Home > Deutsche Bank Trust Company Americas > Total Fiduciary and Related Assets
Deutsche Bank Trust Company Americas, 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 | $96,413,000,000 | 23 |
| Managed Assets ($) | $14,217,000,000 | 40 |
| Personal trust and agency accounts, managed assets | $0 | 954 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 320 |
| Employee benefit-defined benefit accounts, managed assets | $8,000,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $133,000,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $13,461,000,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $613,000,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $129,000,000 | 168 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $226,000,000 | 31 |
| Non-managed Assets ($) | $82,196,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 374 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 356 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $0 | 603 |
| Corporate trust and agency accounts, non-managed assets | $82,131,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $61,000,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,067,000,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $390,000,000 | 30 |
| 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 | $91,372,000,000 | 23 |
| Managed Assets ($) | $13,542,000,000 | 41 |
| Personal trust and agency accounts, managed assets | $0 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 223 |
| Employee benefit-defined benefit accounts, managed assets | $7,000,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $107,000,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $12,856,000,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $570,000,000 | 56 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $103,000,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $77,830,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $77,778,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $48,000,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,436,000,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $369,000,000 | 28 |
| 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 | $94,372,000,000 | 23 |
| Managed Assets ($) | $14,057,000,000 | 38 |
| Personal trust and agency accounts, managed assets | $0 | 427 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $8,000,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $111,000,000 | 177 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $13,345,000,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $591,000,000 | 53 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $107,000,000 | 180 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $80,315,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $0 | 379 |
| Corporate trust and agency accounts, non-managed assets | $80,275,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $36,000,000 | 75 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,580,000,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $383,000,000 | 28 |
| 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 | $103,416,000,000 | 23 |
| Managed Assets ($) | $14,042,000,000 | 38 |
| Personal trust and agency accounts, managed assets | $0 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $8,000,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $108,000,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $13,344,000,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $580,000,000 | 52 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $104,000,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $89,374,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $0 | 296 |
| Corporate trust and agency accounts, non-managed assets | $89,326,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $37,000,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,056,000,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $378,000,000 | 29 |
| 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 | $108,498,000,000 | 22 |
| Managed Assets ($) | $13,810,000,000 | 38 |
| Personal trust and agency accounts, managed assets | $0 | 993 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 312 |
| Employee benefit-defined benefit accounts, managed assets | $7,000,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $104,000,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $13,069,000,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $628,000,000 | 51 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $101,000,000 | 183 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $212,000,000 | 35 |
| Non-managed Assets ($) | $94,688,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 394 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $0 | 587 |
| Corporate trust and agency accounts, non-managed assets | $94,642,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $36,000,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000,000 | 94 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,470,000,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $839,000,000 | 25 |
| 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 | $104,050,000,000 | 22 |
| Managed Assets ($) | $13,423,000,000 | 38 |
| Personal trust and agency accounts, managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,000,000 | 238 |
| Employee benefit-defined benefit accounts, managed assets | $7,000,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $94,000,000 | 188 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $12,750,000,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $571,000,000 | 51 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $91,000,000 | 185 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $90,627,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $0 | 309 |
| Corporate trust and agency accounts, non-managed assets | $90,584,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $31,000,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,736,000,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $355,000,000 | 30 |
| 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 | $111,528,000,000 | 17 |
| Managed Assets ($) | $13,911,000,000 | 32 |
| Personal trust and agency accounts, managed assets | $0 | 416 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $7,000,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $99,000,000 | 180 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $13,197,000,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $606,000,000 | 43 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,000,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $97,617,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 266 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $0 | 345 |
| Corporate trust and agency accounts, non-managed assets | $97,510,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $97,000,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,248,000,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $394,000,000 | 25 |
| 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 | $119,245,000,000 | 17 |
| Managed Assets ($) | $15,616,000,000 | 32 |
| Personal trust and agency accounts, managed assets | $0 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 216 |
| Employee benefit-defined benefit accounts, managed assets | $12,000,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $116,000,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $14,824,000,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $662,000,000 | 43 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,000,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $103,629,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $0 | 294 |
| Corporate trust and agency accounts, non-managed assets | $103,502,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $112,000,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,737,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $441,000,000 | 24 |
| 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 | $127,152,000,000 | 17 |
| Managed Assets ($) | $17,136,000,000 | 32 |
| Personal trust and agency accounts, managed assets | $0 | 984 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,000,000 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $45,000,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $140,000,000 | 162 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $16,230,000,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $718,000,000 | 40 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $136,000,000 | 158 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $321,000,000 | 26 |
| Non-managed Assets ($) | $110,016,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $0 | 593 |
| Corporate trust and agency accounts, non-managed assets | $109,862,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $139,000,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,451,000,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $470,000,000 | 26 |
| 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 | $137,328,000,000 | 16 |
| Managed Assets ($) | $17,278,000,000 | 31 |
| Personal trust and agency accounts, managed assets | $0 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,000,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $45,000,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $146,000,000 | 154 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $16,558,000,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $519,000,000 | 50 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $142,000,000 | 152 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $120,050,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $0 | 283 |
| Corporate trust and agency accounts, non-managed assets | $119,901,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $134,000,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,811,000,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $464,000,000 | 25 |
| 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 | $144,943,000,000 | 15 |
| Managed Assets ($) | $17,548,000,000 | 31 |
| Personal trust and agency accounts, managed assets | $0 | 399 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,000,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $41,000,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $151,000,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $16,831,000,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $514,000,000 | 49 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $148,000,000 | 149 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $127,395,000,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $127,105,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $275,000,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,732,000,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $468,000,000 | 27 |
| 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 | $129,385,000,000 | 16 |
| Managed Assets ($) | $17,393,000,000 | 30 |
| Personal trust and agency accounts, managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,000,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $40,000,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $144,000,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $16,716,000,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $483,000,000 | 50 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $141,000,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,992,000,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $4,000,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $0 | 288 |
| Corporate trust and agency accounts, non-managed assets | $111,719,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $258,000,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,000,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,365,000,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $454,000,000 | 25 |
| 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 | $125,403,000,000 | 17 |
| Managed Assets ($) | $16,936,000,000 | 32 |
| Personal trust and agency accounts, managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,000,000 | 226 |
| Employee benefit-defined benefit accounts, managed assets | $40,000,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $143,000,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $16,260,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $483,000,000 | 48 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $140,000,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $684,000,000 | 21 |
| Non-managed Assets ($) | $108,467,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $11,000,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $0 | 602 |
| Corporate trust and agency accounts, non-managed assets | $108,201,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $245,000,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,173,000,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $456,000,000 | 29 |
| 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 | $117,153,000,000 | 16 |
| Managed Assets ($) | $15,444,000,000 | 31 |
| Personal trust and agency accounts, managed assets | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,000,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $37,000,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $132,000,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $14,808,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $458,000,000 | 45 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $129,000,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,709,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $0 | 292 |
| Corporate trust and agency accounts, non-managed assets | $101,469,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $223,000,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,000,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,748,000,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $426,000,000 | 27 |
| 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 | $110,264,000,000 | 18 |
| Managed Assets ($) | $14,908,000,000 | 30 |
| Personal trust and agency accounts, managed assets | $0 | 393 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,000,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $37,000,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $123,000,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $14,297,000,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $442,000,000 | 45 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $121,000,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $95,356,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $95,104,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $236,000,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,000,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,857,000,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $410,000,000 | 27 |
| 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 | $113,173,000,000 | 15 |
| Managed Assets ($) | $13,507,000,000 | 30 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,000,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $36,000,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $107,000,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $12,949,000,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $406,000,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $105,000,000 | 140 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,666,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $2,000,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $0 | 296 |
| Corporate trust and agency accounts, non-managed assets | $99,448,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $204,000,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,000,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,913,000,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $375,000,000 | 29 |
| 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 | $101,703,000,000 | 18 |
| Managed Assets ($) | $15,240,000,000 | 30 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 917 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,000,000 | 230 |
| Employee benefit-defined benefit accounts, managed assets | $36,000,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $124,000,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $14,604,000,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $465,000,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $121,000,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $276,000,000 | 29 |
| Non-managed Assets ($) | $86,463,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 378 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 615 |
| Corporate trust and agency accounts, non-managed assets | $86,384,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $62,000,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,000,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,376,000,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $458,000,000 | 27 |
| 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 | $103,949,000,000 | 18 |
| Managed Assets ($) | $15,291,000,000 | 32 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,000,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $34,000,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $120,000,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $14,718,000,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $409,000,000 | 50 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $117,000,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $88,658,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $0 | 299 |
| Corporate trust and agency accounts, non-managed assets | $88,561,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $46,000,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,000,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,148,000,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $462,000,000 | 26 |
| 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 | $105,037,000,000 | 17 |
| Managed Assets ($) | $15,773,000,000 | 31 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 382 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,000,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $34,000,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $116,000,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $15,208,000,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $405,000,000 | 48 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $114,000,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $89,264,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $89,168,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $46,000,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $47,000,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,807,000,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $473,000,000 | 25 |
| 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 | $108,100,000,000 | 16 |
| Managed Assets ($) | $15,594,000,000 | 31 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,000,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $33,000,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $113,000,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $15,042,000,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $396,000,000 | 49 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $111,000,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $92,506,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $92,419,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $38,000,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,000,000 | 43 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,679,000,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $468,000,000 | 23 |
| 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 | $103,999,000,000 | 16 |
| Managed Assets ($) | $14,756,000,000 | 31 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 957 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,000,000 | 232 |
| Employee benefit-defined benefit accounts, managed assets | $32,000,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $105,000,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $14,237,000,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $372,000,000 | 50 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $103,000,000 | 144 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $301,000,000 | 26 |
| Non-managed Assets ($) | $89,243,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $2,000,000 | 395 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $0 | 632 |
| Corporate trust and agency accounts, non-managed assets | $89,162,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $37,000,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,000,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,553,000,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $441,000,000 | 24 |
| 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 | $105,861,000,000 | 16 |
| Managed Assets ($) | $16,194,000,000 | 31 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 391 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,000,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $33,000,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $119,000,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $15,645,000,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $386,000,000 | 48 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $117,000,000 | 139 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $89,667,000,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $0 | 328 |
| Corporate trust and agency accounts, non-managed assets | $89,575,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $44,000,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,000,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,134,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $493,000,000 | 23 |
| 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 | $111,059,000,000 | 16 |
| Managed Assets ($) | $16,224,000,000 | 30 |
| Personal trust and agency accounts, managed assets | $2,000,000 | 391 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,000,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $30,000,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $135,000,000 | 125 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $15,666,000,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $381,000,000 | 48 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $133,000,000 | 119 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $94,835,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 245 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $0 | 328 |
| Corporate trust and agency accounts, non-managed assets | $94,746,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $42,000,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,000,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,155,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $482,000,000 | 23 |
| 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 | $123,668,000,000 | 14 |
| Managed Assets ($) | $17,908,000,000 | 28 |
| Personal trust and agency accounts, managed assets | $2,000,000 | 391 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,000,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $1,140,000,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $138,000,000 | 123 |
| Corporate trust and agency accounts, managed assets | $337,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $15,879,000,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $402,000,000 | 48 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $138,000,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $105,760,000,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $3,000,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $105,671,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $42,000,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,000,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,119,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $520,000,000 | 24 |
| 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 | $136,585,000,000 | 13 |
| Managed Assets ($) | $24,637,000,000 | 23 |
| Personal trust and agency accounts, managed assets | $3,000,000 | 907 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,000,000 | 236 |
| Employee benefit-defined benefit accounts, managed assets | $1,150,000,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $140,000,000 | 120 |
| Corporate trust and agency accounts, managed assets | $6,508,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $16,419,000,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $407,000,000 | 49 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $139,000,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $442,000,000 | 24 |
| Non-managed Assets ($) | $111,948,000,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $5,000,000 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $0 | 646 |
| Corporate trust and agency accounts, non-managed assets | $111,856,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $43,000,000 | 68 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,000,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,479,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $520,000,000 | 24 |
| 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 | $149,107,000,000 | 12 |
| Managed Assets ($) | $26,446,000,000 | 21 |
| Personal trust and agency accounts, managed assets | $3,000,000 | 383 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,000,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $1,126,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $141,000,000 | 118 |
| Corporate trust and agency accounts, managed assets | $6,619,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $18,109,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $438,000,000 | 47 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $139,000,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $122,661,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $8,000,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $0 | 323 |
| Corporate trust and agency accounts, non-managed assets | $122,569,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $43,000,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000,000 | 43 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,465,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $512,000,000 | 23 |
| 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 | $147,867,000,000 | 12 |
| Managed Assets ($) | $26,273,000,000 | 21 |
| Personal trust and agency accounts, managed assets | $7,000,000 | 380 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,000,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $1,088,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $144,000,000 | 112 |
| Corporate trust and agency accounts, managed assets | $6,592,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $18,027,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $405,000,000 | 50 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $142,000,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $121,594,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $8,000,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $79,000,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $121,420,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $47,000,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,000,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,632,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $492,000,000 | 24 |
| 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 | $151,283,000,000 | 12 |
| Managed Assets ($) | $26,683,000,000 | 21 |
| Personal trust and agency accounts, managed assets | $8,000,000 | 382 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,000,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $1,060,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $151,000,000 | 100 |
| Corporate trust and agency accounts, managed assets | $6,588,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $18,448,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $406,000,000 | 51 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $149,000,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $124,600,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $78,000,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $124,405,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $73,000,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,000,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,735,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $490,000,000 | 23 |
| 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 | $143,698,000,000 | 12 |
| Managed Assets ($) | $26,660,000,000 | 20 |
| Personal trust and agency accounts, managed assets | $61,000,000 | 428 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,000,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $1,019,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $143,000,000 | 102 |
| Corporate trust and agency accounts, managed assets | $6,587,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $18,233,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $595,000,000 | 34 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $142,000,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $538,000,000 | 23 |
| Non-managed Assets ($) | $117,038,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 316 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $78,000,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $116,841,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $77,000,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,711,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $494,000,000 | 25 |
| 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 | $149,131,000,000 | 12 |
| Managed Assets ($) | $28,742,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $62,000,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,000,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $1,105,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $147,000,000 | 100 |
| Corporate trust and agency accounts, managed assets | $6,641,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $20,269,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $495,000,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $145,000,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $120,389,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $1,000,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $80,000,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $120,039,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $233,000,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,000,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,809,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $512,000,000 | 23 |
| 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 | $162,336,000,000 | 10 |
| Managed Assets ($) | $30,171,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $14,000,000 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,000,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $899,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $145,000,000 | 98 |
| Corporate trust and agency accounts, managed assets | $6,661,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $21,950,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $479,000,000 | 40 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $143,000,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $132,165,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $81,000,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $131,853,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $190,000,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,000,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,747,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $500,000,000 | 23 |
| 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 | $172,835,000,000 | 10 |
| Managed Assets ($) | $29,817,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $7,000,000 | 387 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,000,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $892,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $146,000,000 | 97 |
| Corporate trust and agency accounts, managed assets | $6,688,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $21,568,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $493,000,000 | 40 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $144,000,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $143,018,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $77,000,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $142,717,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $184,000,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,000,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,031,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $498,000,000 | 23 |
| 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 | $171,046,000,000 | 10 |
| Managed Assets ($) | $28,038,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $5,000,000 | 901 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,000,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $1,190,000,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $147,000,000 | 95 |
| Corporate trust and agency accounts, managed assets | $6,483,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $19,699,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $490,000,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $145,000,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $751,000,000 | 19 |
| Non-managed Assets ($) | $143,008,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $4,000,000 | 393 |
| Corporate trust and agency accounts, non-managed assets | $142,824,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $141,000,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,056,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $491,000,000 | 24 |
| 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 | $166,588,000,000 | 10 |
| Managed Assets ($) | $27,246,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $3,000,000 | 389 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,000,000 | 139 |
| Employee benefit-defined benefit accounts, managed assets | $1,077,000,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $143,000,000 | 96 |
| Corporate trust and agency accounts, managed assets | $6,426,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $19,048,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $522,000,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $141,000,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,342,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $4,000,000 | 233 |
| Corporate trust and agency accounts, non-managed assets | $139,120,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $179,000,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,133,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $498,000,000 | 24 |
| 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 | $161,602,000,000 | 10 |
| Managed Assets ($) | $21,821,000,000 | 22 |
| Personal trust and agency accounts, managed assets | $3,000,000 | 393 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,000,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $1,170,000,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $143,000,000 | 101 |
| Corporate trust and agency accounts, managed assets | $6,217,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $13,691,000,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $571,000,000 | 33 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $140,000,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,781,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $5,000,000 | 225 |
| Corporate trust and agency accounts, non-managed assets | $139,590,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $145,000,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,000,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,468,000,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $534,000,000 | 24 |
| 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 | $160,008,000,000 | 10 |
| Managed Assets ($) | $21,189,000,000 | 22 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 396 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,000,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $1,182,000,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $158,000,000 | 95 |
| Corporate trust and agency accounts, managed assets | $6,209,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $12,875,000,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $736,000,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $141,000,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $138,819,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $4,000,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $138,668,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $132,000,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,594,000,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $533,000,000 | 27 |
| 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 | $167,865,000,000 | 10 |
| Managed Assets ($) | $22,654,000,000 | 21 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 1,085 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,000,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $1,197,000,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $141,000,000 | 101 |
| Corporate trust and agency accounts, managed assets | $6,183,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $14,524,000,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $580,000,000 | 31 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $138,000,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $458,000,000 | 26 |
| Non-managed Assets ($) | $145,211,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 494 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $5,000,000 | 368 |
| Corporate trust and agency accounts, non-managed assets | $145,029,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $137,000,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,000,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,862,000,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $522,000,000 | 28 |
| 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 | $159,686,000,000 | 10 |
| Managed Assets ($) | $20,650,000,000 | 22 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 394 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,000,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $992,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $159,000,000 | 86 |
| Corporate trust and agency accounts, managed assets | $6,166,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $12,546,000,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $758,000,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $149,000,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,036,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $5,000,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $138,866,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $149,000,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,611,501,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $494,000,000 | 27 |
| 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 | $162,564,900,000 | 10 |
| Managed Assets ($) | $20,542,900,000 | 23 |
| Personal trust and agency accounts, managed assets | $900,000 | 396 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,000,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $999,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $159,000,000 | 84 |
| Corporate trust and agency accounts, managed assets | $6,167,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $12,430,000,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $758,000,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $149,000,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $142,022,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $5,000,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $141,852,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $149,000,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,612,000,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $494,000,000 | 28 |
| 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 | $185,426,000,000 | 11 |
| Managed Assets ($) | $40,026,000,000 | 12 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 401 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,419,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,117,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $158,000,000 | 81 |
| Corporate trust and agency accounts, managed assets | $6,153,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $19,442,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $736,000,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $148,000,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,400,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $6,000,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $4,000,000 | 238 |
| Corporate trust and agency accounts, non-managed assets | $145,209,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $172,000,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $36,705,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $529,000,000 | 29 |
| 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 | $188,324,000,000 | 11 |
| Managed Assets ($) | $47,261,000,000 | 12 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 1,114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,756,000,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $1,077,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $159,000,000 | 81 |
| Corporate trust and agency accounts, managed assets | $5,150,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $19,377,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $741,000,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $150,000,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $396,000,000 | 30 |
| Non-managed Assets ($) | $141,063,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $28,000,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 514 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $4,000,000 | 403 |
| Corporate trust and agency accounts, non-managed assets | $140,953,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $69,000,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,818,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $513,000,000 | 31 |
| 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 | $185,984,000,000 | 11 |
| Managed Assets ($) | $46,717,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 379 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,986,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $926,000,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $150,000,000 | 79 |
| Corporate trust and agency accounts, managed assets | $5,147,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $18,795,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $712,000,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $141,000,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $139,267,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $27,000,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $4,000,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $139,162,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $66,000,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000,000 | 78 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,548,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $495,000,000 | 31 |
| 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 | $187,244,000,000 | 11 |
| Managed Assets ($) | $49,544,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 382 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,943,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $739,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $141,000,000 | 81 |
| Corporate trust and agency accounts, managed assets | $8,779,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $18,274,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $667,000,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $133,000,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $137,700,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $27,000,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $4,000,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $137,600,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $61,000,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,965,000,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $476,000,000 | 31 |
| 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 | $214,550,375,000 | 11 |
| Managed Assets ($) | $58,712,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 386 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,041,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $723,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $144,000,000 | 80 |
| Corporate trust and agency accounts, managed assets | $5,095,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $31,008,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $700,000,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $136,000,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $155,838,375,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $29,000,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $6,000,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $155,741,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $54,375,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,407,000,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $467,000,000 | 30 |
| 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 | $199,726,000,000 | 11 |
| Managed Assets ($) | $58,473,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 1,144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,199,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $748,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $135,000,000 | 78 |
| Corporate trust and agency accounts, managed assets | $4,752,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $30,990,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $648,000,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $128,000,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $534,000,000 | 25 |
| Non-managed Assets ($) | $141,253,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $28,000,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 547 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $2,000,000 | 509 |
| Corporate trust and agency accounts, non-managed assets | $141,183,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $40,000,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,595,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $451,000,000 | 28 |
| 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 | $206,882,000,000 | 11 |
| Managed Assets ($) | $59,399,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 368 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,166,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $820,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $141,000,000 | 78 |
| Corporate trust and agency accounts, managed assets | $4,759,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $31,868,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $644,000,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $134,000,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $147,483,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $28,000,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $2,000,000 | 254 |
| Corporate trust and agency accounts, non-managed assets | $147,424,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $29,000,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,594,000,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $445,000,000 | 28 |
| 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 | $205,599,000,000 | 11 |
| Managed Assets ($) | $57,886,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $114,000,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,421,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $745,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $133,000,000 | 78 |
| Corporate trust and agency accounts, managed assets | $4,731,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $30,127,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $615,000,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $126,000,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $147,713,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $27,000,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $3,000,000 | 239 |
| Corporate trust and agency accounts, non-managed assets | $147,660,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $23,000,000 | 66 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,756,000,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $425,000,000 | 28 |
| 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 | $191,273,000,000 | 11 |
| Managed Assets ($) | $62,266,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $366,000,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,592,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $848,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $133,000,000 | 78 |
| Corporate trust and agency accounts, managed assets | $5,637,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $33,059,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $631,000,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $125,000,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $129,007,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $27,000,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,000,000 | 114 |
| Other retirement accounts, non-managed assets | $3,000,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $128,946,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $27,000,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,746,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $439,000,000 | 26 |
| 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 | $188,617,000,000 | 11 |
| Managed Assets ($) | $61,042,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $323,000,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,425,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $810,000,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $126,000,000 | 76 |
| Corporate trust and agency accounts, managed assets | $5,331,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $31,442,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $585,000,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $119,000,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $172,000,000 | 41 |
| Non-managed Assets ($) | $127,575,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $29,000,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 559 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,000,000 | 133 |
| Other retirement accounts, non-managed assets | $0 | 778 |
| Corporate trust and agency accounts, non-managed assets | $127,527,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $15,000,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,701,000,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $413,000,000 | 26 |
| 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 | $174,755,000,000 | 11 |
| Managed Assets ($) | $48,807,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $287,000,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,121,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $718,000,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $124,000,000 | 77 |
| Corporate trust and agency accounts, managed assets | $5,876,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $19,126,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $555,000,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $118,000,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $125,948,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $34,000,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,000,000 | 114 |
| Other retirement accounts, non-managed assets | $3,000,000 | 240 |
| Corporate trust and agency accounts, non-managed assets | $125,893,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $14,000,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,259,000,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $406,000,000 | 24 |
| 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 | $143,660,000,000 | 11 |
| Managed Assets ($) | $44,274,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $359,000,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,479,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $832,000,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $125,000,000 | 84 |
| Corporate trust and agency accounts, managed assets | $6,378,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $14,099,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| Other fiduciary accounts, managed assets | $2,000,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 322 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,386,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $41,000,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,000,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,000,000 | 100 |
| Other retirement accounts, non-managed assets | $438,000,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $98,605,000,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $151,000,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,420,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $148,254,000,000 | 11 |
| Managed Assets ($) | $46,130,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $377,000,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,110,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $868,000,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $125,000,000 | 80 |
| Corporate trust and agency accounts, managed assets | $6,342,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $15,306,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $2,000,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 324 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,124,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $73,000,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $136,000,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,000,000 | 100 |
| Other retirement accounts, non-managed assets | $432,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $101,322,000,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $147,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,431,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $150,309,000,000 | 11 |
| Managed Assets ($) | $44,428,000,000 | 14 |
| Personal trust and agency accounts, managed assets | $348,000,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,104,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $760,000,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $124,000,000 | 78 |
| Corporate trust and agency accounts, managed assets | $5,690,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $14,400,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $2,000,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $105,881,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $72,000,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,000,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,000,000 | 112 |
| Other retirement accounts, non-managed assets | $419,000,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $105,104,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $144,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,371,000,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $150,765,000,000 | 11 |
| Managed Assets ($) | $44,014,000,000 | 14 |
| Personal trust and agency accounts, managed assets | $309,000,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,378,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $895,000,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $123,000,000 | 75 |
| Corporate trust and agency accounts, managed assets | $5,348,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $13,959,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $2,000,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $106,751,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $79,000,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $121,000,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,000,000 | 98 |
| Other retirement accounts, non-managed assets | $396,000,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $106,007,000,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $135,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,866,000,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $149,558,000,000 | 11 |
| Managed Assets ($) | $45,099,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $278,000,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,240,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,194,000,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $126,000,000 | 70 |
| Corporate trust and agency accounts, managed assets | $4,874,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $14,366,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $21,000,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $104,459,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $134,000,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,000,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,000,000 | 102 |
| Other retirement accounts, non-managed assets | $363,000,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $103,721,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $119,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,151,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $151,493,000,000 | 11 |
| Managed Assets ($) | $47,354,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $306,000,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,053,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,403,000,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $137,000,000 | 66 |
| Corporate trust and agency accounts, managed assets | $4,951,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $15,474,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $30,000,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $104,139,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $161,000,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $119,000,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,000,000 | 100 |
| Other retirement accounts, non-managed assets | $382,000,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $103,338,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $127,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,069,000,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $148,041,000,000 | 12 |
| Managed Assets ($) | $44,036,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $297,000,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,331,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,379,000,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $138,000,000 | 64 |
| Corporate trust and agency accounts, managed assets | $4,564,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $12,292,000,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $35,000,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $104,005,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $170,000,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $115,000,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,000,000 | 120 |
| Other retirement accounts, non-managed assets | $350,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $103,228,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $133,000,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,696,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $158,700,000,000 | 11 |
| Managed Assets ($) | $45,967,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $316,000,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,477,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,649,000,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $132,000,000 | 66 |
| Corporate trust and agency accounts, managed assets | $4,452,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $13,941,000,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $112,733,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $168,000,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $109,000,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,000,000 | 110 |
| Other retirement accounts, non-managed assets | $334,000,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $112,113,000,000 | 7 |
| 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 | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,762,000,000 | 28 |
| 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 | $143,172,000,000 | 11 |
| Managed Assets ($) | $45,325,000,000 | 12 |
| Personal trust and agency accounts, managed assets | $372,000,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,974,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,173,000,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $118,000,000 | 69 |
| Corporate trust and agency accounts, managed assets | $4,174,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $13,514,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $97,847,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $172,000,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,000,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,000,000 | 113 |
| Other retirement accounts, non-managed assets | $308,000,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $97,262,000,000 | 7 |
| 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 | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,046,000,000 | 29 |
| 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 | $211,353,000,000 | 11 |
| Managed Assets ($) | $45,999,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $367,000,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,386,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,898,000,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $106,000,000 | 71 |
| Corporate trust and agency accounts, managed assets | $3,327,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $14,915,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $165,354,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $174,000,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,000,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,000,000 | 112 |
| Other retirement accounts, non-managed assets | $281,000,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $164,805,000,000 | 7 |
| 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 | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,863,000,000 | 30 |
| 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 | $195,217,000,000 | 11 |
| Managed Assets ($) | $45,578,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $443,000,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,468,000,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $1,749,000,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $110,000,000 | 74 |
| Corporate trust and agency accounts, managed assets | $3,316,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $15,492,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $149,639,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $199,000,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,000,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,000,000 | 133 |
| Other retirement accounts, non-managed assets | $293,000,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $148,924,000,000 | 7 |
| 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 | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,958,000,000 | 30 |
| 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 | $171,108,000,000 | 13 |
| Managed Assets ($) | $47,089,000,000 | 14 |
| Personal trust and agency accounts, managed assets | $519,000,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,458,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,000,000,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $124,000,000 | 73 |
| Corporate trust and agency accounts, managed assets | $2,927,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $18,061,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $124,019,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $227,000,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $237,000,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,000,000 | 129 |
| Other retirement accounts, non-managed assets | $355,000,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $123,195,000,000 | 7 |
| 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 | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,354,000,000 | 32 |
| 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 | $166,213,000,000 | 15 |
| Managed Assets ($) | $47,936,000,000 | 16 |
| Personal trust and agency accounts, managed assets | $593,000,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,092,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,015,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $135,000,000 | 72 |
| Corporate trust and agency accounts, managed assets | $2,778,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $19,323,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $118,277,000,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $193,000,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $281,000,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,000,000 | 131 |
| Other retirement accounts, non-managed assets | $382,000,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $117,415,000,000 | 7 |
| 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 | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,908,000,000 | 34 |
| 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 | $171,761,000,000 | 15 |
| Managed Assets ($) | $49,249,000,000 | 15 |
| Personal trust and agency accounts, managed assets | $592,000,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,018,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,942,000,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $135,000,000 | 72 |
| Corporate trust and agency accounts, managed assets | $1,758,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $20,804,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $122,512,000,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $202,000,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $240,000,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,000,000 | 147 |
| Other retirement accounts, non-managed assets | $385,000,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $121,683,000,000 | 7 |
| 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 | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,390,000,000 | 33 |
| 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 | $261,562,000,000 | 13 |
| Managed Assets ($) | $47,836,000,000 | 15 |
| Personal trust and agency accounts, managed assets | $683,000,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,783,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $3,161,000,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $139,000,000 | 66 |
| Corporate trust and agency accounts, managed assets | $1,770,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $20,300,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $213,726,000,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $450,000,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $238,000,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 204 |
| Other retirement accounts, non-managed assets | $393,000,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $212,644,000,000 | 7 |
| 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 | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,618,000,000 | 32 |
| 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 | $234,564,000,000 | 14 |
| Managed Assets ($) | $42,511,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $721,000,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,461,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $3,401,000,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $146,000,000 | 63 |
| Corporate trust and agency accounts, managed assets | $2,067,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $19,715,000,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $192,053,000,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $298,000,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $238,000,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 152 |
| Other retirement accounts, non-managed assets | $384,000,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $191,132,000,000 | 7 |
| 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 | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,995,000,000 | 33 |
| 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 | $174,325,000,000 | 15 |
| Managed Assets ($) | $39,948,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $721,000,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,438,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $3,772,000,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $140,000,000 | 64 |
| Corporate trust and agency accounts, managed assets | $2,239,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $16,638,000,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $134,377,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $152,000,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $227,000,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $374,000,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $133,624,000,000 | 7 |
| 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 | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,725,000,000 | 36 |
| 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 | $155,054,000,000 | 15 |
| Managed Assets ($) | $42,207,000,000 | 20 |
| Personal trust and agency accounts, managed assets | $795,000,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $636,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $20,202,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $130,000,000 | 65 |
| Corporate trust and agency accounts, managed assets | $2,255,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $18,189,000,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $112,847,000,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $117,000,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $224,000,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 156 |
| Other retirement accounts, non-managed assets | $360,000,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $112,145,000,000 | 7 |
| 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 | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,216,000,000 | 37 |
| 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 | $141,718,000,000 | 15 |
| Managed Assets ($) | $38,770,000,000 | 20 |
| Personal trust and agency accounts, managed assets | $805,000,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $652,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $20,136,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $130,000,000 | 63 |
| Corporate trust and agency accounts, managed assets | $2,082,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $14,965,000,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,948,000,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $116,000,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,000,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $362,000,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $102,250,000,000 | 7 |
| 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 | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,037,000,000 | 38 |
| 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 | $138,186,000,000 | 15 |
| Managed Assets ($) | $38,300,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $750,000,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $668,000,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $19,816,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $132,000,000 | 67 |
| Corporate trust and agency accounts, managed assets | $2,260,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $14,674,000,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,886,000,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $107,000,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $213,000,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $350,000,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $99,216,000,000 | 8 |
| 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 | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,212,000,000 | 41 |
| 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 | $123,271,000,000 | 16 |
| Managed Assets ($) | $38,111,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $720,000,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $670,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $20,370,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $118,000,000 | 72 |
| Corporate trust and agency accounts, managed assets | $2,026,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $14,207,000,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $85,160,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $100,000,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $217,000,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 167 |
| Other retirement accounts, non-managed assets | $346,000,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $84,496,000,000 | 9 |
| 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 | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,189,000,000 | 40 |
| 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 | $114,280,000,000 | 17 |
| Managed Assets ($) | $38,626,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $756,000,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $695,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $20,832,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $119,000,000 | 72 |
| Corporate trust and agency accounts, managed assets | $2,004,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $14,220,000,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $75,654,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $98,000,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $214,000,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 165 |
| Other retirement accounts, non-managed assets | $339,000,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $75,002,000,000 | 10 |
| 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 | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,117,000,000 | 40 |
| 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 | $130,865,000,000 | 15 |
| Managed Assets ($) | $39,634,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $746,000,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $712,000,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $20,512,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $121,000,000 | 68 |
| Corporate trust and agency accounts, managed assets | $1,943,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $15,600,000,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $91,231,000,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $90,000,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $219,000,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 223 |
| Other retirement accounts, non-managed assets | $324,000,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $90,597,000,000 | 8 |
| 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 | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,303,000,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | 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 | $134,575,400,000 | 14 |
| Managed Assets ($) | $50,321,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $2,522,000,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $757,000,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $27,410,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $140,000,000 | 60 |
| Corporate trust and agency accounts, managed assets | $2,530,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $16,962,000,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $84,254,400,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $89,000,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $268,000,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $400,000 | 170 |
| Other retirement accounts, non-managed assets | $317,000,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $83,580,000,000 | 8 |
| 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 | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,208,137,000 | 36 |
| 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 | $110,461,000,000 | 15 |
| Managed Assets ($) | $48,783,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $4,032,000,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $756,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $27,000,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $116,000,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $16,879,000,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $61,678,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $255,000,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 158 |
| Other retirement accounts, non-managed assets | $326,000,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $61,096,000,000 | 10 |
| 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 | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,381,000,000 | 35 |
| 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 | $107,177,600,000 | 15 |
| Managed Assets ($) | $43,712,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $5,081,000,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $690,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $22,231,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $31,000,000 | 183 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $15,679,000,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,465,600,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $3,600,000 | 264 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $63,462,000,000 | 10 |
| 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 | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,102,000,000 | 38 |
| 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 | $117,300,100,000 | 14 |
| Managed Assets ($) | $44,439,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $4,105,000,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,494,000,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $22,431,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $125,000,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $16,284,000,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $72,861,100,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $4,100,000 | 410 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $0 | 862 |
| Corporate trust and agency accounts, non-managed assets | $72,857,000,000 | 8 |
| 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 | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,774,000,000 | 37 |
| 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 | $115,574,200,000 | 13 |
| Managed Assets ($) | $43,960,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $3,476,000,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,458,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $22,167,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $116,000,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $16,743,000,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $71,614,200,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $5,200,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| Corporate trust and agency accounts, non-managed assets | $71,609,000,000 | 8 |
| 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 | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,690,000,000 | 40 |
| 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 | $111,242,000,000 | 13 |
| Managed Assets ($) | $46,784,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $3,118,000,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,451,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $22,177,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $20,038,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $64,458,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $17,000,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 338 |
| Corporate trust and agency accounts, non-managed assets | $64,441,000,000 | 8 |
| 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 | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,926,000,000 | 24 |
| 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 | $103,654,000,000 | 14 |
| Managed Assets ($) | $48,846,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $3,220,000,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,474,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $24,019,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $20,133,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,808,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $18,000,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $54,790,000,000 | 8 |
| 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 | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,989,000,000 | 26 |
| 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 | $95,567,000,000 | 16 |
| Managed Assets ($) | $44,310,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $3,595,000,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,168,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $23,544,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $14,003,000,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,257,000,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $18,000,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $0 | 879 |
| Corporate trust and agency accounts, non-managed assets | $51,239,000,000 | 8 |
| 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 | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $995,458,000,000 | 6 |
| 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 | $140,506,000,000 | 11 |
| Managed Assets ($) | $47,691,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $3,410,000,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,079,000,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $27,457,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $13,745,000,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $92,815,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $16,000,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,171,000,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,213,000,000 | 11 |
| Other retirement accounts, non-managed assets | $1,340,000,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $47,478,000,000 | 8 |
| 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 | $597,000,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,371,035,000,000 | 5 |
| 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 | $209,880,000,000 | 10 |
| Managed Assets ($) | $68,519,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $2,731,000,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,210,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $1,364,000,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $22,214,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $141,361,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $19,000,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,421,000,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,829,000,000 | 7 |
| Other retirement accounts, non-managed assets | $2,515,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $45,464,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,113,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,598,127,000,000 | 5 |
| 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 | $220,832,000,000 | 10 |
| Managed Assets ($) | $60,994,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $2,470,000,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,265,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $1,113,000,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $20,146,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $159,838,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $22,000,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,954,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,142,000,000 | 7 |
| Other retirement accounts, non-managed assets | $2,189,000,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $44,487,000,000 | 8 |
| 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 | $3,044,000,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,673,787,000,000 | 5 |
| 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 | $306,047,000,000 | 9 |
| Managed Assets ($) | $171,777,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $3,138,000,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,218,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $13,781,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,000,000 | 665 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $68,003,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,636,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $26,659,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $134,270,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $23,000,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,156,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,526,000,000 | 7 |
| Other retirement accounts, non-managed assets | $2,402,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,163,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,805,634,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,817,000,000 | 7 |
| 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 | $410,469,000,000 | 8 |
| Managed Assets ($) | $212,930,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $3,745,000,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,612,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $18,644,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $1,000,000 | 614 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $85,960,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $25,968,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $32,237,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $197,539,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $181,000,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,660,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,320,000,000 | 7 |
| Other retirement accounts, non-managed assets | $2,594,000,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,784,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,901,209,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,921,000,000 | 5 |
| 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 |