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MUFG Union Bank, Fiduciary and Related Services

2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,559,00055
Number of Managed Accounts$3,839,00054
Number of Non-Managed Accounts$1,720,00045
Total fiduciary and related assets$24,831,768,00039
Managed Assets ($)$9,081,143,00041
Non-managed Assets ($)$15,750,625,00035
Memoranda
Gross Fiduciary activities income$52,589,00033
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,540,00054
Number of Managed Accounts$3,809,00054
Number of Non-Managed Accounts$1,731,00045
Total fiduciary and related assets$25,736,341,00037
Managed Assets ($)$9,087,204,00041
Non-managed Assets ($)$16,649,137,00032
Memoranda
Gross Fiduciary activities income$26,277,00033
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,594,00056
Number of Managed Accounts$3,846,00054
Number of Non-Managed Accounts$1,748,00047
Total fiduciary and related assets$25,017,678,00036
Managed Assets ($)$8,213,762,00041
Non-managed Assets ($)$16,803,916,00030
Memoranda
Gross Fiduciary activities income$98,761,00036
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,659,00054
Number of Managed Accounts$3,830,00054
Number of Non-Managed Accounts$1,829,00043
Total fiduciary and related assets$26,223,807,00036
Managed Assets ($)$8,410,190,00041
Non-managed Assets ($)$17,813,617,00030
Memoranda
Gross Fiduciary activities income$73,089,00036
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,698,00053
Number of Managed Accounts$3,884,00055
Number of Non-Managed Accounts$1,814,00044
Total fiduciary and related assets$26,367,686,00036
Managed Assets ($)$7,858,651,00040
Non-managed Assets ($)$18,509,035,00030
Memoranda
Gross Fiduciary activities income$46,437,00036
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,709,00055
Number of Managed Accounts$3,866,00055
Number of Non-Managed Accounts$1,843,00045
Total fiduciary and related assets$28,319,929,00036
Managed Assets ($)$8,008,411,00040
Non-managed Assets ($)$20,311,518,00028
Memoranda
Gross Fiduciary activities income$22,021,00036
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,705,00056
Number of Managed Accounts$3,798,00055
Number of Non-Managed Accounts$1,907,00047
Total fiduciary and related assets$29,375,877,00035
Managed Assets ($)$7,897,078,00040
Non-managed Assets ($)$21,478,799,00028
Memoranda
Gross Fiduciary activities income$86,788,00036
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,738,00053
Number of Managed Accounts$3,810,00054
Number of Non-Managed Accounts$1,928,00045
Total fiduciary and related assets$34,886,589,00032
Managed Assets ($)$7,762,901,00041
Non-managed Assets ($)$27,123,688,00022
Memoranda
Gross Fiduciary activities income$64,763,00036
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,764,00052
Number of Managed Accounts$3,815,00053
Number of Non-Managed Accounts$1,949,00045
Total fiduciary and related assets$33,305,808,00033
Managed Assets ($)$7,442,953,00041
Non-managed Assets ($)$25,862,855,00022
Memoranda
Gross Fiduciary activities income$42,043,00036
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,815,00052
Number of Managed Accounts$3,789,00053
Number of Non-Managed Accounts$2,026,00047
Total fiduciary and related assets$27,525,345,00035
Managed Assets ($)$7,325,435,00041
Non-managed Assets ($)$20,199,910,00025
Memoranda
Gross Fiduciary activities income$20,554,00036
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,928,00052
Number of Managed Accounts$3,794,00053
Number of Non-Managed Accounts$2,134,00046
Total fiduciary and related assets$26,954,898,00034
Managed Assets ($)$6,991,397,00042
Non-managed Assets ($)$19,963,501,00025
Memoranda
Gross Fiduciary activities income$86,087,00036
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,971,00050
Number of Managed Accounts$3,824,00052
Number of Non-Managed Accounts$2,147,00044
Total fiduciary and related assets$27,895,702,00034
Managed Assets ($)$7,025,968,00042
Non-managed Assets ($)$20,869,734,00025
Memoranda
Gross Fiduciary activities income$65,721,00035
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,972,00049
Number of Managed Accounts$3,847,00053
Number of Non-Managed Accounts$2,125,00043
Total fiduciary and related assets$30,399,930,00032
Managed Assets ($)$6,992,554,00042
Non-managed Assets ($)$23,407,376,00023
Memoranda
Gross Fiduciary activities income$45,000,00034
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,015,00049
Number of Managed Accounts$3,857,00054
Number of Non-Managed Accounts$2,158,00043
Total fiduciary and related assets$35,591,697,00028
Managed Assets ($)$6,881,763,00042
Non-managed Assets ($)$28,709,934,00019
Memoranda
Gross Fiduciary activities income$23,174,00034
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,105,00047
Number of Managed Accounts$3,870,00051
Number of Non-Managed Accounts$2,235,00044
Total fiduciary and related assets$32,536,319,00030
Managed Assets ($)$6,767,889,00041
Non-managed Assets ($)$25,768,430,00019
Memoranda
Gross Fiduciary activities income$76,323,00036
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,135,00046
Number of Managed Accounts$3,877,00050
Number of Non-Managed Accounts$2,258,00042
Total fiduciary and related assets$32,832,099,00028
Managed Assets ($)$6,734,640,00041
Non-managed Assets ($)$26,097,459,00019
Memoranda
Gross Fiduciary activities income$56,109,00036
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,103,00047
Number of Managed Accounts$3,783,00051
Number of Non-Managed Accounts$2,320,00040
Total fiduciary and related assets$30,287,058,00031
Managed Assets ($)$7,024,142,00043
Non-managed Assets ($)$23,262,916,00020
Memoranda
Gross Fiduciary activities income$37,711,00037
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,185,00047
Number of Managed Accounts$3,857,00050
Number of Non-Managed Accounts$2,328,00040
Total fiduciary and related assets$30,469,029,00031
Managed Assets ($)$7,026,897,00043
Non-managed Assets ($)$23,442,132,00021
Memoranda
Gross Fiduciary activities income$19,600,00036
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,201,00048
Number of Managed Accounts$3,879,00049
Number of Non-Managed Accounts$2,322,00043
Total fiduciary and related assets$33,007,245,00026
Managed Assets ($)$6,942,373,00043
Non-managed Assets ($)$26,064,872,00020
Memoranda
Gross Fiduciary activities income$70,899,00037
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,160,00046
Number of Managed Accounts$3,932,00047
Number of Non-Managed Accounts$2,228,00041
Total fiduciary and related assets$30,895,920,00028
Managed Assets ($)$6,917,865,00042
Non-managed Assets ($)$23,978,055,00021
Memoranda
Gross Fiduciary activities income$53,197,00037
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,095,00045
Number of Managed Accounts$3,970,00046
Number of Non-Managed Accounts$2,125,00044
Total fiduciary and related assets$33,019,502,00026
Managed Assets ($)$7,030,825,00043
Non-managed Assets ($)$25,988,677,00020
Memoranda
Gross Fiduciary activities income$35,355,00038
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,127,00046
Number of Managed Accounts$3,994,00046
Number of Non-Managed Accounts$2,133,00047
Total fiduciary and related assets$29,876,785,00029
Managed Assets ($)$6,923,882,00043
Non-managed Assets ($)$22,952,903,00023
Memoranda
Gross Fiduciary activities income$17,692,00039
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,190,00046
Number of Managed Accounts$4,000,00046
Number of Non-Managed Accounts$2,190,00047
Total fiduciary and related assets$30,378,730,00029
Managed Assets ($)$7,115,919,00042
Non-managed Assets ($)$23,262,811,00022
Memoranda
Gross Fiduciary activities income$71,724,00036
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,852,00042
Number of Managed Accounts$4,129,00045
Number of Non-Managed Accounts$2,723,00038
Total fiduciary and related assets$31,307,564,00029
Managed Assets ($)$6,841,931,00042
Non-managed Assets ($)$24,465,633,00021
Memoranda
Gross Fiduciary activities income$53,330,00035
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,081,00042
Number of Managed Accounts$4,160,00043
Number of Non-Managed Accounts$2,921,00037
Total fiduciary and related assets$31,677,491,00028
Managed Assets ($)$6,725,029,00042
Non-managed Assets ($)$24,952,462,00021
Memoranda
Gross Fiduciary activities income$35,776,00035
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,132,00042
Number of Managed Accounts$5,016,00033
Number of Non-Managed Accounts$2,116,00047
Total fiduciary and related assets$30,380,959,00029
Managed Assets ($)$6,786,694,00042
Non-managed Assets ($)$23,594,265,00021
Memoranda
Gross Fiduciary activities income$18,161,00035
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,404,00044
Number of Managed Accounts$4,304,00040
Number of Non-Managed Accounts$2,100,00049
Total fiduciary and related assets$29,931,550,00029
Managed Assets ($)$6,434,157,00042
Non-managed Assets ($)$23,497,393,00021
Memoranda
Gross Fiduciary activities income$65,138,00036
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,204,00048
Number of Managed Accounts$3,415,00047
Number of Non-Managed Accounts$1,789,00051
Total fiduciary and related assets$14,113,926,00044
Managed Assets ($)$5,237,122,00045
Non-managed Assets ($)$8,876,804,00036
Memoranda
Gross Fiduciary activities income$47,510,00036
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,162,00046
Number of Managed Accounts$3,633,00045
Number of Non-Managed Accounts$2,529,00041
Total fiduciary and related assets$30,680,393,00026
Managed Assets ($)$6,482,938,00041
Non-managed Assets ($)$24,197,455,00020
Memoranda
Gross Fiduciary activities income$32,423,00036
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,074,00048
Number of Managed Accounts$3,604,00047
Number of Non-Managed Accounts$2,470,00045
Total fiduciary and related assets$33,001,881,00025
Managed Assets ($)$6,670,879,00041
Non-managed Assets ($)$26,331,002,00019
Memoranda
Gross Fiduciary activities income$16,954,00035
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,633,00050
Number of Managed Accounts$3,609,00045
Number of Non-Managed Accounts$2,024,00048
Total fiduciary and related assets$32,212,319,00026
Managed Assets ($)$7,231,052,00038
Non-managed Assets ($)$24,981,267,00019
Memoranda
Gross Fiduciary activities income$79,535,00029
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,530,00046
Number of Managed Accounts$3,693,00045
Number of Non-Managed Accounts$2,837,00039
Total fiduciary and related assets$32,610,724,00023
Managed Assets ($)$7,973,942,00036
Non-managed Assets ($)$24,636,782,00018
Memoranda
Gross Fiduciary activities income$60,841,00029
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,446,00047
Number of Managed Accounts$3,691,00045
Number of Non-Managed Accounts$2,755,00040
Total fiduciary and related assets$32,635,774,00027
Managed Assets ($)$8,647,772,00037
Non-managed Assets ($)$23,988,002,00020
Memoranda
Gross Fiduciary activities income$40,840,00029
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,448,00047
Number of Managed Accounts$3,652,00043
Number of Non-Managed Accounts$2,796,00042
Total fiduciary and related assets$33,914,973,00027
Managed Assets ($)$8,695,538,00037
Non-managed Assets ($)$25,219,435,00020
Memoranda
Gross Fiduciary activities income$20,062,00030
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,468,00047
Number of Managed Accounts$3,663,00043
Number of Non-Managed Accounts$2,805,00043
Total fiduciary and related assets$31,773,581,00028
Managed Assets ($)$7,602,362,00042
Non-managed Assets ($)$24,171,219,00020
Memoranda
Gross Fiduciary activities income$78,718,00029
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,597,00045
Number of Managed Accounts$3,773,00042
Number of Non-Managed Accounts$2,824,00042
Total fiduciary and related assets$31,036,921,00028
Managed Assets ($)$7,861,470,00036
Non-managed Assets ($)$23,175,451,00020
Memoranda
Gross Fiduciary activities income$58,627,00029
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,006,00033
Number of Managed Accounts$4,169,00040
Number of Non-Managed Accounts$6,837,00027
Total fiduciary and related assets$109,067,700,00013
Managed Assets ($)$8,485,919,00034
Non-managed Assets ($)$100,581,781,00012
Memoranda
Gross Fiduciary activities income$38,904,00030
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$10,658,00034
Number of Managed Accounts$3,810,00042
Number of Non-Managed Accounts$6,848,00027
Total fiduciary and related assets$126,615,314,00013
Managed Assets ($)$8,491,356,00036
Non-managed Assets ($)$118,123,958,00011
Memoranda
Gross Fiduciary activities income$18,544,00031
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$10,803,00037
Number of Managed Accounts$3,815,00044
Number of Non-Managed Accounts$6,988,00031
Total fiduciary and related assets$122,519,350,00014
Managed Assets ($)$8,102,854,00038
Non-managed Assets ($)$114,416,496,00011
Memoranda
Gross Fiduciary activities income$77,693,00030
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,566,00039
Number of Managed Accounts$3,905,00043
Number of Non-Managed Accounts$7,661,00028
Total fiduciary and related assets$120,516,088,00014
Managed Assets ($)$8,170,984,00043
Non-managed Assets ($)$112,345,104,00012
Memoranda
Gross Fiduciary activities income$59,949,00029
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,723,00039
Number of Managed Accounts$3,950,00046
Number of Non-Managed Accounts$7,773,00028
Total fiduciary and related assets$117,032,152,00013
Managed Assets ($)$7,719,106,00044
Non-managed Assets ($)$109,313,046,00011
Memoranda
Gross Fiduciary activities income$39,767,00028
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,872,00038
Number of Managed Accounts$4,017,00045
Number of Non-Managed Accounts$7,855,00027
Total fiduciary and related assets$107,046,069,00013
Managed Assets ($)$7,695,148,00043
Non-managed Assets ($)$99,350,921,00012
Memoranda
Gross Fiduciary activities income$19,518,00031
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,966,00040
Number of Managed Accounts$4,055,00045
Number of Non-Managed Accounts$7,911,00028
Total fiduciary and related assets$109,349,091,00013
Managed Assets ($)$8,241,136,00042
Non-managed Assets ($)$101,107,955,00012
Memoranda
Gross Fiduciary activities income$97,162,00027
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$12,183,00038
Number of Managed Accounts$4,130,00044
Number of Non-Managed Accounts$8,053,00026
Total fiduciary and related assets$115,046,760,00014
Managed Assets ($)$9,487,959,00040
Non-managed Assets ($)$105,558,801,00012
Memoranda
Gross Fiduciary activities income$75,001,00030
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$10,437,00042
Number of Managed Accounts$4,242,00045
Number of Non-Managed Accounts$6,195,00028
Total fiduciary and related assets$117,325,393,00018
Managed Assets ($)$10,436,105,00041
Non-managed Assets ($)$106,889,288,00015
Memoranda
Gross Fiduciary activities income$51,659,00032
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$9,374,00041
Number of Managed Accounts$4,021,00046
Number of Non-Managed Accounts$5,353,00032
Total fiduciary and related assets$120,511,099,00017
Managed Assets ($)$9,973,261,00040
Non-managed Assets ($)$110,537,838,00015
Memoranda
Gross Fiduciary activities income$25,525,00031
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$14,892,00035
Number of Managed Accounts$4,075,00045
Number of Non-Managed Accounts$10,817,00023
Total fiduciary and related assets$127,988,466,00018
Managed Assets ($)$11,147,457,00039
Non-managed Assets ($)$116,841,009,00016
Memoranda
Gross Fiduciary activities income$97,671,00032
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$15,838,00034
Number of Managed Accounts$4,149,00044
Number of Non-Managed Accounts$11,689,00022
Total fiduciary and related assets$125,973,468,00018
Managed Assets ($)$11,010,917,00039
Non-managed Assets ($)$114,962,551,00015
Memoranda
Gross Fiduciary activities income$103,640,00027
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$16,043,00032
Number of Managed Accounts$4,152,00046
Number of Non-Managed Accounts$11,891,00022
Total fiduciary and related assets$123,617,178,00017
Managed Assets ($)$10,409,194,00040
Non-managed Assets ($)$113,207,984,00015
Memoranda
Gross Fiduciary activities income$68,533,00029
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$16,106,00033
Number of Managed Accounts$4,236,00045
Number of Non-Managed Accounts$11,870,00022
Total fiduciary and related assets$122,211,939,00017
Managed Assets ($)$10,783,644,00040
Non-managed Assets ($)$111,428,295,00014
Memoranda
Gross Fiduciary activities income$32,993,00029
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$16,180,00034
Number of Managed Accounts$4,255,00044
Number of Non-Managed Accounts$11,925,00021
Total fiduciary and related assets$114,111,632,00018
Managed Assets ($)$10,469,579,00041
Non-managed Assets ($)$103,642,053,00013
Memoranda
Gross Fiduciary activities income$133,830,00028
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$16,491,00032
Number of Managed Accounts$4,343,00045
Number of Non-Managed Accounts$12,148,00022
Total fiduciary and related assets$110,587,034,00017
Managed Assets ($)$10,016,991,00045
Non-managed Assets ($)$100,570,043,00014
Memoranda
Gross Fiduciary activities income$100,222,00027
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$16,850,00031
Number of Managed Accounts$4,503,00046
Number of Non-Managed Accounts$12,347,00022
Total fiduciary and related assets$112,051,962,00017
Managed Assets ($)$10,326,656,00039
Non-managed Assets ($)$101,725,306,00014
Memoranda
Gross Fiduciary activities income$67,976,00026
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$17,171,00030
Number of Managed Accounts$4,549,00044
Number of Non-Managed Accounts$12,622,00022
Total fiduciary and related assets$114,434,465,00016
Managed Assets ($)$10,350,503,00039
Non-managed Assets ($)$104,083,962,00014
Memoranda
Gross Fiduciary activities income$35,431,00025
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$17,110,00034
Number of Managed Accounts$4,579,00049
Number of Non-Managed Accounts$12,531,00021
Total fiduciary and related assets$108,852,778,00016
Managed Assets ($)$10,811,741,00037
Non-managed Assets ($)$98,041,037,00014
Memoranda
Gross Fiduciary activities income$122,477,00030
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$17,500,00031
Number of Managed Accounts$4,856,00043
Number of Non-Managed Accounts$12,644,00021
Total fiduciary and related assets$111,411,325,00016
Managed Assets ($)$11,665,647,00036
Non-managed Assets ($)$99,745,678,00014
Memoranda
Gross Fiduciary activities income$96,842,00028
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$19,354,00028
Number of Managed Accounts$4,840,00042
Number of Non-Managed Accounts$14,514,00020
Total fiduciary and related assets$108,489,914,00016
Managed Assets ($)$11,059,578,00035
Non-managed Assets ($)$97,430,336,00014
Memoranda
Gross Fiduciary activities income$63,813,00028
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$19,319,00029
Number of Managed Accounts$4,863,00044
Number of Non-Managed Accounts$14,456,00020
Total fiduciary and related assets$108,065,368,00014
Managed Assets ($)$10,583,608,00037
Non-managed Assets ($)$97,481,760,00014
Memoranda
Gross Fiduciary activities income$36,194,00026
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$16,567,00033
Number of Managed Accounts$4,830,00047
Number of Non-Managed Accounts$11,737,00024
Total fiduciary and related assets$106,308,627,00016
Managed Assets ($)$10,292,172,00037
Non-managed Assets ($)$96,016,455,00014
Memoranda
Gross Fiduciary activities income$129,546,00029
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$18,884,00030
Number of Managed Accounts$4,896,00043
Number of Non-Managed Accounts$13,988,00021
Total fiduciary and related assets$74,128,425,00021
Managed Assets ($)$10,232,776,00036
Non-managed Assets ($)$63,895,649,00018
Memoranda
Gross Fiduciary activities income$94,019,00029
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,719,00041
Number of Managed Accounts$4,886,00045
Number of Non-Managed Accounts$6,833,00031
Total fiduciary and related assets$67,462,734,00022
Managed Assets ($)$9,655,603,00037
Non-managed Assets ($)$57,807,131,00018
Memoranda
Gross Fiduciary activities income$60,706,00032
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,702,00041
Number of Managed Accounts$4,894,00045
Number of Non-Managed Accounts$6,808,00031
Total fiduciary and related assets$65,858,627,00022
Managed Assets ($)$9,445,948,00040
Non-managed Assets ($)$56,412,679,00017
Memoranda
Gross Fiduciary activities income$29,938,00032
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,545,00044
Number of Managed Accounts$4,941,00049
Number of Non-Managed Accounts$6,604,00033
Total fiduciary and related assets$65,269,786,00022
Managed Assets ($)$9,079,814,00042
Non-managed Assets ($)$56,189,972,00017
Memoranda
Gross Fiduciary activities income$115,715,00032
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,724,00042
Number of Managed Accounts$5,024,00046
Number of Non-Managed Accounts$6,700,00031
Total fiduciary and related assets$62,076,020,00022
Managed Assets ($)$8,697,690,00042
Non-managed Assets ($)$53,378,330,00017
Memoranda
Gross Fiduciary activities income$85,699,00032
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$11,924,00042
Number of Managed Accounts$5,065,00047
Number of Non-Managed Accounts$6,859,00034
Total fiduciary and related assets$60,482,440,00022
Managed Assets ($)$8,725,459,00040
Non-managed Assets ($)$51,756,981,00018
Memoranda
Gross Fiduciary activities income$55,181,00032
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$12,059,00042
Number of Managed Accounts$5,162,00047
Number of Non-Managed Accounts$6,897,00032
Total fiduciary and related assets$56,065,792,00024
Managed Assets ($)$7,637,096,00045
Non-managed Assets ($)$48,428,696,00018
Memoranda
Gross Fiduciary activities income$27,347,00031
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$12,489,00039
Number of Managed Accounts$5,474,00048
Number of Non-Managed Accounts$7,015,00032
Total fiduciary and related assets$56,772,021,00025
Managed Assets ($)$11,231,082,00034
Non-managed Assets ($)$45,540,939,00019
Memoranda
Gross Fiduciary activities income$119,840,00031
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$12,972,00036
Number of Managed Accounts$5,770,00043
Number of Non-Managed Accounts$7,202,00026
Total fiduciary and related assets$62,190,905,00022
Managed Assets ($)$12,697,546,00033
Non-managed Assets ($)$49,493,359,00018
Memoranda
Gross Fiduciary activities income$127,874,00027
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$128,162,00031
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$118,919,00034
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$115,624,00034
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$86,658,00038
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$93,480,00029
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$50,261,00045
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$49,586,00042
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$52,106,00040
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$49,478,00036