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National City Bank, Total Fiduciary and Related Assets

2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$56,420,047,00021
Managed Assets ($)$34,447,754,00018
Personal trust and agency accounts, managed assets$17,721,101,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$288,465,00030
Employee benefit-defined benefit accounts, managed assets$1,948,155,00017
Other employee benefit and retirement-related accounts, managed assets$1,812,804,00015
Corporate trust and agency accounts, managed assets$234,491,0009
Investment management and investment advisory agency accounts, managed assets$6,697,080,00026
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,745,658,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,972,293,00024
Personal trust and agency accounts, non-managed assets$1,451,855,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,327,011,00021
Employee benefit-defined benefit accounts, non-managed Assets$10,289,589,00013
Other retirement accounts, non-managed assets$3,147,461,00012
Corporate trust and agency accounts, non-managed assets$175,181,00054
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$1,581,196,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$19,421,029,00034
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$52,515,956,00021
Managed Assets ($)$32,281,849,00017
Personal trust and agency accounts, managed assets$16,762,942,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$263,733,00032
Employee benefit-defined benefit accounts, managed assets$2,362,990,00012
Other employee benefit and retirement-related accounts, managed assets$1,701,050,00015
Corporate trust and agency accounts, managed assets$24,706,00028
Investment management and investment advisory agency accounts, managed assets$6,379,222,00025
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,787,206,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,234,107,00023
Personal trust and agency accounts, non-managed assets$1,388,523,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,648,808,00022
Employee benefit-defined benefit accounts, non-managed Assets$9,138,384,00013
Other retirement accounts, non-managed assets$3,128,754,00012
Corporate trust and agency accounts, non-managed assets$231,560,00050
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$1,698,078,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$18,732,330,00034
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$50,936,332,00021
Managed Assets ($)$32,007,889,00019
Personal trust and agency accounts, managed assets$15,958,828,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$261,670,00029
Employee benefit-defined benefit accounts, managed assets$3,243,752,0009
Other employee benefit and retirement-related accounts, managed assets$1,555,244,00016
Corporate trust and agency accounts, managed assets$16,007,00035
Investment management and investment advisory agency accounts, managed assets$6,160,984,00026
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,811,404,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,928,443,00023
Personal trust and agency accounts, non-managed assets$1,411,632,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,299,502,00021
Employee benefit-defined benefit accounts, non-managed Assets$8,574,408,00013
Other retirement accounts, non-managed assets$2,615,846,00010
Corporate trust and agency accounts, non-managed assets$239,371,00048
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$1,787,684,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$19,212,654,00032
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$52,502,276,00021
Managed Assets ($)$32,392,384,00019
Personal trust and agency accounts, managed assets$16,575,913,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$292,525,00028
Employee benefit-defined benefit accounts, managed assets$2,949,807,0007
Other employee benefit and retirement-related accounts, managed assets$1,443,359,00018
Corporate trust and agency accounts, managed assets$10,495,00061
Investment management and investment advisory agency accounts, managed assets$5,628,565,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,491,720,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,109,892,00023
Personal trust and agency accounts, non-managed assets$1,149,894,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,368,358,00021
Employee benefit-defined benefit accounts, non-managed Assets$9,888,664,00013
Other retirement accounts, non-managed assets$2,664,958,00011
Corporate trust and agency accounts, non-managed assets$155,970,00056
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$1,882,048,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$20,695,856,00033
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$59,844,235,00021
Managed Assets ($)$36,211,745,00017
Personal trust and agency accounts, managed assets$18,958,538,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$310,893,00029
Employee benefit-defined benefit accounts, managed assets$3,070,768,0009
Other employee benefit and retirement-related accounts, managed assets$1,527,135,00017
Corporate trust and agency accounts, managed assets$18,243,00035
Investment management and investment advisory agency accounts, managed assets$6,361,442,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$5,964,726,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,632,490,00023
Personal trust and agency accounts, non-managed assets$1,389,746,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,386,407,00019
Employee benefit-defined benefit accounts, non-managed Assets$11,847,796,00013
Other retirement accounts, non-managed assets$2,579,453,00012
Corporate trust and agency accounts, non-managed assets$169,962,00055
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$2,259,126,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$23,788,928,00035
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$64,752,731,00024
Managed Assets ($)$39,881,807,00017
Personal trust and agency accounts, managed assets$20,708,865,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$339,816,00028
Employee benefit-defined benefit accounts, managed assets$3,475,234,00010
Other employee benefit and retirement-related accounts, managed assets$1,649,598,00017
Corporate trust and agency accounts, managed assets$25,386,00034
Investment management and investment advisory agency accounts, managed assets$6,899,873,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,783,035,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$24,870,924,00027
Personal trust and agency accounts, non-managed assets$1,009,331,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,893,805,00021
Employee benefit-defined benefit accounts, non-managed Assets$13,282,809,00014
Other retirement accounts, non-managed assets$2,740,362,00013
Corporate trust and agency accounts, non-managed assets$197,545,00054
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$1,747,072,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$25,112,050,00038
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$70,286,121,00021
Managed Assets ($)$41,420,973,00016
Personal trust and agency accounts, managed assets$21,220,907,0009
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$350,909,00026
Employee benefit-defined benefit accounts, managed assets$3,625,153,0009
Other employee benefit and retirement-related accounts, managed assets$1,595,024,00017
Corporate trust and agency accounts, managed assets$142,215,00012
Investment management and investment advisory agency accounts, managed assets$7,225,810,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$7,260,955,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,865,148,00025
Personal trust and agency accounts, non-managed assets$1,098,625,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,120,464,00021
Employee benefit-defined benefit accounts, non-managed Assets$15,902,545,00013
Other retirement accounts, non-managed assets$2,956,870,00013
Corporate trust and agency accounts, non-managed assets$403,802,00046
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$2,382,842,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$25,624,392,00038
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$74,435,626,00021
Managed Assets ($)$43,697,812,00016
Personal trust and agency accounts, managed assets$22,640,440,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$375,715,00027
Employee benefit-defined benefit accounts, managed assets$3,873,650,00010
Other employee benefit and retirement-related accounts, managed assets$1,673,007,00016
Corporate trust and agency accounts, managed assets$163,151,00016
Investment management and investment advisory agency accounts, managed assets$7,690,747,00025
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$7,281,102,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,737,814,00024
Personal trust and agency accounts, non-managed assets$1,296,526,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,770,356,00019
Employee benefit-defined benefit accounts, non-managed Assets$16,630,889,00013
Other retirement accounts, non-managed assets$3,067,858,00012
Corporate trust and agency accounts, non-managed assets$383,127,00047
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$2,589,058,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$25,064,922,00041
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$74,443,351,00022
Managed Assets ($)$44,784,316,00016
Personal trust and agency accounts, managed assets$23,413,904,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$398,166,00029
Employee benefit-defined benefit accounts, managed assets$4,312,050,00010
Other employee benefit and retirement-related accounts, managed assets$1,587,127,00015
Corporate trust and agency accounts, managed assets$154,653,00016
Investment management and investment advisory agency accounts, managed assets$7,578,963,00026
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$7,339,453,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,659,035,00023
Personal trust and agency accounts, non-managed assets$1,368,477,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,125,969,00018
Employee benefit-defined benefit accounts, non-managed Assets$14,346,874,00013
Other retirement accounts, non-managed assets$3,531,212,00012
Corporate trust and agency accounts, non-managed assets$464,245,00043
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$2,822,258,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$24,410,934,00041
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$75,202,218,00020
Managed Assets ($)$43,965,502,00016
Personal trust and agency accounts, managed assets$23,742,742,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$404,696,00027
Employee benefit-defined benefit accounts, managed assets$4,321,409,00010
Other employee benefit and retirement-related accounts, managed assets$1,533,076,00015
Corporate trust and agency accounts, managed assets$79,793,00022
Investment management and investment advisory agency accounts, managed assets$7,150,594,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,733,192,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$31,236,716,00024
Personal trust and agency accounts, non-managed assets$1,452,992,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,338,467,00021
Employee benefit-defined benefit accounts, non-managed Assets$14,317,717,00014
Other retirement accounts, non-managed assets$3,453,268,00013
Corporate trust and agency accounts, non-managed assets$1,960,153,00029
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$2,714,119,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$24,681,057,00041
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$72,898,705,00021
Managed Assets ($)$42,312,396,00019
Personal trust and agency accounts, managed assets$22,738,102,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$363,037,00033
Employee benefit-defined benefit accounts, managed assets$4,263,560,00011
Other employee benefit and retirement-related accounts, managed assets$1,516,293,00016
Corporate trust and agency accounts, managed assets$88,992,00021
Investment management and investment advisory agency accounts, managed assets$6,372,318,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,970,094,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,586,309,00022
Personal trust and agency accounts, non-managed assets$1,435,269,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,201,231,00022
Employee benefit-defined benefit accounts, non-managed Assets$13,817,278,00014
Other retirement accounts, non-managed assets$3,396,852,00014
Corporate trust and agency accounts, non-managed assets$2,063,245,00027
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$2,672,434,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$24,570,850,00040
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$73,642,264,00021
Managed Assets ($)$42,501,323,00019
Personal trust and agency accounts, managed assets$22,914,028,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$365,318,00032
Employee benefit-defined benefit accounts, managed assets$4,257,837,00011
Other employee benefit and retirement-related accounts, managed assets$1,539,008,00016
Corporate trust and agency accounts, managed assets$73,379,00027
Investment management and investment advisory agency accounts, managed assets$6,394,973,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$6,956,780,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$31,140,941,00022
Personal trust and agency accounts, non-managed assets$1,550,559,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,205,932,00023
Employee benefit-defined benefit accounts, non-managed Assets$13,531,986,00014
Other retirement accounts, non-managed assets$3,462,849,00013
Corporate trust and agency accounts, non-managed assets$2,032,023,00029
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$3,357,592,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$23,420,055,00040
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$72,209,269,00022
Managed Assets ($)$41,028,390,00018
Personal trust and agency accounts, managed assets$22,753,710,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$347,658,00032
Employee benefit-defined benefit accounts, managed assets$4,196,697,00011
Other employee benefit and retirement-related accounts, managed assets$1,369,426,00015
Corporate trust and agency accounts, managed assets$14,292,00049
Investment management and investment advisory agency accounts, managed assets$5,181,583,00034
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$7,165,024,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$31,180,879,00024
Personal trust and agency accounts, non-managed assets$1,521,715,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,444,266,00022
Employee benefit-defined benefit accounts, non-managed Assets$13,742,253,00014
Other retirement accounts, non-managed assets$3,478,626,00011
Corporate trust and agency accounts, non-managed assets$1,858,412,00033
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$3,135,607,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$24,713,296,00038
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$30,219,283,00034
Managed Assets ($)$13,073,744,00033
Personal trust and agency accounts, managed assets$7,458,079,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$116,235,00070
Employee benefit-defined benefit accounts, managed assets$1,105,042,00029
Other employee benefit and retirement-related accounts, managed assets$556,556,00029
Corporate trust and agency accounts, managed assets$1,969,00075
Investment management and investment advisory agency accounts, managed assets$2,691,841,00049
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,144,022,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,145,539,00029
Personal trust and agency accounts, non-managed assets$850,045,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,633,472,00025
Employee benefit-defined benefit accounts, non-managed Assets$8,024,537,00017
Other retirement accounts, non-managed assets$241,804,00044
Corporate trust and agency accounts, non-managed assets$1,865,220,00033
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$1,530,461,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$14,335,697,00048
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$31,201,557,00034
Managed Assets ($)$13,807,070,00032
Personal trust and agency accounts, managed assets$7,446,931,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$120,996,00068
Employee benefit-defined benefit accounts, managed assets$1,115,106,00029
Other employee benefit and retirement-related accounts, managed assets$561,469,00029
Corporate trust and agency accounts, managed assets$2,039,00077
Investment management and investment advisory agency accounts, managed assets$2,511,625,00053
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,048,904,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,394,487,00030
Personal trust and agency accounts, non-managed assets$901,851,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,737,189,00025
Employee benefit-defined benefit accounts, non-managed Assets$8,013,942,00018
Other retirement accounts, non-managed assets$233,198,00043
Corporate trust and agency accounts, non-managed assets$1,838,655,00034
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$1,669,652,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$15,713,306,00048
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$35,945,080,00032
Managed Assets ($)$15,804,927,00028
Personal trust and agency accounts, managed assets$10,635,110,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$124,454,00065
Employee benefit-defined benefit accounts, managed assets$942,703,00030
Other employee benefit and retirement-related accounts, managed assets$22,929,000230
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$3,272,771,00045
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$806,960,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,140,153,00025
Personal trust and agency accounts, non-managed assets$3,067,494,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,739,582,00025
Employee benefit-defined benefit accounts, non-managed Assets$8,086,690,00018
Other retirement accounts, non-managed assets$540,350,00028
Corporate trust and agency accounts, non-managed assets$63,308,00079
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$3,642,729,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$16,151,004,00048
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$35,572,486,00032
Managed Assets ($)$15,632,354,00029
Personal trust and agency accounts, managed assets$10,563,619,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$125,826,00068
Employee benefit-defined benefit accounts, managed assets$943,971,00032
Other employee benefit and retirement-related accounts, managed assets$23,147,000211
Corporate trust and agency accounts, managed assets$59,000100
Investment management and investment advisory agency accounts, managed assets$3,184,383,00046
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$791,349,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,940,132,00026
Personal trust and agency accounts, non-managed assets$3,067,811,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,658,865,00025
Employee benefit-defined benefit accounts, non-managed Assets$7,902,291,00017
Other retirement accounts, non-managed assets$610,055,00025
Corporate trust and agency accounts, non-managed assets$73,108,00073
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$3,628,002,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$16,086,914,00047
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$36,003,492,00030
Managed Assets ($)$16,106,334,00027
Personal trust and agency accounts, managed assets$10,052,613,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$129,660,00067
Employee benefit-defined benefit accounts, managed assets$665,593,00031
Other employee benefit and retirement-related accounts, managed assets$21,512,000213
Corporate trust and agency accounts, managed assets$59,000103
Investment management and investment advisory agency accounts, managed assets$4,056,334,00038
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,180,563,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,897,158,00025
Personal trust and agency accounts, non-managed assets$2,895,770,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,594,644,00023
Employee benefit-defined benefit accounts, non-managed Assets$7,938,981,00017
Other retirement accounts, non-managed assets$633,514,00024
Corporate trust and agency accounts, non-managed assets$68,441,00074
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$3,765,808,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$20,761,021,00042
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$36,277,367,00032
Managed Assets ($)$16,225,230,00029
Personal trust and agency accounts, managed assets$9,947,251,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$130,634,00071
Employee benefit-defined benefit accounts, managed assets$610,043,00035
Other employee benefit and retirement-related accounts, managed assets$22,228,000212
Corporate trust and agency accounts, managed assets$58,000103
Investment management and investment advisory agency accounts, managed assets$4,347,020,00040
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,167,996,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,052,137,00028
Personal trust and agency accounts, non-managed assets$2,870,468,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,552,228,00024
Employee benefit-defined benefit accounts, non-managed Assets$7,999,467,00018
Other retirement accounts, non-managed assets$642,899,00025
Corporate trust and agency accounts, non-managed assets$77,855,00069
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$3,909,220,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$21,438,461,00040
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$36,230,216,00034
Managed Assets ($)$16,432,628,00029
Personal trust and agency accounts, managed assets$9,672,490,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$117,826,00075
Employee benefit-defined benefit accounts, managed assets$623,476,00035
Other employee benefit and retirement-related accounts, managed assets$22,016,000229
Corporate trust and agency accounts, managed assets$67,000248
Investment management and investment advisory agency accounts, managed assets$4,917,782,00034
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,078,971,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,797,588,00030
Personal trust and agency accounts, non-managed assets$2,878,237,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,283,742,00027
Employee benefit-defined benefit accounts, non-managed Assets$8,133,620,00019
Other retirement accounts, non-managed assets$684,818,00027
Corporate trust and agency accounts, non-managed assets$54,275,00086
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$3,762,896,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$17,026,997,00046
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$35,282,820,00034
Managed Assets ($)$16,275,175,00029
Personal trust and agency accounts, managed assets$9,233,111,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$98,135,00086
Employee benefit-defined benefit accounts, managed assets$573,480,00034
Other employee benefit and retirement-related accounts, managed assets$24,512,000194
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$5,336,437,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,009,500,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,007,645,00030
Personal trust and agency accounts, non-managed assets$2,659,758,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,987,467,00026
Employee benefit-defined benefit accounts, non-managed Assets$7,820,916,00018
Other retirement accounts, non-managed assets$629,919,00026
Corporate trust and agency accounts, non-managed assets$68,262,00075
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$3,841,323,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$19,279,111,00042
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$38,067,729,00031
Managed Assets ($)$16,230,394,00030
Personal trust and agency accounts, managed assets$9,228,016,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$125,017,00072
Employee benefit-defined benefit accounts, managed assets$601,324,00035
Other employee benefit and retirement-related accounts, managed assets$25,138,000192
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$5,332,029,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$918,870,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,837,335,00029
Personal trust and agency accounts, non-managed assets$2,805,626,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,920,293,00026
Employee benefit-defined benefit accounts, non-managed Assets$7,900,812,00017
Other retirement accounts, non-managed assets$662,812,00027
Corporate trust and agency accounts, non-managed assets$2,726,810,00027
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$3,820,982,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$16,780,360,00049
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$38,816,892,00031
Managed Assets ($)$16,444,496,00030
Personal trust and agency accounts, managed assets$9,315,543,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$151,866,00061
Employee benefit-defined benefit accounts, managed assets$573,852,00038
Other employee benefit and retirement-related accounts, managed assets$26,785,000188
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$5,435,865,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$940,585,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,372,396,00029
Personal trust and agency accounts, non-managed assets$2,779,203,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,896,147,00026
Employee benefit-defined benefit accounts, non-managed Assets$8,645,152,00016
Other retirement accounts, non-managed assets$669,026,00027
Corporate trust and agency accounts, non-managed assets$2,852,775,00026
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$3,530,093,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$17,024,625,00047
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$40,228,339,00032
Managed Assets ($)$17,446,713,00029
Personal trust and agency accounts, managed assets$9,311,105,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$159,265,00059
Employee benefit-defined benefit accounts, managed assets$835,984,00035
Other employee benefit and retirement-related accounts, managed assets$350,069,00036
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$5,300,123,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,490,167,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,781,626,00028
Personal trust and agency accounts, non-managed assets$2,913,287,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,817,043,00027
Employee benefit-defined benefit accounts, non-managed Assets$8,525,080,00017
Other retirement accounts, non-managed assets$868,364,00023
Corporate trust and agency accounts, non-managed assets$3,006,188,00032
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$3,651,664,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$18,578,012,00044
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$37,874,173,00031
Managed Assets ($)$16,284,992,00029
Personal trust and agency accounts, managed assets$8,741,659,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$156,556,00061
Employee benefit-defined benefit accounts, managed assets$792,771,00035
Other employee benefit and retirement-related accounts, managed assets$334,946,00037
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$4,852,343,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,406,717,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,589,181,00029
Personal trust and agency accounts, non-managed assets$2,738,551,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,478,367,00028
Employee benefit-defined benefit accounts, non-managed Assets$7,906,275,00017
Other retirement accounts, non-managed assets$841,825,00022
Corporate trust and agency accounts, non-managed assets$3,101,484,00032
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$3,522,679,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$17,696,485,00043
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$38,840,965,00030
Managed Assets ($)$17,434,580,00026
Personal trust and agency accounts, managed assets$8,744,421,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$135,445,00067
Employee benefit-defined benefit accounts, managed assets$113,887,00073
Other employee benefit and retirement-related accounts, managed assets$171,078,00058
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$7,351,302,00024
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$918,447,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,406,385,00030
Personal trust and agency accounts, non-managed assets$2,633,458,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,588,919,00028
Employee benefit-defined benefit accounts, non-managed Assets$7,973,632,00016
Other retirement accounts, non-managed assets$734,642,00028
Corporate trust and agency accounts, non-managed assets$2,953,055,00034
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$3,522,679,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$18,813,307,00043
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$28,313,787,00034
Managed Assets ($)$9,342,085,00036
Personal trust and agency accounts, managed assets$8,125,544,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$179,415,00054
Employee benefit-defined benefit accounts, managed assets$92,359,00079
Other employee benefit and retirement-related accounts, managed assets$157,910,00059
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$0391
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$786,857,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,971,702,00030
Personal trust and agency accounts, non-managed assets$1,571,154,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,165,007,00027
Employee benefit-defined benefit accounts, non-managed Assets$7,342,874,00016
Other retirement accounts, non-managed assets$645,428,00032
Corporate trust and agency accounts, non-managed assets$3,117,239,00033
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$3,130,000,00013
Memoranda
Custody and safekeeping accounts, non-managed assets$2,851,062,00077
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$30,169,370,00032
Managed Assets ($)$9,900,770,00036
Personal trust and agency accounts, managed assets$8,370,267,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$446,899,00030
Employee benefit-defined benefit accounts, managed assets$125,618,00065
Other employee benefit and retirement-related accounts, managed assets$163,561,00059
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$794,425,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,268,600,00030
Personal trust and agency accounts, non-managed assets$2,640,602,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,191,740,00028
Employee benefit-defined benefit accounts, non-managed Assets$7,462,399,00017
Other retirement accounts, non-managed assets$662,998,00028
Corporate trust and agency accounts, non-managed assets$2,931,482,00033
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$3,379,379,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$3,377,124,00075
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$58,988,112,00023
Managed Assets ($)$37,369,041,00019
Personal trust and agency accounts, managed assets$10,093,345,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$658,275,00027
Employee benefit-defined benefit accounts, managed assets$764,559,00036
Other employee benefit and retirement-related accounts, managed assets$256,774,00037
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$24,345,100,00010
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,250,988,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,619,071,00030
Personal trust and agency accounts, non-managed assets$3,116,346,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,931,601,00025
Employee benefit-defined benefit accounts, non-managed Assets$8,245,102,00016
Other retirement accounts, non-managed assets$1,642,762,00022
Corporate trust and agency accounts, non-managed assets$2,464,275,00037
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$3,218,985,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$1,224,426,000105
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