounts, non-managed assets | $702,232,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,197,898,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,631,885,000 | 28 |
Other retirement accounts, non-managed assets | $864,346,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $23,713,336,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,237,000 | 96 |
Other fiduciary accounts, non-managed assets | $413,948,000 | 22 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $80,172,057,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | $226,140,000 | 31 |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $53,008,034,000 | 30 |
Managed Assets ($) | $23,972,594,000 | 25 |
Personal trust and agency accounts, managed assets | $5,758,185,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $410,995,000 | 36 |
Employee benefit-defined benefit accounts, managed assets | $1,018,412,000 | 23 |
Other employee benefit and retirement-related accounts, managed assets | $2,434,854,000 | 21 |
Corporate trust and agency accounts, managed assets | $58,799,000 | 18 |
Investment management and investment advisory agency accounts, managed assets | $12,263,415,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | $1,633,808,000 | 20 |
Other fiduciary accounts, managed assets | $394,126,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $2,281,779,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $29,035,440,000 | 28 |
Personal trust and agency accounts, non-managed assets | $741,124,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,300,154,000 | 27 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,640,405,000 | 28 |
Other retirement accounts, non-managed assets | $868,245,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $23,076,771,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,292,000 | 103 |
Other fiduciary accounts, non-managed assets | $407,449,000 | 22 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $93,704,075,000 | 23 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | $237,193,000 | 33 |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $48,779,150,000 | 30 |
Managed Assets ($) | $20,740,134,000 | 27 |
Personal trust and agency accounts, managed assets | $4,895,375,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $264,124,000 | 49 |
Employee benefit-defined benefit accounts, managed assets | $897,565,000 | 24 |
Other employee benefit and retirement-related accounts, managed assets | $1,947,780,000 | 21 |
Corporate trust and agency accounts, managed assets | $62,142,000 | 17 |
Investment management and investment advisory agency accounts, managed assets | $10,921,356,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | $1,393,554,000 | 21 |
Other fiduciary accounts, managed assets | $358,238,000 | 16 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $1,801,349,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $28,039,016,000 | 27 |
Personal trust and agency accounts, non-managed assets | $672,675,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,727,287,000 | 34 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,570,564,000 | 28 |
Other retirement accounts, non-managed assets | $786,585,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $22,880,087,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,284,000 | 94 |
Other fiduciary accounts, non-managed assets | $400,534,000 | 23 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $87,193,551,000 | 23 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | $178,741,000 | 37 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $48,800,535,000 | 29 |
Managed Assets ($) | $19,837,231,000 | 28 |
Personal trust and agency accounts, managed assets | $4,847,121,000 | 26 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $249,248,000 | 51 |
Employee benefit-defined benefit accounts, managed assets | $1,001,806,000 | 23 |
Other employee benefit and retirement-related accounts, managed assets | $1,879,599,000 | 22 |
Corporate trust and agency accounts, managed assets | $46,211,000 | 21 |
Investment management and investment advisory agency accounts, managed assets | $10,156,056,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | $1,318,986,000 | 22 |
Other fiduciary accounts, managed assets | $338,204,000 | 16 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $1,729,819,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
Non-managed Assets ($) | $28,963,304,000 | 25 |
Personal trust and agency accounts, non-managed assets | $634,652,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,710,738,000 | 34 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,575,674,000 | 28 |
Other retirement accounts, non-managed assets | $762,262,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $23,886,431,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,164,000 | 128 |
Other fiduciary accounts, non-managed assets | $392,383,000 | 22 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $74,240,978,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | $175,538,000 | 43 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $46,667,778,000 | 28 |
Managed Assets ($) | $18,109,909,000 | 28 |
Personal trust and agency accounts, managed assets | $4,562,611,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $244,055,000 | 48 |
Employee benefit-defined benefit accounts, managed assets | $955,485,000 | 22 |
Other employee benefit and retirement-related accounts, managed assets | $1,692,766,000 | 21 |
Corporate trust and agency accounts, managed assets | $49,080,000 | 19 |
Investment management and investment advisory agency accounts, managed assets | $9,041,460,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | $1,251,180,000 | 22 |
Other fiduciary accounts, managed assets | $313,272,000 | 16 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $1,550,807,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $28,557,869,000 | 23 |
Personal trust and agency accounts, non-managed assets | $554,630,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,590,063,000 | 34 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,557,500,000 | 28 |
Other retirement accounts, non-managed assets | $681,316,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $23,783,133,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,048,000 | 104 |
Other fiduciary accounts, non-managed assets | $390,179,000 | 23 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $75,071,372,000 | 23 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
Individual retirement,health savings and similar accounts, non-managed | $174,710,000 | 37 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $45,285,548,000 | 28 |
Managed Assets ($) | $17,360,738,000 | 28 |
Personal trust and agency accounts, managed assets | $4,458,624,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $239,837,000 | 48 |
Employee benefit-defined benefit accounts, managed assets | $927,696,000 | 22 |
Other employee benefit and retirement-related accounts, managed assets | $1,585,410,000 | 21 |
Corporate trust and agency accounts, managed assets | $40,768,000 | 22 |
Investment management and investment advisory agency accounts, managed assets | $8,639,686,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | $1,171,234,000 | 22 |
Other fiduciary accounts, managed assets | $297,483,000 | 17 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,450,046,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $27,924,810,000 | 24 |
Personal trust and agency accounts, non-managed assets | $488,467,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,583,226,000 | 35 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,525,236,000 | 27 |
Other retirement accounts, non-managed assets | $655,230,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $23,288,107,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,033,000 | 112 |
Other fiduciary accounts, non-managed assets | $383,511,000 | 23 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $82,097,097,000 | 23 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $176,220,000 | 38 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $42,587,731,000 | 28 |
Managed Assets ($) | $15,753,546,000 | 28 |
Personal trust and agency accounts, managed assets | $4,054,462,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $214,548,000 | 48 |
Employee benefit-defined benefit accounts, managed assets | $834,347,000 | 22 |
Other employee benefit and retirement-related accounts, managed assets | $1,390,096,000 | 21 |
Corporate trust and agency accounts, managed assets | $45,328,000 | 18 |
Investment management and investment advisory agency accounts, managed assets | $7,799,213,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | $1,140,797,000 | 21 |
Other fiduciary accounts, managed assets | $274,755,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,263,392,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $26,834,185,000 | 22 |
Personal trust and agency accounts, non-managed assets | $411,211,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,466,646,000 | 36 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,396,597,000 | 28 |
Other retirement accounts, non-managed assets | $626,810,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $22,559,597,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Foundation and endowment trust and agency accounts, non-managed assets | $980,000 | 107 |
Other fiduciary accounts, non-managed assets | $372,344,000 | 23 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $81,137,779,000 | 22 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $166,216,000 | 40 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $44,339,112,000 | 29 |
Managed Assets ($) | $17,536,158,000 | 28 |
Personal trust and agency accounts, managed assets | $4,654,830,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $236,420,000 | 49 |
Employee benefit-defined benefit accounts, managed assets | $894,095,000 | 23 |
Other employee benefit and retirement-related accounts, managed assets | $1,571,175,000 | 22 |
Corporate trust and agency accounts, managed assets | $59,361,000 | 18 |
Investment management and investment advisory agency accounts, managed assets | $8,512,689,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | $1,280,291,000 | 22 |
Other fiduciary accounts, managed assets | $327,297,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,425,339,000 | 21 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Non-managed Assets ($) | $26,802,954,000 | 24 |
Personal trust and agency accounts, non-managed assets | $525,455,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,735,324,000 | 36 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,762,998,000 | 27 |
Other retirement accounts, non-managed assets | $725,629,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $21,678,640,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,396,000 | 132 |
Other fiduciary accounts, non-managed assets | $373,512,000 | 23 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $77,500,860,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $210,739,000 | 38 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $45,786,262,000 | 28 |
Managed Assets ($) | $16,819,623,000 | 30 |
Personal trust and agency accounts, managed assets | $4,505,501,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $242,387,000 | 49 |
Employee benefit-defined benefit accounts, managed assets | $881,585,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $1,504,658,000 | 24 |
Corporate trust and agency accounts, managed assets | $60,430,000 | 19 |
Investment management and investment advisory agency accounts, managed assets | $8,155,692,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | $1,256,135,000 | 23 |
Other fiduciary accounts, managed assets | $213,235,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,363,587,000 | 21 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $28,966,639,000 | 22 |
Personal trust and agency accounts, non-managed assets | $496,438,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,680,066,000 | 37 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,960,732,000 | 27 |
Other retirement accounts, non-managed assets | $730,784,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $23,731,452,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,385,000 | 106 |
Other fiduciary accounts, non-managed assets | $365,782,000 | 23 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $71,771,609,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $227,589,000 | 33 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $45,136,080,000 | 27 |
Managed Assets ($) | $16,523,807,000 | 30 |
Personal trust and agency accounts, managed assets | $4,514,495,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $248,118,000 | 46 |
Employee benefit-defined benefit accounts, managed assets | $995,936,000 | 19 |
Other employee benefit and retirement-related accounts, managed assets | $1,458,113,000 | 23 |
Corporate trust and agency accounts, managed assets | $58,949,000 | 19 |
Investment management and investment advisory agency accounts, managed assets | $7,827,706,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | $1,210,342,000 | 22 |
Other fiduciary accounts, managed assets | $210,148,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,315,989,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $28,612,273,000 | 20 |
Personal trust and agency accounts, non-managed assets | $562,569,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,722,202,000 | 34 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,801,674,000 | 28 |
Other retirement accounts, non-managed assets | $729,525,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $23,441,537,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,376,000 | 107 |
Other fiduciary accounts, non-managed assets | $353,390,000 | 21 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $68,611,690,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $238,692,000 | 32 |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $45,378,294,000 | 26 |
Managed Assets ($) | $16,367,464,000 | 30 |
Personal trust and agency accounts, managed assets | $4,520,387,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $284,384,000 | 40 |
Employee benefit-defined benefit accounts, managed assets | $1,190,393,000 | 16 |
Other employee benefit and retirement-related accounts, managed assets | $1,407,110,000 | 23 |
Corporate trust and agency accounts, managed assets | $58,074,000 | 19 |
Investment management and investment advisory agency accounts, managed assets | $7,537,248,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | $1,212,268,000 | 21 |
Other fiduciary accounts, managed assets | $157,600,000 | 21 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,266,809,000 | 21 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $29,010,830,000 | 20 |
Personal trust and agency accounts, non-managed assets | $552,386,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,782,357,000 | 33 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,486,971,000 | 29 |
Other retirement accounts, non-managed assets | $720,861,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $24,120,054,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,350,000 | 108 |
Other fiduciary accounts, non-managed assets | $346,851,000 | 20 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $67,324,782,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $242,124,000 | 29 |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $42,373,296,000 | 27 |
Managed Assets ($) | $15,319,992,000 | 30 |
Personal trust and agency accounts, managed assets | $4,282,181,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $273,702,000 | 40 |
Employee benefit-defined benefit accounts, managed assets | $1,103,676,000 | 15 |
Other employee benefit and retirement-related accounts, managed assets | $1,295,452,000 | 23 |
Corporate trust and agency accounts, managed assets | $57,335,000 | 19 |
Investment management and investment advisory agency accounts, managed assets | $7,022,401,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | $1,136,219,000 | 21 |
Other fiduciary accounts, managed assets | $149,026,000 | 21 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,164,852,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
Non-managed Assets ($) | $27,053,304,000 | 20 |
Personal trust and agency accounts, non-managed assets | $535,815,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,679,036,000 | 32 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,571,289,000 | 28 |
Other retirement accounts, non-managed assets | $676,892,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $22,303,548,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,294,000 | 129 |
Other fiduciary accounts, non-managed assets | $285,430,000 | 22 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $62,690,767,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $237,570,000 | 29 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $46,114,079,000 | 28 |
Managed Assets ($) | $17,223,970,000 | 27 |
Personal trust and agency accounts, managed assets | $4,708,964,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $296,722,000 | 39 |
Employee benefit-defined benefit accounts, managed assets | $1,146,087,000 | 16 |
Other employee benefit and retirement-related accounts, managed assets | $1,407,342,000 | 23 |
Corporate trust and agency accounts, managed assets | $59,356,000 | 18 |
Investment management and investment advisory agency accounts, managed assets | $7,970,583,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | $1,246,083,000 | 21 |
Other fiduciary accounts, managed assets | $388,833,000 | 11 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,259,929,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $28,890,109,000 | 20 |
Personal trust and agency accounts, non-managed assets | $601,273,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,059,557,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,063,952,000 | 26 |
Other retirement accounts, non-managed assets | $810,498,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $23,273,281,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,495,000 | 110 |
Other fiduciary accounts, non-managed assets | $80,053,000 | 33 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $68,155,640,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $272,969,000 | 28 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $46,148,538,000 | 27 |
Managed Assets ($) | $17,946,376,000 | 27 |
Personal trust and agency accounts, managed assets | $4,515,364,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $300,923,000 | 40 |
Employee benefit-defined benefit accounts, managed assets | $1,081,244,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $1,358,551,000 | 23 |
Corporate trust and agency accounts, managed assets | $65,946,000 | 14 |
Investment management and investment advisory agency accounts, managed assets | $9,229,629,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | $1,225,749,000 | 21 |
Other fiduciary accounts, managed assets | $168,970,000 | 18 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $1,211,673,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $28,202,162,000 | 21 |
Personal trust and agency accounts, non-managed assets | $563,728,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,241,643,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,047,981,000 | 27 |
Other retirement accounts, non-managed assets | $803,493,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $22,465,431,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,430,000 | 111 |
Other fiduciary accounts, non-managed assets | $78,456,000 | 34 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $76,392,533,000 | 21 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $276,134,000 | 26 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $47,479,672,000 | 25 |
Managed Assets ($) | $18,080,540,000 | 27 |
Personal trust and agency accounts, managed assets | $4,529,183,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $305,835,000 | 39 |
Employee benefit-defined benefit accounts, managed assets | $1,108,323,000 | 18 |
Other employee benefit and retirement-related accounts, managed assets | $1,329,839,000 | 25 |
Corporate trust and agency accounts, managed assets | $58,784,000 | 18 |
Investment management and investment advisory agency accounts, managed assets | $9,127,168,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | $1,243,362,000 | 22 |
Other fiduciary accounts, managed assets | $378,046,000 | 11 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $1,164,368,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $29,399,132,000 | 20 |
Personal trust and agency accounts, non-managed assets | $573,932,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,375,077,000 | 26 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,075,600,000 | 26 |
Other retirement accounts, non-managed assets | $814,689,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $23,483,148,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
Foundation and endowment trust and agency accounts, non-managed assets | $1,364,000 | 109 |
Other fiduciary accounts, non-managed assets | $75,322,000 | 33 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $65,546,571,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $297,161,000 | 26 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $47,129,319,000 | 25 |
Managed Assets ($) | $18,285,224,000 | 28 |
Personal trust and agency accounts, managed assets | $4,729,736,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $316,970,000 | 39 |
Employee benefit-defined benefit accounts, managed assets | $1,138,967,000 | 18 |
Other employee benefit and retirement-related accounts, managed assets | $1,344,712,000 | 24 |
Corporate trust and agency accounts, managed assets | $55,829,000 | 18 |
Investment management and investment advisory agency accounts, managed assets | $9,119,139,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | $1,285,030,000 | 20 |
Other fiduciary accounts, managed assets | $294,841,000 | 11 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,175,213,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
Non-managed Assets ($) | $28,844,095,000 | 20 |
Personal trust and agency accounts, non-managed assets | $603,094,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,246,313,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,116,765,000 | 28 |
Other retirement accounts, non-managed assets | $842,478,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $22,956,900,000 | 9 |
Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,793,000 | 95 |
Other fiduciary accounts, non-managed assets | $73,752,000 | 34 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $62,973,459,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $321,140,000 | 28 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $44,381,661,000 | 27 |
Managed Assets ($) | $17,979,743,000 | 28 |
Personal trust and agency accounts, managed assets | $4,599,257,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $311,056,000 | 39 |
Employee benefit-defined benefit accounts, managed assets | $1,177,179,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $1,315,065,000 | 24 |
Corporate trust and agency accounts, managed assets | $49,170,000 | 21 |
Investment management and investment advisory agency accounts, managed assets | $8,954,119,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | $1,274,600,000 | 19 |
Other fiduciary accounts, managed assets | $299,297,000 | 11 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,155,948,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $26,401,918,000 | 23 |
Personal trust and agency accounts, non-managed assets | $577,556,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,108,897,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,074,071,000 | 27 |
Other retirement accounts, non-managed assets | $830,815,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $20,731,141,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,585,000 | 86 |
Other fiduciary accounts, non-managed assets | $74,853,000 | 33 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $61,900,334,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $323,682,000 | 25 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $41,239,951,000 | 28 |
Managed Assets ($) | $17,556,897,000 | 26 |
Personal trust and agency accounts, managed assets | $4,537,775,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $310,128,000 | 38 |
Employee benefit-defined benefit accounts, managed assets | $1,203,153,000 | 16 |
Other employee benefit and retirement-related accounts, managed assets | $1,279,930,000 | 24 |
Corporate trust and agency accounts, managed assets | $49,198,000 | 23 |
Investment management and investment advisory agency accounts, managed assets | $8,585,115,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | $1,299,394,000 | 20 |
Other fiduciary accounts, managed assets | $292,204,000 | 12 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,141,069,000 | 19 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $23,683,054,000 | 24 |
Personal trust and agency accounts, non-managed assets | $570,236,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,001,163,000 | 30 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,991,201,000 | 27 |
Other retirement accounts, non-managed assets | $813,193,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $18,230,780,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,514,000 | 88 |
Other fiduciary accounts, non-managed assets | $71,967,000 | 33 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $60,406,407,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $308,957,000 | 27 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $41,240,847,000 | 27 |
Managed Assets ($) | $17,370,826,000 | 26 |
Personal trust and agency accounts, managed assets | $4,460,560,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $306,243,000 | 41 |
Employee benefit-defined benefit accounts, managed assets | $1,189,501,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $1,256,887,000 | 23 |
Corporate trust and agency accounts, managed assets | $39,925,000 | 24 |
Investment management and investment advisory agency accounts, managed assets | $8,465,704,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | $1,295,547,000 | 20 |
Other fiduciary accounts, managed assets | $356,459,000 | 10 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,112,269,000 | 19 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $23,870,021,000 | 23 |
Personal trust and agency accounts, non-managed assets | $563,710,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,868,558,000 | 31 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,953,986,000 | 27 |
Other retirement accounts, non-managed assets | $831,342,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $18,576,845,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,498,000 | 89 |
Other fiduciary accounts, non-managed assets | $71,082,000 | 34 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $57,993,941,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $323,076,000 | 25 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $40,572,696,000 | 25 |
Managed Assets ($) | $16,921,606,000 | 26 |
Personal trust and agency accounts, managed assets | $4,388,999,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $298,520,000 | 38 |
Employee benefit-defined benefit accounts, managed assets | $1,162,845,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $1,229,682,000 | 23 |
Corporate trust and agency accounts, managed assets | $36,756,000 | 23 |
Investment management and investment advisory agency accounts, managed assets | $8,381,226,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | $1,229,300,000 | 20 |
Other fiduciary accounts, managed assets | $194,278,000 | 14 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,084,241,000 | 19 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
Non-managed Assets ($) | $23,651,090,000 | 23 |
Personal trust and agency accounts, non-managed assets | $565,935,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,954,943,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,922,084,000 | 26 |
Other retirement accounts, non-managed assets | $820,206,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $18,315,782,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
Foundation and endowment trust and agency accounts, non-managed assets | $5,021,000 | 94 |
Other fiduciary accounts, non-managed assets | $67,119,000 | 37 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $54,158,661,000 | 27 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $324,081,000 | 29 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $42,812,306,000 | 23 |
Managed Assets ($) | $17,311,438,000 | 26 |
Personal trust and agency accounts, managed assets | $4,360,194,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $304,440,000 | 39 |
Employee benefit-defined benefit accounts, managed assets | $1,436,511,000 | 14 |
Other employee benefit and retirement-related accounts, managed assets | $1,225,239,000 | 22 |
Corporate trust and agency accounts, managed assets | $37,415,000 | 24 |
Investment management and investment advisory agency accounts, managed assets | $8,341,365,000 | 24 |
Foundation and endowment trust and agency accounts, managed assets | $1,295,080,000 | 18 |
Other fiduciary accounts, managed assets | $311,194,000 | 12 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $1,079,525,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $25,500,868,000 | 22 |
Personal trust and agency accounts, non-managed assets | $571,723,000 | 37 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $2,719,509,000 | 26 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,966,312,000 | 26 |
Other retirement accounts, non-managed assets | $850,156,000 | 21 |
Corporate trust and agency accounts, non-managed assets | $19,369,555,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
Foundation and endowment trust and agency accounts, non-managed assets | $5,031,000 | 87 |
Other fiduciary accounts, non-managed assets | $18,582,000 | 45 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $56,068,714,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $343,391,000 | 26 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $35,342,654,000 | 29 |
Managed Assets ($) | $12,175,501,000 | 33 |
Personal trust and agency accounts, managed assets | $3,155,254,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $214,137,000 | 51 |
Employee benefit-defined benefit accounts, managed assets | $895,436,000 | 19 |
Other employee benefit and retirement-related accounts, managed assets | $818,581,000 | 27 |
Corporate trust and agency accounts, managed assets | $36,213,000 | 24 |
Investment management and investment advisory agency accounts, managed assets | $5,745,092,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | $1,176,649,000 | 19 |
Other fiduciary accounts, managed assets | $134,139,000 | 20 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $685,718,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $23,167,153,000 | 24 |
Personal trust and agency accounts, non-managed assets | $418,824,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,905,075,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,701,992,000 | 27 |
Other retirement accounts, non-managed assets | $661,635,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $18,412,131,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,893,000 | 91 |
Other fiduciary accounts, non-managed assets | $62,603,000 | 36 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $50,760,291,000 | 27 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $323,391,000 | 26 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $34,677,868,000 | 30 |
Managed Assets ($) | $11,886,351,000 | 33 |
Personal trust and agency accounts, managed assets | $2,986,354,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $212,312,000 | 52 |
Employee benefit-defined benefit accounts, managed assets | $895,802,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $806,227,000 | 27 |
Corporate trust and agency accounts, managed assets | $18,741,000 | 29 |
Investment management and investment advisory agency accounts, managed assets | $5,653,539,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | $1,180,149,000 | 19 |
Other fiduciary accounts, managed assets | $133,227,000 | 20 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $674,140,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $22,791,517,000 | 24 |
Personal trust and agency accounts, non-managed assets | $370,618,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,804,066,000 | 31 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,614,814,000 | 28 |
Other retirement accounts, non-managed assets | $654,680,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $18,285,006,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,717,000 | 88 |
Other fiduciary accounts, non-managed assets | $57,616,000 | 36 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $49,054,627,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $320,420,000 | 27 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $33,099,795,000 | 29 |
Managed Assets ($) | $11,801,551,000 | 32 |
Personal trust and agency accounts, managed assets | $3,001,053,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $212,129,000 | 51 |
Employee benefit-defined benefit accounts, managed assets | $870,911,000 | 19 |
Other employee benefit and retirement-related accounts, managed assets | $799,479,000 | 26 |
Corporate trust and agency accounts, managed assets | $18,170,000 | 37 |
Investment management and investment advisory agency accounts, managed assets | $5,571,258,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | $1,168,140,000 | 19 |
Other fiduciary accounts, managed assets | $160,411,000 | 17 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $674,119,000 | 22 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
Non-managed Assets ($) | $21,298,244,000 | 24 |
Personal trust and agency accounts, non-managed assets | $364,528,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,821,827,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,584,305,000 | 28 |
Other retirement accounts, non-managed assets | $687,042,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $16,810,214,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,661,000 | 98 |
Other fiduciary accounts, non-managed assets | $25,667,000 | 44 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $48,512,598,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $331,011,000 | 28 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $31,296,900,000 | 30 |
Managed Assets ($) | $11,770,599,000 | 32 |
Personal trust and agency accounts, managed assets | $3,004,219,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $211,137,000 | 48 |
Employee benefit-defined benefit accounts, managed assets | $879,068,000 | 19 |
Other employee benefit and retirement-related accounts, managed assets | $783,997,000 | 26 |
Corporate trust and agency accounts, managed assets | $21,387,000 | 28 |
Investment management and investment advisory agency accounts, managed assets | $5,518,933,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | $1,151,255,000 | 20 |
Other fiduciary accounts, managed assets | $200,603,000 | 16 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $657,886,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $19,526,301,000 | 25 |
Personal trust and agency accounts, non-managed assets | $353,220,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,759,458,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,542,874,000 | 27 |
Other retirement accounts, non-managed assets | $724,961,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $15,138,634,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,466,000 | 91 |
Other fiduciary accounts, non-managed assets | $2,688,000 | 58 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $48,859,588,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $353,268,000 | 27 |
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 | $32,516,813,000 | 29 |
Managed Assets ($) | $12,611,582,000 | 33 |
Personal trust and agency accounts, managed assets | $3,205,678,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $225,187,000 | 46 |
Employee benefit-defined benefit accounts, managed assets | $931,126,000 | 20 |
Other employee benefit and retirement-related accounts, managed assets | $736,281,000 | 27 |
Corporate trust and agency accounts, managed assets | $65,408,000 | 19 |
Investment management and investment advisory agency accounts, managed assets | $5,765,944,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | $1,208,739,000 | 20 |
Other fiduciary accounts, managed assets | $473,219,000 | 12 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $700,795,000 | 22 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $19,905,231,000 | 25 |
Personal trust and agency accounts, non-managed assets | $377,663,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,862,685,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,626,956,000 | 27 |
Other retirement accounts, non-managed assets | $782,931,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $15,245,768,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,751,000 | 90 |
Other fiduciary accounts, non-managed assets | $4,477,000 | 56 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $48,613,116,000 | 28 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $393,171,000 | 26 |
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 | $34,785,256,000 | 27 |
Managed Assets ($) | $12,654,992,000 | 32 |
Personal trust and agency accounts, managed assets | $3,276,706,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $241,098,000 | 43 |
Employee benefit-defined benefit accounts, managed assets | $977,635,000 | 19 |
Other employee benefit and retirement-related accounts, managed assets | $750,510,000 | 29 |
Corporate trust and agency accounts, managed assets | $39,499,000 | 22 |
Investment management and investment advisory agency accounts, managed assets | $5,938,518,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | $1,229,471,000 | 20 |
Other fiduciary accounts, managed assets | $201,555,000 | 17 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $713,295,000 | 24 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $22,130,264,000 | 24 |
Personal trust and agency accounts, non-managed assets | $372,039,000 | 47 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,862,944,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,652,912,000 | 27 |
Other retirement accounts, non-managed assets | $792,260,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $17,441,850,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Foundation and endowment trust and agency accounts, non-managed assets | $5,467,000 | 89 |
Other fiduciary accounts, non-managed assets | $2,792,000 | 62 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $52,406,697,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $412,551,000 | 29 |
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 | $32,284,679,000 | 29 |
Managed Assets ($) | $12,486,015,000 | 31 |
Personal trust and agency accounts, managed assets | $3,486,924,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $240,991,000 | 40 |
Employee benefit-defined benefit accounts, managed assets | $986,796,000 | 20 |
Other employee benefit and retirement-related accounts, managed assets | $784,313,000 | 29 |
Corporate trust and agency accounts, managed assets | $97,451,000 | 16 |
Investment management and investment advisory agency accounts, managed assets | $5,673,035,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | $1,180,009,000 | 20 |
Other fiduciary accounts, managed assets | $36,496,000 | 39 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $748,026,000 | 24 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $311,477,000 | 32 |
Non-managed Assets ($) | $19,798,664,000 | 24 |
Personal trust and agency accounts, non-managed assets | $394,605,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,825,158,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,629,291,000 | 27 |
Other retirement accounts, non-managed assets | $917,086,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $15,026,149,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
Foundation and endowment trust and agency accounts, non-managed assets | $5,527,000 | 98 |
Other fiduciary accounts, non-managed assets | $848,000 | 98 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $49,185,009,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $423,848,000 | 31 |
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 | $32,764,398,000 | 26 |
Managed Assets ($) | $12,473,185,000 | 31 |
Personal trust and agency accounts, managed assets | $3,465,965,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $241,292,000 | 40 |
Employee benefit-defined benefit accounts, managed assets | $977,908,000 | 20 |
Other employee benefit and retirement-related accounts, managed assets | $785,958,000 | 28 |
Corporate trust and agency accounts, managed assets | $49,896,000 | 19 |
Investment management and investment advisory agency accounts, managed assets | $5,662,797,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | $1,246,050,000 | 19 |
Other fiduciary accounts, managed assets | $43,319,000 | 34 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $750,005,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $20,291,213,000 | 24 |
Personal trust and agency accounts, non-managed assets | $403,086,000 | 44 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,820,619,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,640,077,000 | 28 |
Other retirement accounts, non-managed assets | $1,067,830,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $15,353,199,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Foundation and endowment trust and agency accounts, non-managed assets | $5,550,000 | 88 |
Other fiduciary accounts, non-managed assets | $852,000 | 74 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $48,852,074,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $450,558,000 | 28 |
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 | $32,680,664,000 | 28 |
Managed Assets ($) | $12,668,995,000 | 31 |
Personal trust and agency accounts, managed assets | $3,515,488,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $254,144,000 | 37 |
Employee benefit-defined benefit accounts, managed assets | $998,513,000 | 20 |
Other employee benefit and retirement-related accounts, managed assets | $798,641,000 | 27 |
Corporate trust and agency accounts, managed assets | $46,576,000 | 21 |
Investment management and investment advisory agency accounts, managed assets | $5,765,589,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | $1,245,224,000 | 19 |
Other fiduciary accounts, managed assets | $44,820,000 | 34 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $762,191,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $20,011,669,000 | 24 |
Personal trust and agency accounts, non-managed assets | $418,408,000 | 43 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,865,663,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,653,394,000 | 27 |
Other retirement accounts, non-managed assets | $1,012,867,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $15,005,567,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $4,051,000 | 122 |
Foundation and endowment trust and agency accounts, non-managed assets | $50,862,000 | 43 |
Other fiduciary accounts, non-managed assets | $857,000 | 75 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $48,413,749,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $462,011,000 | 29 |
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 | $32,880,046,000 | 27 |
Managed Assets ($) | $12,348,295,000 | 32 |
Personal trust and agency accounts, managed assets | $3,486,492,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $248,658,000 | 37 |
Employee benefit-defined benefit accounts, managed assets | $977,307,000 | 19 |
Other employee benefit and retirement-related accounts, managed assets | $777,386,000 | 26 |
Corporate trust and agency accounts, managed assets | $36,414,000 | 22 |
Investment management and investment advisory agency accounts, managed assets | $5,566,969,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | $1,199,212,000 | 20 |
Other fiduciary accounts, managed assets | $55,857,000 | 32 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
Individual retirement,health savings and similar accounts, managed assets | $745,736,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $20,531,751,000 | 24 |
Personal trust and agency accounts, non-managed assets | $444,190,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,853,147,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,605,877,000 | 28 |
Other retirement accounts, non-managed assets | $1,022,914,000 | 23 |
Corporate trust and agency accounts, non-managed assets | $15,553,846,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Foundation and endowment trust and agency accounts, non-managed assets | $50,919,000 | 41 |
Other fiduciary accounts, non-managed assets | $858,000 | 75 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $48,673,656,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $477,920,000 | 30 |
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 | $34,252,112,000 | 27 |
Managed Assets ($) | $12,426,147,000 | 32 |
Personal trust and agency accounts, managed assets | $3,500,592,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $247,587,000 | 38 |
Employee benefit-defined benefit accounts, managed assets | $966,570,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $773,452,000 | 25 |
Corporate trust and agency accounts, managed assets | $38,358,000 | 20 |
Investment management and investment advisory agency accounts, managed assets | $5,728,740,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | $1,122,642,000 | 19 |
Other fiduciary accounts, managed assets | $48,206,000 | 35 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $741,430,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,516,818,000 | 16 |
Non-managed Assets ($) | $21,825,965,000 | 24 |
Personal trust and agency accounts, non-managed assets | $442,913,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,849,903,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,558,635,000 | 28 |
Other retirement accounts, non-managed assets | $1,040,786,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $16,926,905,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
Foundation and endowment trust and agency accounts, non-managed assets | $5,946,000 | 94 |
Other fiduciary accounts, non-managed assets | $877,000 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $46,750,293,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $522,375,000 | 30 |
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 | $33,231,896,000 | 27 |
Managed Assets ($) | $12,091,648,000 | 32 |
Personal trust and agency accounts, managed assets | $3,261,203,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $425,288,000 | 26 |
Employee benefit-defined benefit accounts, managed assets | $942,326,000 | 20 |
Other employee benefit and retirement-related accounts, managed assets | $736,194,000 | 26 |
Corporate trust and agency accounts, managed assets | $57,408,000 | 17 |
Investment management and investment advisory agency accounts, managed assets | $5,506,556,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | $1,107,517,000 | 19 |
Other fiduciary accounts, managed assets | $55,156,000 | 33 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $706,099,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $21,140,248,000 | 24 |
Personal trust and agency accounts, non-managed assets | $431,909,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,747,768,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,243,764,000 | 30 |
Other retirement accounts, non-managed assets | $986,859,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $16,723,359,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
Foundation and endowment trust and agency accounts, non-managed assets | $5,715,000 | 83 |
Other fiduciary accounts, non-managed assets | $874,000 | 70 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $45,447,716,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $509,749,000 | 30 |
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 | $32,632,675,000 | 27 |
Managed Assets ($) | $11,811,261,000 | 31 |
Personal trust and agency accounts, managed assets | $3,201,812,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $406,886,000 | 27 |
Employee benefit-defined benefit accounts, managed assets | $939,301,000 | 20 |
Other employee benefit and retirement-related accounts, managed assets | $708,349,000 | 26 |
Corporate trust and agency accounts, managed assets | $59,926,000 | 19 |
Investment management and investment advisory agency accounts, managed assets | $5,409,720,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | $1,028,751,000 | 19 |
Other fiduciary accounts, managed assets | $56,516,000 | 31 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $681,248,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $20,821,414,000 | 24 |
Personal trust and agency accounts, non-managed assets | $431,493,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,668,500,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,223,230,000 | 30 |
Other retirement accounts, non-managed assets | $968,809,000 | 21 |
Corporate trust and agency accounts, non-managed assets | $16,522,932,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Foundation and endowment trust and agency accounts, non-managed assets | $5,563,000 | 83 |
Other fiduciary accounts, non-managed assets | $887,000 | 69 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $45,722,700,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $486,239,000 | 30 |
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 | $33,220,387,000 | 27 |
Managed Assets ($) | $12,037,621,000 | 30 |
Personal trust and agency accounts, managed assets | $3,276,400,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $470,548,000 | 24 |
Employee benefit-defined benefit accounts, managed assets | $971,313,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $708,011,000 | 26 |
Corporate trust and agency accounts, managed assets | $60,984,000 | 16 |
Investment management and investment advisory agency accounts, managed assets | $5,479,324,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | $1,013,546,000 | 19 |
Other fiduciary accounts, managed assets | $57,495,000 | 32 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $682,966,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $21,182,766,000 | 24 |
Personal trust and agency accounts, non-managed assets | $399,335,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,684,980,000 | 31 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,238,084,000 | 30 |
Other retirement accounts, non-managed assets | $987,079,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $16,866,322,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Foundation and endowment trust and agency accounts, non-managed assets | $6,065,000 | 81 |
Other fiduciary accounts, non-managed assets | $901,000 | 71 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $43,305,959,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $492,191,000 | 28 |
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 | $33,302,681,000 | 26 |
Managed Assets ($) | $11,488,689,000 | 31 |
Personal trust and agency accounts, managed assets | $3,117,644,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $436,153,000 | 25 |
Employee benefit-defined benefit accounts, managed assets | $934,269,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $675,539,000 | 27 |
Corporate trust and agency accounts, managed assets | $91,228,000 | 14 |
Investment management and investment advisory agency accounts, managed assets | $5,211,754,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | $973,617,000 | 19 |
Other fiduciary accounts, managed assets | $48,485,000 | 33 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $656,400,000 | 22 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,883,475,000 | 12 |
Non-managed Assets ($) | $21,813,992,000 | 23 |
Personal trust and agency accounts, non-managed assets | $362,377,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,576,841,000 | 31 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,186,157,000 | 30 |
Other retirement accounts, non-managed assets | $962,786,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $17,718,194,000 | 10 |
Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
Foundation and endowment trust and agency accounts, non-managed assets | $6,750,000 | 87 |
Other fiduciary accounts, non-managed assets | $887,000 | 102 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $40,639,091,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $461,729,000 | 27 |
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 | $24,998,410,000 | 30 |
Managed Assets ($) | $11,444,859,000 | 31 |
Personal trust and agency accounts, managed assets | $3,057,622,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $355,204,000 | 26 |
Employee benefit-defined benefit accounts, managed assets | $950,875,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $676,369,000 | 26 |
Corporate trust and agency accounts, managed assets | $99,935,000 | 13 |
Investment management and investment advisory agency accounts, managed assets | $5,275,814,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | $978,699,000 | 20 |
Other fiduciary accounts, managed assets | $50,341,000 | 33 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $656,924,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $13,553,551,000 | 29 |
Personal trust and agency accounts, non-managed assets | $415,625,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,590,511,000 | 28 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,161,723,000 | 30 |
Other retirement accounts, non-managed assets | $962,349,000 | 21 |
Corporate trust and agency accounts, non-managed assets | $9,415,804,000 | 11 |
Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Foundation and endowment trust and agency accounts, non-managed assets | $6,636,000 | 77 |
Other fiduciary accounts, non-managed assets | $903,000 | 64 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $41,049,379,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $458,343,000 | 27 |
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 | $24,038,240,000 | 31 |
Managed Assets ($) | $10,824,004,000 | 31 |
Personal trust and agency accounts, managed assets | $2,909,248,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $356,445,000 | 26 |
Employee benefit-defined benefit accounts, managed assets | $836,546,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $653,851,000 | 25 |
Corporate trust and agency accounts, managed assets | $99,218,000 | 14 |
Investment management and investment advisory agency accounts, managed assets | $4,983,948,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | $932,528,000 | 19 |
Other fiduciary accounts, managed assets | $52,220,000 | 28 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $636,400,000 | 23 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $13,214,236,000 | 28 |
Personal trust and agency accounts, non-managed assets | $415,984,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,518,160,000 | 30 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,130,880,000 | 30 |
Other retirement accounts, non-managed assets | $952,911,000 | 22 |
Corporate trust and agency accounts, non-managed assets | $9,186,944,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
Foundation and endowment trust and agency accounts, non-managed assets | $8,389,000 | 72 |
Other fiduciary accounts, non-managed assets | $968,000 | 64 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $39,461,537,000 | 24 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
Individual retirement,health savings and similar accounts, non-managed | $440,499,000 | 27 |
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 | $22,335,912,000 | 34 |
Managed Assets ($) | $10,808,102,000 | 32 |
Personal trust and agency accounts, managed assets | $2,935,040,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $290,834,000 | 34 |
Employee benefit-defined benefit accounts, managed assets | $893,945,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $670,838,000 | 24 |
Corporate trust and agency accounts, managed assets | $120,557,000 | 12 |
Investment management and investment advisory agency accounts, managed assets | $4,885,546,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | $957,504,000 | 19 |
Other fiduciary accounts, managed assets | $53,838,000 | 27 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $660,179,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $11,527,810,000 | 30 |
Personal trust and agency accounts, non-managed assets | $463,143,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,623,539,000 | 30 |
Employee benefit-defined benefit accounts, non-managed Assets | $807,275,000 | 33 |
Other retirement accounts, non-managed assets | $723,814,000 | 25 |
Corporate trust and agency accounts, non-managed assets | $7,899,877,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
Foundation and endowment trust and agency accounts, non-managed assets | $9,189,000 | 69 |
Other fiduciary accounts, non-managed assets | $973,000 | 64 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $40,104,156,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $446,875,000 | 25 |
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 | $20,959,636,000 | 34 |
Managed Assets ($) | $10,397,050,000 | 30 |
Personal trust and agency accounts, managed assets | $2,825,061,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $279,452,000 | 32 |
Employee benefit-defined benefit accounts, managed assets | $817,299,000 | 20 |
Other employee benefit and retirement-related accounts, managed assets | $640,309,000 | 22 |
Corporate trust and agency accounts, managed assets | $156,886,000 | 10 |
Investment management and investment advisory agency accounts, managed assets | $4,719,338,000 | 31 |
Foundation and endowment trust and agency accounts, managed assets | $901,669,000 | 19 |
Other fiduciary accounts, managed assets | $57,036,000 | 28 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $627,826,000 | 19 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,935,790,000 | 11 |
Non-managed Assets ($) | $10,562,586,000 | 31 |
Personal trust and agency accounts, non-managed assets | $445,205,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,504,991,000 | 30 |
Employee benefit-defined benefit accounts, non-managed Assets | $760,281,000 | 33 |
Other retirement accounts, non-managed assets | $671,717,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $7,170,658,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
Foundation and endowment trust and agency accounts, non-managed assets | $8,748,000 | 73 |
Other fiduciary accounts, non-managed assets | $986,000 | 104 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $38,337,005,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $413,678,000 | 25 |
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 | $21,351,153,000 | 33 |
Managed Assets ($) | $10,418,018,000 | 30 |
Personal trust and agency accounts, managed assets | $2,712,828,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $270,864,000 | 30 |
Employee benefit-defined benefit accounts, managed assets | $718,841,000 | 20 |
Other employee benefit and retirement-related accounts, managed assets | $631,375,000 | 26 |
Corporate trust and agency accounts, managed assets | $585,174,000 | 8 |
Investment management and investment advisory agency accounts, managed assets | $4,562,425,000 | 34 |
Foundation and endowment trust and agency accounts, managed assets | $881,255,000 | 20 |
Other fiduciary accounts, managed assets | $55,256,000 | 27 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $616,274,000 | 20 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $10,933,135,000 | 31 |
Personal trust and agency accounts, non-managed assets | $428,392,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,389,427,000 | 31 |
Employee benefit-defined benefit accounts, non-managed Assets | $737,537,000 | 35 |
Other retirement accounts, non-managed assets | $676,600,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $7,688,918,000 | 12 |
Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
Foundation and endowment trust and agency accounts, non-managed assets | $8,363,000 | 68 |
Other fiduciary accounts, non-managed assets | $3,898,000 | 54 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $37,972,208,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $405,800,000 | 25 |
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 | $21,426,225,000 | 36 |
Managed Assets ($) | $10,890,213,000 | 31 |
Personal trust and agency accounts, managed assets | $2,919,000,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $270,222,000 | 34 |
Employee benefit-defined benefit accounts, managed assets | $798,789,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $688,516,000 | 24 |
Corporate trust and agency accounts, managed assets | $562,712,000 | 7 |
Investment management and investment advisory agency accounts, managed assets | $4,675,369,000 | 33 |
Foundation and endowment trust and agency accounts, managed assets | $916,898,000 | 20 |
Other fiduciary accounts, managed assets | $58,707,000 | 29 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $675,299,000 | 19 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $10,536,012,000 | 35 |
Personal trust and agency accounts, non-managed assets | $461,923,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,536,672,000 | 30 |
Employee benefit-defined benefit accounts, non-managed Assets | $779,158,000 | 36 |
Other retirement accounts, non-managed assets | $588,229,000 | 27 |
Corporate trust and agency accounts, non-managed assets | $7,110,508,000 | 14 |
Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Foundation and endowment trust and agency accounts, non-managed assets | $11,324,000 | 63 |
Other fiduciary accounts, non-managed assets | $48,198,000 | 37 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $39,779,757,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $349,157,000 | 25 |
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 | $22,183,334,000 | 34 |
Managed Assets ($) | $10,660,885,000 | 31 |
Personal trust and agency accounts, managed assets | $2,914,473,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $272,477,000 | 33 |
Employee benefit-defined benefit accounts, managed assets | $798,172,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $668,492,000 | 24 |
Corporate trust and agency accounts, managed assets | $483,279,000 | 8 |
Investment management and investment advisory agency accounts, managed assets | $4,572,742,000 | 33 |
Foundation and endowment trust and agency accounts, managed assets | $890,503,000 | 19 |
Other fiduciary accounts, managed assets | $60,747,000 | 28 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
Individual retirement,health savings and similar accounts, managed assets | $656,392,000 | 19 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $11,522,449,000 | 32 |
Personal trust and agency accounts, non-managed assets | $453,220,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,567,065,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $774,221,000 | 35 |
Other retirement accounts, non-managed assets | $761,005,000 | 24 |
Corporate trust and agency accounts, non-managed assets | $7,909,262,000 | 13 |
Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
Foundation and endowment trust and agency accounts, non-managed assets | $9,723,000 | 68 |
Other fiduciary accounts, non-managed assets | $47,953,000 | 36 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $39,426,518,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $346,128,000 | 24 |
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 | $21,889,296,000 | 35 |
Managed Assets ($) | $10,268,047,000 | 32 |
Personal trust and agency accounts, managed assets | $2,771,505,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $241,195,000 | 37 |
Employee benefit-defined benefit accounts, managed assets | $742,357,000 | 22 |
Other employee benefit and retirement-related accounts, managed assets | $646,830,000 | 25 |
Corporate trust and agency accounts, managed assets | $452,051,000 | 9 |
Investment management and investment advisory agency accounts, managed assets | $4,615,621,000 | 34 |
Foundation and endowment trust and agency accounts, managed assets | $748,868,000 | 22 |
Other fiduciary accounts, managed assets | $49,620,000 | 29 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
Individual retirement,health savings and similar accounts, managed assets | $635,889,000 | 18 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,828,975,000 | 13 |
Non-managed Assets ($) | $11,621,249,000 | 31 |
Personal trust and agency accounts, non-managed assets | $439,772,000 | 38 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,486,866,000 | 30 |
Employee benefit-defined benefit accounts, non-managed Assets | $706,308,000 | 35 |
Other retirement accounts, non-managed assets | $374,088,000 | 30 |
Corporate trust and agency accounts, non-managed assets | $8,544,383,000 | 13 |
Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
Foundation and endowment trust and agency accounts, non-managed assets | $67,769,000 | 28 |
Other fiduciary accounts, non-managed assets | $2,063,000 | 85 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $38,478,803,000 | 25 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $351,374,000 | 26 |
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 | $20,928,983,000 | 35 |
Managed Assets ($) | $9,611,404,000 | 33 |
Personal trust and agency accounts, managed assets | $2,711,940,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $240,634,000 | 36 |
Employee benefit-defined benefit accounts, managed assets | $705,715,000 | 22 |
Other employee benefit and retirement-related accounts, managed assets | $627,557,000 | 24 |
Corporate trust and agency accounts, managed assets | $532,170,000 | 7 |
Investment management and investment advisory agency accounts, managed assets | $4,043,234,000 | 35 |
Foundation and endowment trust and agency accounts, managed assets | $701,716,000 | 23 |
Other fiduciary accounts, managed assets | $48,438,000 | 27 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
Individual retirement,health savings and similar accounts, managed assets | $612,264,000 | 18 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $11,317,579,000 | 31 |
Personal trust and agency accounts, non-managed assets | $378,030,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,368,009,000 | 32 |
Employee benefit-defined benefit accounts, non-managed Assets | $753,082,000 | 34 |
Other retirement accounts, non-managed assets | $331,295,000 | 29 |
Corporate trust and agency accounts, non-managed assets | $8,419,496,000 | 13 |
Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Foundation and endowment trust and agency accounts, non-managed assets | $65,625,000 | 27 |
Other fiduciary accounts, non-managed assets | $2,042,000 | 61 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $36,028,177,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $330,063,000 | 25 |
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 | $20,374,042,000 | 35 |
Managed Assets ($) | $8,961,924,000 | 33 |
Personal trust and agency accounts, managed assets | $2,559,064,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $225,898,000 | 34 |
Employee benefit-defined benefit accounts, managed assets | $717,558,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $593,568,000 | 24 |
Corporate trust and agency accounts, managed assets | $293,315,000 | 10 |
Investment management and investment advisory agency accounts, managed assets | $3,837,611,000 | 34 |
Foundation and endowment trust and agency accounts, managed assets | $688,477,000 | 21 |
Other fiduciary accounts, managed assets | $46,433,000 | 28 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
Individual retirement,health savings and similar accounts, managed assets | $579,571,000 | 18 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $11,412,118,000 | 30 |
Personal trust and agency accounts, non-managed assets | $1,491,686,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,271,957,000 | 31 |
Employee benefit-defined benefit accounts, non-managed Assets | $655,931,000 | 34 |
Other retirement accounts, non-managed assets | $304,887,000 | 29 |
Corporate trust and agency accounts, non-managed assets | $7,633,385,000 | 15 |
Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Foundation and endowment trust and agency accounts, non-managed assets | $51,965,000 | 29 |
Other fiduciary accounts, non-managed assets | $2,307,000 | 60 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $30,554,964,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $303,635,000 | 24 |
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 | $21,781,718,000 | 33 |
Managed Assets ($) | $9,281,048,000 | 33 |
Personal trust and agency accounts, managed assets | $2,751,283,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $237,326,000 | 36 |
Employee benefit-defined benefit accounts, managed assets | $718,052,000 | 21 |
Other employee benefit and retirement-related accounts, managed assets | $631,970,000 | 22 |
Corporate trust and agency accounts, managed assets | $117,726,000 | 12 |
Investment management and investment advisory agency accounts, managed assets | $4,048,935,000 | 32 |
Foundation and endowment trust and agency accounts, managed assets | $726,195,000 | 21 |
Other fiduciary accounts, managed assets | $49,561,000 | 28 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
Individual retirement,health savings and similar accounts, managed assets | $617,124,000 | 17 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $12,500,670,000 | 29 |
Personal trust and agency accounts, non-managed assets | $1,670,975,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,333,526,000 | 29 |
Employee benefit-defined benefit accounts, non-managed Assets | $700,187,000 | 34 |
Other retirement accounts, non-managed assets | $322,859,000 | 30 |
Corporate trust and agency accounts, non-managed assets | $8,410,170,000 | 14 |
Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
Foundation and endowment trust and agency accounts, non-managed assets | $60,582,000 | 31 |
Other fiduciary accounts, non-managed assets | $2,371,000 | 65 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $30,761,211,000 | 26 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $321,558,000 | 23 |
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 | $20,395,393,000 | 34 |
Managed Assets ($) | $9,269,378,000 | 34 |
Personal trust and agency accounts, managed assets | $2,728,194,000 | 31 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $232,929,000 | 38 |
Employee benefit-defined benefit accounts, managed assets | $728,082,000 | 23 |
Other employee benefit and retirement-related accounts, managed assets | $612,066,000 | 23 |
Corporate trust and agency accounts, managed assets | $87,198,000 | 15 |
Investment management and investment advisory agency accounts, managed assets | $4,118,275,000 | 33 |
Foundation and endowment trust and agency accounts, managed assets | $713,393,000 | 21 |
Other fiduciary accounts, managed assets | $49,241,000 | 31 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
Individual retirement,health savings and similar accounts, managed assets | $599,528,000 | 19 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,726,231,000 | 19 |
Non-managed Assets ($) | $11,126,015,000 | 32 |
Personal trust and agency accounts, non-managed assets | $1,510,298,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,305,878,000 | 32 |
Employee benefit-defined benefit accounts, non-managed Assets | $721,105,000 | 34 |
Other retirement accounts, non-managed assets | $320,949,000 | 32 |
Corporate trust and agency accounts, non-managed assets | $7,200,416,000 | 16 |
Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
Foundation and endowment trust and agency accounts, non-managed assets | $65,125,000 | 29 |
Other fiduciary accounts, non-managed assets | $2,244,000 | 89 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $29,031,462,000 | 27 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
Individual retirement,health savings and similar accounts, non-managed | $315,963,000 | 27 |
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 | $19,589,068,000 | 36 |
Managed Assets ($) | $9,212,080,000 | 38 |
Personal trust and agency accounts, managed assets | $2,678,502,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $212,714,000 | 41 |
Employee benefit-defined benefit accounts, managed assets | $660,732,000 | 25 |
Other employee benefit and retirement-related accounts, managed assets | $588,280,000 | 25 |
Corporate trust and agency accounts, managed assets | $58,901,000 | 18 |
Investment management and investment advisory agency accounts, managed assets | $4,530,003,000 | 33 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $482,948,000 | 18 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $10,376,988,000 | 35 |
Personal trust and agency accounts, non-managed assets | $1,418,235,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,260,988,000 | 32 |
Employee benefit-defined benefit accounts, non-managed Assets | $562,566,000 | 38 |
Other retirement accounts, non-managed assets | $406,963,000 | 29 |
Corporate trust and agency accounts, non-managed assets | $6,677,507,000 | 15 |
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 | $50,729,000 | 44 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $28,154,548,000 | 26 |
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 | $18,508,074,000 | 36 |
Managed Assets ($) | $8,704,757,000 | 40 |
Personal trust and agency accounts, managed assets | $2,521,368,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $201,431,000 | 40 |
Employee benefit-defined benefit accounts, managed assets | $576,244,000 | 25 |
Other employee benefit and retirement-related accounts, managed assets | $540,317,000 | 26 |
Corporate trust and agency accounts, managed assets | $73,731,000 | 19 |
Investment management and investment advisory agency accounts, managed assets | $4,354,266,000 | 32 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $437,400,000 | 19 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,803,317,000 | 35 |
Personal trust and agency accounts, non-managed assets | $1,302,828,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,104,533,000 | 33 |
Employee benefit-defined benefit accounts, non-managed Assets | $508,899,000 | 38 |
Other retirement accounts, non-managed assets | $282,641,000 | 35 |
Corporate trust and agency accounts, non-managed assets | $6,557,855,000 | 16 |
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 | $46,561,000 | 42 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $26,423,448,000 | 27 |
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 | $21,023,652,000 | 34 |
Managed Assets ($) | $11,747,200,000 | 28 |
Personal trust and agency accounts, managed assets | $2,405,069,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $193,986,000 | 39 |
Employee benefit-defined benefit accounts, managed assets | $505,604,000 | 25 |
Other employee benefit and retirement-related accounts, managed assets | $494,959,000 | 26 |
Corporate trust and agency accounts, managed assets | $82,743,000 | 19 |
Investment management and investment advisory agency accounts, managed assets | $7,662,702,000 | 20 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $402,137,000 | 21 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,276,452,000 | 35 |
Personal trust and agency accounts, non-managed assets | $1,164,505,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $965,718,000 | 35 |
Employee benefit-defined benefit accounts, non-managed Assets | $424,914,000 | 40 |
Other retirement accounts, non-managed assets | $246,511,000 | 36 |
Corporate trust and agency accounts, non-managed assets | $6,430,681,000 | 17 |
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 | $44,123,000 | 43 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $22,086,870,000 | 29 |
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 | $22,105,023,000 | 34 |
Managed Assets ($) | $12,784,732,000 | 28 |
Personal trust and agency accounts, managed assets | $2,572,642,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $202,395,000 | 39 |
Employee benefit-defined benefit accounts, managed assets | $607,204,000 | 23 |
Other employee benefit and retirement-related accounts, managed assets | $529,597,000 | 26 |
Corporate trust and agency accounts, managed assets | $52,949,000 | 26 |
Investment management and investment advisory agency accounts, managed assets | $8,399,551,000 | 19 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $420,394,000 | 21 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,320,291,000 | 36 |
Personal trust and agency accounts, non-managed assets | $1,317,599,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,066,405,000 | 33 |
Employee benefit-defined benefit accounts, non-managed Assets | $457,275,000 | 43 |
Other retirement accounts, non-managed assets | $259,161,000 | 37 |
Corporate trust and agency accounts, non-managed assets | $6,171,939,000 | 18 |
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 | $47,912,000 | 46 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $21,912,194,000 | 31 |
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 | $24,169,273,000 | 35 |
Managed Assets ($) | $13,675,539,000 | 26 |
Personal trust and agency accounts, managed assets | $2,897,407,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $236,754,000 | 40 |
Employee benefit-defined benefit accounts, managed assets | $639,806,000 | 24 |
Other employee benefit and retirement-related accounts, managed assets | $605,299,000 | 25 |
Corporate trust and agency accounts, managed assets | $53,297,000 | 24 |
Investment management and investment advisory agency accounts, managed assets | $8,785,006,000 | 18 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $457,970,000 | 20 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $10,493,734,000 | 36 |
Personal trust and agency accounts, non-managed assets | $1,852,364,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,233,827,000 | 34 |
Employee benefit-defined benefit accounts, non-managed Assets | $567,722,000 | 41 |
Other retirement accounts, non-managed assets | $298,482,000 | 36 |
Corporate trust and agency accounts, non-managed assets | $6,488,757,000 | 17 |
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 | $52,582,000 | 46 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $25,527,358,000 | 34 |
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 | $25,684,971,000 | 38 |
Managed Assets ($) | $13,938,830,000 | 29 |
Personal trust and agency accounts, managed assets | $3,062,362,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $317,866,000 | 31 |
Employee benefit-defined benefit accounts, managed assets | $710,041,000 | 25 |
Other employee benefit and retirement-related accounts, managed assets | $654,481,000 | 27 |
Corporate trust and agency accounts, managed assets | $55,115,000 | 26 |
Investment management and investment advisory agency accounts, managed assets | $8,652,940,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $486,025,000 | 19 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $11,746,141,000 | 39 |
Personal trust and agency accounts, non-managed assets | $1,913,231,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,206,412,000 | 37 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,135,377,000 | 27 |
Other retirement accounts, non-managed assets | $306,829,000 | 37 |
Corporate trust and agency accounts, non-managed assets | $6,129,901,000 | 19 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $54,391,000 | 50 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $27,007,903,000 | 35 |
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 | $26,786,976,000 | 34 |
Managed Assets ($) | $14,046,332,000 | 29 |
Personal trust and agency accounts, managed assets | $3,277,858,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $328,442,000 | 31 |
Employee benefit-defined benefit accounts, managed assets | $732,083,000 | 23 |
Other employee benefit and retirement-related accounts, managed assets | $679,379,000 | 25 |
Corporate trust and agency accounts, managed assets | $50,475,000 | 27 |
Investment management and investment advisory agency accounts, managed assets | $8,475,030,000 | 23 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $503,065,000 | 23 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $12,740,644,000 | 35 |
Personal trust and agency accounts, non-managed assets | $2,031,923,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,308,061,000 | 34 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,295,571,000 | 27 |
Other retirement accounts, non-managed assets | $327,080,000 | 36 |
Corporate trust and agency accounts, non-managed assets | $6,719,564,000 | 18 |
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 | $58,445,000 | 52 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $27,060,348,000 | 34 |
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 | $28,749,614,000 | 35 |
Managed Assets ($) | $15,490,746,000 | 30 |
Personal trust and agency accounts, managed assets | $3,571,180,000 | 36 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $334,089,000 | 31 |
Employee benefit-defined benefit accounts, managed assets | $760,477,000 | 26 |
Other employee benefit and retirement-related accounts, managed assets | $707,762,000 | 25 |
Corporate trust and agency accounts, managed assets | $47,333,000 | 32 |
Investment management and investment advisory agency accounts, managed assets | $9,549,467,000 | 20 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $520,438,000 | 24 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $13,258,868,000 | 34 |
Personal trust and agency accounts, non-managed assets | $2,251,721,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,335,408,000 | 35 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,676,606,000 | 25 |
Other retirement accounts, non-managed assets | $329,241,000 | 37 |
Corporate trust and agency accounts, non-managed assets | $6,606,008,000 | 19 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $59,884,000 | 53 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $31,333,073,000 | 33 |
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 | $28,728,310,000 | 35 |
Managed Assets ($) | $15,627,650,000 | 31 |
Personal trust and agency accounts, managed assets | $3,668,429,000 | 35 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $341,168,000 | 33 |
Employee benefit-defined benefit accounts, managed assets | $776,931,000 | 26 |
Other employee benefit and retirement-related accounts, managed assets | $731,116,000 | 24 |
Corporate trust and agency accounts, managed assets | $50,503,000 | 26 |
Investment management and investment advisory agency accounts, managed assets | $9,528,851,000 | 21 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $530,652,000 | 23 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $13,100,660,000 | 35 |
Personal trust and agency accounts, non-managed assets | $2,170,846,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,362,828,000 | 39 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,749,474,000 | 25 |
Other retirement accounts, non-managed assets | $344,112,000 | 38 |
Corporate trust and agency accounts, non-managed assets | $6,411,587,000 | 19 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $61,813,000 | 46 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $31,299,632,000 | 34 |
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 | $23,882,526,000 | 38 |
Managed Assets ($) | $11,756,678,000 | 36 |
Personal trust and agency accounts, managed assets | $2,471,060,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $248,098,000 | 40 |
Employee benefit-defined benefit accounts, managed assets | $678,679,000 | 28 |
Other employee benefit and retirement-related accounts, managed assets | $516,070,000 | 28 |
Corporate trust and agency accounts, managed assets | $40,269,000 | 31 |
Investment management and investment advisory agency accounts, managed assets | $7,409,780,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $392,722,000 | 27 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $12,125,848,000 | 38 |
Personal trust and agency accounts, non-managed assets | $1,958,398,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,074,096,000 | 44 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,424,209,000 | 29 |
Other retirement accounts, non-managed assets | $281,420,000 | 41 |
Corporate trust and agency accounts, non-managed assets | $6,375,671,000 | 20 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $12,054,000 | 65 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $29,477,588,000 | 33 |
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 | $23,660,065,000 | 37 |
Managed Assets ($) | $11,769,055,000 | 36 |
Personal trust and agency accounts, managed assets | $2,422,387,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $245,378,000 | 41 |
Employee benefit-defined benefit accounts, managed assets | $654,152,000 | 31 |
Other employee benefit and retirement-related accounts, managed assets | $502,632,000 | 28 |
Corporate trust and agency accounts, managed assets | $40,766,000 | 33 |
Investment management and investment advisory agency accounts, managed assets | $7,518,974,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $384,766,000 | 26 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $11,891,010,000 | 39 |
Personal trust and agency accounts, non-managed assets | $2,027,673,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,028,197,000 | 44 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,259,198,000 | 28 |
Other retirement accounts, non-managed assets | $303,305,000 | 40 |
Corporate trust and agency accounts, non-managed assets | $6,261,081,000 | 20 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $11,556,000 | 62 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $29,598,788,000 | 35 |
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 | $22,907,128,000 | 38 |
Managed Assets ($) | $11,398,010,000 | 35 |
Personal trust and agency accounts, managed assets | $2,457,301,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $259,558,000 | 41 |
Employee benefit-defined benefit accounts, managed assets | $651,591,000 | 31 |
Other employee benefit and retirement-related accounts, managed assets | $498,499,000 | 28 |
Corporate trust and agency accounts, managed assets | $40,883,000 | 36 |
Investment management and investment advisory agency accounts, managed assets | $7,106,414,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $383,764,000 | 27 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $11,509,118,000 | 39 |
Personal trust and agency accounts, non-managed assets | $1,829,439,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,109,042,000 | 41 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,223,510,000 | 28 |
Other retirement accounts, non-managed assets | $275,097,000 | 40 |
Corporate trust and agency accounts, non-managed assets | $6,060,458,000 | 21 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $11,572,000 | 80 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $28,593,703,000 | 35 |
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 | $21,699,804,000 | 40 |
Managed Assets ($) | $11,134,528,000 | 37 |
Personal trust and agency accounts, managed assets | $2,420,473,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $247,255,000 | 42 |
Employee benefit-defined benefit accounts, managed assets | $628,646,000 | 32 |
Other employee benefit and retirement-related accounts, managed assets | $476,847,000 | 30 |
Corporate trust and agency accounts, managed assets | $35,353,000 | 40 |
Investment management and investment advisory agency accounts, managed assets | $6,952,507,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $373,447,000 | 26 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $10,565,276,000 | 42 |
Personal trust and agency accounts, non-managed assets | $1,772,035,000 | 16 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,138,849,000 | 44 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,100,623,000 | 29 |
Other retirement accounts, non-managed assets | $258,575,000 | 40 |
Corporate trust and agency accounts, non-managed assets | $5,284,061,000 | 22 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $11,133,000 | 66 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $27,952,179,000 | 36 |
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 | $21,044,631,000 | 42 |
Managed Assets ($) | $11,283,930,000 | 35 |
Personal trust and agency accounts, managed assets | $2,374,090,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $631,420,000 | 22 |
Employee benefit-defined benefit accounts, managed assets | $605,216,000 | 35 |
Other employee benefit and retirement-related accounts, managed assets | $475,779,000 | 30 |
Corporate trust and agency accounts, managed assets | $36,993,000 | 37 |
Investment management and investment advisory agency accounts, managed assets | $6,799,570,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $360,862,000 | 30 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,760,701,000 | 45 |
Personal trust and agency accounts, non-managed assets | $1,556,450,000 | 18 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,100,886,000 | 45 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,082,219,000 | 30 |
Other retirement accounts, non-managed assets | $248,282,000 | 42 |
Corporate trust and agency accounts, non-managed assets | $4,761,979,000 | 23 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $10,885,000 | 71 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $27,412,113,000 | 36 |
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 | $21,145,579,000 | 40 |
Managed Assets ($) | $11,185,758,000 | 36 |
Personal trust and agency accounts, managed assets | $2,405,538,000 | 46 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $621,366,000 | 22 |
Employee benefit-defined benefit accounts, managed assets | $591,989,000 | 37 |
Other employee benefit and retirement-related accounts, managed assets | $438,063,000 | 30 |
Corporate trust and agency accounts, managed assets | $38,044,000 | 35 |
Investment management and investment advisory agency accounts, managed assets | $6,707,958,000 | 24 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $382,800,000 | 31 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,959,821,000 | 44 |
Personal trust and agency accounts, non-managed assets | $1,695,115,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,138,821,000 | 44 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,133,145,000 | 30 |
Other retirement accounts, non-managed assets | $248,306,000 | 40 |
Corporate trust and agency accounts, non-managed assets | $4,712,303,000 | 24 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $32,131,000 | 58 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $26,224,538,000 | 37 |
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 | $19,799,478,000 | 42 |
Managed Assets ($) | $10,149,660,000 | 40 |
Personal trust and agency accounts, managed assets | $1,972,907,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $542,958,000 | 25 |
Employee benefit-defined benefit accounts, managed assets | $573,051,000 | 38 |
Other employee benefit and retirement-related accounts, managed assets | $385,435,000 | 34 |
Corporate trust and agency accounts, managed assets | $37,505,000 | 41 |
Investment management and investment advisory agency accounts, managed assets | $6,366,256,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $271,548,000 | 27 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,649,818,000 | 43 |
Personal trust and agency accounts, non-managed assets | $1,624,879,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $991,867,000 | 45 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,009,430,000 | 29 |
Other retirement accounts, non-managed assets | $226,674,000 | 43 |
Corporate trust and agency accounts, non-managed assets | $4,787,037,000 | 24 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $9,931,000 | 82 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $25,830,925,000 | 37 |
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 | $20,048,005,000 | 40 |
Managed Assets ($) | $10,244,655,000 | 38 |
Personal trust and agency accounts, managed assets | $2,148,351,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $463,015,000 | 27 |
Employee benefit-defined benefit accounts, managed assets | $576,965,000 | 37 |
Other employee benefit and retirement-related accounts, managed assets | $372,137,000 | 35 |
Corporate trust and agency accounts, managed assets | $42,324,000 | 33 |
Investment management and investment advisory agency accounts, managed assets | $6,369,633,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $272,230,000 | 27 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,803,350,000 | 42 |
Personal trust and agency accounts, non-managed assets | $1,573,428,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,021,933,000 | 44 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,981,275,000 | 30 |
Other retirement accounts, non-managed assets | $224,190,000 | 41 |
Corporate trust and agency accounts, non-managed assets | $4,992,457,000 | 21 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $10,067,000 | 68 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $25,498,806,000 | 37 |
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 | $19,209,252,000 | 41 |
Managed Assets ($) | $9,795,302,000 | 40 |
Personal trust and agency accounts, managed assets | $2,157,747,000 | 49 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $409,214,000 | 29 |
Employee benefit-defined benefit accounts, managed assets | $560,086,000 | 34 |
Other employee benefit and retirement-related accounts, managed assets | $332,658,000 | 37 |
Corporate trust and agency accounts, managed assets | $44,684,000 | 31 |
Investment management and investment advisory agency accounts, managed assets | $6,032,848,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $258,065,000 | 26 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,413,950,000 | 40 |
Personal trust and agency accounts, non-managed assets | $1,534,600,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,022,047,000 | 43 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,920,547,000 | 30 |
Other retirement accounts, non-managed assets | $215,279,000 | 42 |
Corporate trust and agency accounts, non-managed assets | $4,711,553,000 | 22 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $9,924,000 | 71 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $25,356,109,000 | 36 |
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 | $18,494,692,000 | 42 |
Managed Assets ($) | $9,451,966,000 | 41 |
Personal trust and agency accounts, managed assets | $2,153,707,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $345,005,000 | 36 |
Employee benefit-defined benefit accounts, managed assets | $495,153,000 | 38 |
Other employee benefit and retirement-related accounts, managed assets | $330,580,000 | 38 |
Corporate trust and agency accounts, managed assets | $32,512,000 | 35 |
Investment management and investment advisory agency accounts, managed assets | $5,841,778,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $253,231,000 | 30 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $9,042,726,000 | 42 |
Personal trust and agency accounts, non-managed assets | $1,453,062,000 | 21 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $990,728,000 | 45 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,909,871,000 | 32 |
Other retirement accounts, non-managed assets | $211,687,000 | 44 |
Corporate trust and agency accounts, non-managed assets | $4,467,173,000 | 22 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $10,205,000 | 72 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $25,028,938,000 | 37 |
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 | $17,917,990,000 | 44 |
Managed Assets ($) | $9,276,761,000 | 41 |
Personal trust and agency accounts, managed assets | $2,202,886,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $297,354,000 | 39 |
Employee benefit-defined benefit accounts, managed assets | $504,148,000 | 39 |
Other employee benefit and retirement-related accounts, managed assets | $328,166,000 | 38 |
Corporate trust and agency accounts, managed assets | $42,538,000 | 30 |
Investment management and investment advisory agency accounts, managed assets | $5,647,863,000 | 31 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $253,806,000 | 30 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $8,641,229,000 | 44 |
Personal trust and agency accounts, non-managed assets | $1,585,039,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $993,181,000 | 47 |
Employee benefit-defined benefit accounts, non-managed Assets | $2,012,458,000 | 31 |
Other retirement accounts, non-managed assets | $204,260,000 | 50 |
Corporate trust and agency accounts, non-managed assets | $3,835,822,000 | 25 |
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 | $10,469,000 | 85 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $24,937,077,000 | 35 |
Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $17,220,508,000 | 44 |
Managed Assets ($) | $9,071,199,000 | 40 |
Personal trust and agency accounts, managed assets | $2,162,491,000 | 51 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $216,604,000 | 44 |
Employee benefit-defined benefit accounts, managed assets | $471,349,000 | 40 |
Other employee benefit and retirement-related accounts, managed assets | $304,402,000 | 38 |
Corporate trust and agency accounts, managed assets | $37,475,000 | 30 |
Investment management and investment advisory agency accounts, managed assets | $5,642,679,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $236,199,000 | 29 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $8,149,309,000 | 45 |
Personal trust and agency accounts, non-managed assets | $1,519,779,000 | 19 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $894,902,000 | 51 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,892,030,000 | 31 |
Other retirement accounts, non-managed assets | $196,014,000 | 47 |
Corporate trust and agency accounts, non-managed assets | $3,636,455,000 | 24 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $10,129,000 | 74 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $23,892,179,000 | 38 |
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 | $17,143,835,000 | 45 |
Managed Assets ($) | $8,725,457,000 | 44 |
Personal trust and agency accounts, managed assets | $2,225,087,000 | 50 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $145,714,000 | 64 |
Employee benefit-defined benefit accounts, managed assets | $418,891,000 | 42 |
Other employee benefit and retirement-related accounts, managed assets | $297,054,000 | 40 |
Corporate trust and agency accounts, managed assets | $38,181,000 | 28 |
Investment management and investment advisory agency accounts, managed assets | $5,360,509,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $240,021,000 | 30 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $8,418,378,000 | 45 |
Personal trust and agency accounts, non-managed assets | $1,742,178,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $919,782,000 | 52 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,897,285,000 | 31 |
Other retirement accounts, non-managed assets | $189,581,000 | 50 |
Corporate trust and agency accounts, non-managed assets | $3,659,006,000 | 25 |
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 | $10,546,000 | 72 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $22,068,049,000 | 41 |
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 | $16,443,224,000 | 45 |
Managed Assets ($) | $8,655,319,000 | 45 |
Personal trust and agency accounts, managed assets | $2,136,295,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $145,977,000 | 65 |
Employee benefit-defined benefit accounts, managed assets | $406,551,000 | 43 |
Other employee benefit and retirement-related accounts, managed assets | $286,841,000 | 41 |
Corporate trust and agency accounts, managed assets | $34,715,000 | 29 |
Investment management and investment advisory agency accounts, managed assets | $5,401,763,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $243,177,000 | 29 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,787,905,000 | 46 |
Personal trust and agency accounts, non-managed assets | $1,553,090,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $892,466,000 | 54 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,941,218,000 | 29 |
Other retirement accounts, non-managed assets | $190,318,000 | 52 |
Corporate trust and agency accounts, non-managed assets | $3,200,132,000 | 24 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $10,681,000 | 74 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $22,687,299,000 | 43 |
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 | $16,185,813,000 | 48 |
Managed Assets ($) | $8,387,634,000 | 46 |
Personal trust and agency accounts, managed assets | $2,170,618,000 | 52 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $145,002,000 | 64 |
Employee benefit-defined benefit accounts, managed assets | $400,325,000 | 44 |
Other employee benefit and retirement-related accounts, managed assets | $284,011,000 | 43 |
Corporate trust and agency accounts, managed assets | $38,293,000 | 38 |
Investment management and investment advisory agency accounts, managed assets | $5,112,814,000 | 31 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $236,571,000 | 36 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,798,179,000 | 49 |
Personal trust and agency accounts, non-managed assets | $1,502,467,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $853,233,000 | 56 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,943,333,000 | 30 |
Other retirement accounts, non-managed assets | $172,029,000 | 57 |
Corporate trust and agency accounts, non-managed assets | $3,316,432,000 | 31 |
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 | $10,685,000 | 93 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $21,242,805,000 | 43 |
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 | $15,699,421,000 | 46 |
Managed Assets ($) | $8,141,931,000 | 46 |
Personal trust and agency accounts, managed assets | $2,034,932,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $141,318,000 | 65 |
Employee benefit-defined benefit accounts, managed assets | $380,830,000 | 43 |
Other employee benefit and retirement-related accounts, managed assets | $262,815,000 | 45 |
Corporate trust and agency accounts, managed assets | $89,853,000 | 21 |
Investment management and investment advisory agency accounts, managed assets | $5,005,037,000 | 30 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $227,146,000 | 36 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,557,490,000 | 45 |
Personal trust and agency accounts, non-managed assets | $1,350,375,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $772,481,000 | 59 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,794,198,000 | 31 |
Other retirement accounts, non-managed assets | $153,043,000 | 60 |
Corporate trust and agency accounts, non-managed assets | $3,481,930,000 | 29 |
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 | $5,463,000 | 94 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $19,522,275,000 | 42 |
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 | $15,546,174,000 | 49 |
Managed Assets ($) | $8,327,421,000 | 44 |
Personal trust and agency accounts, managed assets | $2,044,822,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $154,850,000 | 60 |
Employee benefit-defined benefit accounts, managed assets | $349,389,000 | 45 |
Other employee benefit and retirement-related accounts, managed assets | $254,432,000 | 42 |
Corporate trust and agency accounts, managed assets | $97,898,000 | 22 |
Investment management and investment advisory agency accounts, managed assets | $5,197,390,000 | 32 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $228,640,000 | 35 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $7,218,753,000 | 50 |
Personal trust and agency accounts, non-managed assets | $1,263,657,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $740,459,000 | 60 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,756,839,000 | 32 |
Other retirement accounts, non-managed assets | $148,051,000 | 61 |
Corporate trust and agency accounts, non-managed assets | $3,304,349,000 | 32 |
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 | $5,398,000 | 97 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $18,691,976,000 | 44 |
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 | $13,972,796,000 | 52 |
Managed Assets ($) | $7,376,175,000 | 48 |
Personal trust and agency accounts, managed assets | $1,925,520,000 | 53 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $142,941,000 | 60 |
Employee benefit-defined benefit accounts, managed assets | $321,353,000 | 45 |
Other employee benefit and retirement-related accounts, managed assets | $233,715,000 | 41 |
Corporate trust and agency accounts, managed assets | $140,369,000 | 15 |
Investment management and investment advisory agency accounts, managed assets | $4,397,418,000 | 34 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $214,859,000 | 35 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $6,596,621,000 | 51 |
Personal trust and agency accounts, non-managed assets | $1,243,749,000 | 22 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $676,304,000 | 59 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,449,376,000 | 33 |
Other retirement accounts, non-managed assets | $139,618,000 | 60 |
Corporate trust and agency accounts, non-managed assets | $3,082,571,000 | 34 |
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 | $5,003,000 | 95 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $18,747,857,000 | 42 |
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 | $14,107,209,000 | 50 |
Managed Assets ($) | $7,971,516,000 | 44 |
Personal trust and agency accounts, managed assets | $1,931,023,000 | 54 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $150,946,000 | 59 |
Employee benefit-defined benefit accounts, managed assets | $337,182,000 | 43 |
Other employee benefit and retirement-related accounts, managed assets | $237,115,000 | 42 |
Corporate trust and agency accounts, managed assets | $172,669,000 | 13 |
Investment management and investment advisory agency accounts, managed assets | $4,921,765,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $220,816,000 | 35 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $6,135,693,000 | 53 |
Personal trust and agency accounts, non-managed assets | $1,261,361,000 | 20 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $736,698,000 | 57 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,527,636,000 | 35 |
Other retirement accounts, non-managed assets | $138,883,000 | 57 |
Corporate trust and agency accounts, non-managed assets | $2,465,612,000 | 36 |
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 | $5,503,000 | 111 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $11,786,992,000 | 51 |
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 | $16,203,960,000 | 45 |
Managed Assets ($) | $9,693,946,000 | 39 |
Personal trust and agency accounts, managed assets | $3,222,863,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $175,460,000 | 66 |
Employee benefit-defined benefit accounts, managed assets | $334,591,000 | 44 |
Other employee benefit and retirement-related accounts, managed assets | $251,045,000 | 39 |
Corporate trust and agency accounts, managed assets | $150,397,000 | 15 |
Investment management and investment advisory agency accounts, managed assets | $5,258,537,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $301,053,000 | 33 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $6,510,014,000 | 48 |
Personal trust and agency accounts, non-managed assets | $1,226,715,000 | 23 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $731,534,000 | 49 |
Employee benefit-defined benefit accounts, non-managed Assets | $1,735,001,000 | 33 |
Other retirement accounts, non-managed assets | $168,035,000 | 63 |
Corporate trust and agency accounts, non-managed assets | $2,642,317,000 | 32 |
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 | $6,412,000 | 104 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $11,462,101,000 | 48 |
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 |