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KeyBank, Total Fiduciary and Related Assets

2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Total fiduciary and related assets$62,123,765,00033
Managed Assets ($)$49,980,082,00018
Personal trust and agency accounts, managed assets$14,421,451,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,890,585,00018
Employee benefit-defined benefit accounts, managed assets$167,152,00055
Other employee benefit and retirement-related accounts, managed assets$4,777,101,00014
Corporate trust and agency accounts, managed assets$066
Investment management and investment advisory agency accounts, managed assets$24,223,620,00018
Foundation and endowment trust and agency accounts, managed assets$4,485,167,00015
Other fiduciary accounts, managed assets$15,006,00044
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,099,362,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,143,683,00045
Personal trust and agency accounts, non-managed assets$4,943,009,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$373,370,00081
Employee benefit-defined benefit accounts, non-managed Assets$4,121,836,00018
Other retirement accounts, non-managed assets$434,724,00029
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$1,617,466,00010
Foundation and endowment trust and agency accounts, non-managed assets$483,325,00017
Other fiduciary accounts, non-managed assets$169,953,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$52,209,285,00033
Fiduciary accounts held in foreign offices, non-managed Assets$015
Individual retirement,health savings and similar accounts, non-managed$119,094,00045
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total fiduciary and related assets$59,664,859,00032
Managed Assets ($)$48,571,451,00019
Personal trust and agency accounts, managed assets$14,360,920,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,140,964,00021
Employee benefit-defined benefit accounts, managed assets$175,341,00052
Other employee benefit and retirement-related accounts, managed assets$4,575,067,00014
Corporate trust and agency accounts, managed assets$0182
Investment management and investment advisory agency accounts, managed assets$24,047,976,00016
Foundation and endowment trust and agency accounts, managed assets$4,256,218,00015
Other fiduciary accounts, managed assets$14,965,00054
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,923,369,00016
Investments of managed fiduciary accts in advised or sponsored mutual funds$050
Non-managed Assets ($)$11,093,408,00044
Personal trust and agency accounts, non-managed assets$4,150,359,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$361,975,00081
Employee benefit-defined benefit accounts, non-managed Assets$3,999,445,00017
Other retirement accounts, non-managed assets$419,109,00033
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$1,499,538,00010
Foundation and endowment trust and agency accounts, non-managed assets$471,820,00016
Other fiduciary accounts, non-managed assets$191,162,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$61,878,041,00030
Fiduciary accounts held in foreign offices, non-managed Assets$042
Individual retirement,health savings and similar accounts, non-managed$113,851,00054
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$57,603,773,00032
Managed Assets ($)$46,747,909,00018
Personal trust and agency accounts, managed assets$13,620,891,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,080,097,00021
Employee benefit-defined benefit accounts, managed assets$165,443,00052
Other employee benefit and retirement-related accounts, managed assets$4,297,351,00014
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$23,471,792,00018
Foundation and endowment trust and agency accounts, managed assets$4,098,976,00015
Other fiduciary accounts, managed assets$13,359,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,695,397,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,855,864,00044
Personal trust and agency accounts, non-managed assets$4,047,047,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$326,428,00081
Employee benefit-defined benefit accounts, non-managed Assets$4,020,449,00018
Other retirement accounts, non-managed assets$409,196,00031
Corporate trust and agency accounts, non-managed assets$0110
Investment management and advisory agency accounts, non-managed assets$1,408,811,0009
Foundation and endowment trust and agency accounts, non-managed assets$455,022,00015
Other fiduciary accounts, non-managed assets$188,911,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$61,240,102,00031
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managed$105,408,00047
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$59,358,076,00033
Managed Assets ($)$48,128,512,00017
Personal trust and agency accounts, managed assets$14,507,677,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$859,131,00022
Employee benefit-defined benefit accounts, managed assets$197,217,00043
Other employee benefit and retirement-related accounts, managed assets$4,326,342,00015
Corporate trust and agency accounts, managed assets$0119
Investment management and investment advisory agency accounts, managed assets$24,230,632,00017
Foundation and endowment trust and agency accounts, managed assets$3,994,882,00015
Other fiduciary accounts, managed assets$12,631,00047
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,731,992,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,229,564,00044
Personal trust and agency accounts, non-managed assets$4,171,374,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$337,561,00078
Employee benefit-defined benefit accounts, non-managed Assets$4,161,241,00017
Other retirement accounts, non-managed assets$416,617,00028
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$1,455,236,0009
Foundation and endowment trust and agency accounts, non-managed assets$483,932,00015
Other fiduciary accounts, non-managed assets$203,603,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$62,146,634,00030
Fiduciary accounts held in foreign offices, non-managed Assets$041
Individual retirement,health savings and similar accounts, non-managed$109,182,00050
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$58,978,265,00034
Managed Assets ($)$47,915,250,00017
Personal trust and agency accounts, managed assets$14,243,226,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$898,118,00020
Employee benefit-defined benefit accounts, managed assets$202,365,00044
Other employee benefit and retirement-related accounts, managed assets$4,155,080,00016
Corporate trust and agency accounts, managed assets$069
Investment management and investment advisory agency accounts, managed assets$24,513,737,00015
Foundation and endowment trust and agency accounts, managed assets$3,891,267,00016
Other fiduciary accounts, managed assets$11,457,00042
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,585,544,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,063,015,00049
Personal trust and agency accounts, non-managed assets$3,840,889,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$327,388,00080
Employee benefit-defined benefit accounts, non-managed Assets$4,118,221,00019
Other retirement accounts, non-managed assets$419,085,00029
Corporate trust and agency accounts, non-managed assets$099
Investment management and advisory agency accounts, non-managed assets$1,694,915,00010
Foundation and endowment trust and agency accounts, non-managed assets$463,504,00014
Other fiduciary accounts, non-managed assets$199,013,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$60,663,461,00031
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$105,194,00048
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$56,395,930,00033
Managed Assets ($)$45,752,011,00017
Personal trust and agency accounts, managed assets$14,060,970,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$931,872,00021
Employee benefit-defined benefit accounts, managed assets$192,667,00044
Other employee benefit and retirement-related accounts, managed assets$4,013,522,00015
Corporate trust and agency accounts, managed assets$0150
Investment management and investment advisory agency accounts, managed assets$22,768,082,00016
Foundation and endowment trust and agency accounts, managed assets$3,773,619,00016
Other fiduciary accounts, managed assets$11,279,00058
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,455,847,00016
Investments of managed fiduciary accts in advised or sponsored mutual funds$051
Non-managed Assets ($)$10,643,919,00048
Personal trust and agency accounts, non-managed assets$3,448,737,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$315,820,00085
Employee benefit-defined benefit accounts, non-managed Assets$4,185,481,00019
Other retirement accounts, non-managed assets$399,256,00030
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assets$1,616,636,0009
Foundation and endowment trust and agency accounts, non-managed assets$481,214,00013
Other fiduciary accounts, non-managed assets$196,775,00030
Memoranda
Custody and safekeeping accounts, non-managed assets$57,551,323,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$102,834,00055
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$53,386,540,00034
Managed Assets ($)$42,680,315,00017
Personal trust and agency accounts, managed assets$13,509,176,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$945,232,00022
Employee benefit-defined benefit accounts, managed assets$190,626,00044
Other employee benefit and retirement-related accounts, managed assets$3,886,475,00015
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$20,523,936,00016
Foundation and endowment trust and agency accounts, managed assets$3,614,241,00016
Other fiduciary accounts, managed assets$10,629,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,355,098,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,706,225,00047
Personal trust and agency accounts, non-managed assets$3,347,000,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$294,365,00084
Employee benefit-defined benefit accounts, non-managed Assets$4,472,184,00020
Other retirement accounts, non-managed assets$386,511,00031
Corporate trust and agency accounts, non-managed assets$0106
Investment management and advisory agency accounts, non-managed assets$1,533,966,0009
Foundation and endowment trust and agency accounts, non-managed assets$475,027,00013
Other fiduciary accounts, non-managed assets$197,172,00030
Memoranda
Custody and safekeeping accounts, non-managed assets$55,618,036,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$96,405,00050
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$54,950,070,00026
Managed Assets ($)$43,654,690,00016
Personal trust and agency accounts, managed assets$13,925,047,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$954,601,00018
Employee benefit-defined benefit accounts, managed assets$208,105,00039
Other employee benefit and retirement-related accounts, managed assets$4,034,805,00014
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$20,659,880,00016
Foundation and endowment trust and agency accounts, managed assets$3,863,005,00011
Other fiduciary accounts, managed assets$9,247,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,483,051,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,295,380,00038
Personal trust and agency accounts, non-managed assets$3,460,925,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$307,220,00079
Employee benefit-defined benefit accounts, non-managed Assets$4,782,628,00017
Other retirement accounts, non-managed assets$419,092,00027
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$1,623,959,0008
Foundation and endowment trust and agency accounts, non-managed assets$485,395,00013
Other fiduciary accounts, non-managed assets$216,161,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$57,356,287,00027
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$101,181,00047
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$60,575,972,00025
Managed Assets ($)$47,659,902,00016
Personal trust and agency accounts, managed assets$15,235,892,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$955,857,00020
Employee benefit-defined benefit accounts, managed assets$229,673,00042
Other employee benefit and retirement-related accounts, managed assets$4,402,058,00015
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$22,568,342,00016
Foundation and endowment trust and agency accounts, managed assets$4,258,844,00011
Other fiduciary accounts, managed assets$9,236,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,801,410,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,916,070,00038
Personal trust and agency accounts, non-managed assets$3,768,764,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$346,432,00079
Employee benefit-defined benefit accounts, non-managed Assets$5,417,331,00017
Other retirement accounts, non-managed assets$447,962,00028
Corporate trust and agency accounts, non-managed assets$096
Investment management and advisory agency accounts, non-managed assets$2,131,732,0008
Foundation and endowment trust and agency accounts, non-managed assets$572,294,00013
Other fiduciary accounts, non-managed assets$231,555,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$54,551,877,00028
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$114,679,00045
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$63,483,034,00025
Managed Assets ($)$49,569,024,00016
Personal trust and agency accounts, managed assets$16,020,727,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$947,288,00019
Employee benefit-defined benefit accounts, managed assets$248,530,00044
Other employee benefit and retirement-related accounts, managed assets$4,588,250,00015
Corporate trust and agency accounts, managed assets$0151
Investment management and investment advisory agency accounts, managed assets$23,308,746,00017
Foundation and endowment trust and agency accounts, managed assets$4,443,837,00012
Other fiduciary accounts, managed assets$11,646,00051
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,925,660,00016
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$13,914,010,00037
Personal trust and agency accounts, non-managed assets$4,178,828,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$375,147,00074
Employee benefit-defined benefit accounts, non-managed Assets$5,819,835,00018
Other retirement accounts, non-managed assets$464,554,00031
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assets$2,236,179,0008
Foundation and endowment trust and agency accounts, non-managed assets$585,912,00013
Other fiduciary accounts, non-managed assets$253,555,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$56,238,530,00027
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$126,577,00050
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$60,844,188,00025
Managed Assets ($)$46,925,740,00016
Personal trust and agency accounts, managed assets$15,209,631,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$963,519,00020
Employee benefit-defined benefit accounts, managed assets$246,611,00042
Other employee benefit and retirement-related accounts, managed assets$4,384,396,00015
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$21,768,440,00017
Foundation and endowment trust and agency accounts, managed assets$4,342,636,00011
Other fiduciary accounts, managed assets$10,507,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,757,719,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,918,448,00038
Personal trust and agency accounts, non-managed assets$4,070,209,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$369,027,00074
Employee benefit-defined benefit accounts, non-managed Assets$5,788,590,00019
Other retirement accounts, non-managed assets$448,157,00031
Corporate trust and agency accounts, non-managed assets$098
Investment management and advisory agency accounts, non-managed assets$2,412,084,0008
Foundation and endowment trust and agency accounts, non-managed assets$575,663,00013
Other fiduciary accounts, non-managed assets$254,718,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$51,095,364,00028
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$123,095,00042
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$59,325,649,00027
Managed Assets ($)$45,499,278,00017
Personal trust and agency accounts, managed assets$14,996,933,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$972,419,00020
Employee benefit-defined benefit accounts, managed assets$250,663,00042
Other employee benefit and retirement-related accounts, managed assets$4,109,996,00016
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$20,824,172,00018
Foundation and endowment trust and agency accounts, managed assets$4,334,474,00012
Other fiduciary accounts, managed assets$10,621,00042
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,726,664,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,826,371,00038
Personal trust and agency accounts, non-managed assets$3,895,148,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$376,042,00073
Employee benefit-defined benefit accounts, non-managed Assets$5,829,677,00019
Other retirement accounts, non-managed assets$445,891,00032
Corporate trust and agency accounts, non-managed assets$0115
Investment management and advisory agency accounts, non-managed assets$2,454,085,0008
Foundation and endowment trust and agency accounts, non-managed assets$565,975,00013
Other fiduciary accounts, non-managed assets$259,553,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$49,895,511,00029
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$122,788,00047
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$55,670,184,00027
Managed Assets ($)$43,096,862,00018
Personal trust and agency accounts, managed assets$14,537,079,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,013,951,00019
Employee benefit-defined benefit accounts, managed assets$241,346,00043
Other employee benefit and retirement-related accounts, managed assets$3,935,012,00016
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$19,170,925,00018
Foundation and endowment trust and agency accounts, managed assets$4,189,729,00012
Other fiduciary accounts, managed assets$8,820,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,568,810,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,573,322,00038
Personal trust and agency accounts, non-managed assets$3,646,020,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$359,509,00076
Employee benefit-defined benefit accounts, non-managed Assets$5,574,688,00019
Other retirement accounts, non-managed assets$436,739,00033
Corporate trust and agency accounts, non-managed assets$0101
Investment management and advisory agency accounts, non-managed assets$1,763,815,0007
Foundation and endowment trust and agency accounts, non-managed assets$524,441,00012
Other fiduciary accounts, non-managed assets$268,110,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$42,265,797,00029
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$120,409,00045
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$54,536,578,00027
Managed Assets ($)$42,063,244,00018
Personal trust and agency accounts, managed assets$14,177,601,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,041,230,00017
Employee benefit-defined benefit accounts, managed assets$237,281,00043
Other employee benefit and retirement-related accounts, managed assets$3,831,156,00016
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$18,697,290,00019
Foundation and endowment trust and agency accounts, managed assets$4,067,689,00012
Other fiduciary accounts, managed assets$10,997,00052
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,482,333,00016
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$12,473,334,00038
Personal trust and agency accounts, non-managed assets$3,534,359,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$356,756,00075
Employee benefit-defined benefit accounts, non-managed Assets$5,622,043,00019
Other retirement accounts, non-managed assets$434,513,00034
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assets$1,743,967,00010
Foundation and endowment trust and agency accounts, non-managed assets$513,298,00013
Other fiduciary accounts, non-managed assets$268,398,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$38,803,298,00029
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$117,745,00050
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$50,166,160,00026
Managed Assets ($)$39,428,850,00017
Personal trust and agency accounts, managed assets$13,367,685,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,035,917,00018
Employee benefit-defined benefit accounts, managed assets$221,935,00043
Other employee benefit and retirement-related accounts, managed assets$3,640,094,00016
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$17,383,597,00019
Foundation and endowment trust and agency accounts, managed assets$3,767,970,00012
Other fiduciary accounts, managed assets$11,652,00041
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,299,949,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,737,310,00039
Personal trust and agency accounts, non-managed assets$2,481,670,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$319,401,00075
Employee benefit-defined benefit accounts, non-managed Assets$5,120,135,00019
Other retirement accounts, non-managed assets$413,763,00032
Corporate trust and agency accounts, non-managed assets$0105
Investment management and advisory agency accounts, non-managed assets$1,612,323,00010
Foundation and endowment trust and agency accounts, non-managed assets$533,166,00012
Other fiduciary accounts, non-managed assets$256,852,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$37,196,036,00029
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$104,629,00045
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$48,133,622,00026
Managed Assets ($)$37,910,188,00017
Personal trust and agency accounts, managed assets$12,912,835,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,004,046,00017
Employee benefit-defined benefit accounts, managed assets$219,662,00042
Other employee benefit and retirement-related accounts, managed assets$3,495,975,00016
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$16,713,931,00018
Foundation and endowment trust and agency accounts, managed assets$3,552,012,00012
Other fiduciary accounts, managed assets$11,727,00047
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,174,751,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,223,434,00039
Personal trust and agency accounts, non-managed assets$2,346,328,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$296,929,00079
Employee benefit-defined benefit accounts, non-managed Assets$4,907,677,00019
Other retirement accounts, non-managed assets$407,462,00031
Corporate trust and agency accounts, non-managed assets$0118
Investment management and advisory agency accounts, non-managed assets$1,496,196,00010
Foundation and endowment trust and agency accounts, non-managed assets$515,189,00012
Other fiduciary accounts, non-managed assets$253,653,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$34,404,161,00029
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$104,864,00046
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,540,459,00026
Managed Assets ($)$34,562,329,00017
Personal trust and agency accounts, managed assets$11,783,288,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$996,478,00016
Employee benefit-defined benefit accounts, managed assets$204,400,00042
Other employee benefit and retirement-related accounts, managed assets$3,192,878,00016
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$15,091,130,00019
Foundation and endowment trust and agency accounts, managed assets$3,282,363,00012
Other fiduciary accounts, managed assets$11,792,00044
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,917,241,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,978,130,00041
Personal trust and agency accounts, non-managed assets$1,979,123,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$261,464,00079
Employee benefit-defined benefit accounts, non-managed Assets$4,462,444,00020
Other retirement accounts, non-managed assets$361,590,00031
Corporate trust and agency accounts, non-managed assets$0103
Investment management and advisory agency accounts, non-managed assets$1,275,481,00010
Foundation and endowment trust and agency accounts, non-managed assets$407,457,00016
Other fiduciary accounts, non-managed assets$230,571,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$30,523,030,00031
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$91,200,00051
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$48,585,373,00026
Managed Assets ($)$38,930,851,00017
Personal trust and agency accounts, managed assets$13,743,892,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$926,766,00019
Employee benefit-defined benefit accounts, managed assets$233,606,00044
Other employee benefit and retirement-related accounts, managed assets$3,532,109,00016
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$16,723,508,00019
Foundation and endowment trust and agency accounts, managed assets$3,759,585,00011
Other fiduciary accounts, managed assets$11,385,00058
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,216,794,00016
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$9,654,522,00040
Personal trust and agency accounts, non-managed assets$2,264,340,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$323,135,00077
Employee benefit-defined benefit accounts, non-managed Assets$4,491,518,00021
Other retirement accounts, non-managed assets$377,167,00035
Corporate trust and agency accounts, non-managed assets$0210
Investment management and advisory agency accounts, non-managed assets$1,472,522,00010
Foundation and endowment trust and agency accounts, non-managed assets$473,656,00015
Other fiduciary accounts, non-managed assets$252,184,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$34,708,061,00031
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$107,174,00053
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,370,418,00027
Managed Assets ($)$37,318,342,00018
Personal trust and agency accounts, managed assets$13,101,349,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$923,723,00019
Employee benefit-defined benefit accounts, managed assets$230,426,00044
Other employee benefit and retirement-related accounts, managed assets$3,395,461,00016
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$16,014,587,00020
Foundation and endowment trust and agency accounts, managed assets$3,641,418,00012
Other fiduciary accounts, managed assets$11,378,00045
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,091,044,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,052,076,00043
Personal trust and agency accounts, non-managed assets$1,754,247,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$302,366,00077
Employee benefit-defined benefit accounts, non-managed Assets$4,462,246,00022
Other retirement accounts, non-managed assets$369,352,00034
Corporate trust and agency accounts, non-managed assets$0104
Investment management and advisory agency accounts, non-managed assets$1,442,313,00011
Foundation and endowment trust and agency accounts, non-managed assets$471,621,00015
Other fiduciary accounts, non-managed assets$249,931,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$36,950,609,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$102,717,00048
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,016,097,00026
Managed Assets ($)$36,901,678,00016
Personal trust and agency accounts, managed assets$13,167,487,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$909,857,00018
Employee benefit-defined benefit accounts, managed assets$237,772,00043
Other employee benefit and retirement-related accounts, managed assets$3,370,087,00015
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$15,546,370,00020
Foundation and endowment trust and agency accounts, managed assets$3,659,199,00010
Other fiduciary accounts, managed assets$10,906,00048
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,070,427,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,114,419,00041
Personal trust and agency accounts, non-managed assets$2,153,183,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$298,435,00078
Employee benefit-defined benefit accounts, non-managed Assets$4,418,937,00021
Other retirement accounts, non-managed assets$376,801,00033
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$1,229,803,00012
Foundation and endowment trust and agency accounts, non-managed assets$475,559,00015
Other fiduciary accounts, non-managed assets$161,701,00031
Memoranda
Custody and safekeeping accounts, non-managed assets$37,738,596,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$101,864,00049
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,060,969,00027
Managed Assets ($)$36,459,794,00015
Personal trust and agency accounts, managed assets$13,199,339,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$911,160,00018
Employee benefit-defined benefit accounts, managed assets$233,318,00043
Other employee benefit and retirement-related accounts, managed assets$3,272,990,00015
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$15,189,960,00020
Foundation and endowment trust and agency accounts, managed assets$3,638,603,00010
Other fiduciary accounts, managed assets$14,424,00046
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,992,257,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,601,175,00041
Personal trust and agency accounts, non-managed assets$1,832,240,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$290,165,00078
Employee benefit-defined benefit accounts, non-managed Assets$4,231,309,00022
Other retirement accounts, non-managed assets$384,695,00031
Corporate trust and agency accounts, non-managed assets$0114
Investment management and advisory agency accounts, non-managed assets$1,229,855,00012
Foundation and endowment trust and agency accounts, non-managed assets$471,994,00015
Other fiduciary accounts, non-managed assets$160,917,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$36,523,901,00029
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$100,107,00046
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,261,181,00026
Managed Assets ($)$34,577,070,00015
Personal trust and agency accounts, managed assets$12,615,376,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$893,968,00016
Employee benefit-defined benefit accounts, managed assets$152,740,00049
Other employee benefit and retirement-related accounts, managed assets$3,087,975,00015
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$14,335,016,00020
Foundation and endowment trust and agency accounts, managed assets$3,491,940,00010
Other fiduciary accounts, managed assets$55,000187
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,828,872,00016
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$8,684,111,00041
Personal trust and agency accounts, non-managed assets$1,680,779,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$268,076,00077
Employee benefit-defined benefit accounts, non-managed Assets$4,610,370,00019
Other retirement accounts, non-managed assets$383,522,00030
Corporate trust and agency accounts, non-managed assets$0213
Investment management and advisory agency accounts, non-managed assets$1,134,125,00011
Foundation and endowment trust and agency accounts, non-managed assets$448,869,00016
Other fiduciary accounts, non-managed assets$158,370,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$34,585,553,00029
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$91,037,00050
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$47,470,451,00026
Managed Assets ($)$38,004,236,00015
Personal trust and agency accounts, managed assets$14,127,609,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$903,153,00015
Employee benefit-defined benefit accounts, managed assets$287,148,00037
Other employee benefit and retirement-related accounts, managed assets$3,285,575,00014
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$15,563,773,00019
Foundation and endowment trust and agency accounts, managed assets$3,836,923,00010
Other fiduciary accounts, managed assets$55,000108
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$2,001,370,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,466,215,00041
Personal trust and agency accounts, non-managed assets$1,803,861,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$293,741,00078
Employee benefit-defined benefit accounts, non-managed Assets$5,062,186,00020
Other retirement accounts, non-managed assets$403,994,00029
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$1,241,693,00010
Foundation and endowment trust and agency accounts, non-managed assets$497,949,00013
Other fiduciary accounts, non-managed assets$162,791,00030
Memoranda
Custody and safekeeping accounts, non-managed assets$35,263,937,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$101,882,00047
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,432,656,00026
Managed Assets ($)$37,090,943,00015
Personal trust and agency accounts, managed assets$13,789,150,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$873,238,00017
Employee benefit-defined benefit accounts, managed assets$279,947,00037
Other employee benefit and retirement-related accounts, managed assets$3,251,321,00014
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$15,122,967,00019
Foundation and endowment trust and agency accounts, managed assets$3,774,318,00010
Other fiduciary accounts, managed assets$2,000117
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,944,175,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,341,713,00041
Personal trust and agency accounts, non-managed assets$1,741,068,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$285,173,00078
Employee benefit-defined benefit accounts, non-managed Assets$4,973,273,00020
Other retirement accounts, non-managed assets$363,944,00030
Corporate trust and agency accounts, non-managed assets$0116
Investment management and advisory agency accounts, non-managed assets$1,300,845,00010
Foundation and endowment trust and agency accounts, non-managed assets$523,131,00013
Other fiduciary accounts, non-managed assets$154,279,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$34,848,819,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$96,462,00048
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,909,517,00027
Managed Assets ($)$36,532,315,00015
Personal trust and agency accounts, managed assets$13,620,434,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$875,782,00016
Employee benefit-defined benefit accounts, managed assets$276,172,00040
Other employee benefit and retirement-related accounts, managed assets$3,222,079,00014
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$14,734,903,00019
Foundation and endowment trust and agency accounts, managed assets$3,799,730,00010
Other fiduciary accounts, managed assets$3,215,00064
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,921,212,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,377,202,00042
Personal trust and agency accounts, non-managed assets$1,718,922,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$276,285,00079
Employee benefit-defined benefit accounts, non-managed Assets$4,986,093,00020
Other retirement accounts, non-managed assets$372,427,00030
Corporate trust and agency accounts, non-managed assets$0121
Investment management and advisory agency accounts, non-managed assets$1,344,505,0009
Foundation and endowment trust and agency accounts, non-managed assets$525,857,00013
Other fiduciary accounts, non-managed assets$153,113,00031
Memoranda
Custody and safekeeping accounts, non-managed assets$32,869,208,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$95,310,00050
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,046,390,00026
Managed Assets ($)$36,977,252,00015
Personal trust and agency accounts, managed assets$14,060,963,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$908,761,00014
Employee benefit-defined benefit accounts, managed assets$268,777,00040
Other employee benefit and retirement-related accounts, managed assets$3,301,650,00014
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$14,611,969,00019
Foundation and endowment trust and agency accounts, managed assets$3,825,132,00010
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,958,199,00015
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$9,069,138,00042
Personal trust and agency accounts, non-managed assets$1,704,148,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$277,461,00082
Employee benefit-defined benefit accounts, non-managed Assets$4,650,228,00020
Other retirement accounts, non-managed assets$347,868,00031
Corporate trust and agency accounts, non-managed assets$0224
Investment management and advisory agency accounts, non-managed assets$1,391,278,0007
Foundation and endowment trust and agency accounts, non-managed assets$528,497,00013
Other fiduciary accounts, non-managed assets$169,658,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$32,702,060,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$105,341,00051
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$44,988,129,00025
Managed Assets ($)$36,096,757,00015
Personal trust and agency accounts, managed assets$13,674,622,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$947,612,00014
Employee benefit-defined benefit accounts, managed assets$481,365,00029
Other employee benefit and retirement-related accounts, managed assets$3,233,444,00014
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$14,017,159,00018
Foundation and endowment trust and agency accounts, managed assets$3,742,554,00010
Other fiduciary accounts, managed assets$1,000118
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,904,566,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,891,372,00042
Personal trust and agency accounts, non-managed assets$1,651,421,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$273,524,00082
Employee benefit-defined benefit accounts, non-managed Assets$4,500,245,00020
Other retirement accounts, non-managed assets$348,131,00029
Corporate trust and agency accounts, non-managed assets$0125
Investment management and advisory agency accounts, non-managed assets$1,434,180,0008
Foundation and endowment trust and agency accounts, non-managed assets$511,068,00014
Other fiduciary accounts, non-managed assets$172,803,00031
Memoranda
Custody and safekeeping accounts, non-managed assets$31,299,704,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$106,219,00046
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,678,912,00025
Managed Assets ($)$35,166,425,00015
Personal trust and agency accounts, managed assets$13,610,205,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$944,518,00013
Employee benefit-defined benefit accounts, managed assets$465,923,00030
Other employee benefit and retirement-related accounts, managed assets$3,182,571,00014
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$13,322,205,00019
Foundation and endowment trust and agency accounts, managed assets$3,641,002,00011
Other fiduciary accounts, managed assets$1,000119
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,845,322,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,512,487,00042
Personal trust and agency accounts, non-managed assets$1,631,159,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$266,940,00081
Employee benefit-defined benefit accounts, non-managed Assets$4,080,446,00022
Other retirement accounts, non-managed assets$435,354,00028
Corporate trust and agency accounts, non-managed assets$0123
Investment management and advisory agency accounts, non-managed assets$1,430,665,0007
Foundation and endowment trust and agency accounts, non-managed assets$507,301,00013
Other fiduciary accounts, non-managed assets$160,622,00031
Memoranda
Custody and safekeeping accounts, non-managed assets$31,477,759,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$106,247,00047
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$42,756,990,00025
Managed Assets ($)$34,671,067,00015
Personal trust and agency accounts, managed assets$13,563,814,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,014,499,00013
Employee benefit-defined benefit accounts, managed assets$546,215,00027
Other employee benefit and retirement-related accounts, managed assets$3,098,934,00014
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$12,848,640,00019
Foundation and endowment trust and agency accounts, managed assets$3,596,476,00011
Other fiduciary accounts, managed assets$2,489,00070
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,797,080,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,085,923,00043
Personal trust and agency accounts, non-managed assets$1,540,550,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$258,718,00081
Employee benefit-defined benefit accounts, non-managed Assets$3,838,549,00022
Other retirement accounts, non-managed assets$351,842,00030
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$1,440,784,0006
Foundation and endowment trust and agency accounts, non-managed assets$496,078,00013
Other fiduciary accounts, non-managed assets$159,402,00031
Memoranda
Custody and safekeeping accounts, non-managed assets$32,341,248,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$102,828,00046
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$41,748,442,00024
Managed Assets ($)$33,670,833,00015
Personal trust and agency accounts, managed assets$13,355,804,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,012,381,00011
Employee benefit-defined benefit accounts, managed assets$558,145,00027
Other employee benefit and retirement-related accounts, managed assets$3,014,949,00014
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$12,266,847,00019
Foundation and endowment trust and agency accounts, managed assets$3,462,707,00011
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,725,225,00014
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$8,077,609,00042
Personal trust and agency accounts, non-managed assets$1,505,501,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$281,803,00077
Employee benefit-defined benefit accounts, non-managed Assets$3,905,978,00022
Other retirement accounts, non-managed assets$351,325,00031
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$1,356,988,0006
Foundation and endowment trust and agency accounts, non-managed assets$490,310,00012
Other fiduciary accounts, non-managed assets$185,704,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$31,516,680,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$101,300,00050
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,692,298,00025
Managed Assets ($)$32,423,780,00015
Personal trust and agency accounts, managed assets$12,860,887,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$979,534,00012
Employee benefit-defined benefit accounts, managed assets$558,243,00027
Other employee benefit and retirement-related accounts, managed assets$2,922,062,00014
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$11,724,892,00020
Foundation and endowment trust and agency accounts, managed assets$3,369,748,00012
Other fiduciary accounts, managed assets$8,414,00050
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,642,222,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,268,518,00042
Personal trust and agency accounts, non-managed assets$1,480,339,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$282,527,00076
Employee benefit-defined benefit accounts, non-managed Assets$4,132,249,00021
Other retirement accounts, non-managed assets$356,987,00030
Corporate trust and agency accounts, non-managed assets$0131
Investment management and advisory agency accounts, non-managed assets$1,341,560,0007
Foundation and endowment trust and agency accounts, non-managed assets$483,330,00013
Other fiduciary accounts, non-managed assets$191,526,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$31,168,075,00030
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$81,500,00049
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$39,822,944,00024
Managed Assets ($)$31,821,482,00015
Personal trust and agency accounts, managed assets$12,787,460,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$949,590,00013
Employee benefit-defined benefit accounts, managed assets$555,902,00026
Other employee benefit and retirement-related accounts, managed assets$2,873,987,00014
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$11,317,879,00020
Foundation and endowment trust and agency accounts, managed assets$3,328,472,00011
Other fiduciary accounts, managed assets$8,192,00052
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,605,986,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,001,462,00042
Personal trust and agency accounts, non-managed assets$1,489,543,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$273,191,00076
Employee benefit-defined benefit accounts, non-managed Assets$3,902,350,00021
Other retirement accounts, non-managed assets$427,152,00028
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$1,247,546,0006
Foundation and endowment trust and agency accounts, non-managed assets$477,635,00013
Other fiduciary accounts, non-managed assets$184,045,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$49,237,821,00028
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$71,247,00054
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,981,056,00024
Managed Assets ($)$31,214,052,00016
Personal trust and agency accounts, managed assets$12,722,509,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$947,841,00011
Employee benefit-defined benefit accounts, managed assets$549,981,00026
Other employee benefit and retirement-related accounts, managed assets$2,834,501,00014
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$10,883,133,00020
Foundation and endowment trust and agency accounts, managed assets$3,266,112,00011
Other fiduciary accounts, managed assets$9,975,00052
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,576,749,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,767,004,00042
Personal trust and agency accounts, non-managed assets$1,470,018,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$263,257,00076
Employee benefit-defined benefit accounts, non-managed Assets$3,754,666,00020
Other retirement accounts, non-managed assets$356,234,00029
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$1,274,110,0006
Foundation and endowment trust and agency accounts, non-managed assets$457,793,00012
Other fiduciary accounts, non-managed assets$190,926,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$47,825,618,00028
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$75,251,00052
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,736,325,00022
Managed Assets ($)$31,049,349,00016
Personal trust and agency accounts, managed assets$12,527,700,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$918,632,00012
Employee benefit-defined benefit accounts, managed assets$549,377,00026
Other employee benefit and retirement-related accounts, managed assets$2,841,894,00014
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$10,900,530,00019
Foundation and endowment trust and agency accounts, managed assets$3,303,025,00011
Other fiduciary accounts, managed assets$8,191,00067
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,552,397,00014
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$7,686,976,00042
Personal trust and agency accounts, non-managed assets$1,434,613,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$264,414,00077
Employee benefit-defined benefit accounts, non-managed Assets$3,704,093,00020
Other retirement accounts, non-managed assets$325,845,00032
Corporate trust and agency accounts, non-managed assets$0241
Investment management and advisory agency accounts, non-managed assets$1,307,944,0006
Foundation and endowment trust and agency accounts, non-managed assets$460,670,00013
Other fiduciary accounts, non-managed assets$189,397,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$46,402,002,00028
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$76,580,00053
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,169,401,00021
Managed Assets ($)$30,479,094,00016
Personal trust and agency accounts, managed assets$12,192,659,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$919,448,00010
Employee benefit-defined benefit accounts, managed assets$544,216,00024
Other employee benefit and retirement-related accounts, managed assets$2,808,149,00013
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$10,758,565,00018
Foundation and endowment trust and agency accounts, managed assets$3,238,438,00011
Other fiduciary accounts, managed assets$17,619,00045
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,515,139,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,690,307,00041
Personal trust and agency accounts, non-managed assets$1,398,483,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$259,851,00079
Employee benefit-defined benefit accounts, non-managed Assets$3,666,199,00020
Other retirement accounts, non-managed assets$321,043,00031
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$1,381,827,0005
Foundation and endowment trust and agency accounts, non-managed assets$457,694,00013
Other fiduciary accounts, non-managed assets$205,210,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$46,048,640,00028
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$75,688,00056
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,493,549,00021
Managed Assets ($)$31,971,555,00015
Personal trust and agency accounts, managed assets$12,687,268,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$923,505,00011
Employee benefit-defined benefit accounts, managed assets$577,479,00024
Other employee benefit and retirement-related accounts, managed assets$2,917,421,00014
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$11,353,239,00018
Foundation and endowment trust and agency accounts, managed assets$3,494,005,00011
Other fiduciary accounts, managed assets$18,638,00046
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,604,215,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,521,994,00040
Personal trust and agency accounts, non-managed assets$1,630,533,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$277,772,00079
Employee benefit-defined benefit accounts, non-managed Assets$3,851,710,00020
Other retirement accounts, non-managed assets$437,833,00027
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$1,539,967,0005
Foundation and endowment trust and agency accounts, non-managed assets$587,718,00013
Other fiduciary accounts, non-managed assets$196,461,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$49,180,015,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$83,173,00054
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,687,371,00023
Managed Assets ($)$32,399,185,00015
Personal trust and agency accounts, managed assets$13,001,015,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$927,910,0009
Employee benefit-defined benefit accounts, managed assets$601,849,00024
Other employee benefit and retirement-related accounts, managed assets$2,960,361,00014
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$11,318,640,00018
Foundation and endowment trust and agency accounts, managed assets$3,567,306,00011
Other fiduciary accounts, managed assets$22,104,00044
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,589,386,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,288,186,00041
Personal trust and agency accounts, non-managed assets$1,346,303,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$281,133,00079
Employee benefit-defined benefit accounts, non-managed Assets$3,954,780,00021
Other retirement accounts, non-managed assets$335,752,00034
Corporate trust and agency accounts, non-managed assets$0143
Investment management and advisory agency accounts, non-managed assets$1,581,855,0005
Foundation and endowment trust and agency accounts, non-managed assets$588,426,00012
Other fiduciary accounts, non-managed assets$199,937,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$50,128,736,00028
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$84,901,00056
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,664,460,00023
Managed Assets ($)$32,264,286,00015
Personal trust and agency accounts, managed assets$13,075,309,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$942,159,00010
Employee benefit-defined benefit accounts, managed assets$610,215,00024
Other employee benefit and retirement-related accounts, managed assets$2,912,416,00014
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$11,172,668,00017
Foundation and endowment trust and agency accounts, managed assets$3,531,887,00011
Other fiduciary accounts, managed assets$19,632,00050
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,555,287,00015
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$8,400,174,00040
Personal trust and agency accounts, non-managed assets$1,395,665,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$274,763,00078
Employee benefit-defined benefit accounts, non-managed Assets$3,956,790,00021
Other retirement accounts, non-managed assets$344,414,00034
Corporate trust and agency accounts, non-managed assets$0250
Investment management and advisory agency accounts, non-managed assets$1,625,553,0005
Foundation and endowment trust and agency accounts, non-managed assets$601,540,00011
Other fiduciary accounts, non-managed assets$201,449,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$48,926,779,00027
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$84,647,00059
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$39,959,898,00024
Managed Assets ($)$31,753,320,00015
Personal trust and agency accounts, managed assets$12,832,083,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$953,493,0009
Employee benefit-defined benefit accounts, managed assets$759,210,00021
Other employee benefit and retirement-related accounts, managed assets$2,865,467,00014
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$10,754,479,00018
Foundation and endowment trust and agency accounts, managed assets$3,566,118,00011
Other fiduciary accounts, managed assets$22,470,00041
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,531,064,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,206,578,00040
Personal trust and agency accounts, non-managed assets$1,323,888,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$270,348,00079
Employee benefit-defined benefit accounts, non-managed Assets$3,778,324,00021
Other retirement accounts, non-managed assets$343,923,00032
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$1,653,722,0005
Foundation and endowment trust and agency accounts, non-managed assets$633,948,00011
Other fiduciary accounts, non-managed assets$202,425,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$41,092,856,00028
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$88,563,00056
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,726,550,00024
Managed Assets ($)$32,256,298,00015
Personal trust and agency accounts, managed assets$13,203,993,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$978,556,0009
Employee benefit-defined benefit accounts, managed assets$762,240,00021
Other employee benefit and retirement-related accounts, managed assets$2,882,863,00014
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$10,630,545,00018
Foundation and endowment trust and agency accounts, managed assets$3,776,132,00011
Other fiduciary accounts, managed assets$21,969,00041
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,546,857,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,470,252,00039
Personal trust and agency accounts, non-managed assets$1,352,209,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$276,457,00076
Employee benefit-defined benefit accounts, non-managed Assets$3,836,235,00021
Other retirement accounts, non-managed assets$456,706,00029
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$1,711,850,0005
Foundation and endowment trust and agency accounts, non-managed assets$651,012,00012
Other fiduciary accounts, non-managed assets$185,783,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$42,820,129,00027
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$90,926,00056
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$39,504,790,00025
Managed Assets ($)$31,406,484,00017
Personal trust and agency accounts, managed assets$12,951,836,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,039,601,00010
Employee benefit-defined benefit accounts, managed assets$754,045,00021
Other employee benefit and retirement-related accounts, managed assets$2,781,281,00016
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$10,222,091,00018
Foundation and endowment trust and agency accounts, managed assets$3,633,055,00011
Other fiduciary accounts, managed assets$24,575,00043
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,497,977,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,098,306,00040
Personal trust and agency accounts, non-managed assets$1,300,070,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$263,930,00080
Employee benefit-defined benefit accounts, non-managed Assets$3,744,338,00022
Other retirement accounts, non-managed assets$350,695,00033
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$1,607,546,0005
Foundation and endowment trust and agency accounts, non-managed assets$631,157,00012
Other fiduciary accounts, non-managed assets$200,570,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$41,882,859,00027
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$88,911,00057
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$39,072,770,00025
Managed Assets ($)$31,252,622,00016
Personal trust and agency accounts, managed assets$12,942,630,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,001,006,00010
Employee benefit-defined benefit accounts, managed assets$1,068,761,00019
Other employee benefit and retirement-related accounts, managed assets$1,486,387,00019
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$10,498,323,00016
Foundation and endowment trust and agency accounts, managed assets$3,244,775,00011
Other fiduciary accounts, managed assets$1,010,740,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,480,683,00015
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$7,820,148,00039
Personal trust and agency accounts, non-managed assets$1,293,689,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,568,000253
Employee benefit-defined benefit accounts, non-managed Assets$3,659,779,00023
Other retirement accounts, non-managed assets$0759
Corporate trust and agency accounts, non-managed assets$0266
Investment management and advisory agency accounts, non-managed assets$1,699,933,0005
Foundation and endowment trust and agency accounts, non-managed assets$542,385,00014
Other fiduciary accounts, non-managed assets$609,794,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$40,707,617,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$85,498,00061
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$37,633,832,00026
Managed Assets ($)$30,028,770,00017
Personal trust and agency accounts, managed assets$14,275,092,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,002,301,00012
Employee benefit-defined benefit accounts, managed assets$1,042,178,00019
Other employee benefit and retirement-related accounts, managed assets$1,431,880,00019
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$9,979,222,00016
Foundation and endowment trust and agency accounts, managed assets$1,303,193,00018
Other fiduciary accounts, managed assets$994,904,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,426,222,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,605,062,00039
Personal trust and agency accounts, non-managed assets$1,253,712,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,890,000196
Employee benefit-defined benefit accounts, non-managed Assets$3,604,716,00021
Other retirement accounts, non-managed assets$0323
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$1,681,560,0006
Foundation and endowment trust and agency accounts, non-managed assets$460,568,00014
Other fiduciary accounts, non-managed assets$590,616,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$41,565,344,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$81,012,00061
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$38,050,568,00023
Managed Assets ($)$30,941,546,00016
Personal trust and agency accounts, managed assets$14,111,991,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,395,577,0008
Employee benefit-defined benefit accounts, managed assets$1,363,457,00015
Other employee benefit and retirement-related accounts, managed assets$1,373,107,00019
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$9,451,441,00016
Foundation and endowment trust and agency accounts, managed assets$1,262,953,00018
Other fiduciary accounts, managed assets$983,020,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,367,585,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,109,022,00039
Personal trust and agency accounts, non-managed assets$1,180,805,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,080,000195
Employee benefit-defined benefit accounts, non-managed Assets$3,294,536,00022
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$0136
Investment management and advisory agency accounts, non-managed assets$1,608,660,0006
Foundation and endowment trust and agency accounts, non-managed assets$451,990,00014
Other fiduciary accounts, non-managed assets$558,951,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$40,289,648,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$81,897,00060
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$37,819,943,00024
Managed Assets ($)$30,738,730,00017
Personal trust and agency accounts, managed assets$14,298,935,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,343,448,0009
Employee benefit-defined benefit accounts, managed assets$1,422,792,00016
Other employee benefit and retirement-related accounts, managed assets$1,369,570,00019
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$9,053,255,00017
Foundation and endowment trust and agency accounts, managed assets$1,276,215,00018
Other fiduciary accounts, managed assets$974,515,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,363,963,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,081,213,00040
Personal trust and agency accounts, non-managed assets$1,159,605,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,267,000200
Employee benefit-defined benefit accounts, non-managed Assets$3,242,058,00023
Other retirement accounts, non-managed assets$0323
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$1,644,412,0007
Foundation and endowment trust and agency accounts, non-managed assets$450,648,00014
Other fiduciary accounts, non-managed assets$570,223,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$39,841,111,00027
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$84,795,00058
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,866,160,00024
Managed Assets ($)$29,098,522,00017
Personal trust and agency accounts, managed assets$13,547,802,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,250,448,0009
Employee benefit-defined benefit accounts, managed assets$1,491,771,00016
Other employee benefit and retirement-related accounts, managed assets$1,293,425,00019
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$8,356,472,00017
Foundation and endowment trust and agency accounts, managed assets$1,216,606,00018
Other fiduciary accounts, managed assets$941,998,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,288,013,00014
Investments of managed fiduciary accts in advised or sponsored mutual funds$346,922,00031
Non-managed Assets ($)$6,767,638,00040
Personal trust and agency accounts, non-managed assets$1,107,130,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,702,000253
Employee benefit-defined benefit accounts, non-managed Assets$3,080,349,00022
Other retirement accounts, non-managed assets$0765
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$1,569,284,0007
Foundation and endowment trust and agency accounts, non-managed assets$423,300,00014
Other fiduciary accounts, non-managed assets$573,873,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$37,994,887,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$80,531,00063
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,568,389,00023
Managed Assets ($)$28,820,838,00017
Personal trust and agency accounts, managed assets$13,536,407,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,200,374,0008
Employee benefit-defined benefit accounts, managed assets$1,541,584,00015
Other employee benefit and retirement-related accounts, managed assets$1,284,858,00018
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$8,100,820,00018
Foundation and endowment trust and agency accounts, managed assets$1,213,093,00019
Other fiduciary accounts, managed assets$943,702,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,279,365,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,747,551,00039
Personal trust and agency accounts, non-managed assets$984,766,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,629,000190
Employee benefit-defined benefit accounts, non-managed Assets$3,172,443,00021
Other retirement accounts, non-managed assets$0313
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$1,602,659,0007
Foundation and endowment trust and agency accounts, non-managed assets$220,352,00016
Other fiduciary accounts, non-managed assets$752,702,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$37,808,907,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$88,366,00053
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,226,290,00023
Managed Assets ($)$27,938,804,00015
Personal trust and agency accounts, managed assets$13,242,145,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,119,496,0007
Employee benefit-defined benefit accounts, managed assets$1,826,182,00013
Other employee benefit and retirement-related accounts, managed assets$1,213,385,00018
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$7,391,555,00019
Foundation and endowment trust and agency accounts, managed assets$1,201,276,00017
Other fiduciary accounts, managed assets$944,765,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,208,012,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,287,486,00041
Personal trust and agency accounts, non-managed assets$928,492,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,099,000178
Employee benefit-defined benefit accounts, non-managed Assets$2,878,180,00021
Other retirement accounts, non-managed assets$0321
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$1,520,593,0007
Foundation and endowment trust and agency accounts, non-managed assets$216,687,00016
Other fiduciary accounts, non-managed assets$720,435,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$38,692,446,00025
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$94,224,00051
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,386,758,00023
Managed Assets ($)$29,146,647,00015
Personal trust and agency accounts, managed assets$13,926,486,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,361,318,0007
Employee benefit-defined benefit accounts, managed assets$2,045,951,00013
Other employee benefit and retirement-related accounts, managed assets$1,217,231,00018
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$7,415,674,00019
Foundation and endowment trust and agency accounts, managed assets$1,223,590,00016
Other fiduciary accounts, managed assets$956,397,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,211,775,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,240,111,00041
Personal trust and agency accounts, non-managed assets$849,227,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,002,000175
Employee benefit-defined benefit accounts, non-managed Assets$2,774,403,00022
Other retirement accounts, non-managed assets$0318
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$1,601,958,0007
Foundation and endowment trust and agency accounts, non-managed assets$221,187,00016
Other fiduciary accounts, non-managed assets$767,334,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$38,745,042,00026
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$95,826,00049
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,500,982,00023
Managed Assets ($)$27,622,977,00016
Personal trust and agency accounts, managed assets$13,252,368,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,178,133,0007
Employee benefit-defined benefit accounts, managed assets$2,050,565,00011
Other employee benefit and retirement-related accounts, managed assets$1,119,440,00017
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$6,958,900,00019
Foundation and endowment trust and agency accounts, managed assets$1,138,504,00016
Other fiduciary accounts, managed assets$925,067,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,114,248,00015
Investments of managed fiduciary accts in advised or sponsored mutual funds$409,976,00029
Non-managed Assets ($)$5,878,005,00041
Personal trust and agency accounts, non-managed assets$817,102,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,494,000195
Employee benefit-defined benefit accounts, non-managed Assets$2,576,008,00022
Other retirement accounts, non-managed assets$0778
Corporate trust and agency accounts, non-managed assets$0303
Investment management and advisory agency accounts, non-managed assets$1,510,292,0007
Foundation and endowment trust and agency accounts, non-managed assets$201,298,00014
Other fiduciary accounts, non-managed assets$747,811,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$39,286,653,00024
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$91,024,00050
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,471,348,00025
Managed Assets ($)$26,729,536,00017
Personal trust and agency accounts, managed assets$12,813,776,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,022,238,0007
Employee benefit-defined benefit accounts, managed assets$2,150,719,00011
Other employee benefit and retirement-related accounts, managed assets$1,059,213,00019
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$6,720,120,00021
Foundation and endowment trust and agency accounts, managed assets$1,124,222,00017
Other fiduciary accounts, managed assets$839,248,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,054,123,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,741,812,00041
Personal trust and agency accounts, non-managed assets$891,238,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$24,796,000174
Employee benefit-defined benefit accounts, non-managed Assets$2,454,869,00023
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$1,463,321,0006
Foundation and endowment trust and agency accounts, non-managed assets$190,570,00015
Other fiduciary accounts, non-managed assets$717,018,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$39,126,130,00024
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$87,565,00048
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,625,268,00024
Managed Assets ($)$29,287,049,00016
Personal trust and agency accounts, managed assets$14,085,171,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,285,826,0007
Employee benefit-defined benefit accounts, managed assets$2,382,901,00010
Other employee benefit and retirement-related accounts, managed assets$1,167,401,00018
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$7,232,313,00020
Foundation and endowment trust and agency accounts, managed assets$1,279,734,00015
Other fiduciary accounts, managed assets$853,703,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,161,896,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,338,219,00043
Personal trust and agency accounts, non-managed assets$991,677,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,159,000176
Employee benefit-defined benefit accounts, non-managed Assets$2,780,715,00023
Other retirement accounts, non-managed assets$0325
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$1,595,353,0005
Foundation and endowment trust and agency accounts, non-managed assets$215,237,00015
Other fiduciary accounts, non-managed assets$730,078,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$41,938,770,00024
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$96,997,00047
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$36,016,326,00025
Managed Assets ($)$29,766,212,00015
Personal trust and agency accounts, managed assets$14,319,142,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,411,336,0007
Employee benefit-defined benefit accounts, managed assets$2,465,602,00010
Other employee benefit and retirement-related accounts, managed assets$1,164,884,00018
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$7,270,901,00021
Foundation and endowment trust and agency accounts, managed assets$1,279,867,00015
Other fiduciary accounts, managed assets$854,480,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$1,159,442,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,250,114,00043
Personal trust and agency accounts, non-managed assets$1,036,225,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$24,819,000175
Employee benefit-defined benefit accounts, non-managed Assets$2,518,198,00024
Other retirement accounts, non-managed assets$105,000323
Corporate trust and agency accounts, non-managed assets$0146
Investment management and advisory agency accounts, non-managed assets$1,605,925,0004
Foundation and endowment trust and agency accounts, non-managed assets$321,729,00011
Other fiduciary accounts, non-managed assets$743,113,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$41,752,665,00024
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$99,340,00046
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,787,406,00026
Managed Assets ($)$28,805,555,00016
Personal trust and agency accounts, managed assets$14,061,838,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,259,022,0008
Employee benefit-defined benefit accounts, managed assets$2,454,658,00010
Other employee benefit and retirement-related accounts, managed assets$1,129,449,00018
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$6,831,883,00023
Foundation and endowment trust and agency accounts, managed assets$1,222,500,00015
Other fiduciary accounts, managed assets$846,205,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,124,089,00015
Investments of managed fiduciary accts in advised or sponsored mutual funds$529,407,00029
Non-managed Assets ($)$5,981,851,00044
Personal trust and agency accounts, non-managed assets$1,002,519,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$18,293,000231
Employee benefit-defined benefit accounts, non-managed Assets$2,398,640,00025
Other retirement accounts, non-managed assets$210,000723
Corporate trust and agency accounts, non-managed assets$0324
Investment management and advisory agency accounts, non-managed assets$1,524,948,0004
Foundation and endowment trust and agency accounts, non-managed assets$310,058,00011
Other fiduciary accounts, non-managed assets$727,183,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$39,486,190,00024
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$97,603,00051
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,860,740,00025
Managed Assets ($)$27,642,521,00016
Personal trust and agency accounts, managed assets$13,539,503,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,132,402,0008
Employee benefit-defined benefit accounts, managed assets$2,341,309,00011
Other employee benefit and retirement-related accounts, managed assets$1,055,948,00018
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$6,541,667,00023
Foundation and endowment trust and agency accounts, managed assets$1,187,947,00014
Other fiduciary accounts, managed assets$843,745,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$1,050,636,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,218,219,00041
Personal trust and agency accounts, non-managed assets$977,919,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,633,000190
Employee benefit-defined benefit accounts, non-managed Assets$2,583,388,00023
Other retirement accounts, non-managed assets$166,000300
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assets$1,501,933,0004
Foundation and endowment trust and agency accounts, non-managed assets$480,820,00010
Other fiduciary accounts, non-managed assets$656,360,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$37,572,028,00025
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$88,889,00047
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,154,974,00026
Managed Assets ($)$26,153,427,00016
Personal trust and agency accounts, managed assets$13,033,847,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,829,392,0008
Employee benefit-defined benefit accounts, managed assets$2,304,085,00011
Other employee benefit and retirement-related accounts, managed assets$977,643,00018
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$5,945,567,00024
Foundation and endowment trust and agency accounts, managed assets$1,067,674,00012
Other fiduciary accounts, managed assets$995,219,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$971,440,00015
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,001,547,00040
Personal trust and agency accounts, non-managed assets$944,063,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$47,505,000146
Employee benefit-defined benefit accounts, non-managed Assets$2,939,114,00020
Other retirement accounts, non-managed assets$144,000302
Corporate trust and agency accounts, non-managed assets$0158
Investment management and advisory agency accounts, non-managed assets$1,453,871,0004
Foundation and endowment trust and agency accounts, non-managed assets$398,683,00010
Other fiduciary accounts, non-managed assets$1,218,167,00012
Memoranda
Custody and safekeeping accounts, non-managed assets$38,004,284,00025
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$88,137,00044
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,700,974,00026
Managed Assets ($)$28,187,653,00016
Personal trust and agency accounts, managed assets$14,053,980,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,019,530,0008
Employee benefit-defined benefit accounts, managed assets$2,649,484,0009
Other employee benefit and retirement-related accounts, managed assets$1,034,630,00018
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$6,316,249,00024
Foundation and endowment trust and agency accounts, managed assets$1,139,073,00014
Other fiduciary accounts, managed assets$974,707,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$1,027,413,00014
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,513,321,00039
Personal trust and agency accounts, non-managed assets$1,020,416,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$47,705,000151
Employee benefit-defined benefit accounts, non-managed Assets$3,048,902,00020
Other retirement accounts, non-managed assets$170,000303
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$1,654,537,0005
Foundation and endowment trust and agency accounts, non-managed assets$418,752,00011
Other fiduciary accounts, non-managed assets$1,322,839,00012
Memoranda
Custody and safekeeping accounts, non-managed assets$42,989,351,00024
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$92,642,00043
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,364,362,00027
Managed Assets ($)$27,771,628,00017
Personal trust and agency accounts, managed assets$13,826,359,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,930,822,0009
Employee benefit-defined benefit accounts, managed assets$2,749,635,00010
Other employee benefit and retirement-related accounts, managed assets$1,006,649,00021
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$6,153,587,00025
Foundation and endowment trust and agency accounts, managed assets$1,117,576,00015
Other fiduciary accounts, managed assets$987,000,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$999,618,00016
Investments of managed fiduciary accts in advised or sponsored mutual funds$492,964,00030
Non-managed Assets ($)$7,592,734,00041
Personal trust and agency accounts, non-managed assets$995,114,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$46,329,000158
Employee benefit-defined benefit accounts, non-managed Assets$3,248,567,00020
Other retirement accounts, non-managed assets$147,000746
Corporate trust and agency accounts, non-managed assets$0345
Investment management and advisory agency accounts, non-managed assets$1,673,175,0005
Foundation and endowment trust and agency accounts, non-managed assets$405,825,00012
Other fiduciary accounts, non-managed assets$1,223,577,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$45,086,799,00024
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$91,954,00052
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,708,516,00029
Managed Assets ($)$28,886,293,00019
Personal trust and agency accounts, managed assets$14,730,642,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,859,002,00011
Employee benefit-defined benefit accounts, managed assets$2,187,350,00012
Other employee benefit and retirement-related accounts, managed assets$1,018,119,00022
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$7,394,169,00023
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,697,011,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,822,223,00044
Personal trust and agency accounts, non-managed assets$1,202,409,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$51,143,000143
Employee benefit-defined benefit accounts, non-managed Assets$3,186,863,00020
Other retirement accounts, non-managed assets$146,000299
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,381,662,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$44,676,627,00023
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$31,855,845,00029
Managed Assets ($)$26,594,185,00020
Personal trust and agency accounts, managed assets$13,749,498,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,511,099,00011
Employee benefit-defined benefit accounts, managed assets$1,970,437,00015
Other employee benefit and retirement-related accounts, managed assets$1,079,865,00020
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$6,586,842,00022
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,696,444,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,261,660,00043
Personal trust and agency accounts, non-managed assets$1,120,194,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$48,063,000142
Employee benefit-defined benefit accounts, non-managed Assets$2,810,598,00019
Other retirement accounts, non-managed assets$129,000305
Corporate trust and agency accounts, non-managed assets$0161
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,282,676,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$43,770,408,00023
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$30,334,403,00030
Managed Assets ($)$25,350,116,00020
Personal trust and agency accounts, managed assets$12,761,726,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,510,629,00011
Employee benefit-defined benefit accounts, managed assets$1,774,257,00017
Other employee benefit and retirement-related accounts, managed assets$1,005,956,00021
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$6,529,190,00023
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,768,358,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,984,287,00044
Personal trust and agency accounts, non-managed assets$1,035,879,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$47,496,000138
Employee benefit-defined benefit accounts, non-managed Assets$2,625,388,00019
Other retirement accounts, non-managed assets$79,000302
Corporate trust and agency accounts, non-managed assets$0160
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,275,445,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$44,450,567,00022
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,835,058,00030
Managed Assets ($)$27,349,679,00020
Personal trust and agency accounts, managed assets$13,855,581,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,591,906,00010
Employee benefit-defined benefit accounts, managed assets$1,986,106,00012
Other employee benefit and retirement-related accounts, managed assets$1,045,971,00021
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$7,066,914,00023
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,803,201,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,485,379,00044
Personal trust and agency accounts, non-managed assets$1,157,973,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$52,828,000147
Employee benefit-defined benefit accounts, non-managed Assets$2,890,787,00022
Other retirement accounts, non-managed assets$76,000775
Corporate trust and agency accounts, non-managed assets$0351
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,383,715,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$47,871,188,00023
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$37,926,177,00029
Managed Assets ($)$31,118,057,00019
Personal trust and agency accounts, managed assets$16,146,405,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,658,865,00012
Employee benefit-defined benefit accounts, managed assets$2,320,052,00015
Other employee benefit and retirement-related accounts, managed assets$1,158,399,00020
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$7,916,602,00020
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,917,734,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,808,120,00043
Personal trust and agency accounts, non-managed assets$1,326,638,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$64,748,000129
Employee benefit-defined benefit accounts, non-managed Assets$3,704,138,00020
Other retirement accounts, non-managed assets$736,000305
Corporate trust and agency accounts, non-managed assets$0171
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,711,860,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$53,638,298,00025
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,330,584,00030
Managed Assets ($)$33,085,183,00020
Personal trust and agency accounts, managed assets$17,294,312,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,729,578,00013
Employee benefit-defined benefit accounts, managed assets$2,668,245,00015
Other employee benefit and retirement-related accounts, managed assets$1,245,623,00019
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$8,162,385,00025
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,985,040,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,245,401,00045
Personal trust and agency accounts, non-managed assets$1,483,946,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$72,453,000136
Employee benefit-defined benefit accounts, non-managed Assets$3,770,246,00021
Other retirement accounts, non-managed assets$1,456,000292
Corporate trust and agency accounts, non-managed assets$0173
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,917,300,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$57,543,174,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$41,098,782,00029
Managed Assets ($)$33,833,165,00019
Personal trust and agency accounts, managed assets$17,874,935,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,711,480,00011
Employee benefit-defined benefit accounts, managed assets$2,623,691,00015
Other employee benefit and retirement-related accounts, managed assets$1,248,137,00018
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$8,342,274,00024
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,032,648,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,265,617,00044
Personal trust and agency accounts, non-managed assets$1,489,993,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$76,236,000136
Employee benefit-defined benefit accounts, non-managed Assets$3,775,837,00022
Other retirement accounts, non-managed assets$1,477,000292
Corporate trust and agency accounts, non-managed assets$0174
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,922,074,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$58,248,593,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,495,514,00029
Managed Assets ($)$35,652,803,00020
Personal trust and agency accounts, managed assets$19,042,545,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,774,717,00011
Employee benefit-defined benefit accounts, managed assets$2,789,317,00015
Other employee benefit and retirement-related accounts, managed assets$1,300,065,00018
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$8,660,220,00024
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,085,939,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,842,711,00042
Personal trust and agency accounts, non-managed assets$1,647,514,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$79,206,000140
Employee benefit-defined benefit accounts, non-managed Assets$4,089,152,00023
Other retirement accounts, non-managed assets$2,993,000478
Corporate trust and agency accounts, non-managed assets$0364
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,023,846,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$61,483,064,00025
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$44,150,743,00029
Managed Assets ($)$36,292,586,00018
Personal trust and agency accounts, managed assets$19,664,233,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,791,138,00011
Employee benefit-defined benefit accounts, managed assets$2,839,918,00017
Other employee benefit and retirement-related accounts, managed assets$1,308,217,00019
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$8,574,557,00025
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,114,523,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,858,157,00042
Personal trust and agency accounts, non-managed assets$1,680,580,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$78,576,000136
Employee benefit-defined benefit accounts, non-managed Assets$4,064,073,00023
Other retirement accounts, non-managed assets$2,381,000256
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,032,547,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$57,844,935,00026
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,980,179,00030
Managed Assets ($)$36,191,848,00019
Personal trust and agency accounts, managed assets$19,380,159,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,753,632,00012
Employee benefit-defined benefit accounts, managed assets$3,188,380,00016
Other employee benefit and retirement-related accounts, managed assets$1,264,243,00019
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$8,254,922,00025
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,350,512,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,788,331,00046
Personal trust and agency accounts, non-managed assets$1,665,270,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$113,087,000117
Employee benefit-defined benefit accounts, non-managed Assets$3,966,454,00024
Other retirement accounts, non-managed assets$3,032,000251
Corporate trust and agency accounts, non-managed assets$0186
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$2,040,488,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$56,339,349,00027
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,527,751,00029
Managed Assets ($)$35,520,217,00022
Personal trust and agency accounts, managed assets$18,802,922,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,672,907,00013
Employee benefit-defined benefit accounts, managed assets$3,110,046,00018
Other employee benefit and retirement-related accounts, managed assets$1,217,861,00019
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$8,148,658,00025
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,567,823,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,007,534,00046
Personal trust and agency accounts, non-managed assets$1,915,935,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$116,548,000116
Employee benefit-defined benefit accounts, non-managed Assets$4,066,582,00025
Other retirement accounts, non-managed assets$1,985,000272
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,906,484,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$54,291,290,00028
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$42,515,439,00030
Managed Assets ($)$35,150,319,00022
Personal trust and agency accounts, managed assets$18,892,609,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,735,596,00011
Employee benefit-defined benefit accounts, managed assets$3,097,055,00017
Other employee benefit and retirement-related accounts, managed assets$1,160,753,00020
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$7,720,041,00025
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,544,265,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,365,120,00046
Personal trust and agency accounts, non-managed assets$1,626,186,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$115,236,000110
Employee benefit-defined benefit accounts, non-managed Assets$3,650,386,00025
Other retirement accounts, non-managed assets$4,043,000416
Corporate trust and agency accounts, non-managed assets$0383
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,969,269,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$55,258,982,00028
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$41,373,898,00029
Managed Assets ($)$34,528,904,00021
Personal trust and agency accounts, managed assets$18,380,725,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,917,169,00010
Employee benefit-defined benefit accounts, managed assets$3,043,989,00018
Other employee benefit and retirement-related accounts, managed assets$1,118,444,00019
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$7,458,349,00026
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,610,228,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,844,994,00049
Personal trust and agency accounts, non-managed assets$1,590,901,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$105,660,000115
Employee benefit-defined benefit accounts, non-managed Assets$3,349,551,00026
Other retirement accounts, non-managed assets$5,859,000224
Corporate trust and agency accounts, non-managed assets$0189
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,793,023,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$54,383,972,00030
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$43,122,897,00027
Managed Assets ($)$33,202,898,00020
Personal trust and agency accounts, managed assets$14,259,496,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,848,010,00010
Employee benefit-defined benefit accounts, managed assets$3,017,053,00017
Other employee benefit and retirement-related accounts, managed assets$1,039,886,00018
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$5,810,849,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$7,227,604,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,919,999,00043
Personal trust and agency accounts, non-managed assets$1,299,969,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$108,696,000115
Employee benefit-defined benefit accounts, non-managed Assets$3,246,671,00027
Other retirement accounts, non-managed assets$139,019,00059
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$5,125,644,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$52,579,193,00030
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$44,479,754,00027
Managed Assets ($)$33,928,925,00020
Personal trust and agency accounts, managed assets$14,159,520,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,339,425,00010
Employee benefit-defined benefit accounts, managed assets$3,104,155,00018
Other employee benefit and retirement-related accounts, managed assets$1,046,771,00018
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$5,634,862,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$7,644,192,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,550,829,00041
Personal trust and agency accounts, non-managed assets$1,617,681,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$115,332,000115
Employee benefit-defined benefit accounts, non-managed Assets$3,322,662,00026
Other retirement accounts, non-managed assets$140,656,00057
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$5,354,498,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$54,720,214,00030
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,486,695,00027
Managed Assets ($)$32,566,894,00021
Personal trust and agency accounts, managed assets$13,892,491,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,452,157,00010
Employee benefit-defined benefit accounts, managed assets$3,530,186,00013
Other employee benefit and retirement-related accounts, managed assets$998,161,00020
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$5,344,889,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,349,010,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,919,801,00035
Personal trust and agency accounts, non-managed assets$1,636,864,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$166,207,00099
Employee benefit-defined benefit accounts, non-managed Assets$6,395,064,00020
Other retirement accounts, non-managed assets$315,800,00038
Corporate trust and agency accounts, non-managed assets$0402
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$5,405,866,00012
Memoranda
Custody and safekeeping accounts, non-managed assets$49,980,444,00031
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$67,308,509,00022
Managed Assets ($)$32,824,743,00021
Personal trust and agency accounts, managed assets$14,108,069,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,432,211,00010
Employee benefit-defined benefit accounts, managed assets$3,277,824,00015
Other employee benefit and retirement-related accounts, managed assets$1,001,647,00020
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$5,394,949,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,610,043,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$34,483,766,00023
Personal trust and agency accounts, non-managed assets$1,584,737,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$153,769,000100
Employee benefit-defined benefit accounts, non-managed Assets$7,003,143,00019
Other retirement accounts, non-managed assets$308,208,00038
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$25,433,909,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$28,958,690,00033
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Personal trust and agency accounts, managed assets$0423
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0251
Other employee benefit and retirement-related accounts, managed assets$0373
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0346
Employee benefit-defined benefit accounts, non-managed Assets$0181
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0195
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$67,111,625,00023
Managed Assets ($)$32,520,292,00022
Personal trust and agency accounts, managed assets$14,015,475,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,492,105,00010
Employee benefit-defined benefit accounts, managed assets$3,324,618,00015
Other employee benefit and retirement-related accounts, managed assets$976,048,00021
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$5,132,927,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,579,119,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$34,591,333,00021
Personal trust and agency accounts, non-managed assets$1,591,008,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$174,219,00090
Employee benefit-defined benefit accounts, non-managed Assets$7,381,976,00019
Other retirement accounts, non-managed assets$333,997,00036
Corporate trust and agency accounts, non-managed assets$0199
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$25,110,133,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$28,054,627,00034
Fiduciary accounts held in foreign offices, non-managed Assets$015
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$67,590,209,00023
Managed Assets ($)$32,365,651,00022
Personal trust and agency accounts, managed assets$14,336,367,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,243,006,00011
Employee benefit-defined benefit accounts, managed assets$3,150,543,00019
Other employee benefit and retirement-related accounts, managed assets$999,199,00020
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$5,139,022,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,497,514,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$35,224,558,00023
Personal trust and agency accounts, non-managed assets$1,571,077,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$174,108,00095
Employee benefit-defined benefit accounts, non-managed Assets$7,435,033,00020
Other retirement accounts, non-managed assets$339,611,00041
Corporate trust and agency accounts, non-managed assets$0395
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$25,704,729,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$18,422,660,00042
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$59,039,749,00026
Managed Assets ($)$28,967,066,00022
Personal trust and agency accounts, managed assets$13,874,564,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,159,476,00018
Employee benefit-defined benefit accounts, managed assets$2,883,066,00024
Other employee benefit and retirement-related accounts, managed assets$928,957,00020
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$4,553,810,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,567,193,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,072,683,00025
Personal trust and agency accounts, non-managed assets$1,510,244,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$360,502,00077
Employee benefit-defined benefit accounts, non-managed Assets$5,726,621,00021
Other retirement accounts, non-managed assets$314,385,00038
Corporate trust and agency accounts, non-managed assets$0194
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$22,160,931,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$18,992,830,00043
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$60,926,830,00025
Managed Assets ($)$29,208,241,00021
Personal trust and agency accounts, managed assets$13,852,895,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,197,054,00018
Employee benefit-defined benefit accounts, managed assets$3,014,499,00022
Other employee benefit and retirement-related accounts, managed assets$956,092,00021
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$4,541,720,00035
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,645,981,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$31,718,589,00024
Personal trust and agency accounts, non-managed assets$1,506,715,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$358,558,00080
Employee benefit-defined benefit accounts, non-managed Assets$6,022,456,00020
Other retirement accounts, non-managed assets$645,739,00028
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$23,185,121,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$18,420,483,00045
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$59,081,664,00026
Managed Assets ($)$29,330,116,00021
Personal trust and agency accounts, managed assets$13,891,522,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,181,609,00018
Employee benefit-defined benefit accounts, managed assets$2,879,113,00024
Other employee benefit and retirement-related accounts, managed assets$966,794,00021
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$4,740,462,00034
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,670,616,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,751,548,00025
Personal trust and agency accounts, non-managed assets$1,472,968,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$404,269,00075
Employee benefit-defined benefit accounts, non-managed Assets$6,274,544,00020
Other retirement accounts, non-managed assets$628,920,00029
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$20,970,847,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$15,042,544,00051
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$60,320,572,00026
Managed Assets ($)$29,242,897,00021
Personal trust and agency accounts, managed assets$13,995,073,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,035,988,00020
Employee benefit-defined benefit accounts, managed assets$2,719,398,00022
Other employee benefit and retirement-related accounts, managed assets$967,610,00022
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$4,896,840,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,627,988,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$31,077,675,00025
Personal trust and agency accounts, non-managed assets$1,530,526,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$543,158,00068
Employee benefit-defined benefit accounts, non-managed Assets$6,211,704,00020
Other retirement accounts, non-managed assets$4,421,739,00010
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$18,370,548,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$15,386,247,00048
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$56,119,164,00025
Managed Assets ($)$27,759,792,00021
Personal trust and agency accounts, managed assets$13,239,842,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$977,793,00021
Employee benefit-defined benefit accounts, managed assets$2,490,402,00023
Other employee benefit and retirement-related accounts, managed assets$973,429,00021
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$5,713,998,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,364,328,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,359,372,00024
Personal trust and agency accounts, non-managed assets$1,461,177,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$564,911,00069
Employee benefit-defined benefit accounts, non-managed Assets$5,907,219,00020
Other retirement accounts, non-managed assets$3,317,995,00011
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$17,108,070,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$15,471,119,00048
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$56,617,446,00025
Managed Assets ($)$27,883,385,00022
Personal trust and agency accounts, managed assets$13,370,912,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$940,119,00019
Employee benefit-defined benefit accounts, managed assets$2,476,368,00021
Other employee benefit and retirement-related accounts, managed assets$1,016,103,00021
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$5,712,752,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,367,131,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,734,061,00025
Personal trust and agency accounts, non-managed assets$1,445,284,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$560,582,00066
Employee benefit-defined benefit accounts, non-managed Assets$5,854,470,00020
Other retirement accounts, non-managed assets$3,645,672,00012
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$17,228,053,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$14,732,066,00049
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$52,939,603,00025
Managed Assets ($)$26,619,886,00020
Personal trust and agency accounts, managed assets$12,603,912,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$913,778,00018
Employee benefit-defined benefit accounts, managed assets$2,236,629,00021
Other employee benefit and retirement-related accounts, managed assets$1,038,042,00020
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$5,746,339,00026
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,081,186,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$26,319,717,00024
Personal trust and agency accounts, non-managed assets$1,381,713,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$573,645,00064
Employee benefit-defined benefit accounts, non-managed Assets$5,448,264,00020
Other retirement accounts, non-managed assets$2,280,778,00018
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$16,635,317,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$14,012,155,00046
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$58,651,428,00023
Managed Assets ($)$27,931,216,00020
Personal trust and agency accounts, managed assets$13,136,918,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,140,366,00019
Employee benefit-defined benefit accounts, managed assets$2,173,978,00021
Other employee benefit and retirement-related accounts, managed assets$997,451,00020
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$6,241,073,00025
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,241,430,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,720,212,00021
Personal trust and agency accounts, non-managed assets$1,408,371,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,295,049,00019
Employee benefit-defined benefit accounts, non-managed Assets$5,553,852,00021
Other retirement accounts, non-managed assets$562,049,00031
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$16,900,891,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$14,460,651,00048
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$75,199,808,00019
Managed Assets ($)$31,040,974,00021
Personal trust and agency accounts, managed assets$15,017,075,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,333,380,00018
Employee benefit-defined benefit accounts, managed assets$2,712,111,00022
Other employee benefit and retirement-related accounts, managed assets$1,300,493,00017
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$4,855,066,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,822,849,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$44,158,834,00019
Personal trust and agency accounts, non-managed assets$1,550,539,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,660,754,00012
Employee benefit-defined benefit accounts, non-managed Assets$6,244,695,00019
Other retirement accounts, non-managed assets$2,060,181,00021
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$24,642,665,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$8,880,232,00051
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA