Home > AmSouth Bank > Total Fiduciary and Related Assets

AmSouth Bank, Total Fiduciary and Related Assets

2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,355,869,00041
Managed Assets ($)$15,265,432,00031
Personal trust and agency accounts, managed assets$7,735,695,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$759,927,00019
Employee benefit-defined benefit accounts, managed assets$1,425,472,00027
Other employee benefit and retirement-related accounts, managed assets$895,221,00021
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$4,428,874,00040
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$20,243,00055
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,090,437,00051
Personal trust and agency accounts, non-managed assets$652,795,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,813,348,00033
Employee benefit-defined benefit accounts, non-managed Assets$829,803,00041
Other retirement accounts, non-managed assets$1,381,501,00021
Corporate trust and agency accounts, non-managed assets$0189
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$412,990,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$7,137,023,00055
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,570,048,00040
Managed Assets ($)$14,954,215,00030
Personal trust and agency accounts, managed assets$7,601,229,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$745,331,00020
Employee benefit-defined benefit accounts, managed assets$1,866,385,00023
Other employee benefit and retirement-related accounts, managed assets$897,132,00019
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$3,810,826,00043
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$33,312,00055
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,615,833,00050
Personal trust and agency accounts, non-managed assets$616,335,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,331,186,00028
Employee benefit-defined benefit accounts, non-managed Assets$820,124,00045
Other retirement accounts, non-managed assets$1,438,852,00022
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$409,336,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$7,386,307,00055
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,208,856,00038
Managed Assets ($)$15,411,111,00028
Personal trust and agency accounts, managed assets$7,716,739,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$780,843,00020
Employee benefit-defined benefit accounts, managed assets$1,959,395,00023
Other employee benefit and retirement-related accounts, managed assets$870,075,00020
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$4,052,515,00039
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$31,544,00060
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,797,745,00050
Personal trust and agency accounts, non-managed assets$634,566,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,373,580,00028
Employee benefit-defined benefit accounts, non-managed Assets$904,479,00044
Other retirement accounts, non-managed assets$1,674,730,00018
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$210,390,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$7,556,857,00055
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,106,677,00040
Managed Assets ($)$15,007,801,00030
Personal trust and agency accounts, managed assets$7,573,867,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$455,461,00027
Employee benefit-defined benefit accounts, managed assets$2,432,551,00021
Other employee benefit and retirement-related accounts, managed assets$877,752,00022
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$3,632,988,00043
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$35,182,00060
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,098,876,00051
Personal trust and agency accounts, non-managed assets$581,467,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,889,934,00032
Employee benefit-defined benefit accounts, non-managed Assets$861,800,00045
Other retirement accounts, non-managed assets$1,381,821,00020
Corporate trust and agency accounts, non-managed assets$0402
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$383,854,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$6,811,583,00055
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,501,292,00041
Managed Assets ($)$15,083,034,00030
Personal trust and agency accounts, managed assets$7,694,745,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$460,557,00028
Employee benefit-defined benefit accounts, managed assets$2,394,227,00022
Other employee benefit and retirement-related accounts, managed assets$785,007,00022
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$3,699,407,00043
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$49,091,00051
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,418,258,00056
Personal trust and agency accounts, non-managed assets$541,254,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,189,911,00043
Employee benefit-defined benefit accounts, non-managed Assets$847,911,00045
Other retirement accounts, non-managed assets$1,454,816,00020
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$384,366,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$7,619,949,00054
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,787,975,00036
Managed Assets ($)$19,761,737,00025
Personal trust and agency accounts, managed assets$7,478,947,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$479,004,00026
Employee benefit-defined benefit accounts, managed assets$2,364,840,00021
Other employee benefit and retirement-related accounts, managed assets$869,276,00020
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$8,501,820,00023
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$67,850,00047
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,026,238,00050
Personal trust and agency accounts, non-managed assets$535,699,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,871,931,00028
Employee benefit-defined benefit accounts, non-managed Assets$827,606,00042
Other retirement accounts, non-managed assets$1,451,080,00019
Corporate trust and agency accounts, non-managed assets$0195
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$339,922,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$7,070,398,00053
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,728,277,00037
Managed Assets ($)$19,723,750,00027
Personal trust and agency accounts, managed assets$7,402,510,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$455,615,00029
Employee benefit-defined benefit accounts, managed assets$2,322,464,00022
Other employee benefit and retirement-related accounts, managed assets$846,357,00022
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$8,620,166,00024
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$76,638,00049
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,004,527,00051
Personal trust and agency accounts, non-managed assets$515,885,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,046,609,00028
Employee benefit-defined benefit accounts, non-managed Assets$799,358,00043
Other retirement accounts, non-managed assets$1,346,667,00019
Corporate trust and agency accounts, non-managed assets$0199
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$296,008,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$5,734,658,00059
Fiduciary accounts held in foreign offices, non-managed Assets$015
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,003,030,00038
Managed Assets ($)$20,212,552,00026
Personal trust and agency accounts, managed assets$7,516,577,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$493,831,00026
Employee benefit-defined benefit accounts, managed assets$2,560,205,00023
Other employee benefit and retirement-related accounts, managed assets$838,702,00022
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$8,741,870,00023
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$61,367,00051
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,790,478,00052
Personal trust and agency accounts, non-managed assets$522,486,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,099,301,00030
Employee benefit-defined benefit accounts, non-managed Assets$605,566,00046
Other retirement accounts, non-managed assets$1,233,323,00022
Corporate trust and agency accounts, non-managed assets$0395
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$329,802,00031
Memoranda
Custody and safekeeping accounts, non-managed assets$5,164,383,00065
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,215,944,00038
Managed Assets ($)$19,470,532,00026
Personal trust and agency accounts, managed assets$7,247,769,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$476,259,00030
Employee benefit-defined benefit accounts, managed assets$2,386,079,00025
Other employee benefit and retirement-related accounts, managed assets$845,029,00022
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$8,450,224,00024
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$65,172,00048
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,745,412,00051
Personal trust and agency accounts, non-managed assets$510,969,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,032,820,00030
Employee benefit-defined benefit accounts, non-managed Assets$677,540,00046
Other retirement accounts, non-managed assets$1,207,868,00020
Corporate trust and agency accounts, non-managed assets$0194
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$316,215,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$5,370,704,00066
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,158,663,00038
Managed Assets ($)$19,463,580,00026
Personal trust and agency accounts, managed assets$7,244,273,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$476,665,00029
Employee benefit-defined benefit accounts, managed assets$2,382,546,00025
Other employee benefit and retirement-related accounts, managed assets$822,678,00022
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$8,472,434,00023
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$64,984,00049
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,695,083,00054
Personal trust and agency accounts, non-managed assets$490,746,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,039,560,00031
Employee benefit-defined benefit accounts, non-managed Assets$661,212,00045
Other retirement accounts, non-managed assets$1,174,508,00020
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$329,057,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$5,268,445,00065
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,022,539,00038
Managed Assets ($)$19,402,212,00026
Personal trust and agency accounts, managed assets$7,203,526,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$471,736,00030
Employee benefit-defined benefit accounts, managed assets$2,432,716,00025
Other employee benefit and retirement-related accounts, managed assets$767,409,00023
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$8,522,805,00023
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,020,00076
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,620,327,00054
Personal trust and agency accounts, non-managed assets$474,730,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,013,180,00032
Employee benefit-defined benefit accounts, non-managed Assets$661,774,00047
Other retirement accounts, non-managed assets$1,150,322,00019
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$320,321,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$58,871,983,00031
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$20,196,837,00044
Managed Assets ($)$14,735,546,00032
Personal trust and agency accounts, managed assets$7,606,458,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$226,133,00047
Employee benefit-defined benefit accounts, managed assets$2,208,822,00024
Other employee benefit and retirement-related accounts, managed assets$1,371,079,00019
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$2,054,724,00057
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,268,330,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,461,291,00057
Personal trust and agency accounts, non-managed assets$1,069,930,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,064,761,00037
Employee benefit-defined benefit accounts, non-managed Assets$678,556,00049
Other retirement accounts, non-managed assets$1,096,706,00022
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$551,338,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$9,445,717,00055
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,577,494,00043
Managed Assets ($)$14,231,312,00032
Personal trust and agency accounts, managed assets$7,130,695,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$214,663,00048
Employee benefit-defined benefit accounts, managed assets$2,325,897,00024
Other employee benefit and retirement-related accounts, managed assets$1,363,913,00018
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$1,959,399,00059
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,236,745,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,346,182,00061
Personal trust and agency accounts, non-managed assets$1,132,882,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,930,278,00037
Employee benefit-defined benefit accounts, non-managed Assets$523,964,00051
Other retirement accounts, non-managed assets$729,801,00026
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,029,257,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$9,634,537,00054
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,172,126,00044
Managed Assets ($)$13,995,774,00032
Personal trust and agency accounts, managed assets$7,114,518,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$236,453,00048
Employee benefit-defined benefit accounts, managed assets$2,216,167,00024
Other employee benefit and retirement-related accounts, managed assets$1,273,904,00019
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$1,898,779,00058
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,255,953,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,176,352,00064
Personal trust and agency accounts, non-managed assets$985,768,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,891,173,00039
Employee benefit-defined benefit accounts, non-managed Assets$479,405,00051
Other retirement accounts, non-managed assets$764,092,00027
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,055,914,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$9,822,376,00052
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$18,141,034,00042
Managed Assets ($)$13,394,599,00031
Personal trust and agency accounts, managed assets$6,754,682,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$227,013,00045
Employee benefit-defined benefit accounts, managed assets$2,112,269,00024
Other employee benefit and retirement-related accounts, managed assets$1,203,932,00018
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$1,741,368,00056
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,355,335,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,746,435,00066
Personal trust and agency accounts, non-managed assets$966,852,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,752,268,00038
Employee benefit-defined benefit accounts, non-managed Assets$405,976,00054
Other retirement accounts, non-managed assets$801,462,00028
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$819,877,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$9,281,687,00053
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$18,255,599,00043
Managed Assets ($)$13,471,700,00030
Personal trust and agency accounts, managed assets$6,671,674,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$253,939,00045
Employee benefit-defined benefit accounts, managed assets$2,243,234,00020
Other employee benefit and retirement-related accounts, managed assets$1,105,735,00017
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$1,892,403,00054
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,304,716,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,783,899,00062
Personal trust and agency accounts, non-managed assets$1,019,085,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,626,289,00040
Employee benefit-defined benefit accounts, non-managed Assets$424,390,00056
Other retirement accounts, non-managed assets$971,516,00023
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$742,619,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$8,915,203,00055
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,179,827,00042
Managed Assets ($)$14,555,820,00030
Personal trust and agency accounts, managed assets$7,651,549,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$425,719,00033
Employee benefit-defined benefit accounts, managed assets$2,224,982,00026
Other employee benefit and retirement-related accounts, managed assets$986,381,00022
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$1,765,502,00054
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,501,687,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,624,007,00061
Personal trust and agency accounts, non-managed assets$1,064,728,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,780,512,00034
Employee benefit-defined benefit accounts, non-managed Assets$445,895,00052
Other retirement accounts, non-managed assets$1,135,111,00027
Corporate trust and agency accounts, non-managed assets$3,372,000219
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$194,389,00040
Memoranda
Custody and safekeeping accounts, non-managed assets$12,978,672,00045
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA