Home > JPMorgan Chase Bank > Total Fiduciary and Related Assets
JPMorgan Chase Bank, Total Fiduciary and Related Assets
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,646,790,000,000 | 6 |
| Managed Assets ($) | $658,795,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $43,011,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $448,000,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $4,831,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $17,378,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $533,957,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $59,136,000,000 | 2 |
| Other fiduciary accounts, managed assets | $34,000,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $131,568,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $17,286,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $88,246,000,000 | 1 |
| Non-managed Assets ($) | $987,995,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $16,234,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $194,772,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $273,468,000,000 | 4 |
| Other retirement accounts, non-managed assets | $8,110,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $1,073,000,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $325,277,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,699,000,000 | 6 |
| Other fiduciary accounts, non-managed assets | $166,362,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,387,789,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,633,375,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $25,930,000,000 | 12 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,664,949,000,000 | 6 |
| Managed Assets ($) | $670,819,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $45,610,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $532,000,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $4,689,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $17,138,000,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $545,074,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $57,742,000,000 | 3 |
| Other fiduciary accounts, managed assets | $34,000,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $138,830,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $17,044,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $994,130,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $25,658,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $191,631,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $277,264,000,000 | 4 |
| Other retirement accounts, non-managed assets | $8,136,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $366,000,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $318,481,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,616,000,000 | 6 |
| Other fiduciary accounts, non-managed assets | $169,978,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,836,733,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,943,955,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $25,072,000,000 | 12 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,569,701,000,000 | 6 |
| Managed Assets ($) | $623,136,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $44,336,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $503,000,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $4,485,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $15,996,000,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $504,671,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $53,108,000,000 | 3 |
| Other fiduciary accounts, managed assets | $37,000,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $130,081,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $15,904,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $946,565,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $26,956,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,443,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $266,854,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,885,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $428,000,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $288,061,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,499,000,000 | 6 |
| Other fiduciary accounts, non-managed assets | $172,439,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,089,028,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,468,756,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $23,056,000,000 | 12 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,543,910,000,000 | 6 |
| Managed Assets ($) | $610,266,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $44,666,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $528,000,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $4,728,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $15,305,000,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $493,786,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $51,217,000,000 | 3 |
| Other fiduciary accounts, managed assets | $36,000,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $128,945,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $15,205,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $933,644,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $28,854,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $176,401,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $273,131,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,777,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $1,472,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $275,150,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,496,000,000 | 6 |
| Other fiduciary accounts, non-managed assets | $168,363,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,057,788,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,189,839,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $22,394,000,000 | 12 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,488,425,000,000 | 6 |
| Managed Assets ($) | $573,893,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $44,244,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $514,000,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $4,839,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $13,814,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $464,845,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $45,601,000,000 | 3 |
| Other fiduciary accounts, managed assets | $36,000,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $122,533,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $13,718,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $72,091,000,000 | 2 |
| Non-managed Assets ($) | $914,532,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $28,608,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,461,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $274,495,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,599,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $746,000,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $266,541,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,351,000,000 | 6 |
| Other fiduciary accounts, non-managed assets | $164,731,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,614,217,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,153,129,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $22,117,000,000 | 11 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,402,845,000,000 | 6 |
| Managed Assets ($) | $538,150,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $42,880,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $471,000,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $4,813,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $12,378,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $435,720,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $41,851,000,000 | 3 |
| Other fiduciary accounts, managed assets | $37,000,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $123,943,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $12,289,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $864,695,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $29,732,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,863,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $257,787,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,280,000,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $442,000,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $249,441,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,250,000,000 | 6 |
| Other fiduciary accounts, non-managed assets | $163,900,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,909,525,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,386,541,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $20,364,000,000 | 10 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,428,177,000,000 | 6 |
| Managed Assets ($) | $547,943,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $44,893,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $495,000,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $4,870,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $12,349,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $442,723,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $42,568,000,000 | 3 |
| Other fiduciary accounts, managed assets | $45,000,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $129,555,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $12,251,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $880,234,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $31,992,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,631,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $278,029,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,421,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $375,000,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $241,350,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,218,000,000 | 6 |
| Other fiduciary accounts, non-managed assets | $162,218,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,563,394,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,592,308,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $20,121,000,000 | 10 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,409,981,000,000 | 6 |
| Managed Assets ($) | $532,406,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $38,516,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $488,000,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $5,091,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $11,564,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $435,327,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $41,375,000,000 | 3 |
| Other fiduciary accounts, managed assets | $45,000,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $134,891,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,471,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $877,575,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $20,715,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $148,974,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $288,038,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,041,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $1,023,000,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $233,841,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,471,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $176,472,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,829,669,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,536,136,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $17,309,000,000 | 12 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,348,792,000,000 | 6 |
| Managed Assets ($) | $501,439,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $37,279,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $362,000,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $5,234,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $10,700,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $407,988,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $39,831,000,000 | 3 |
| Other fiduciary accounts, managed assets | $45,000,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $125,243,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $10,689,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $59,873,000,000 | 1 |
| Non-managed Assets ($) | $847,353,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $20,564,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,056,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $285,564,000,000 | 4 |
| Other retirement accounts, non-managed assets | $5,562,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $423,000,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $215,888,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,555,000,000 | 7 |
| Other fiduciary accounts, non-managed assets | $176,741,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,891,809,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,273,757,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $17,919,000,000 | 11 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,266,854,000,000 | 6 |
| Managed Assets ($) | $498,053,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $35,715,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $330,000,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $7,277,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $9,839,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $407,451,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $37,394,000,000 | 3 |
| Other fiduciary accounts, managed assets | $47,000,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $133,305,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $9,829,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $768,801,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $20,068,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,809,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $252,880,000,000 | 4 |
| Other retirement accounts, non-managed assets | $5,572,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $437,000,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $188,998,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,578,000,000 | 7 |
| Other fiduciary accounts, non-managed assets | $174,459,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,448,464,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,760,589,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $17,270,000,000 | 11 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,398,513,000,000 | 5 |
| Managed Assets ($) | $605,515,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $37,576,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,983,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $25,959,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $9,930,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $432,485,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $39,580,000,000 | 3 |
| Other fiduciary accounts, managed assets | $2,000,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $144,680,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $9,918,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $792,998,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $21,845,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,704,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $298,126,000,000 | 4 |
| Other retirement accounts, non-managed assets | $5,898,000,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $485,000,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $199,066,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,079,000,000 | 7 |
| Other fiduciary accounts, non-managed assets | $193,795,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,746,662,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,288,692,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $17,435,000,000 | 11 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,538,534,000,000 | 5 |
| Managed Assets ($) | $658,213,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $41,464,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,540,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $26,329,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,252,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $468,150,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $44,476,000,000 | 3 |
| Other fiduciary accounts, managed assets | $2,000,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $151,226,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,241,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $880,321,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $23,416,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $83,108,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $330,851,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,399,000,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $501,000,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $212,091,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $976,000,000 | 9 |
| Other fiduciary accounts, non-managed assets | $222,979,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,218,690,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,086,074,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $18,541,000,000 | 12 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,596,879,000,000 | 5 |
| Managed Assets ($) | $650,882,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $43,206,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,731,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $26,473,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,651,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $452,945,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $44,874,000,000 | 3 |
| Other fiduciary accounts, managed assets | $2,000,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $131,147,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,640,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $70,844,000,000 | 1 |
| Non-managed Assets ($) | $945,997,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $25,954,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,226,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $360,202,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,732,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $444,000,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $226,029,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,087,000,000 | 9 |
| Other fiduciary accounts, non-managed assets | $238,323,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,198,721,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,414,192,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $19,916,000,000 | 12 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,550,177,000,000 | 5 |
| Managed Assets ($) | $619,115,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $41,712,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,760,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $26,320,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,941,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $423,679,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $42,702,000,000 | 3 |
| Other fiduciary accounts, managed assets | $1,000,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $122,280,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $10,930,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $931,062,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $22,943,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,104,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $355,481,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,906,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $716,000,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $219,142,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $992,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $245,778,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,021,572,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,264,756,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $18,892,000,000 | 11 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,538,670,000,000 | 5 |
| Managed Assets ($) | $611,037,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $42,465,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,009,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $25,661,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,823,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $413,801,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $42,277,000,000 | 3 |
| Other fiduciary accounts, managed assets | $1,000,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $115,517,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $10,812,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $927,633,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $23,478,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,126,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $362,651,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,871,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $957,000,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $213,089,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,030,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $240,431,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,133,335,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,322,821,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $17,234,000,000 | 12 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,446,147,000,000 | 5 |
| Managed Assets ($) | $576,152,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $41,054,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,181,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $25,361,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,051,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $385,859,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $39,645,000,000 | 3 |
| Other fiduciary accounts, managed assets | $1,000,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $108,063,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $10,040,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $869,995,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $20,139,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,012,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $339,416,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,860,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $596,000,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $199,187,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,016,000,000 | 7 |
| Other fiduciary accounts, non-managed assets | $223,769,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,330,191,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,118,564,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $16,532,000,000 | 12 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,417,699,000,000 | 5 |
| Managed Assets ($) | $541,450,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $39,936,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,270,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $25,990,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $9,640,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $354,813,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $37,767,000,000 | 3 |
| Other fiduciary accounts, managed assets | $34,000,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $92,150,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $9,549,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $52,347,000,000 | 2 |
| Non-managed Assets ($) | $876,249,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $19,279,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,502,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $349,556,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,788,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $1,115,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $195,749,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,041,000,000 | 9 |
| Other fiduciary accounts, non-managed assets | $225,219,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,095,674,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,038,134,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $16,181,000,000 | 12 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,319,126,000,000 | 5 |
| Managed Assets ($) | $499,464,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $37,426,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,985,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $24,272,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $8,664,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $333,463,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $34,595,000,000 | 3 |
| Other fiduciary accounts, managed assets | $59,000,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $86,444,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $8,581,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $819,662,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $17,355,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,521,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $330,386,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,654,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $364,000,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $177,787,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,010,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $213,585,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,815,772,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,292,497,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,932,000,000 | 12 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,239,635,000,000 | 5 |
| Managed Assets ($) | $470,307,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $35,026,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,603,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $24,671,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $8,079,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $313,350,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $32,519,000,000 | 3 |
| Other fiduciary accounts, managed assets | $59,000,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $88,456,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $8,002,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $769,328,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $14,073,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,654,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $315,991,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,556,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $378,000,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $163,981,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $781,000,000 | 9 |
| Other fiduciary accounts, non-managed assets | $198,914,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,608,307,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,317,509,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $13,484,000,000 | 13 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,166,467,000,000 | 5 |
| Managed Assets ($) | $427,448,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $31,778,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,836,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $23,334,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $7,194,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $284,651,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $29,484,000,000 | 3 |
| Other fiduciary accounts, managed assets | $171,000,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $81,824,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $7,124,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $739,019,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $12,975,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,679,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $297,564,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,402,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $801,000,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $146,384,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $612,000,000 | 9 |
| Other fiduciary accounts, non-managed assets | $212,602,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,657,974,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,710,657,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $12,481,000,000 | 13 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,267,611,000,000 | 5 |
| Managed Assets ($) | $466,404,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $36,874,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,642,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $24,173,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $8,126,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $306,061,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $33,335,000,000 | 3 |
| Other fiduciary accounts, managed assets | $193,000,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $81,431,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $8,111,000,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $33,096,000,000 | 2 |
| Non-managed Assets ($) | $801,207,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $15,298,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,821,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $315,793,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,670,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $825,000,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $162,956,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $777,000,000 | 9 |
| Other fiduciary accounts, non-managed assets | $225,067,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,721,751,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,635,952,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,544,000,000 | 12 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,232,318,000,000 | 5 |
| Managed Assets ($) | $450,994,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $36,313,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,096,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $24,181,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $7,642,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $297,138,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $31,423,000,000 | 3 |
| Other fiduciary accounts, managed assets | $201,000,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $82,176,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $7,626,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $781,324,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $13,025,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,925,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $317,264,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,533,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $446,000,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $152,753,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $786,000,000 | 9 |
| Other fiduciary accounts, non-managed assets | $222,592,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,480,530,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,331,513,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,037,000,000 | 13 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,224,328,000,000 | 5 |
| Managed Assets ($) | $448,640,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $36,317,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,235,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $24,527,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $7,457,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $298,601,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $30,293,000,000 | 3 |
| Other fiduciary accounts, managed assets | $210,000,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $82,836,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $7,441,000,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $775,688,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $12,751,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,786,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $311,648,000,000 | 4 |
| Other retirement accounts, non-managed assets | $9,191,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $517,000,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $150,591,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,053,000,000 | 9 |
| Other fiduciary accounts, non-managed assets | $223,151,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,318,265,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,365,395,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $15,453,000,000 | 12 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,199,946,000,000 | 4 |
| Managed Assets ($) | $437,092,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $36,434,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,734,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $23,878,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $7,068,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $292,668,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $28,100,000,000 | 3 |
| Other fiduciary accounts, managed assets | $210,000,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $81,765,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $7,052,000,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $762,854,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $10,459,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,937,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $308,226,000,000 | 4 |
| Other retirement accounts, non-managed assets | $9,615,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $495,000,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $143,601,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $823,000,000 | 10 |
| Other fiduciary accounts, non-managed assets | $224,698,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,590,257,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,288,489,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,986,000,000 | 11 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,144,640,000,000 | 5 |
| Managed Assets ($) | $423,169,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $34,273,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,315,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $23,842,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $6,410,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $285,927,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $26,178,000,000 | 3 |
| Other fiduciary accounts, managed assets | $224,000,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $83,554,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $6,395,000,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $37,272,000,000 | 2 |
| Non-managed Assets ($) | $721,471,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $8,656,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,019,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $296,162,000,000 | 4 |
| Other retirement accounts, non-managed assets | $9,022,000,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $164,000,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $132,702,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $492,000,000 | 14 |
| Other fiduciary accounts, non-managed assets | $215,254,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,155,187,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,902,374,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $13,715,000,000 | 11 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,239,208,000,000 | 4 |
| Managed Assets ($) | $469,652,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $44,484,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,023,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $24,575,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $13,057,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $326,776,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $11,489,000,000 | 6 |
| Other fiduciary accounts, managed assets | $248,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $88,503,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $13,039,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $769,556,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $9,575,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,439,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $314,005,000,000 | 4 |
| Other retirement accounts, non-managed assets | $9,587,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $348,000,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $138,281,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $218,000,000 | 21 |
| Other fiduciary accounts, non-managed assets | $232,103,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,325,661,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,184,041,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $15,156,000,000 | 11 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,223,729,000,000 | 4 |
| Managed Assets ($) | $454,053,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $43,443,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,241,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $23,695,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $12,651,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $316,363,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $11,413,000,000 | 6 |
| Other fiduciary accounts, managed assets | $247,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $86,474,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $12,634,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $769,676,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $9,400,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,015,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $313,283,000,000 | 4 |
| Other retirement accounts, non-managed assets | $9,544,000,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $287,000,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $134,722,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $222,000,000 | 21 |
| Other fiduciary accounts, non-managed assets | $239,203,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,120,468,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,069,159,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,510,000,000 | 10 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,231,396,000,000 | 4 |
| Managed Assets ($) | $450,301,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $44,282,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,138,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $23,566,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $12,585,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $313,987,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $11,460,000,000 | 6 |
| Other fiduciary accounts, managed assets | $283,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $90,379,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $12,568,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $781,095,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $9,631,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,294,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $317,178,000,000 | 4 |
| Other retirement accounts, non-managed assets | $9,594,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $1,367,000,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $133,970,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $228,000,000 | 21 |
| Other fiduciary accounts, non-managed assets | $246,833,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,923,761,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,229,862,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,127,000,000 | 11 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,200,000,000,000 | 4 |
| Managed Assets ($) | $436,392,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $45,793,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,750,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $23,332,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $12,778,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $298,915,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $11,533,000,000 | 6 |
| Other fiduciary accounts, managed assets | $291,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $84,785,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $12,760,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $40,896,000,000 | 3 |
| Non-managed Assets ($) | $763,608,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $9,185,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,257,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $325,414,000,000 | 4 |
| Other retirement accounts, non-managed assets | $9,327,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $372,000,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $132,776,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $223,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $225,054,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,379,252,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,139,692,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,936,000,000 | 10 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,183,401,000,000 | 4 |
| Managed Assets ($) | $436,938,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $45,048,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,394,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $22,339,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $12,482,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $303,546,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $11,872,000,000 | 6 |
| Other fiduciary accounts, managed assets | $257,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $91,085,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $12,465,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $746,463,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $8,336,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,567,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $321,738,000,000 | 4 |
| Other retirement accounts, non-managed assets | $8,263,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $368,000,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $128,489,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $217,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $220,485,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,675,377,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,847,557,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $13,729,000,000 | 10 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,152,444,000,000 | 4 |
| Managed Assets ($) | $420,693,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $44,329,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,564,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $21,952,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $12,136,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $290,718,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $11,777,000,000 | 6 |
| Other fiduciary accounts, managed assets | $217,000,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $84,021,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $12,119,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $731,751,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $8,003,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,652,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $311,528,000,000 | 4 |
| Other retirement accounts, non-managed assets | $8,574,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $970,000,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $123,338,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $216,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $222,470,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,144,004,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,738,780,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,095,000,000 | 9 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,113,526,000,000 | 4 |
| Managed Assets ($) | $407,236,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $44,108,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,696,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $21,429,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,376,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $280,221,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $12,061,000,000 | 5 |
| Other fiduciary accounts, managed assets | $345,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $80,463,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,375,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $706,290,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $7,511,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,415,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $304,956,000,000 | 4 |
| Other retirement accounts, non-managed assets | $8,403,000,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $1,418,000,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $117,566,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $187,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $210,834,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,414,344,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,497,651,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,547,000,000 | 7 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,071,248,000,000 | 4 |
| Managed Assets ($) | $385,975,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $43,017,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,493,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $22,149,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,998,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $263,924,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $11,050,000,000 | 6 |
| Other fiduciary accounts, managed assets | $344,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $74,820,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $10,997,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $43,276,000,000 | 2 |
| Non-managed Assets ($) | $685,273,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $7,448,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,295,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $298,727,000,000 | 4 |
| Other retirement accounts, non-managed assets | $9,574,000,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $622,000,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $112,396,000,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $176,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $202,035,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,560,807,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,168,797,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,575,000,000 | 6 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,000,092,000,000 | 5 |
| Managed Assets ($) | $392,017,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $46,694,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,753,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $28,039,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,185,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $259,246,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $12,835,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,265,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $71,456,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,183,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $608,075,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $10,731,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,257,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $309,909,000,000 | 4 |
| Other retirement accounts, non-managed assets | $9,767,000,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $601,000,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $1,654,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $242,000,000 | 20 |
| Other fiduciary accounts, non-managed assets | $221,914,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,305,656,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,368,803,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,627,000,000 | 6 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $989,441,000,000 | 5 |
| Managed Assets ($) | $391,293,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $45,952,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,440,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $27,714,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,156,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $262,407,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $12,450,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,174,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $74,402,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,155,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $598,148,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $11,499,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,949,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $305,304,000,000 | 4 |
| Other retirement accounts, non-managed assets | $9,960,000,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $604,000,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $1,556,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $236,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $213,040,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,551,609,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,126,644,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $14,333,000,000 | 7 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $985,224,000,000 | 5 |
| Managed Assets ($) | $399,396,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $46,990,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,196,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $27,754,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,297,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $269,815,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $13,255,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,089,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $81,221,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,295,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $585,828,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $12,216,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,591,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $297,967,000,000 | 4 |
| Other retirement accounts, non-managed assets | $8,938,000,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $1,320,000,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $1,699,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $237,000,000 | 20 |
| Other fiduciary accounts, non-managed assets | $195,860,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,368,942,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,125,824,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $13,960,000,000 | 7 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $979,005,000,000 | 5 |
| Managed Assets ($) | $387,809,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $48,820,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,329,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $26,355,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,602,000,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $260,608,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $13,110,000,000 | 5 |
| Other fiduciary accounts, managed assets | $985,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $77,999,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,600,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $46,804,000,000 | 2 |
| Non-managed Assets ($) | $591,196,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $12,347,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,329,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $293,332,000,000 | 4 |
| Other retirement accounts, non-managed assets | $8,895,000,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $158,000,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $1,877,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $237,000,000 | 20 |
| Other fiduciary accounts, non-managed assets | $208,021,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,064,063,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,126,088,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $13,737,000,000 | 7 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,002,594,000,000 | 5 |
| Managed Assets ($) | $390,423,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $49,746,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,959,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $24,921,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,246,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $266,528,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $12,939,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,084,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $80,945,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,244,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $612,171,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $15,585,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $82,056,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $297,610,000,000 | 4 |
| Other retirement accounts, non-managed assets | $8,612,000,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $161,000,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $1,861,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $253,000,000 | 18 |
| Other fiduciary accounts, non-managed assets | $206,033,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,836,707,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,061,851,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $13,484,000,000 | 8 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,090,500,000,000 | 4 |
| Managed Assets ($) | $404,386,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $54,094,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,761,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $25,012,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,734,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $273,660,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $13,903,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,222,000,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $84,317,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,732,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $686,114,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $17,135,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,371,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $312,872,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,377,000,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $173,000,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $2,302,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $308,000,000 | 18 |
| Other fiduciary accounts, non-managed assets | $217,576,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,579,889,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,999,310,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $13,846,000,000 | 8 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,145,809,000,000 | 4 |
| Managed Assets ($) | $412,992,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $55,678,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,273,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $24,722,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,472,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $281,825,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $13,817,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,205,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $82,721,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,470,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $732,817,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $20,179,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $155,954,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $324,765,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,557,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $176,000,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $2,336,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $320,000,000 | 18 |
| Other fiduciary accounts, non-managed assets | $221,530,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,615,398,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,051,566,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $14,088,000,000 | 8 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,149,060,000,000 | 4 |
| Managed Assets ($) | $407,653,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $56,137,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,418,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $23,116,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,064,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $279,599,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $13,715,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,604,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $83,820,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $11,062,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $50,670,000,000 | 2 |
| Non-managed Assets ($) | $741,407,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $20,669,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $164,455,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $322,608,000,000 | 4 |
| Other retirement accounts, non-managed assets | $7,660,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $182,000,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $2,099,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $319,000,000 | 18 |
| Other fiduciary accounts, non-managed assets | $223,415,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,853,034,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,067,544,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $14,152,000,000 | 9 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,159,648,000,000 | 4 |
| Managed Assets ($) | $421,034,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $56,438,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,233,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $23,742,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,852,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $293,366,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $13,931,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,472,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $97,783,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $10,850,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $738,614,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $20,697,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $164,358,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $321,496,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,553,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $200,000,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $2,202,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $315,000,000 | 17 |
| Other fiduciary accounts, non-managed assets | $222,793,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,555,613,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,936,866,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $14,202,000,000 | 8 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,179,819,000,000 | 4 |
| Managed Assets ($) | $432,733,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $58,067,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,651,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $22,936,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,535,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $306,101,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $13,903,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,540,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $106,843,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $10,533,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $747,086,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $20,242,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $166,059,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $332,544,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,538,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $206,000,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $2,364,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $351,000,000 | 17 |
| Other fiduciary accounts, non-managed assets | $218,782,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,979,705,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,294,714,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $14,269,000,000 | 8 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,173,558,000,000 | 5 |
| Managed Assets ($) | $424,325,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $57,412,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,033,000,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $22,002,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $9,762,000,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $302,279,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $13,339,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,498,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $107,842,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $9,707,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $749,233,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $20,452,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $161,839,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $334,250,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,504,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $196,000,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $2,543,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $342,000,000 | 16 |
| Other fiduciary accounts, non-managed assets | $223,107,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,387,531,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,006,158,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $14,314,000,000 | 9 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,123,336,000,000 | 5 |
| Managed Assets ($) | $408,573,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $57,336,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,765,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $21,556,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $9,219,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $290,348,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $12,792,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,557,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $104,760,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $9,164,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $50,352,000,000 | 1 |
| Non-managed Assets ($) | $714,763,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $21,416,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,425,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $321,306,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,442,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $198,000,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $2,964,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $323,000,000 | 18 |
| Other fiduciary accounts, non-managed assets | $214,689,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,048,392,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,852,243,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $14,232,000,000 | 9 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,121,266,000,000 | 5 |
| Managed Assets ($) | $424,465,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $56,282,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,344,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $21,242,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $8,426,000,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $310,124,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $12,344,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,703,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $122,315,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $8,371,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $696,801,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $20,906,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $142,941,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $312,178,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,328,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $197,000,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $2,309,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $313,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $211,629,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,057,382,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,497,369,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $13,873,000,000 | 9 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,089,440,000,000 | 5 |
| Managed Assets ($) | $421,731,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $54,473,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,374,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $20,046,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $7,573,000,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $313,586,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $11,745,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,934,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $135,081,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $7,518,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $667,709,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $20,749,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,719,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $308,991,000,000 | 4 |
| Other retirement accounts, non-managed assets | $5,917,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $203,000,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $2,670,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $294,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $194,166,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,230,715,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,977,670,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $13,507,000,000 | 9 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,078,472,000,000 | 6 |
| Managed Assets ($) | $404,112,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $55,012,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,471,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $20,318,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $7,001,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $295,663,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $11,329,000,000 | 5 |
| Other fiduciary accounts, managed assets | $2,318,000,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $120,074,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $6,945,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $674,360,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $21,341,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,762,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $315,483,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,605,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $121,000,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $2,600,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $313,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $193,135,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,499,537,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,241,609,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $14,110,000,000 | 9 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,033,843,000,000 | 6 |
| Managed Assets ($) | $365,692,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $52,845,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,740,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $21,399,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $6,107,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $261,521,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $10,179,000,000 | 5 |
| Other fiduciary accounts, managed assets | $2,901,000,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $102,996,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $6,052,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $44,783,000,000 | 2 |
| Non-managed Assets ($) | $668,151,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $20,685,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $139,941,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $309,511,000,000 | 4 |
| Other retirement accounts, non-managed assets | $6,505,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $142,000,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $2,568,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $389,000,000 | 15 |
| Other fiduciary accounts, non-managed assets | $188,410,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,917,665,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,042,665,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $13,752,000,000 | 9 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,050,357,000,000 | 6 |
| Managed Assets ($) | $391,420,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $52,124,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,537,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $21,136,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $5,545,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $290,632,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $9,411,000,000 | 6 |
| Other fiduciary accounts, managed assets | $2,035,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $115,646,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $5,486,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $658,937,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $20,435,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,991,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $315,531,000,000 | 4 |
| Other retirement accounts, non-managed assets | $5,553,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $181,000,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $2,411,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $310,000,000 | 14 |
| Other fiduciary accounts, non-managed assets | $178,525,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,373,267,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,685,572,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $11,746,000,000 | 8 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $676,910,000,000 | 7 |
| Managed Assets ($) | $228,050,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $50,663,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,786,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $18,605,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $4,997,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $134,189,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $8,522,000,000 | 6 |
| Other fiduciary accounts, managed assets | $1,288,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $23,883,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $4,995,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $448,860,000,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $18,583,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,384,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $291,575,000,000 | 4 |
| Other retirement accounts, non-managed assets | $5,120,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $13,000,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $2,187,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $274,000,000 | 15 |
| Other fiduciary accounts, non-managed assets | $724,000,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,728,312,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,337,190,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $11,420,000,000 | 7 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $706,842,000,000 | 7 |
| Managed Assets ($) | $227,659,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $52,394,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,629,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $20,297,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $4,465,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $133,088,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $8,504,000,000 | 6 |
| Other fiduciary accounts, managed assets | $1,282,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $23,945,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $4,463,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $479,183,000,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $17,331,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $132,507,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $321,047,000,000 | 4 |
| Other retirement accounts, non-managed assets | $5,077,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $13,000,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $2,218,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $277,000,000 | 15 |
| Other fiduciary accounts, non-managed assets | $713,000,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,836,326,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,559,182,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $11,297,000,000 | 8 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $704,644,000,000 | 7 |
| Managed Assets ($) | $215,437,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $49,971,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,475,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $17,742,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $3,946,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $126,340,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $8,718,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,245,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $22,457,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,945,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $48,681,000,000 | 1 |
| Non-managed Assets ($) | $489,207,000,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $16,696,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $142,763,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $322,106,000,000 | 4 |
| Other retirement accounts, non-managed assets | $4,738,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $13,000,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $2,091,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $286,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $514,000,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,859,344,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,884,810,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $25,408,000,000 | 4 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $679,190,000,000 | 7 |
| Managed Assets ($) | $207,923,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $48,838,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,094,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $16,346,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $3,633,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $125,007,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $6,668,000,000 | 7 |
| Other fiduciary accounts, managed assets | $1,337,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $22,297,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,632,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $471,267,000,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $16,722,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,619,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $313,416,000,000 | 4 |
| Other retirement accounts, non-managed assets | $4,885,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $13,000,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $1,919,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $237,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $456,000,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,238,457,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,431,598,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $24,497,000,000 | 4 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $709,154,000,000 | 6 |
| Managed Assets ($) | $219,633,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $53,903,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,783,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $16,828,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $3,986,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $130,936,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $6,798,000,000 | 7 |
| Other fiduciary accounts, managed assets | $1,399,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $23,992,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,984,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $489,521,000,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $17,959,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,343,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $329,651,000,000 | 4 |
| Other retirement accounts, non-managed assets | $5,826,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $13,000,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $1,947,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $311,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $471,000,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,155,491,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,979,452,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $27,858,000,000 | 4 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $686,288,000,000 | 7 |
| Managed Assets ($) | $215,974,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $55,287,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,928,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $16,503,000,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $3,833,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $127,281,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $6,769,000,000 | 7 |
| Other fiduciary accounts, managed assets | $1,373,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $23,403,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,831,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $470,314,000,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $17,722,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,775,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $314,016,000,000 | 4 |
| Other retirement accounts, non-managed assets | $5,035,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $13,000,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | $2,053,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $286,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $414,000,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,665,261,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,841,535,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $26,716,000,000 | 4 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $617,536,000,000 | 8 |
| Managed Assets ($) | $200,661,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $54,377,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,579,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $15,884,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $3,642,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $114,786,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $6,189,000,000 | 7 |
| Other fiduciary accounts, managed assets | $1,204,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $21,521,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,640,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $49,666,000,000 | 1 |
| Non-managed Assets ($) | $416,875,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $17,493,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $99,936,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $291,490,000,000 | 4 |
| Other retirement accounts, non-managed assets | $4,739,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $13,000,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $2,516,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $295,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $393,000,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,208,520,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,402,845,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $25,663,000,000 | 4 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $594,627,000,000 | 6 |
| Managed Assets ($) | $194,293,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $52,142,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,503,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $16,213,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $3,438,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $110,920,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $5,868,000,000 | 6 |
| Other fiduciary accounts, managed assets | $1,209,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $19,968,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $3,435,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $400,334,000,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $17,775,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $92,594,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $282,309,000,000 | 4 |
| Other retirement accounts, non-managed assets | $4,357,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $13,000,000 | 82 |
| Investment management and advisory agency accounts, non-managed assets | $2,547,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $366,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $373,000,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,005,519,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,014,229,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $23,832,000,000 | 4 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $590,497,000,000 | 8 |
| Managed Assets ($) | $182,130,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $49,997,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,268,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $14,622,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $3,219,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $103,100,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $5,701,000,000 | 6 |
| Other fiduciary accounts, managed assets | $1,223,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $18,249,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,216,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $408,367,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $17,214,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $102,477,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $280,923,000,000 | 4 |
| Other retirement accounts, non-managed assets | $4,408,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $13,000,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $2,584,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $368,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $380,000,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,944,317,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,313,071,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $22,369,000,000 | 3 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $622,388,000,000 | 7 |
| Managed Assets ($) | $190,496,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $52,763,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,607,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $15,535,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $3,316,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $107,372,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $5,682,000,000 | 6 |
| Other fiduciary accounts, managed assets | $1,221,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $19,381,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,316,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $431,892,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $16,784,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,906,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $295,424,000,000 | 4 |
| Other retirement accounts, non-managed assets | $4,446,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $13,000,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $1,768,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $166,000,000 | 18 |
| Other fiduciary accounts, non-managed assets | $385,000,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,180,640,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,685,057,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $23,036,000,000 | 4 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $605,090,000,000 | 8 |
| Managed Assets ($) | $184,951,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $51,849,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,528,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $14,814,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $3,155,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $104,312,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $5,158,000,000 | 5 |
| Other fiduciary accounts, managed assets | $1,135,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $19,382,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,154,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $53,815,000,000 | 1 |
| Non-managed Assets ($) | $420,139,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $16,047,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,373,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $285,146,000,000 | 4 |
| Other retirement accounts, non-managed assets | $5,093,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $26,000,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $1,962,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $127,000,000 | 21 |
| Other fiduciary accounts, non-managed assets | $365,000,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,959,879,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,604,832,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $23,068,000,000 | 3 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $963,394,000,000 | 6 |
| Managed Assets ($) | $182,944,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $50,717,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,598,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $16,487,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $3,338,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $105,168,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,636,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $28,697,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $780,450,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $12,496,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,829,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $700,137,000,000 | 4 |
| Other retirement accounts, non-managed assets | $449,000,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $27,000,000 | 82 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,512,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,443,845,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,896,154,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $826,482,000,000 | 6 |
| Managed Assets ($) | $171,318,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $48,018,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,381,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $15,771,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $3,301,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $97,149,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,698,000,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $26,832,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $655,164,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $11,008,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,309,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $564,482,000,000 | 4 |
| Other retirement accounts, non-managed assets | $442,000,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $32,000,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,891,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,363,656,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,096,138,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $788,168,000,000 | 6 |
| Managed Assets ($) | $165,038,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $45,716,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,309,000,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $14,782,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $2,952,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $94,787,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,492,000,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $25,446,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $623,130,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $10,527,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,613,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $540,089,000,000 | 4 |
| Other retirement accounts, non-managed assets | $483,000,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $36,000,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,382,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,460,671,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,227,173,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $854,515,000,000 | 6 |
| Managed Assets ($) | $170,912,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $48,923,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,397,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $16,804,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $2,970,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $95,439,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,379,000,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $25,911,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $683,603,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $11,260,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,594,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $590,327,000,000 | 3 |
| Other retirement accounts, non-managed assets | $639,000,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $12,282,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $9,501,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,929,079,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,012,873,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $965,664,000,000 | 6 |
| Managed Assets ($) | $191,026,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $55,357,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,685,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $19,367,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $3,218,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $105,982,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,417,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $30,619,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $774,638,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $12,559,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $70,213,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $642,404,000,000 | 4 |
| Other retirement accounts, non-managed assets | $807,000,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $31,670,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,985,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,088,150,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,644,159,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,182,083,000,000 | 6 |
| Managed Assets ($) | $181,373,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $60,907,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,575,000,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $21,141,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,164,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $89,674,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,912,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $36,078,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,000,710,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $13,056,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $105,621,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $823,917,000,000 | 4 |
| Other retirement accounts, non-managed assets | $945,000,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $38,851,000,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,320,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,781,801,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,590,311,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,117,338,000,000 | 6 |
| Managed Assets ($) | $195,687,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $65,785,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,526,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $26,477,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $2,972,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $94,162,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,765,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $44,387,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $921,651,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $14,862,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,118,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $780,034,000,000 | 4 |
| Other retirement accounts, non-managed assets | $986,000,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $38,249,000,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $19,402,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,025,464,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,516,571,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,012,477,000,000 | 6 |
| Managed Assets ($) | $198,051,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $65,951,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,427,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $27,726,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $2,900,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $95,370,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,677,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $45,251,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $814,426,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $15,925,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,577,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $665,988,000,000 | 4 |
| Other retirement accounts, non-managed assets | $1,075,000,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $36,205,000,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $19,656,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,377,933,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,564,974,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,161,175,000,000 | 6 |
| Managed Assets ($) | $196,575,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $67,453,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,515,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $28,260,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $2,799,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $90,872,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,676,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $47,138,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $964,600,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $15,704,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $95,635,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $795,789,000,000 | 4 |
| Other retirement accounts, non-managed assets | $1,096,000,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $37,647,000,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,729,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,771,033,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,208,397,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,162,693,000,000 | 6 |
| Managed Assets ($) | $197,923,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $67,917,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,394,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $29,645,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $2,747,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $90,539,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,681,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $48,992,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $964,770,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $15,608,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,959,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $807,408,000,000 | 4 |
| Other retirement accounts, non-managed assets | $1,089,000,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $34,810,000,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,896,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,240,779,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,201,736,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,058,891,000,000 | 6 |
| Managed Assets ($) | $198,242,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $66,538,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,393,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $31,877,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $2,596,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $90,163,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,675,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $48,411,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $860,649,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $14,498,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,676,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $711,758,000,000 | 4 |
| Other retirement accounts, non-managed assets | $1,060,000,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $35,902,000,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,755,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,629,201,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,854,085,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $972,555,000,000 | 6 |
| Managed Assets ($) | $189,288,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $66,861,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,407,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $24,574,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $2,529,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $88,321,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,596,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $45,616,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $783,267,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $12,776,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,036,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $643,722,000,000 | 4 |
| Other retirement accounts, non-managed assets | $1,019,000,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $44,563,000,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,151,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,929,751,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,909,619,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,136,235,000,000 | 4 |
| Managed Assets ($) | $135,946,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $40,473,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,971,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $21,071,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $532,000,000 | 29 |
| Corporate trust and agency accounts, managed assets | $743,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $68,296,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,860,000,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $45,523,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,000,289,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $10,705,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,582,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $351,837,000,000 | 5 |
| Other retirement accounts, non-managed assets | $102,000,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $576,352,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,711,000,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,137,092,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,256,708,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,012,377,000,000 | 5 |
| Managed Assets ($) | $122,504,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $38,958,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,005,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $17,586,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $668,000,000 | 24 |
| Corporate trust and agency accounts, managed assets | $5,410,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $55,815,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,062,000,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $32,657,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $889,873,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $11,114,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,055,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $274,702,000,000 | 5 |
| Other retirement accounts, non-managed assets | $60,000,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $555,793,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,149,000,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,855,093,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,747,202,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $966,189,000,000 | 5 |
| Managed Assets ($) | $109,644,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $39,341,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,960,000,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $12,168,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $599,000,000 | 26 |
| Corporate trust and agency accounts, managed assets | $6,489,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $46,875,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,212,000,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $17,246,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $856,545,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $11,024,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,120,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $281,806,000,000 | 5 |
| Other retirement accounts, non-managed assets | $22,000,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $515,124,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,449,000,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,537,449,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,618,547,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $981,567,000,000 | 5 |
| Managed Assets ($) | $104,906,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $38,968,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,954,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $11,704,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $590,000,000 | 26 |
| Corporate trust and agency accounts, managed assets | $6,217,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $43,287,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,186,000,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $15,879,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $876,661,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $10,151,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,810,000,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $330,093,000,000 | 5 |
| Other retirement accounts, non-managed assets | $9,000,000 | 275 |
| Corporate trust and agency accounts, non-managed assets | $498,530,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,068,000,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,854,954,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,302,449,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $920,827,000,000 | 5 |
| Managed Assets ($) | $106,257,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $38,084,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,906,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $11,350,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $646,000,000 | 26 |
| Corporate trust and agency accounts, managed assets | $8,278,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $43,360,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,633,000,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $17,758,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $814,570,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $9,629,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,794,000,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $289,080,000,000 | 5 |
| Other retirement accounts, non-managed assets | $7,000,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $482,832,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $228,000,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,605,964,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,073,930,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $878,843,000,000 | 4 |
| Managed Assets ($) | $111,237,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $38,541,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,867,000,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $13,536,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $654,000,000 | 23 |
| Corporate trust and agency accounts, managed assets | $9,100,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $45,508,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,031,000,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $17,542,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $767,606,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $9,435,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,135,000,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $265,538,000,000 | 5 |
| Other retirement accounts, non-managed assets | $5,000,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $463,278,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $215,000,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,120,739,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,749,594,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $883,833,000,000 | 4 |
| Managed Assets ($) | $109,302,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $37,907,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,771,000,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $14,605,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $718,000,000 | 24 |
| Corporate trust and agency accounts, managed assets | $9,165,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $42,557,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,579,000,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $15,601,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $774,531,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $10,002,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,793,000,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $289,079,000,000 | 5 |
| Other retirement accounts, non-managed assets | $4,000,000 | 248 |
| Corporate trust and agency accounts, non-managed assets | $442,432,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $221,000,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,151,189,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,683,252,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $861,333,000,000 | 4 |
| Managed Assets ($) | $109,335,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $38,750,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,259,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $13,311,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $399,000,000 | 33 |
| Corporate trust and agency accounts, managed assets | $9,438,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $43,086,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,092,000,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $15,408,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $751,998,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $10,109,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,783,000,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $287,044,000,000 | 5 |
| Other retirement accounts, non-managed assets | $2,000,000 | 543 |
| Corporate trust and agency accounts, non-managed assets | $418,060,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,682,553,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,449,958,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $834,165,000,000 | 4 |
| Managed Assets ($) | $106,725,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $41,419,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,427,000,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $13,088,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $400,000,000 | 32 |
| Corporate trust and agency accounts, managed assets | $8,404,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $40,984,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,000,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $14,354,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $727,440,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $10,178,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,461,000,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $265,437,000,000 | 5 |
| Other retirement accounts, non-managed assets | $1,000,000 | 288 |
| Corporate trust and agency accounts, non-managed assets | $411,114,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $249,000,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,671,282,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,167,442,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $876,818,000,000 | 3 |
| Managed Assets ($) | $106,986,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $42,256,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,425,000,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $13,039,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $405,000,000 | 32 |
| Corporate trust and agency accounts, managed assets | $8,611,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $40,247,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,000,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $13,772,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $769,832,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,353,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,439,000,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $272,902,000,000 | 5 |
| Other retirement accounts, non-managed assets | $1,000,000 | 299 |
| Corporate trust and agency accounts, non-managed assets | $437,883,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $254,000,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,360,443,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,046,198,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $874,518,000,000 | 3 |
| Managed Assets ($) | $108,111,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $43,092,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,388,000,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $13,208,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $422,000,000 | 31 |
| Corporate trust and agency accounts, managed assets | $8,660,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $40,338,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,000,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $12,992,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $766,407,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,050,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,701,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $277,822,000,000 | 5 |
| Other retirement accounts, non-managed assets | $5,000,000 | 232 |
| Corporate trust and agency accounts, non-managed assets | $426,586,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $243,000,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,399,797,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,025,717,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $883,988,000,000 | 3 |
| Managed Assets ($) | $105,887,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $43,094,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,345,000,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $13,261,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $383,000,000 | 33 |
| Corporate trust and agency accounts, managed assets | $9,432,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $37,369,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,000,000 | 133 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $10,569,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $778,101,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $10,145,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,255,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $262,841,000,000 | 5 |
| Other retirement accounts, non-managed assets | $1,996,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $452,537,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $327,000,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,999,918,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,886,812,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $799,705,000,000 | 3 |
| Managed Assets ($) | $95,928,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $40,673,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,056,000,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $9,697,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $343,000,000 | 34 |
| Corporate trust and agency accounts, managed assets | $7,334,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $35,824,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,000,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,800,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $703,777,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $9,670,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,125,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $260,922,000,000 | 5 |
| Other retirement accounts, non-managed assets | $1,995,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $374,809,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $256,000,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,440,547,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,659,041,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $779,839,000,000 | 3 |
| Managed Assets ($) | $97,960,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $40,884,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,589,000,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $9,454,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $335,000,000 | 34 |
| Corporate trust and agency accounts, managed assets | $7,655,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $38,042,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,000,000 | 118 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $12,028,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $681,879,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $9,565,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,936,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $247,485,000,000 | 5 |
| Other retirement accounts, non-managed assets | $1,910,000,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $364,733,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $250,000,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,298,123,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,580,390,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $704,363,000,000 | 3 |
| Managed Assets ($) | $92,098,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $38,436,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,517,000,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $9,235,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $337,000,000 | 32 |
| Corporate trust and agency accounts, managed assets | $7,517,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $35,055,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,000,000 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,597,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $612,265,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $8,167,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,567,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $219,529,000,000 | 5 |
| Other retirement accounts, non-managed assets | $1,690,000,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $328,091,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $221,000,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,823,379,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,423,052,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $724,903,000,000 | 3 |
| Managed Assets ($) | $91,054,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $38,822,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,459,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $9,385,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $657,000,000 | 24 |
| Corporate trust and agency accounts, managed assets | $7,206,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $33,497,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $28,000,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,244,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $633,849,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $8,553,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,141,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $253,939,000,000 | 5 |
| Other retirement accounts, non-managed assets | $1,768,000,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $306,232,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $216,000,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,090,848,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,410,753,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $762,325,000,000 | 4 |
| Managed Assets ($) | $127,661,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $48,978,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,695,000,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $14,861,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $1,243,000,000 | 18 |
| Corporate trust and agency accounts, managed assets | $6,334,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $48,890,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,660,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,430,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $634,664,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $14,582,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,982,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $280,751,000,000 | 3 |
| Other retirement accounts, non-managed assets | $2,262,000,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $267,812,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $275,000,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,816,099,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,438,421,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |