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Fifth Third Bank, Total Fiduciary and Related Assets

2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$44,430,658,00028
Managed Assets ($)$31,309,754,00017
Personal trust and agency accounts, managed assets$8,435,990,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,598,426,0009
Employee benefit-defined benefit accounts, managed assets$1,275,346,00016
Other employee benefit and retirement-related accounts, managed assets$2,986,954,00015
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$14,089,647,00021
Foundation and endowment trust and agency accounts, managed assets$2,030,867,00016
Other fiduciary accounts, managed assets$892,524,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,814,054,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,120,904,00038
Personal trust and agency accounts, non-managed assets$751,373,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,619,280,00018
Employee benefit-defined benefit accounts, non-managed Assets$1,874,066,00028
Other retirement accounts, non-managed assets$426,775,00029
Corporate trust and agency accounts, non-managed assets$0121
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$4,161,00088
Other fiduciary accounts, non-managed assets$1,445,249,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$290,560,955,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$154,389,00040
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$44,867,919,00028
Managed Assets ($)$30,157,127,00019
Personal trust and agency accounts, managed assets$8,307,441,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$785,524,00018
Employee benefit-defined benefit accounts, managed assets$1,308,790,00015
Other employee benefit and retirement-related accounts, managed assets$2,816,076,00015
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$12,248,667,00021
Foundation and endowment trust and agency accounts, managed assets$3,716,415,00011
Other fiduciary accounts, managed assets$974,214,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,816,076,00012
Investments of managed fiduciary accts in advised or sponsored mutual funds$3,444,00039
Non-managed Assets ($)$14,710,792,00035
Personal trust and agency accounts, non-managed assets$1,068,046,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,647,704,00017
Employee benefit-defined benefit accounts, non-managed Assets$1,919,505,00029
Other retirement accounts, non-managed assets$209,949,00040
Corporate trust and agency accounts, non-managed assets$0224
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$259,455,00020
Other fiduciary accounts, non-managed assets$1,606,133,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$290,060,608,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$162,461,00041
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$42,981,982,00028
Managed Assets ($)$29,223,006,00019
Personal trust and agency accounts, managed assets$8,244,631,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$794,470,00016
Employee benefit-defined benefit accounts, managed assets$1,275,209,00015
Other employee benefit and retirement-related accounts, managed assets$2,714,000,00015
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$11,852,499,00021
Foundation and endowment trust and agency accounts, managed assets$3,500,479,00011
Other fiduciary accounts, managed assets$841,718,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,714,000,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,758,976,00037
Personal trust and agency accounts, non-managed assets$1,003,397,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,285,265,00016
Employee benefit-defined benefit accounts, non-managed Assets$1,852,235,00029
Other retirement accounts, non-managed assets$211,343,00037
Corporate trust and agency accounts, non-managed assets$0125
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$285,038,00021
Other fiduciary accounts, non-managed assets$1,121,698,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$278,884,979,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$166,026,00038
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$41,337,462,00027
Managed Assets ($)$28,185,304,00019
Personal trust and agency accounts, managed assets$8,047,865,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$728,420,00018
Employee benefit-defined benefit accounts, managed assets$1,237,166,00015
Other employee benefit and retirement-related accounts, managed assets$2,637,174,00015
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$11,467,267,00021
Foundation and endowment trust and agency accounts, managed assets$3,475,049,00012
Other fiduciary accounts, managed assets$592,363,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,637,174,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,152,158,00036
Personal trust and agency accounts, non-managed assets$1,087,010,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,678,273,00016
Employee benefit-defined benefit accounts, non-managed Assets$1,791,545,00029
Other retirement accounts, non-managed assets$173,068,00042
Corporate trust and agency accounts, non-managed assets$0123
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$289,150,00020
Other fiduciary accounts, non-managed assets$1,133,112,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$262,945,797,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$172,002,00038
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,889,239,00028
Managed Assets ($)$27,860,881,00019
Personal trust and agency accounts, managed assets$8,254,623,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$729,450,00017
Employee benefit-defined benefit accounts, managed assets$1,215,490,00016
Other employee benefit and retirement-related accounts, managed assets$2,546,446,00015
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$11,189,578,00021
Foundation and endowment trust and agency accounts, managed assets$3,405,876,00012
Other fiduciary accounts, managed assets$519,418,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,546,446,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,028,358,00036
Personal trust and agency accounts, non-managed assets$1,125,412,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,525,488,00015
Employee benefit-defined benefit accounts, non-managed Assets$1,783,620,00029
Other retirement accounts, non-managed assets$180,910,00040
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$292,886,00020
Other fiduciary accounts, non-managed assets$1,120,042,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$256,976,779,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$176,604,00036
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$39,540,051,00027
Managed Assets ($)$26,822,551,00019
Personal trust and agency accounts, managed assets$8,077,420,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$705,787,00015
Employee benefit-defined benefit accounts, managed assets$1,211,807,00016
Other employee benefit and retirement-related accounts, managed assets$2,448,352,00015
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$10,751,760,00021
Foundation and endowment trust and agency accounts, managed assets$3,318,295,00012
Other fiduciary accounts, managed assets$309,130,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,448,352,00012
Investments of managed fiduciary accts in advised or sponsored mutual funds$4,594,00041
Non-managed Assets ($)$12,717,500,00035
Personal trust and agency accounts, non-managed assets$1,102,576,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,139,304,00016
Employee benefit-defined benefit accounts, non-managed Assets$1,730,528,00029
Other retirement accounts, non-managed assets$191,149,00039
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$0367
Foundation and endowment trust and agency accounts, non-managed assets$279,565,00019
Other fiduciary accounts, non-managed assets$1,274,378,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$251,084,127,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$187,091,00037
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$39,010,103,00028
Managed Assets ($)$26,660,047,00020
Personal trust and agency accounts, managed assets$8,018,092,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$688,082,00016
Employee benefit-defined benefit accounts, managed assets$1,250,556,00017
Other employee benefit and retirement-related accounts, managed assets$2,412,460,00015
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$10,585,906,00021
Foundation and endowment trust and agency accounts, managed assets$3,386,049,00011
Other fiduciary accounts, managed assets$318,902,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,412,460,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,350,056,00036
Personal trust and agency accounts, non-managed assets$1,151,506,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,371,924,00017
Employee benefit-defined benefit accounts, non-managed Assets$2,149,005,00025
Other retirement accounts, non-managed assets$191,954,00037
Corporate trust and agency accounts, non-managed assets$0131
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$277,104,00019
Other fiduciary accounts, non-managed assets$1,208,563,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$249,486,395,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$191,954,00033
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,158,987,00026
Managed Assets ($)$26,116,700,00020
Personal trust and agency accounts, managed assets$18,261,535,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$653,336,00020
Employee benefit-defined benefit accounts, managed assets$1,203,127,00015
Other employee benefit and retirement-related accounts, managed assets$2,499,831,00015
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$839,186,00079
Foundation and endowment trust and agency accounts, managed assets$2,439,744,00012
Other fiduciary accounts, managed assets$219,941,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,329,302,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,042,287,00033
Personal trust and agency accounts, non-managed assets$1,453,251,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,036,220,00017
Employee benefit-defined benefit accounts, non-managed Assets$2,205,718,00025
Other retirement accounts, non-managed assets$396,355,00030
Corporate trust and agency accounts, non-managed assets$165,000111
Investment management and advisory agency accounts, non-managed assets$0222
Foundation and endowment trust and agency accounts, non-managed assets$0159
Other fiduciary accounts, non-managed assets$950,578,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$242,843,318,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$184,523,00034
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$37,723,845,00026
Managed Assets ($)$25,939,150,00020
Personal trust and agency accounts, managed assets$18,304,465,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$652,232,00020
Employee benefit-defined benefit accounts, managed assets$1,163,084,00015
Other employee benefit and retirement-related accounts, managed assets$2,441,626,00015
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$830,309,00080
Foundation and endowment trust and agency accounts, managed assets$2,327,013,00012
Other fiduciary accounts, managed assets$220,421,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,267,332,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,784,695,00034
Personal trust and agency accounts, non-managed assets$1,383,869,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,988,730,00017
Employee benefit-defined benefit accounts, non-managed Assets$2,140,845,00025
Other retirement accounts, non-managed assets$386,659,00027
Corporate trust and agency accounts, non-managed assets$165,000116
Investment management and advisory agency accounts, non-managed assets$0225
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$884,427,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$241,085,858,00011
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$181,335,00035
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$37,582,764,00024
Managed Assets ($)$25,861,991,00020
Personal trust and agency accounts, managed assets$18,199,219,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$627,435,00019
Employee benefit-defined benefit accounts, managed assets$1,051,398,00017
Other employee benefit and retirement-related accounts, managed assets$2,455,810,00015
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$879,617,00076
Foundation and endowment trust and agency accounts, managed assets$2,427,448,00012
Other fiduciary accounts, managed assets$221,064,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,267,523,00012
Investments of managed fiduciary accts in advised or sponsored mutual funds$5,436,00045
Non-managed Assets ($)$11,720,773,00035
Personal trust and agency accounts, non-managed assets$1,531,891,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,865,731,00016
Employee benefit-defined benefit accounts, non-managed Assets$2,122,770,00025
Other retirement accounts, non-managed assets$384,208,00030
Corporate trust and agency accounts, non-managed assets$165,000188
Investment management and advisory agency accounts, non-managed assets$3,918,000197
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$812,090,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$235,611,770,00012
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$181,341,00037
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$36,728,636,00025
Managed Assets ($)$25,146,862,00020
Personal trust and agency accounts, managed assets$17,742,205,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$604,926,00019
Employee benefit-defined benefit accounts, managed assets$1,030,303,00017
Other employee benefit and retirement-related accounts, managed assets$2,367,551,00014
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$775,764,00077
Foundation and endowment trust and agency accounts, managed assets$2,328,213,00012
Other fiduciary accounts, managed assets$297,900,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,174,196,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,581,774,00034
Personal trust and agency accounts, non-managed assets$1,571,611,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,675,586,00017
Employee benefit-defined benefit accounts, non-managed Assets$2,107,923,00024
Other retirement accounts, non-managed assets$356,442,00030
Corporate trust and agency accounts, non-managed assets$165,000115
Investment management and advisory agency accounts, non-managed assets$4,043,000129
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$866,004,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$238,647,725,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$181,074,00036
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,417,163,00023
Managed Assets ($)$26,755,323,00019
Personal trust and agency accounts, managed assets$18,705,874,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$847,445,00013
Employee benefit-defined benefit accounts, managed assets$1,170,316,00016
Other employee benefit and retirement-related accounts, managed assets$2,444,860,00015
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$846,062,00077
Foundation and endowment trust and agency accounts, managed assets$2,433,918,00013
Other fiduciary accounts, managed assets$306,848,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,219,281,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,661,840,00032
Personal trust and agency accounts, non-managed assets$1,501,257,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,290,411,00017
Employee benefit-defined benefit accounts, non-managed Assets$1,675,313,00026
Other retirement accounts, non-managed assets$371,803,00030
Corporate trust and agency accounts, non-managed assets$165,000114
Investment management and advisory agency accounts, non-managed assets$4,373,000127
Foundation and endowment trust and agency accounts, non-managed assets$182,000139
Other fiduciary accounts, non-managed assets$818,336,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$246,235,164,00011
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$204,945,00036
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,357,171,00024
Managed Assets ($)$27,123,797,00018
Personal trust and agency accounts, managed assets$19,277,088,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$648,538,00014
Employee benefit-defined benefit accounts, managed assets$1,170,316,00018
Other employee benefit and retirement-related accounts, managed assets$2,444,178,00015
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$840,957,00078
Foundation and endowment trust and agency accounts, managed assets$2,438,645,00013
Other fiduciary accounts, managed assets$304,075,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,218,599,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,233,374,00035
Personal trust and agency accounts, non-managed assets$1,703,379,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,659,823,00019
Employee benefit-defined benefit accounts, non-managed Assets$1,675,313,00026
Other retirement accounts, non-managed assets$371,803,00031
Corporate trust and agency accounts, non-managed assets$165,000118
Investment management and advisory agency accounts, non-managed assets$4,373,000129
Foundation and endowment trust and agency accounts, non-managed assets$182,000140
Other fiduciary accounts, non-managed assets$818,336,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$247,268,941,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$204,945,00038
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,092,204,00024
Managed Assets ($)$26,871,075,00018
Personal trust and agency accounts, managed assets$19,187,955,0008
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$635,510,00016
Employee benefit-defined benefit accounts, managed assets$1,179,274,00018
Other employee benefit and retirement-related accounts, managed assets$2,371,412,00015
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$832,882,00076
Foundation and endowment trust and agency accounts, managed assets$2,366,153,00013
Other fiduciary accounts, managed assets$297,889,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,153,407,00013
Investments of managed fiduciary accts in advised or sponsored mutual funds$4,966,00049
Non-managed Assets ($)$11,221,129,00035
Personal trust and agency accounts, non-managed assets$1,818,463,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,558,251,00019
Employee benefit-defined benefit accounts, non-managed Assets$1,656,196,00026
Other retirement accounts, non-managed assets$381,648,00031
Corporate trust and agency accounts, non-managed assets$165,000189
Investment management and advisory agency accounts, non-managed assets$4,322,000176
Foundation and endowment trust and agency accounts, non-managed assets$179,000185
Other fiduciary accounts, non-managed assets$801,905,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$246,920,645,00011
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$207,059,00040
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,987,030,00023
Managed Assets ($)$26,455,282,00017
Personal trust and agency accounts, managed assets$9,679,909,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$590,882,00018
Employee benefit-defined benefit accounts, managed assets$1,284,670,00016
Other employee benefit and retirement-related accounts, managed assets$2,482,678,00015
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$10,009,889,00020
Foundation and endowment trust and agency accounts, managed assets$1,747,850,00015
Other fiduciary accounts, managed assets$659,404,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,118,331,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,531,748,00031
Personal trust and agency accounts, non-managed assets$1,903,708,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,380,818,00019
Employee benefit-defined benefit accounts, non-managed Assets$3,740,815,00022
Other retirement accounts, non-managed assets$2,291,477,00016
Corporate trust and agency accounts, non-managed assets$165,000119
Investment management and advisory agency accounts, non-managed assets$178,725,00024
Foundation and endowment trust and agency accounts, non-managed assets$11,702,00073
Other fiduciary accounts, non-managed assets$24,338,00042
Memoranda
Custody and safekeeping accounts, non-managed assets$239,625,913,00012
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$208,294,00037
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$41,469,694,00023
Managed Assets ($)$26,522,415,00017
Personal trust and agency accounts, managed assets$9,746,108,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$599,903,00018
Employee benefit-defined benefit accounts, managed assets$1,317,649,00015
Other employee benefit and retirement-related accounts, managed assets$2,470,307,00016
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$10,017,507,00020
Foundation and endowment trust and agency accounts, managed assets$1,758,109,00015
Other fiduciary accounts, managed assets$612,832,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,097,033,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,947,279,00029
Personal trust and agency accounts, non-managed assets$1,869,279,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,443,313,00019
Employee benefit-defined benefit accounts, non-managed Assets$3,695,796,00022
Other retirement accounts, non-managed assets$2,354,560,00016
Corporate trust and agency accounts, non-managed assets$165,000118
Investment management and advisory agency accounts, non-managed assets$259,302,00021
Foundation and endowment trust and agency accounts, non-managed assets$11,661,00072
Other fiduciary accounts, non-managed assets$313,203,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$240,338,560,00011
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$215,053,00037
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,151,045,00024
Managed Assets ($)$25,714,536,00020
Personal trust and agency accounts, managed assets$9,458,851,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$583,698,00019
Employee benefit-defined benefit accounts, managed assets$1,283,983,00016
Other employee benefit and retirement-related accounts, managed assets$2,416,009,00017
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$9,723,084,00020
Foundation and endowment trust and agency accounts, managed assets$1,737,762,00015
Other fiduciary accounts, managed assets$511,149,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,993,878,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,436,509,00030
Personal trust and agency accounts, non-managed assets$1,986,709,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,247,660,00020
Employee benefit-defined benefit accounts, non-managed Assets$3,625,248,00023
Other retirement accounts, non-managed assets$2,259,518,00017
Corporate trust and agency accounts, non-managed assets$165,000120
Investment management and advisory agency accounts, non-managed assets$63,546,00045
Foundation and endowment trust and agency accounts, non-managed assets$21,461,00055
Other fiduciary accounts, non-managed assets$232,202,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$239,950,244,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$214,908,00036
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$39,372,529,00024
Managed Assets ($)$25,247,175,00020
Personal trust and agency accounts, managed assets$9,568,973,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$616,988,00018
Employee benefit-defined benefit accounts, managed assets$1,141,376,00017
Other employee benefit and retirement-related accounts, managed assets$2,292,766,00017
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$9,481,055,00019
Foundation and endowment trust and agency accounts, managed assets$1,714,310,00015
Other fiduciary accounts, managed assets$431,706,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,928,230,00013
Investments of managed fiduciary accts in advised or sponsored mutual funds$9,452,00048
Non-managed Assets ($)$14,125,354,00029
Personal trust and agency accounts, non-managed assets$1,763,308,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,066,922,00019
Employee benefit-defined benefit accounts, non-managed Assets$3,705,456,00022
Other retirement accounts, non-managed assets$2,241,885,00017
Corporate trust and agency accounts, non-managed assets$165,000193
Investment management and advisory agency accounts, non-managed assets$94,555,00036
Foundation and endowment trust and agency accounts, non-managed assets$22,278,00055
Other fiduciary accounts, non-managed assets$230,784,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$240,024,096,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$226,143,00039
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$37,899,687,00025
Managed Assets ($)$24,613,923,00021
Personal trust and agency accounts, managed assets$9,404,646,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$578,263,00020
Employee benefit-defined benefit accounts, managed assets$1,134,997,00018
Other employee benefit and retirement-related accounts, managed assets$2,170,931,00017
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$9,267,627,00017
Foundation and endowment trust and agency accounts, managed assets$1,615,832,00014
Other fiduciary accounts, managed assets$441,627,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,822,875,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,285,764,00029
Personal trust and agency accounts, non-managed assets$1,716,006,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,853,383,00019
Employee benefit-defined benefit accounts, non-managed Assets$3,471,847,00022
Other retirement accounts, non-managed assets$1,863,440,00017
Corporate trust and agency accounts, non-managed assets$165,000112
Investment management and advisory agency accounts, non-managed assets$26,814,00064
Foundation and endowment trust and agency accounts, non-managed assets$22,388,00052
Other fiduciary accounts, non-managed assets$331,722,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$259,058,271,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$198,932,00038
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$37,445,264,00024
Managed Assets ($)$23,739,592,00021
Personal trust and agency accounts, managed assets$9,139,161,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$568,215,00020
Employee benefit-defined benefit accounts, managed assets$1,078,220,00019
Other employee benefit and retirement-related accounts, managed assets$2,069,443,00017
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$8,928,566,00017
Foundation and endowment trust and agency accounts, managed assets$1,542,701,00014
Other fiduciary accounts, managed assets$413,285,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,721,270,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,705,672,00029
Personal trust and agency accounts, non-managed assets$1,694,643,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,753,403,00019
Employee benefit-defined benefit accounts, non-managed Assets$3,327,061,00021
Other retirement accounts, non-managed assets$1,796,951,00018
Corporate trust and agency accounts, non-managed assets$165,000112
Investment management and advisory agency accounts, non-managed assets$844,899,00010
Foundation and endowment trust and agency accounts, non-managed assets$2,582,00098
Other fiduciary accounts, non-managed assets$285,969,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$253,667,529,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$205,191,00040
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,762,428,00023
Managed Assets ($)$23,954,010,00021
Personal trust and agency accounts, managed assets$9,271,613,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$587,870,00019
Employee benefit-defined benefit accounts, managed assets$1,093,122,00020
Other employee benefit and retirement-related accounts, managed assets$2,022,859,00017
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$9,100,867,00016
Foundation and endowment trust and agency accounts, managed assets$1,487,723,00014
Other fiduciary accounts, managed assets$389,956,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,693,910,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,808,418,00029
Personal trust and agency accounts, non-managed assets$1,784,873,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,845,761,00019
Employee benefit-defined benefit accounts, non-managed Assets$3,400,270,00021
Other retirement accounts, non-managed assets$1,825,063,00019
Corporate trust and agency accounts, non-managed assets$165,000114
Investment management and advisory agency accounts, non-managed assets$1,861,682,0006
Foundation and endowment trust and agency accounts, non-managed assets$2,604,00099
Other fiduciary accounts, non-managed assets$88,000,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$257,853,856,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$209,617,00038
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$36,595,590,00023
Managed Assets ($)$22,223,349,00021
Personal trust and agency accounts, managed assets$8,767,538,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$312,650,00031
Employee benefit-defined benefit accounts, managed assets$1,088,614,00020
Other employee benefit and retirement-related accounts, managed assets$1,781,616,00017
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$8,520,027,00016
Foundation and endowment trust and agency accounts, managed assets$1,398,693,00015
Other fiduciary accounts, managed assets$354,211,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,559,846,00012
Investments of managed fiduciary accts in advised or sponsored mutual funds$12,925,00051
Non-managed Assets ($)$14,372,241,00028
Personal trust and agency accounts, non-managed assets$1,739,118,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,693,527,00019
Employee benefit-defined benefit accounts, non-managed Assets$3,224,631,00021
Other retirement accounts, non-managed assets$1,785,756,00018
Corporate trust and agency accounts, non-managed assets$165,000203
Investment management and advisory agency accounts, non-managed assets$1,849,923,0006
Foundation and endowment trust and agency accounts, non-managed assets$18,058,00053
Other fiduciary accounts, non-managed assets$61,063,00036
Memoranda
Custody and safekeeping accounts, non-managed assets$249,710,414,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$214,147,00038
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$36,310,044,00022
Managed Assets ($)$21,870,602,00021
Personal trust and agency accounts, managed assets$8,607,259,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$446,887,00024
Employee benefit-defined benefit accounts, managed assets$1,115,658,00020
Other employee benefit and retirement-related accounts, managed assets$1,696,666,00016
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$8,332,365,00017
Foundation and endowment trust and agency accounts, managed assets$1,311,642,00016
Other fiduciary accounts, managed assets$360,125,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,535,637,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,439,442,00026
Personal trust and agency accounts, non-managed assets$1,828,373,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,848,811,00019
Employee benefit-defined benefit accounts, non-managed Assets$3,063,540,00022
Other retirement accounts, non-managed assets$1,779,415,00018
Corporate trust and agency accounts, non-managed assets$165,000106
Investment management and advisory agency accounts, non-managed assets$1,777,407,0006
Foundation and endowment trust and agency accounts, non-managed assets$2,692,00093
Other fiduciary accounts, non-managed assets$139,039,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$241,812,423,00010
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$208,957,00035
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,219,104,00022
Managed Assets ($)$21,207,297,00020
Personal trust and agency accounts, managed assets$8,439,930,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$443,102,00025
Employee benefit-defined benefit accounts, managed assets$1,084,577,00020
Other employee benefit and retirement-related accounts, managed assets$1,604,174,00016
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$8,063,572,00018
Foundation and endowment trust and agency accounts, managed assets$1,223,143,00015
Other fiduciary accounts, managed assets$348,799,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,445,544,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,011,807,00027
Personal trust and agency accounts, non-managed assets$1,842,275,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,654,929,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,771,505,00023
Other retirement accounts, non-managed assets$1,896,622,00017
Corporate trust and agency accounts, non-managed assets$165,000111
Investment management and advisory agency accounts, non-managed assets$1,735,772,0006
Foundation and endowment trust and agency accounts, non-managed assets$2,182,00094
Other fiduciary accounts, non-managed assets$108,357,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$234,746,641,0009
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$204,367,00035
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,508,723,00021
Managed Assets ($)$21,098,539,00020
Personal trust and agency accounts, managed assets$8,467,590,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$339,249,00029
Employee benefit-defined benefit accounts, managed assets$1,057,790,00020
Other employee benefit and retirement-related accounts, managed assets$1,602,190,00016
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$8,095,585,00017
Foundation and endowment trust and agency accounts, managed assets$1,216,115,00017
Other fiduciary accounts, managed assets$320,020,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,435,961,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,410,184,00027
Personal trust and agency accounts, non-managed assets$2,022,914,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,859,937,00020
Employee benefit-defined benefit accounts, non-managed Assets$2,449,694,00024
Other retirement accounts, non-managed assets$1,940,699,00017
Corporate trust and agency accounts, non-managed assets$165,000116
Investment management and advisory agency accounts, non-managed assets$1,993,485,0006
Foundation and endowment trust and agency accounts, non-managed assets$2,595,00091
Other fiduciary accounts, non-managed assets$140,695,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$238,724,885,0009
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$216,584,00034
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,284,405,00024
Managed Assets ($)$20,013,437,00019
Personal trust and agency accounts, managed assets$8,176,985,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$279,162,00033
Employee benefit-defined benefit accounts, managed assets$982,974,00018
Other employee benefit and retirement-related accounts, managed assets$1,481,653,00015
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$7,619,758,00018
Foundation and endowment trust and agency accounts, managed assets$1,156,853,00015
Other fiduciary accounts, managed assets$316,052,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,330,460,00012
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,042,176,00020
Non-managed Assets ($)$13,270,968,00027
Personal trust and agency accounts, non-managed assets$1,993,714,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,434,743,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,150,092,00024
Other retirement accounts, non-managed assets$1,795,400,00016
Corporate trust and agency accounts, non-managed assets$165,000214
Investment management and advisory agency accounts, non-managed assets$1,796,269,0006
Foundation and endowment trust and agency accounts, non-managed assets$2,418,000105
Other fiduciary accounts, non-managed assets$98,167,00030
Memoranda
Custody and safekeeping accounts, non-managed assets$228,508,668,0009
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$214,232,00035
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$31,977,560,00027
Managed Assets ($)$19,262,894,00020
Personal trust and agency accounts, managed assets$7,643,271,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$260,225,00032
Employee benefit-defined benefit accounts, managed assets$920,053,00017
Other employee benefit and retirement-related accounts, managed assets$1,442,845,00016
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$7,468,474,00020
Foundation and endowment trust and agency accounts, managed assets$1,163,499,00015
Other fiduciary accounts, managed assets$364,527,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,280,760,00013
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,714,666,00028
Personal trust and agency accounts, non-managed assets$1,847,943,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,297,059,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,134,490,00025
Other retirement accounts, non-managed assets$1,550,394,00017
Corporate trust and agency accounts, non-managed assets$165,000118
Investment management and advisory agency accounts, non-managed assets$1,754,128,0005
Foundation and endowment trust and agency accounts, non-managed assets$2,221,00091
Other fiduciary accounts, non-managed assets$128,266,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$221,087,808,0009
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$205,665,00032
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,383,694,00026
Managed Assets ($)$21,035,313,00019
Personal trust and agency accounts, managed assets$8,592,865,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$208,713,00040
Employee benefit-defined benefit accounts, managed assets$995,882,00017
Other employee benefit and retirement-related accounts, managed assets$1,550,844,00015
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$8,024,653,00018
Foundation and endowment trust and agency accounts, managed assets$1,305,257,00014
Other fiduciary accounts, managed assets$357,099,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,391,109,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,348,381,00028
Personal trust and agency accounts, non-managed assets$2,048,519,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,977,472,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,302,215,00025
Other retirement accounts, non-managed assets$1,228,642,00017
Corporate trust and agency accounts, non-managed assets$165,000119
Investment management and advisory agency accounts, non-managed assets$1,686,679,0004
Foundation and endowment trust and agency accounts, non-managed assets$2,383,00088
Other fiduciary accounts, non-managed assets$102,306,00030
Memoranda
Custody and safekeeping accounts, non-managed assets$221,145,134,00010
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$231,331,00030
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,099,683,00026
Managed Assets ($)$21,310,674,00020
Personal trust and agency accounts, managed assets$8,550,188,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$400,039,00024
Employee benefit-defined benefit accounts, managed assets$991,846,00018
Other employee benefit and retirement-related accounts, managed assets$1,536,662,00015
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$8,149,003,00019
Foundation and endowment trust and agency accounts, managed assets$1,342,379,00014
Other fiduciary accounts, managed assets$340,557,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,373,238,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,789,009,00029
Personal trust and agency accounts, non-managed assets$2,016,987,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,751,652,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,295,870,00025
Other retirement accounts, non-managed assets$1,232,890,00018
Corporate trust and agency accounts, non-managed assets$165,000124
Investment management and advisory agency accounts, non-managed assets$1,414,343,0005
Foundation and endowment trust and agency accounts, non-managed assets$2,621,00086
Other fiduciary accounts, non-managed assets$74,481,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$219,123,593,00010
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$235,190,00029
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,457,736,00027
Managed Assets ($)$20,904,808,00021
Personal trust and agency accounts, managed assets$8,615,515,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$371,143,00025
Employee benefit-defined benefit accounts, managed assets$960,650,00019
Other employee benefit and retirement-related accounts, managed assets$1,519,716,00015
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$7,802,463,00020
Foundation and endowment trust and agency accounts, managed assets$1,338,915,00014
Other fiduciary accounts, managed assets$296,406,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,344,275,00012
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,276,007,00018
Non-managed Assets ($)$12,552,928,00029
Personal trust and agency accounts, non-managed assets$2,060,399,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,433,721,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,464,518,00024
Other retirement accounts, non-managed assets$1,221,523,00018
Corporate trust and agency accounts, non-managed assets$165,000236
Investment management and advisory agency accounts, non-managed assets$1,224,135,0005
Foundation and endowment trust and agency accounts, non-managed assets$2,221,000108
Other fiduciary accounts, non-managed assets$146,246,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$212,673,547,00010
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$234,957,00032
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$31,818,447,00027
Managed Assets ($)$20,096,804,00021
Personal trust and agency accounts, managed assets$8,395,894,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$358,608,00025
Employee benefit-defined benefit accounts, managed assets$913,999,00019
Other employee benefit and retirement-related accounts, managed assets$1,477,621,00015
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$7,343,643,00020
Foundation and endowment trust and agency accounts, managed assets$1,322,275,00013
Other fiduciary accounts, managed assets$284,764,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$1,287,042,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,721,643,00030
Personal trust and agency accounts, non-managed assets$1,881,883,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,084,400,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,385,761,00025
Other retirement accounts, non-managed assets$1,181,234,00016
Corporate trust and agency accounts, non-managed assets$165,000133
Investment management and advisory agency accounts, non-managed assets$1,106,456,0005
Foundation and endowment trust and agency accounts, non-managed assets$2,095,00090
Other fiduciary accounts, non-managed assets$79,649,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$131,529,475,00015
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$224,199,00031
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$30,631,429,00028
Managed Assets ($)$18,874,700,00021
Personal trust and agency accounts, managed assets$7,837,694,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$335,545,00025
Employee benefit-defined benefit accounts, managed assets$938,864,00017
Other employee benefit and retirement-related accounts, managed assets$1,397,087,00015
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$6,806,340,00021
Foundation and endowment trust and agency accounts, managed assets$1,261,877,00011
Other fiduciary accounts, managed assets$297,293,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$1,199,075,00012
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,756,729,00029
Personal trust and agency accounts, non-managed assets$1,747,564,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,354,545,00016
Employee benefit-defined benefit accounts, non-managed Assets$2,187,220,00025
Other retirement accounts, non-managed assets$1,227,662,00017
Corporate trust and agency accounts, non-managed assets$165,000133
Investment management and advisory agency accounts, non-managed assets$1,101,249,0005
Foundation and endowment trust and agency accounts, non-managed assets$1,997,00091
Other fiduciary accounts, non-managed assets$136,327,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$123,647,219,00014
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$230,098,00028
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,124,622,00028
Managed Assets ($)$19,744,934,00021
Personal trust and agency accounts, managed assets$8,161,829,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$406,616,00025
Employee benefit-defined benefit accounts, managed assets$979,901,00017
Other employee benefit and retirement-related accounts, managed assets$1,520,647,00014
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$7,016,156,00021
Foundation and endowment trust and agency accounts, managed assets$1,356,260,00013
Other fiduciary accounts, managed assets$303,525,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$1,270,628,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,379,688,00030
Personal trust and agency accounts, non-managed assets$2,100,578,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,661,453,00018
Employee benefit-defined benefit accounts, non-managed Assets$2,297,675,00025
Other retirement accounts, non-managed assets$1,317,495,00016
Corporate trust and agency accounts, non-managed assets$165,000131
Investment management and advisory agency accounts, non-managed assets$942,842,0006
Foundation and endowment trust and agency accounts, non-managed assets$2,190,00094
Other fiduciary accounts, non-managed assets$57,290,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$133,563,696,00014
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$249,312,00027
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$31,395,514,00029
Managed Assets ($)$19,577,640,00022
Personal trust and agency accounts, managed assets$8,009,432,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$403,425,00026
Employee benefit-defined benefit accounts, managed assets$913,473,00019
Other employee benefit and retirement-related accounts, managed assets$1,558,234,00015
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$6,992,725,00022
Foundation and endowment trust and agency accounts, managed assets$1,362,709,00014
Other fiduciary accounts, managed assets$337,642,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$1,228,306,00012
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,824,702,00017
Non-managed Assets ($)$11,817,874,00030
Personal trust and agency accounts, non-managed assets$2,111,307,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,323,351,00020
Employee benefit-defined benefit accounts, non-managed Assets$2,116,688,00026
Other retirement accounts, non-managed assets$1,293,313,00016
Corporate trust and agency accounts, non-managed assets$165,000255
Investment management and advisory agency accounts, non-managed assets$837,891,0006
Foundation and endowment trust and agency accounts, non-managed assets$85,316,00026
Other fiduciary accounts, non-managed assets$49,843,00038
Memoranda
Custody and safekeeping accounts, non-managed assets$132,489,331,00014
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$248,034,00032
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,840,725,00030
Managed Assets ($)$20,071,493,00022
Personal trust and agency accounts, managed assets$7,928,128,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$382,916,00025
Employee benefit-defined benefit accounts, managed assets$968,902,00022
Other employee benefit and retirement-related accounts, managed assets$1,666,428,00018
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$8,900,597,00019
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$224,522,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,769,232,00032
Personal trust and agency accounts, non-managed assets$3,337,628,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,914,547,00023
Employee benefit-defined benefit accounts, non-managed Assets$1,859,998,00026
Other retirement accounts, non-managed assets$2,645,007,00013
Corporate trust and agency accounts, non-managed assets$165,000133
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$11,887,00063
Memoranda
Custody and safekeeping accounts, non-managed assets$127,953,732,00012
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,299,361,00037
Managed Assets ($)$9,879,367,00032
Personal trust and agency accounts, managed assets$4,611,476,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,419,00081
Employee benefit-defined benefit accounts, managed assets$376,812,00032
Other employee benefit and retirement-related accounts, managed assets$803,684,00025
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$3,968,458,00035
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$42,518,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,419,994,00039
Personal trust and agency accounts, non-managed assets$1,422,129,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,910,505,00026
Employee benefit-defined benefit accounts, non-managed Assets$1,118,704,00028
Other retirement accounts, non-managed assets$1,968,656,00016
Corporate trust and agency accounts, non-managed assets$0161
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$116,025,753,00012
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,076,594,00039
Managed Assets ($)$9,206,703,00034
Personal trust and agency accounts, managed assets$4,305,593,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$73,414,00076
Employee benefit-defined benefit accounts, managed assets$355,036,00032
Other employee benefit and retirement-related accounts, managed assets$765,607,00024
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$3,666,178,00035
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$40,875,00040
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,869,891,00039
Personal trust and agency accounts, non-managed assets$1,319,409,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,649,437,00026
Employee benefit-defined benefit accounts, non-managed Assets$982,617,00029
Other retirement accounts, non-managed assets$1,918,428,00015
Corporate trust and agency accounts, non-managed assets$0160
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$104,622,611,00013
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,437,997,00039
Managed Assets ($)$10,021,610,00033
Personal trust and agency accounts, managed assets$4,492,706,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,947,00080
Employee benefit-defined benefit accounts, managed assets$447,474,00028
Other employee benefit and retirement-related accounts, managed assets$810,034,00024
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$4,148,362,00034
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$46,087,00041
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,416,387,00039
Personal trust and agency accounts, non-managed assets$1,477,211,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,811,516,00026
Employee benefit-defined benefit accounts, non-managed Assets$1,125,191,00030
Other retirement accounts, non-managed assets$2,002,469,00016
Corporate trust and agency accounts, non-managed assets$0351
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$115,192,335,00013
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$20,905,712,00037
Managed Assets ($)$12,595,770,00028
Personal trust and agency accounts, managed assets$5,455,095,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$85,936,00077
Employee benefit-defined benefit accounts, managed assets$544,129,00028
Other employee benefit and retirement-related accounts, managed assets$985,935,00023
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$5,475,743,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$48,932,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,309,942,00039
Personal trust and agency accounts, non-managed assets$1,684,274,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,344,098,00027
Employee benefit-defined benefit accounts, non-managed Assets$1,284,894,00029
Other retirement accounts, non-managed assets$1,996,676,00015
Corporate trust and agency accounts, non-managed assets$0171
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$124,963,723,00012
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,740,902,00040
Managed Assets ($)$12,945,564,00032
Personal trust and agency accounts, managed assets$5,285,579,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$90,691,00076
Employee benefit-defined benefit accounts, managed assets$665,630,00026
Other employee benefit and retirement-related accounts, managed assets$1,042,939,00024
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$5,807,757,00034
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$52,968,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,795,338,00042
Personal trust and agency accounts, non-managed assets$1,887,208,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,492,439,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,391,430,00032
Other retirement accounts, non-managed assets$2,024,261,00016
Corporate trust and agency accounts, non-managed assets$0173
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$133,401,722,00014
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,339,043,00037
Managed Assets ($)$13,182,744,00030
Personal trust and agency accounts, managed assets$5,343,746,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$73,179,00095
Employee benefit-defined benefit accounts, managed assets$639,499,00025
Other employee benefit and retirement-related accounts, managed assets$1,060,518,00023
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$6,012,809,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$52,993,00044
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,156,299,00040
Personal trust and agency accounts, non-managed assets$2,166,933,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,583,879,00027
Employee benefit-defined benefit accounts, non-managed Assets$1,393,124,00032
Other retirement accounts, non-managed assets$2,012,363,00015
Corporate trust and agency accounts, non-managed assets$0174
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$136,622,860,00014
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,502,372,00038
Managed Assets ($)$13,855,307,00031
Personal trust and agency accounts, managed assets$5,730,426,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$75,868,000103
Employee benefit-defined benefit accounts, managed assets$702,523,00028
Other employee benefit and retirement-related accounts, managed assets$1,117,856,00022
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$6,181,964,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$46,670,00048
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,647,065,00039
Personal trust and agency accounts, non-managed assets$2,294,308,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,861,946,00026
Employee benefit-defined benefit accounts, non-managed Assets$1,479,706,00032
Other retirement accounts, non-managed assets$2,011,105,00015
Corporate trust and agency accounts, non-managed assets$0364
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$145,619,783,00016
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,915,186,00038
Managed Assets ($)$14,225,559,00032
Personal trust and agency accounts, managed assets$5,991,168,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$72,836,000103
Employee benefit-defined benefit accounts, managed assets$719,062,00028
Other employee benefit and retirement-related accounts, managed assets$1,121,122,00022
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$6,269,362,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$52,009,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,689,627,00039
Personal trust and agency accounts, non-managed assets$2,380,332,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,845,065,00025
Employee benefit-defined benefit accounts, non-managed Assets$1,478,723,00032
Other retirement accounts, non-managed assets$1,985,507,00016
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$152,306,245,00013
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,487,738,00039
Managed Assets ($)$13,911,301,00032
Personal trust and agency accounts, managed assets$5,982,930,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$72,667,000105
Employee benefit-defined benefit accounts, managed assets$722,676,00027
Other employee benefit and retirement-related accounts, managed assets$1,056,056,00021
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$6,022,946,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$54,026,00042
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,576,437,00044
Personal trust and agency accounts, non-managed assets$2,288,242,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,871,273,00028
Employee benefit-defined benefit accounts, non-managed Assets$1,521,215,00034
Other retirement accounts, non-managed assets$1,895,707,00017
Corporate trust and agency accounts, non-managed assets$0186
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$154,118,003,00015
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,406,925,00038
Managed Assets ($)$14,310,720,00032
Personal trust and agency accounts, managed assets$5,856,709,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,191,000104
Employee benefit-defined benefit accounts, managed assets$963,305,00027
Other employee benefit and retirement-related accounts, managed assets$1,551,814,00015
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$5,816,579,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$48,122,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,096,205,00043
Personal trust and agency accounts, non-managed assets$2,198,551,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,574,331,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,457,815,00034
Other retirement accounts, non-managed assets$1,865,508,00017
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$147,747,607,00014
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,279,876,00037
Managed Assets ($)$14,278,793,00032
Personal trust and agency accounts, managed assets$5,844,112,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$72,764,000108
Employee benefit-defined benefit accounts, managed assets$966,099,00028
Other employee benefit and retirement-related accounts, managed assets$1,541,292,00015
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$5,804,567,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$49,959,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,001,083,00044
Personal trust and agency accounts, non-managed assets$2,217,521,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,471,681,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,443,315,00035
Other retirement accounts, non-managed assets$1,868,566,00017
Corporate trust and agency accounts, non-managed assets$0383
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$144,347,237,00014
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,792,060,00039
Managed Assets ($)$13,719,643,00033
Personal trust and agency accounts, managed assets$5,670,348,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$74,034,000101
Employee benefit-defined benefit accounts, managed assets$1,015,651,00029
Other employee benefit and retirement-related accounts, managed assets$1,309,604,00016
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$5,607,875,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$42,131,00046
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,072,417,00045
Personal trust and agency accounts, non-managed assets$2,035,617,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,385,362,00027
Employee benefit-defined benefit accounts, non-managed Assets$1,420,418,00034
Other retirement accounts, non-managed assets$2,231,020,00016
Corporate trust and agency accounts, non-managed assets$0189
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$140,840,459,00015
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,172,724,00039
Managed Assets ($)$13,442,070,00032
Personal trust and agency accounts, managed assets$5,416,795,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,063,000108
Employee benefit-defined benefit accounts, managed assets$901,531,00031
Other employee benefit and retirement-related accounts, managed assets$1,277,032,00016
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$5,716,023,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$62,626,00044
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,730,654,00047
Personal trust and agency accounts, non-managed assets$1,961,416,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,268,177,00030
Employee benefit-defined benefit accounts, non-managed Assets$1,377,072,00037
Other retirement accounts, non-managed assets$2,123,989,00016
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$131,011,089,00015
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,078,624,00036
Managed Assets ($)$13,916,835,00031
Personal trust and agency accounts, managed assets$5,408,787,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$75,309,00096
Employee benefit-defined benefit accounts, managed assets$954,335,00031
Other employee benefit and retirement-related accounts, managed assets$1,455,999,00015
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$5,956,050,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$66,355,00051
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,161,789,00046
Personal trust and agency accounts, non-managed assets$2,122,014,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,286,248,00030
Employee benefit-defined benefit accounts, non-managed Assets$1,644,076,00034
Other retirement accounts, non-managed assets$2,109,321,00016
Corporate trust and agency accounts, non-managed assets$130,000167
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$130,046,191,00015
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,914,512,00037
Managed Assets ($)$14,244,944,00031
Personal trust and agency accounts, managed assets$5,536,553,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$158,585,00058
Employee benefit-defined benefit accounts, managed assets$765,408,00032
Other employee benefit and retirement-related accounts, managed assets$1,451,648,00016
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$6,166,434,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$166,316,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,669,568,00047
Personal trust and agency accounts, non-managed assets$1,901,214,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,986,275,00031
Employee benefit-defined benefit accounts, non-managed Assets$1,498,835,00037
Other retirement accounts, non-managed assets$2,277,240,00017
Corporate trust and agency accounts, non-managed assets$15,000351
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$5,989,00096
Memoranda
Custody and safekeeping accounts, non-managed assets$125,207,025,00015
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,965,920,00037
Managed Assets ($)$14,953,764,00031
Personal trust and agency accounts, managed assets$5,797,813,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$365,512,00033
Employee benefit-defined benefit accounts, managed assets$718,575,00034
Other employee benefit and retirement-related accounts, managed assets$1,027,182,00019
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$6,965,652,00025
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$79,030,00048
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,012,156,00048
Personal trust and agency accounts, non-managed assets$1,685,157,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,804,623,00033
Employee benefit-defined benefit accounts, non-managed Assets$1,441,164,00037
Other retirement accounts, non-managed assets$2,081,004,00017
Corporate trust and agency accounts, non-managed assets$208,000160
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$119,737,462,00016
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,554,520,00037
Managed Assets ($)$14,942,560,00030
Personal trust and agency accounts, managed assets$5,555,760,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$351,807,00034
Employee benefit-defined benefit accounts, managed assets$823,454,00029
Other employee benefit and retirement-related accounts, managed assets$1,562,143,00015
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$6,471,584,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$177,812,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,611,960,00045
Personal trust and agency accounts, non-managed assets$1,577,129,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,690,731,00032
Employee benefit-defined benefit accounts, non-managed Assets$1,375,776,00035
Other retirement accounts, non-managed assets$1,968,114,00016
Corporate trust and agency accounts, non-managed assets$210,000165
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$119,506,026,00015
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,852,476,00040
Managed Assets ($)$16,203,250,00030
Personal trust and agency accounts, managed assets$5,689,440,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$934,432,00017
Employee benefit-defined benefit accounts, managed assets$825,520,00032
Other employee benefit and retirement-related accounts, managed assets$2,185,787,00015
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$6,377,392,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$190,679,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,649,226,00050
Personal trust and agency accounts, non-managed assets$1,525,021,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,053,546,00034
Employee benefit-defined benefit accounts, non-managed Assets$1,373,550,00036
Other retirement accounts, non-managed assets$1,696,967,00016
Corporate trust and agency accounts, non-managed assets$142,000164
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$116,139,893,00015
Fiduciary accounts held in foreign offices, non-managed Assets$015
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,745,081,00041
Managed Assets ($)$18,090,361,00028
Personal trust and agency accounts, managed assets$5,790,736,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$989,216,00018
Employee benefit-defined benefit accounts, managed assets$809,961,00033
Other employee benefit and retirement-related accounts, managed assets$2,211,615,00015
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$8,077,528,00025
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$211,305,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,654,720,00050
Personal trust and agency accounts, non-managed assets$1,551,515,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,113,324,00036
Employee benefit-defined benefit accounts, non-managed Assets$1,320,282,00035
Other retirement accounts, non-managed assets$1,669,488,00016
Corporate trust and agency accounts, non-managed assets$111,000302
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$117,395,424,00014
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,127,034,00039
Managed Assets ($)$18,146,080,00027
Personal trust and agency accounts, managed assets$5,873,588,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,380,176,00016
Employee benefit-defined benefit accounts, managed assets$971,932,00030
Other employee benefit and retirement-related accounts, managed assets$4,060,986,0006
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$5,207,761,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$651,637,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,980,954,00050
Personal trust and agency accounts, non-managed assets$1,519,046,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,814,949,00037
Employee benefit-defined benefit accounts, non-managed Assets$874,488,00042
Other retirement accounts, non-managed assets$1,685,361,00018
Corporate trust and agency accounts, non-managed assets$87,110,00071
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$114,122,682,00015
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,075,246,00039
Managed Assets ($)$18,974,212,00027
Personal trust and agency accounts, managed assets$6,023,371,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,439,982,00015
Employee benefit-defined benefit accounts, managed assets$995,331,00030
Other employee benefit and retirement-related accounts, managed assets$4,036,622,0005
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$5,748,464,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$730,442,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,101,034,00052
Personal trust and agency accounts, non-managed assets$1,585,046,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,861,274,00037
Employee benefit-defined benefit accounts, non-managed Assets$1,076,295,00039
Other retirement accounts, non-managed assets$1,578,138,00019
Corporate trust and agency accounts, non-managed assets$281,000162
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$112,297,712,00015
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,555,964,00039
Managed Assets ($)$18,586,787,00027
Personal trust and agency accounts, managed assets$6,013,545,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,295,965,00017
Employee benefit-defined benefit accounts, managed assets$1,013,118,00031
Other employee benefit and retirement-related accounts, managed assets$3,887,656,0005
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$5,694,744,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$681,759,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,969,177,00053
Personal trust and agency accounts, non-managed assets$1,515,046,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,889,717,00037
Employee benefit-defined benefit accounts, non-managed Assets$1,107,324,00038
Other retirement accounts, non-managed assets$1,404,565,00018
Corporate trust and agency accounts, non-managed assets$11,978,000113
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$40,547,00058
Memoranda
Custody and safekeeping accounts, non-managed assets$116,404,786,00014
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,346,697,00035
Managed Assets ($)$18,206,821,00027
Personal trust and agency accounts, managed assets$6,237,557,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,305,235,00016
Employee benefit-defined benefit accounts, managed assets$969,753,00031
Other employee benefit and retirement-related accounts, managed assets$3,463,343,0005
Corporate trust and agency accounts, managed assets$113,303,00024
Investment management and investment advisory agency accounts, managed assets$5,468,178,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$649,452,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,139,876,00033
Personal trust and agency accounts, non-managed assets$1,668,774,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,931,000,00038
Employee benefit-defined benefit accounts, non-managed Assets$1,166,613,00038
Other retirement accounts, non-managed assets$1,237,235,00021
Corporate trust and agency accounts, non-managed assets$11,090,819,00018
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$45,435,00062
Memoranda
Custody and safekeeping accounts, non-managed assets$114,961,135,00015
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,084,593,00035
Managed Assets ($)$17,460,408,00027
Personal trust and agency accounts, managed assets$5,934,967,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,223,215,00016
Employee benefit-defined benefit accounts, managed assets$881,890,00031
Other employee benefit and retirement-related accounts, managed assets$3,304,349,0006
Corporate trust and agency accounts, managed assets$209,105,00014
Investment management and investment advisory agency accounts, managed assets$5,079,522,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$827,360,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$16,624,185,00033
Personal trust and agency accounts, non-managed assets$1,458,378,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,736,855,00039
Employee benefit-defined benefit accounts, non-managed Assets$1,321,107,00036
Other retirement accounts, non-managed assets$1,181,071,00021
Corporate trust and agency accounts, non-managed assets$10,881,472,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$45,302,00065
Memoranda
Custody and safekeeping accounts, non-managed assets$116,273,864,00014
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,313,357,00034
Managed Assets ($)$17,266,987,00027
Personal trust and agency accounts, managed assets$5,842,815,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,239,143,00015
Employee benefit-defined benefit accounts, managed assets$889,884,00031
Other employee benefit and retirement-related accounts, managed assets$2,468,890,00010
Corporate trust and agency accounts, managed assets$300,126,00013
Investment management and investment advisory agency accounts, managed assets$5,653,513,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$872,616,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$16,046,370,00034
Personal trust and agency accounts, non-managed assets$1,864,449,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,640,939,00042
Employee benefit-defined benefit accounts, non-managed Assets$1,272,238,00035
Other retirement accounts, non-managed assets$781,408,00026
Corporate trust and agency accounts, non-managed assets$10,441,935,00019
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$45,401,00068
Memoranda
Custody and safekeeping accounts, non-managed assets$114,183,620,00014
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$31,262,839,00032
Managed Assets ($)$15,666,389,00027
Personal trust and agency accounts, managed assets$5,389,271,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,105,051,00016
Employee benefit-defined benefit accounts, managed assets$801,998,00030
Other employee benefit and retirement-related accounts, managed assets$2,057,767,00011
Corporate trust and agency accounts, managed assets$276,304,00011
Investment management and investment advisory agency accounts, managed assets$5,144,961,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$891,037,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,596,450,00034
Personal trust and agency accounts, non-managed assets$1,671,623,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,438,064,00042
Employee benefit-defined benefit accounts, non-managed Assets$1,177,294,00035
Other retirement accounts, non-managed assets$813,161,00027
Corporate trust and agency accounts, non-managed assets$10,496,308,00019
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$120,467,405,00014
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$29,692,401,00033
Managed Assets ($)$14,536,830,00028
Personal trust and agency accounts, managed assets$5,446,000,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,044,350,00020
Employee benefit-defined benefit accounts, managed assets$740,975,00031
Other employee benefit and retirement-related accounts, managed assets$1,774,211,00013
Corporate trust and agency accounts, managed assets$170,502,00014
Investment management and investment advisory agency accounts, managed assets$4,856,087,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$504,705,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,155,571,00034
Personal trust and agency accounts, non-managed assets$1,711,479,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,374,287,00044
Employee benefit-defined benefit accounts, non-managed Assets$1,154,251,00039
Other retirement accounts, non-managed assets$637,538,00029
Corporate trust and agency accounts, non-managed assets$10,278,016,00018
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$119,258,982,00015
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,970,269,00038
Managed Assets ($)$14,507,011,00031
Personal trust and agency accounts, managed assets$6,149,513,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$246,268,00051
Employee benefit-defined benefit accounts, managed assets$833,850,00033
Other employee benefit and retirement-related accounts, managed assets$1,231,074,00019
Corporate trust and agency accounts, managed assets$150,915,00014
Investment management and investment advisory agency accounts, managed assets$5,530,063,00026
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$365,328,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,463,258,00037
Personal trust and agency accounts, non-managed assets$1,224,489,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$395,958,00064
Employee benefit-defined benefit accounts, non-managed Assets$816,414,00041
Other retirement accounts, non-managed assets$590,981,00035
Corporate trust and agency accounts, non-managed assets$9,435,416,00018
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$122,274,348,00015
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA