Home > The Bank of New York Mellon > Total Fiduciary and Related Assets
The Bank of New York Mellon, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,998,497,000,000 | 2 |
| Managed Assets ($) | $157,018,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $0 | 954 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,501,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $25,479,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $85,859,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $148,000,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 612 |
| Foundation and endowment trust and agency accounts, managed assets | $788,000,000 | 43 |
| Other fiduciary accounts, managed assets | $42,243,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,003,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 594 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $3,841,479,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $67,000,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $298,494,000,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $473,397,000,000 | 3 |
| Other retirement accounts, non-managed assets | $121,236,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,638,786,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,198,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $1,297,301,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,915,846,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,104,761,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $19,967,000,000 | 13 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,745,190,000,000 | 2 |
| Managed Assets ($) | $140,214,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $0 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,540,000,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $22,680,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $76,462,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $121,000,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 333 |
| Foundation and endowment trust and agency accounts, managed assets | $686,000,000 | 44 |
| Other fiduciary accounts, managed assets | $37,725,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,613,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 360 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,604,976,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $62,000,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $277,637,000,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $433,068,000,000 | 3 |
| Other retirement accounts, non-managed assets | $111,334,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,576,175,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,826,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $1,194,874,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,509,927,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,526,183,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $18,492,000,000 | 12 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,845,098,000,000 | 2 |
| Managed Assets ($) | $144,779,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $0 | 427 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,757,000,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $23,204,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $78,800,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $206,000,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 399 |
| Foundation and endowment trust and agency accounts, managed assets | $700,000,000 | 42 |
| Other fiduciary accounts, managed assets | $39,112,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,747,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 428 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,700,319,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $52,000,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $286,775,000,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $455,913,000,000 | 3 |
| Other retirement accounts, non-managed assets | $115,629,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,614,936,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,321,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $1,217,693,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,280,718,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,679,518,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $19,460,000,000 | 11 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,754,059,000,000 | 1 |
| Managed Assets ($) | $149,626,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $0 | 365 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,740,000,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $21,847,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $78,893,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $318,000,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 341 |
| Foundation and endowment trust and agency accounts, managed assets | $1,007,000,000 | 41 |
| Other fiduciary accounts, managed assets | $44,821,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $14,146,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 325 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,604,433,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $51,000,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $287,250,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $463,807,000,000 | 3 |
| Other retirement accounts, non-managed assets | $113,658,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,576,147,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,354,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $1,154,166,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,285,896,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,617,741,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $19,639,000,000 | 11 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,605,443,000,000 | 1 |
| Managed Assets ($) | $160,646,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $0 | 993 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,706,000,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $20,906,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $75,964,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $1,152,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 644 |
| Foundation and endowment trust and agency accounts, managed assets | $956,000,000 | 42 |
| Other fiduciary accounts, managed assets | $58,962,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $29,826,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 573 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $11,000,000 | 44 |
| Non-managed Assets ($) | $3,444,797,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $50,000,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $278,663,000,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $458,970,000,000 | 3 |
| Other retirement accounts, non-managed assets | $110,636,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,512,408,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,326,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $1,074,744,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,606,824,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,290,236,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $17,571,000,000 | 12 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,416,584,000,000 | 2 |
| Managed Assets ($) | $149,027,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 374 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,673,000,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $18,238,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $71,471,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $1,227,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, managed assets | $894,000,000 | 41 |
| Other fiduciary accounts, managed assets | $54,523,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $27,039,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 340 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,267,557,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $48,000,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $225,254,000,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $460,423,000,000 | 3 |
| Other retirement accounts, non-managed assets | $107,030,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,423,880,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,749,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $1,041,173,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,268,994,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,718,155,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $16,650,000,000 | 12 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,245,853,000,000 | 2 |
| Managed Assets ($) | $148,293,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 412 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $888,000,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $18,234,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $75,948,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $1,248,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 397 |
| Foundation and endowment trust and agency accounts, managed assets | $809,000,000 | 36 |
| Other fiduciary accounts, managed assets | $51,165,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $22,113,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 384 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,097,560,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $53,000,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $221,350,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $471,932,000,000 | 3 |
| Other retirement accounts, non-managed assets | $156,041,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,510,179,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,071,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $727,934,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,131,946,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,297,071,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $18,086,000,000 | 10 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,494,947,000,000 | 2 |
| Managed Assets ($) | $166,458,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,099,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $21,956,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $90,035,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $1,292,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 329 |
| Foundation and endowment trust and agency accounts, managed assets | $970,000,000 | 36 |
| Other fiduciary accounts, managed assets | $51,105,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $20,465,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 319 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,328,489,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $60,000,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $257,336,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $516,117,000,000 | 3 |
| Other retirement accounts, non-managed assets | $179,316,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,576,605,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,842,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $788,213,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,786,592,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,055,109,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $20,620,000,000 | 10 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,588,325,000,000 | 2 |
| Managed Assets ($) | $168,079,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 878 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,000,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $23,616,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $96,006,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $1,310,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 624 |
| Foundation and endowment trust and agency accounts, managed assets | $1,020,000,000 | 29 |
| Other fiduciary accounts, managed assets | $46,099,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $11,970,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 552 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,000,000 | 33 |
| Non-managed Assets ($) | $3,420,246,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $64,000,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $249,179,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $556,192,000,000 | 3 |
| Other retirement accounts, non-managed assets | $196,261,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,606,461,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,157,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $800,932,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,727,623,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,418,634,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $23,837,000,000 | 11 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,466,521,000,000 | 2 |
| Managed Assets ($) | $156,039,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,000,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $22,232,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $91,139,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $469,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 312 |
| Foundation and endowment trust and agency accounts, managed assets | $865,000,000 | 32 |
| Other fiduciary accounts, managed assets | $41,307,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,116,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,310,482,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $59,000,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $223,315,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $549,190,000,000 | 3 |
| Other retirement accounts, non-managed assets | $194,355,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,569,393,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,984,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $763,186,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,680,330,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,235,173,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $18,031,000,000 | 12 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,530,158,000,000 | 2 |
| Managed Assets ($) | $157,446,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 395 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,000,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $21,638,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $92,657,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $721,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $883,000,000 | 32 |
| Other fiduciary accounts, managed assets | $41,519,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,333,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 367 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,372,712,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $65,000,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $228,562,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $554,873,000,000 | 3 |
| Other retirement accounts, non-managed assets | $196,041,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,594,034,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,709,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $788,428,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,619,980,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,385,448,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $18,187,000,000 | 11 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,343,304,000,000 | 2 |
| Managed Assets ($) | $148,744,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,000,000 | 132 |
| Employee benefit-defined benefit accounts, managed assets | $20,173,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $87,799,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $850,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 315 |
| Foundation and endowment trust and agency accounts, managed assets | $758,000,000 | 37 |
| Other fiduciary accounts, managed assets | $39,139,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,676,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 309 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,194,560,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $45,000,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $225,638,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $531,793,000,000 | 3 |
| Other retirement accounts, non-managed assets | $196,354,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,544,669,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,062,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $690,999,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,097,086,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,111,430,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $18,009,000,000 | 11 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,357,133,000,000 | 2 |
| Managed Assets ($) | $147,500,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 896 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,000,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $19,395,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $86,746,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $858,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $489,000,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $1,592,000,000 | 19 |
| Other fiduciary accounts, managed assets | $38,396,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,215,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 565 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $104,000,000 | 32 |
| Non-managed Assets ($) | $3,209,633,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $34,000,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,931,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $541,077,000,000 | 3 |
| Other retirement accounts, non-managed assets | $199,628,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,539,721,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,920,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,081,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $710,241,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,779,012,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,046,432,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $18,260,000,000 | 11 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,118,908,000,000 | 2 |
| Managed Assets ($) | $135,399,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,000,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $18,385,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $79,979,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $892,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $426,000,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | $1,510,000,000 | 18 |
| Other fiduciary accounts, managed assets | $34,185,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,256,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 311 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,983,509,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $30,000,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $193,951,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $512,537,000,000 | 3 |
| Other retirement accounts, non-managed assets | $169,238,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,474,282,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,838,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,352,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $626,281,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,176,521,000,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,484,076,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $17,402,000,000 | 11 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,006,127,000,000 | 2 |
| Managed Assets ($) | $120,272,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $1,000,000 | 391 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,000,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $11,027,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $73,256,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $818,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $373,000,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $1,488,000,000 | 18 |
| Other fiduciary accounts, managed assets | $33,289,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,603,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 360 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,885,855,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $30,000,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $168,574,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $490,208,000,000 | 3 |
| Other retirement accounts, non-managed assets | $159,807,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,456,945,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,483,000,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,380,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $603,428,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,637,347,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,172,207,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $17,621,000,000 | 11 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,947,776,000,000 | 2 |
| Managed Assets ($) | $112,060,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $2,000,000 | 333 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,000,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $11,024,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $65,924,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $732,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $363,000,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $1,323,000,000 | 18 |
| Other fiduciary accounts, managed assets | $32,674,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,539,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,835,716,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $32,000,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,748,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $476,300,000,000 | 3 |
| Other retirement accounts, non-managed assets | $150,449,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,382,409,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,257,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,279,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $665,242,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,775,201,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,762,492,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $12,242,000,000 | 14 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,058,303,000,000 | 2 |
| Managed Assets ($) | $136,431,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $2,000,000 | 883 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,000,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $12,086,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $80,944,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $751,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $363,000,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | $1,461,000,000 | 18 |
| Other fiduciary accounts, managed assets | $40,803,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,901,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 569 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $135,000,000 | 33 |
| Non-managed Assets ($) | $2,921,872,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $37,000,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $150,307,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $493,315,000,000 | 3 |
| Other retirement accounts, non-managed assets | $166,381,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,415,624,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,372,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,924,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $688,912,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,155,200,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,379,331,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 659 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,925,637,000,000 | 2 |
| Managed Assets ($) | $129,837,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $2,000,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,000,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $11,505,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $75,957,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $751,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $378,000,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | $1,484,000,000 | 20 |
| Other fiduciary accounts, managed assets | $39,740,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,469,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 315 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,795,800,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $36,000,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $118,201,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $501,705,000,000 | 3 |
| Other retirement accounts, non-managed assets | $159,659,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,365,941,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,428,000,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,266,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $643,564,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,401,353,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,955,421,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 312 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,983,084,000,000 | 2 |
| Managed Assets ($) | $132,238,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $2,000,000 | 380 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,000,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $10,822,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $78,928,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $381,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $286,000,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | $1,618,000,000 | 18 |
| Other fiduciary accounts, managed assets | $40,180,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,804,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 351 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,850,846,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $36,000,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,186,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $507,684,000,000 | 3 |
| Other retirement accounts, non-managed assets | $198,287,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,399,858,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,404,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,851,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $609,540,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,106,800,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,017,530,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,836,063,000,000 | 2 |
| Managed Assets ($) | $122,973,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $2,000,000 | 384 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $179,000,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $10,537,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $69,369,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $638,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $258,000,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $806,000,000 | 31 |
| Other fiduciary accounts, managed assets | $41,184,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $10,293,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 357 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,713,090,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $97,000,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,667,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $497,069,000,000 | 3 |
| Other retirement accounts, non-managed assets | $165,042,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,356,531,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,080,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,086,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $553,518,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,457,588,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,790,523,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 349 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,631,613,000,000 | 2 |
| Managed Assets ($) | $107,893,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $2,000,000 | 913 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,000,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $10,225,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $63,797,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $329,000,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $235,000,000 | 186 |
| Foundation and endowment trust and agency accounts, managed assets | $772,000,000 | 30 |
| Other fiduciary accounts, managed assets | $32,357,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,896,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 591 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $136,000,000 | 33 |
| Non-managed Assets ($) | $2,523,720,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $34,000,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $122,997,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $449,249,000,000 | 3 |
| Other retirement accounts, non-managed assets | $153,233,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,329,756,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,407,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,794,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $462,250,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,868,150,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,327,936,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 671 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,765,016,000,000 | 2 |
| Managed Assets ($) | $123,598,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $3,000,000 | 389 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $217,000,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $10,763,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $74,888,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $563,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $248,000,000 | 188 |
| Foundation and endowment trust and agency accounts, managed assets | $938,000,000 | 27 |
| Other fiduciary accounts, managed assets | $35,978,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $2,799,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 359 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,641,418,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $37,000,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,331,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $486,862,000,000 | 3 |
| Other retirement accounts, non-managed assets | $162,343,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,370,468,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,284,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,211,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $477,882,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,268,881,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,767,810,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 350 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,708,696,000,000 | 2 |
| Managed Assets ($) | $118,332,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $3,000,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,000,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $9,224,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $72,960,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $463,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $215,000,000 | 200 |
| Foundation and endowment trust and agency accounts, managed assets | $596,000,000 | 35 |
| Other fiduciary accounts, managed assets | $34,660,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $2,560,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 360 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,590,364,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $36,000,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,756,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $487,999,000,000 | 3 |
| Other retirement accounts, non-managed assets | $162,333,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,330,292,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,172,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,991,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $468,785,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,650,614,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,015,079,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 352 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,690,792,000,000 | 2 |
| Managed Assets ($) | $119,006,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $3,000,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $223,000,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $8,481,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $74,303,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $465,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $213,000,000 | 199 |
| Foundation and endowment trust and agency accounts, managed assets | $541,000,000 | 41 |
| Other fiduciary accounts, managed assets | $34,777,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $2,590,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 358 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,571,786,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $39,000,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $120,821,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $466,196,000,000 | 3 |
| Other retirement accounts, non-managed assets | $159,620,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,358,605,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,283,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,051,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $460,171,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,653,353,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,248,420,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $18,000,000 | 145 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,679,164,000,000 | 2 |
| Managed Assets ($) | $119,757,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $70,000,000 | 401 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $571,000,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $6,821,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $75,652,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $405,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $214,000,000 | 201 |
| Foundation and endowment trust and agency accounts, managed assets | $265,000,000 | 60 |
| Other fiduciary accounts, managed assets | $35,759,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $2,527,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 594 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $181,000,000 | 31 |
| Non-managed Assets ($) | $2,559,407,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $13,000,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,065,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $474,808,000,000 | 3 |
| Other retirement accounts, non-managed assets | $162,953,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,315,347,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,286,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,063,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $471,872,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,598,438,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,934,093,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $18,000,000 | 192 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,708,442,000,000 | 2 |
| Managed Assets ($) | $116,595,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $69,000,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $591,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $6,942,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $73,351,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $957,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $233,000,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | $633,000,000 | 33 |
| Other fiduciary accounts, managed assets | $33,819,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $2,275,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 354 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,591,847,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $14,000,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,965,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $462,050,000,000 | 3 |
| Other retirement accounts, non-managed assets | $154,895,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $1,285,426,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,147,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,155,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $553,195,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,597,253,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,896,134,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $18,000,000 | 146 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,013,311,000,000 | 2 |
| Managed Assets ($) | $116,944,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $63,000,000 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $621,000,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $6,443,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $71,703,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $279,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $220,000,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | $929,000,000 | 27 |
| Other fiduciary accounts, managed assets | $36,686,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,938,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 355 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,896,367,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $14,000,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $125,678,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $453,199,000,000 | 3 |
| Other retirement accounts, non-managed assets | $154,178,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $640,114,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $3,113,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,087,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $516,984,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,525,991,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,337,213,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $18,000,000 | 148 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,978,545,000,000 | 2 |
| Managed Assets ($) | $133,972,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $63,000,000 | 332 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,217,000,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $7,350,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $68,635,000,000 | 1 |
| Corporate trust and agency accounts, managed assets | $261,000,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $211,000,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | $895,000,000 | 27 |
| Other fiduciary accounts, managed assets | $55,340,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $2,010,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 358 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,844,573,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $13,000,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $119,547,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $432,211,000,000 | 3 |
| Other retirement accounts, non-managed assets | $152,351,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $629,261,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $3,116,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,038,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $505,036,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,058,904,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,084,093,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $18,000,000 | 144 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,939,637,000,000 | 2 |
| Managed Assets ($) | $116,913,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $898,000,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $659,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $7,709,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $57,040,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $379,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $182,000,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $288,000,000 | 58 |
| Other fiduciary accounts, managed assets | $49,758,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,200,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 608 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $147,000,000 | 35 |
| Non-managed Assets ($) | $1,822,724,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $13,000,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,668,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $412,850,000,000 | 3 |
| Other retirement accounts, non-managed assets | $145,517,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $651,154,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $3,376,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,603,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $486,543,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,712,133,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,830,650,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $4,187,000,000 | 14 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,264,073,000,000 | 2 |
| Managed Assets ($) | $119,344,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $880,000,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,372,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $8,698,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $59,886,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $553,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $167,000,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | $325,000,000 | 53 |
| Other fiduciary accounts, managed assets | $47,463,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,672,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 356 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,144,729,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $14,000,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $151,423,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $538,249,000,000 | 3 |
| Other retirement accounts, non-managed assets | $172,173,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $681,603,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $3,364,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,634,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $583,269,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,890,207,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,236,401,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $11,069,000,000 | 8 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,176,257,000,000 | 2 |
| Managed Assets ($) | $110,529,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $882,000,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $840,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $5,605,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $58,368,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $341,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $161,000,000 | 213 |
| Foundation and endowment trust and agency accounts, managed assets | $103,000,000 | 93 |
| Other fiduciary accounts, managed assets | $44,229,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,445,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $277,000,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,065,728,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $14,000,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $148,471,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $483,740,000,000 | 3 |
| Other retirement accounts, non-managed assets | $139,320,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $691,928,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,284,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,477,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $539,494,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,472,723,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,077,245,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $27,458,000,000 | 5 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,083,883,000,000 | 2 |
| Managed Assets ($) | $103,755,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $886,000,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $794,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $10,525,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $57,359,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $361,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $78,000,000 | 285 |
| Foundation and endowment trust and agency accounts, managed assets | $285,000,000 | 57 |
| Other fiduciary accounts, managed assets | $33,467,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,321,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $264,000,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,980,128,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $16,000,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,512,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $499,585,000,000 | 3 |
| Other retirement accounts, non-managed assets | $150,291,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $706,000,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,256,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,857,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $412,611,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,222,136,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,113,073,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $26,149,000,000 | 5 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,042,440,000,000 | 2 |
| Managed Assets ($) | $97,621,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $849,000,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $780,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $8,999,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $3,194,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $238,000,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $25,000,000 | 462 |
| Foundation and endowment trust and agency accounts, managed assets | $282,000,000 | 57 |
| Other fiduciary accounts, managed assets | $83,254,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,246,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $252,000,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $81,000,000 | 36 |
| Non-managed Assets ($) | $1,944,819,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $16,000,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,514,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $494,958,000,000 | 3 |
| Other retirement accounts, non-managed assets | $145,284,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $729,291,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,427,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $61,114,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $379,215,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,910,102,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,835,348,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $27,711,000,000 | 4 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,842,442,000,000 | 2 |
| Managed Assets ($) | $83,521,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $894,000,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $739,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $9,264,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $2,143,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $218,000,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $24,000,000 | 336 |
| Foundation and endowment trust and agency accounts, managed assets | $272,000,000 | 56 |
| Other fiduciary accounts, managed assets | $69,967,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,266,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $241,000,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,758,921,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $22,000,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $119,951,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $455,431,000,000 | 3 |
| Other retirement accounts, non-managed assets | $165,769,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $687,116,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,796,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $61,183,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $265,653,000,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,678,046,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,698,409,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $27,269,000,000 | 5 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,887,713,000,000 | 2 |
| Managed Assets ($) | $88,362,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $896,000,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $795,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $9,374,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $2,004,000,000 | 17 |
| Corporate trust and agency accounts, managed assets | $262,000,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $15,000,000 | 349 |
| Foundation and endowment trust and agency accounts, managed assets | $459,000,000 | 42 |
| Other fiduciary accounts, managed assets | $74,557,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,448,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $232,000,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,799,351,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $22,000,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,029,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $462,066,000,000 | 3 |
| Other retirement accounts, non-managed assets | $176,676,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $698,205,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,657,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,928,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $260,768,000,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,335,133,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,532,807,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $29,077,000,000 | 6 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,130,790,000,000 | 2 |
| Managed Assets ($) | $82,340,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $850,000,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $814,000,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $9,962,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $1,985,000,000 | 17 |
| Corporate trust and agency accounts, managed assets | $515,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $8,000,000 | 360 |
| Foundation and endowment trust and agency accounts, managed assets | $360,000,000 | 51 |
| Other fiduciary accounts, managed assets | $67,846,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,283,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $220,000,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,048,450,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $22,000,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,965,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $557,492,000,000 | 3 |
| Other retirement accounts, non-managed assets | $223,659,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $636,213,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,933,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,738,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $407,428,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,556,645,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,460,532,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $29,742,000,000 | 6 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,497,825,000,000 | 2 |
| Managed Assets ($) | $99,716,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $850,000,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $787,000,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $10,625,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $1,921,000,000 | 17 |
| Corporate trust and agency accounts, managed assets | $444,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $7,000,000 | 602 |
| Foundation and endowment trust and agency accounts, managed assets | $365,000,000 | 50 |
| Other fiduciary accounts, managed assets | $84,717,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $10,709,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $205,000,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $20,000,000 | 44 |
| Non-managed Assets ($) | $2,398,109,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $23,000,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $162,026,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $547,547,000,000 | 3 |
| Other retirement accounts, non-managed assets | $226,776,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $670,306,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,080,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $58,083,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $729,268,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,377,953,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,562,153,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $28,561,000,000 | 6 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,492,132,000,000 | 2 |
| Managed Assets ($) | $101,227,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $871,000,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $755,000,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $11,589,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $1,970,000,000 | 17 |
| Corporate trust and agency accounts, managed assets | $447,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $348,000,000 | 49 |
| Other fiduciary accounts, managed assets | $85,247,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $10,708,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $400,000,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,390,905,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $24,000,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,512,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $550,547,000,000 | 3 |
| Other retirement accounts, non-managed assets | $226,960,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $642,343,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,405,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,879,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $740,235,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,019,276,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,993,641,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $28,263,000,000 | 6 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,749,558,000,000 | 2 |
| Managed Assets ($) | $308,900,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $808,000,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $752,000,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $10,491,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $2,516,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $534,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $356,000,000 | 47 |
| Other fiduciary accounts, managed assets | $293,443,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $10,103,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $406,000,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,440,658,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $22,000,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,634,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $564,128,000,000 | 3 |
| Other retirement accounts, non-managed assets | $237,157,000,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $657,532,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,174,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $63,213,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $746,798,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,082,781,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,018,474,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $29,986,000,000 | 6 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,716,310,000,000 | 2 |
| Managed Assets ($) | $294,907,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $796,000,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $713,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $9,977,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $2,932,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $456,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | $533,000,000 | 32 |
| Other fiduciary accounts, managed assets | $279,500,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,588,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $695,000,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,421,403,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $22,000,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,955,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $547,541,000,000 | 3 |
| Other retirement accounts, non-managed assets | $236,560,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $683,059,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,367,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,662,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $721,237,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,594,540,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,733,405,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $29,229,000,000 | 7 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,694,664,000,000 | 2 |
| Managed Assets ($) | $301,766,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $51,000,000 | 476 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $702,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $9,541,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $2,835,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $524,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $2,000,000 | 675 |
| Foundation and endowment trust and agency accounts, managed assets | $574,000,000 | 31 |
| Other fiduciary accounts, managed assets | $287,537,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,625,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $645,000,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $10,000,000 | 47 |
| Non-managed Assets ($) | $2,392,898,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $21,000,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,410,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $530,080,000,000 | 3 |
| Other retirement accounts, non-managed assets | $228,474,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $674,714,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,308,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,402,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $713,489,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,343,513,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,561,556,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $31,110,000,000 | 7 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,805,934,000,000 | 2 |
| Managed Assets ($) | $264,214,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $49,000,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $643,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $9,322,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,029,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $586,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | $504,000,000 | 32 |
| Other fiduciary accounts, managed assets | $250,081,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,366,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $610,000,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,541,720,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $24,000,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,322,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $581,070,000,000 | 3 |
| Other retirement accounts, non-managed assets | $283,978,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $684,498,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,121,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,065,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $749,642,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,361,341,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,991,172,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $30,681,000,000 | 6 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,715,136,000,000 | 2 |
| Managed Assets ($) | $260,614,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $49,000,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $607,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $9,273,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,067,000,000 | 14 |
| Corporate trust and agency accounts, managed assets | $548,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
| Foundation and endowment trust and agency accounts, managed assets | $607,000,000 | 30 |
| Other fiduciary accounts, managed assets | $246,463,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,397,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $581,000,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,454,522,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $22,000,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,024,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $520,647,000,000 | 3 |
| Other retirement accounts, non-managed assets | $295,848,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $692,773,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,320,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,405,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $711,483,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,803,547,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,483,954,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $30,238,000,000 | 5 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,803,103,000,000 | 2 |
| Managed Assets ($) | $247,812,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $55,000,000 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $505,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $9,737,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,961,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $561,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 363 |
| Foundation and endowment trust and agency accounts, managed assets | $804,000,000 | 25 |
| Other fiduciary accounts, managed assets | $232,189,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,976,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $525,000,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,555,291,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $23,000,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $168,462,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $531,255,000,000 | 3 |
| Other retirement accounts, non-managed assets | $315,436,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $752,878,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,439,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,275,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $720,523,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,526,612,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,391,672,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $30,925,000,000 | 5 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,655,446,000,000 | 2 |
| Managed Assets ($) | $233,520,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $57,000,000 | 425 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $468,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $9,476,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,674,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $384,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 771 |
| Foundation and endowment trust and agency accounts, managed assets | $713,000,000 | 25 |
| Other fiduciary accounts, managed assets | $218,748,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,274,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $530,000,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $12,000,000 | 52 |
| Non-managed Assets ($) | $2,421,926,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $24,000,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,684,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $520,543,000,000 | 3 |
| Other retirement accounts, non-managed assets | $243,316,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $738,741,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,402,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $57,783,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $704,433,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,512,726,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,448,525,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $29,230,000,000 | 6 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,792,408,000,000 | 2 |
| Managed Assets ($) | $300,468,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $57,000,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,075,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $9,419,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $29,423,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $369,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 344 |
| Foundation and endowment trust and agency accounts, managed assets | $17,120,000,000 | 4 |
| Other fiduciary accounts, managed assets | $243,005,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,799,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $2,927,000,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,491,940,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $24,000,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $154,269,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $547,640,000,000 | 3 |
| Other retirement accounts, non-managed assets | $261,617,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $765,008,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,204,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,967,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $740,211,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,031,421,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,759,526,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $15,953,000,000 | 7 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,763,094,000,000 | 2 |
| Managed Assets ($) | $286,609,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $56,000,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $949,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $8,875,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $28,033,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $345,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 348 |
| Foundation and endowment trust and agency accounts, managed assets | $11,447,000,000 | 5 |
| Other fiduciary accounts, managed assets | $236,904,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,164,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $2,810,000,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,476,485,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $23,000,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,857,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $550,638,000,000 | 2 |
| Other retirement accounts, non-managed assets | $225,833,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $788,239,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,718,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,823,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $735,354,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,075,245,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,979,393,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $15,874,000,000 | 6 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,855,690,000,000 | 2 |
| Managed Assets ($) | $288,882,000,000 | 2 |
| Personal trust and agency accounts, managed assets | $53,000,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $985,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $9,070,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $29,170,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $375,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 346 |
| Foundation and endowment trust and agency accounts, managed assets | $12,286,000,000 | 5 |
| Other fiduciary accounts, managed assets | $236,943,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,864,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,845,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,566,808,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $23,000,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $151,988,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $587,591,000,000 | 2 |
| Other retirement accounts, non-managed assets | $229,977,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $785,156,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,433,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,607,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $784,033,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,089,064,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,244,646,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $15,086,000,000 | 6 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,633,037,000,000 | 2 |
| Managed Assets ($) | $8,268,000,000 | 34 |
| Personal trust and agency accounts, managed assets | $21,000,000 | 663 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 547 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 748 |
| Corporate trust and agency accounts, managed assets | $379,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $9,000,000 | 597 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| Other fiduciary accounts, managed assets | $7,859,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,859,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 652 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $2,624,769,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $22,997,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,287,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,145,535,000,000 | 2 |
| Other retirement accounts, non-managed assets | $0 | 778 |
| Corporate trust and agency accounts, non-managed assets | $761,090,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $597,860,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,364,945,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,056,236,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $2,348,000,000 | 14 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,257,758,000,000 | 2 |
| Managed Assets ($) | $7,786,000,000 | 37 |
| Personal trust and agency accounts, managed assets | $22,000,000 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 352 |
| Corporate trust and agency accounts, managed assets | $351,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $9,000,000 | 335 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other fiduciary accounts, managed assets | $7,404,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,404,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 320 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,249,972,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $12,571,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,682,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $907,330,000,000 | 2 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $798,286,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $463,103,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,641,078,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,677,873,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $2,243,000,000 | 14 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,396,079,000,000 | 2 |
| Managed Assets ($) | $8,035,000,000 | 38 |
| Personal trust and agency accounts, managed assets | $32,000,000 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 297 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
| Corporate trust and agency accounts, managed assets | $406,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $9,000,000 | 341 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| Other fiduciary accounts, managed assets | $7,588,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,588,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 322 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,388,044,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $14,560,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,997,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,032,491,000,000 | 2 |
| Other retirement accounts, non-managed assets | $0 | 325 |
| Corporate trust and agency accounts, non-managed assets | $789,525,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $472,471,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,839,419,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,129,178,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $2,597,000,000 | 14 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,481,505,000,000 | 2 |
| Managed Assets ($) | $7,789,000,000 | 40 |
| Personal trust and agency accounts, managed assets | $33,000,000 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $404,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $9,000,000 | 347 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $7,343,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,343,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 324 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,473,716,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $15,518,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,197,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,019,511,000,000 | 2 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| Corporate trust and agency accounts, non-managed assets | $847,144,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $513,346,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,986,854,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,570,719,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $2,661,000,000 | 14 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,670,021,000,000 | 2 |
| Managed Assets ($) | $8,044,000,000 | 38 |
| Personal trust and agency accounts, managed assets | $34,000,000 | 544 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 583 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 767 |
| Corporate trust and agency accounts, managed assets | $408,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $9,000,000 | 620 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $7,593,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,593,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $2,661,977,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $14,054,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,036,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $987,883,000,000 | 2 |
| Other retirement accounts, non-managed assets | $0 | 797 |
| Corporate trust and agency accounts, non-managed assets | $855,560,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $727,444,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,617,387,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,026,165,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $2,605,000,000 | 14 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,648,088,000,000 | 2 |
| Managed Assets ($) | $7,313,000,000 | 41 |
| Personal trust and agency accounts, managed assets | $35,000,000 | 321 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
| Corporate trust and agency accounts, managed assets | $374,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $10,000,000 | 326 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $6,894,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,894,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,640,775,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $13,986,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,758,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,251,814,000,000 | 2 |
| Other retirement accounts, non-managed assets | $0 | 311 |
| Corporate trust and agency accounts, non-managed assets | $826,568,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $460,649,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,090,299,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,590,550,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $2,491,000,000 | 14 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,550,859,000,000 | 2 |
| Managed Assets ($) | $7,280,000,000 | 38 |
| Personal trust and agency accounts, managed assets | $37,000,000 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 350 |
| Corporate trust and agency accounts, managed assets | $576,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $10,000,000 | 328 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $6,657,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,657,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,543,579,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $18,740,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $94,940,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,120,336,000,000 | 2 |
| Other retirement accounts, non-managed assets | $0 | 312 |
| Corporate trust and agency accounts, non-managed assets | $822,000,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $487,563,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,631,975,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,022,601,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $2,341,000,000 | 13 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,564,609,000,000 | 2 |
| Managed Assets ($) | $7,375,000,000 | 38 |
| Personal trust and agency accounts, managed assets | $43,000,000 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $1,000,000 | 343 |
| Corporate trust and agency accounts, managed assets | $411,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $11,000,000 | 329 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $6,909,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,909,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,000,000 | 302 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,557,234,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $19,369,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $100,108,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,172,297,000,000 | 2 |
| Other retirement accounts, non-managed assets | $1,000,000 | 273 |
| Corporate trust and agency accounts, non-managed assets | $767,661,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $497,798,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,120,675,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,603,578,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $2,554,000,000 | 10 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,740,971,000,000 | 2 |
| Managed Assets ($) | $6,977,000,000 | 41 |
| Personal trust and agency accounts, managed assets | $44,000,000 | 461 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 604 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
| Other employee benefit and retirement-related accounts, managed assets | $1,000,000 | 671 |
| Corporate trust and agency accounts, managed assets | $546,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $20,000,000 | 492 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $6,366,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,366,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,000,000 | 563 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $2,733,994,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $18,466,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $107,663,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,176,895,000,000 | 2 |
| Other retirement accounts, non-managed assets | $1,000,000 | 624 |
| Corporate trust and agency accounts, non-managed assets | $882,772,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000,000 | 128 |
| Other fiduciary accounts, non-managed assets | $548,196,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,036,817,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,635,290,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $2,505,000,000 | 11 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,749,865,000,000 | 3 |
| Managed Assets ($) | $11,432,000,000 | 32 |
| Personal trust and agency accounts, managed assets | $52,000,000 | 299 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $4,000,000 | 307 |
| Corporate trust and agency accounts, managed assets | $149,000,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $36,000,000 | 298 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,191,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $11,191,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,738,433,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $17,295,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,052,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,175,846,000,000 | 2 |
| Other retirement accounts, non-managed assets | $2,000,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $928,220,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $511,018,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,932,539,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,521,765,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,643,646,000,000 | 3 |
| Managed Assets ($) | $27,253,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,135,000,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,000,000 | 228 |
| Employee benefit-defined benefit accounts, managed assets | $368,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $372,000,000 | 32 |
| Corporate trust and agency accounts, managed assets | $161,000,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $9,910,000,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,302,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $10,795,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,616,393,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $16,389,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,505,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,080,295,000,000 | 2 |
| Other retirement accounts, non-managed assets | $495,000,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $966,723,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $454,986,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,678,331,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,721,549,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,471,651,000,000 | 3 |
| Managed Assets ($) | $41,058,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $5,870,000,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,000,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $308,000,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $359,000,000 | 31 |
| Corporate trust and agency accounts, managed assets | $16,894,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $9,602,000,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,020,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,509,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,430,593,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $14,274,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $92,478,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,010,065,000,000 | 2 |
| Other retirement accounts, non-managed assets | $480,000,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $891,820,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $421,476,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,493,010,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,304,216,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,260,733,000,000 | 2 |
| Managed Assets ($) | $42,448,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $6,457,000,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $374,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $3,000,000 | 260 |
| Other employee benefit and retirement-related accounts, managed assets | $377,000,000 | 31 |
| Corporate trust and agency accounts, managed assets | $14,148,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $10,037,000,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,052,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $11,533,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,218,285,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $14,577,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,279,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,091,474,000,000 | 2 |
| Other retirement accounts, non-managed assets | $522,000,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $565,166,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $449,267,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,086,087,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,498,381,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,860,134,000,000 | 3 |
| Managed Assets ($) | $48,047,000,000 | 12 |
| Personal trust and agency accounts, managed assets | $7,352,000,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $534,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $3,000,000 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $410,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $13,557,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $10,921,000,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,270,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $14,731,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,812,087,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $15,057,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,810,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,327,712,000,000 | 2 |
| Other retirement accounts, non-managed assets | $616,000,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $805,946,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $551,946,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,086,967,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,408,674,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $888,270,000,000 | 7 |
| Managed Assets ($) | $35,511,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,545,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,000,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $74,000,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $498,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $13,426,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $10,926,000,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,211,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $852,759,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,000,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $820,000,000 | 38 |
| Other retirement accounts, non-managed assets | $792,000,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $850,938,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,003,140,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,318,864,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $891,802,000,000 | 7 |
| Managed Assets ($) | $36,741,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,410,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,000,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $49,000,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $445,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $14,020,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $10,772,000,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,022,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $855,061,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $259,000,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $950,000,000 | 37 |
| Other retirement accounts, non-managed assets | $852,000,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $853,000,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,096,977,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,344,302,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $811,189,000,000 | 7 |
| Managed Assets ($) | $39,242,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $10,973,000,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $258,000,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $1,916,000,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $449,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $14,224,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $11,422,000,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,150,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $771,947,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $0 | 969 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $993,000,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,249,000,000 | 28 |
| Other retirement accounts, non-managed assets | $1,256,000,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $767,449,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,891,500,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,919,242,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $670,274,000,000 | 9 |
| Managed Assets ($) | $122,102,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $10,553,000,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,260,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $10,680,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $445,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $14,919,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $79,245,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,735,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $548,172,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $0 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $233,000,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $980,000,000 | 38 |
| Other retirement accounts, non-managed assets | $1,025,000,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $545,934,000,000 | 4 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,722,004,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,213,576,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $617,534,000,000 | 10 |
| Managed Assets ($) | $114,810,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $9,473,000,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,236,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $14,405,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $451,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $15,289,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $69,956,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,424,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $502,724,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $275,000,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,326,000,000 | 35 |
| Other retirement accounts, non-managed assets | $1,061,000,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $500,062,000,000 | 4 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,081,990,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,499,070,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $595,770,000,000 | 9 |
| Managed Assets ($) | $112,971,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $9,852,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,186,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $8,806,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $433,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $15,425,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $74,269,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,721,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $482,799,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $265,000,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,332,000,000 | 35 |
| Other retirement accounts, non-managed assets | $1,064,000,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $480,138,000,000 | 4 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,620,674,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,853,113,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $606,540,000,000 | 9 |
| Managed Assets ($) | $124,644,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $8,363,000,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,483,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $17,497,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $424,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $15,442,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $78,435,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,553,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $481,896,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $0 | 983 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $314,000,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,399,000,000 | 36 |
| Other retirement accounts, non-managed assets | $1,045,000,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $479,138,000,000 | 4 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,101,031,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,735,176,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $455,537,000,000 | 9 |
| Managed Assets ($) | $91,084,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $10,481,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,982,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $5,025,000,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $401,000,000 | 33 |
| Corporate trust and agency accounts, managed assets | $15,465,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $55,730,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,110,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $364,453,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $690,000,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,451,000,000 | 33 |
| Other retirement accounts, non-managed assets | $1,014,000,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $361,298,000,000 | 4 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,903,969,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,032,412,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $457,652,000,000 | 9 |
| Managed Assets ($) | $91,167,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $8,634,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,734,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $12,307,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $401,000,000 | 33 |
| Corporate trust and agency accounts, managed assets | $14,872,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $51,219,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,440,000,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $366,485,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $686,000,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,525,000,000 | 34 |
| Other retirement accounts, non-managed assets | $1,014,000,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $363,260,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,740,447,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,956,178,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $452,153,000,000 | 9 |
| Managed Assets ($) | $88,157,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $9,637,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,330,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $11,925,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $413,000,000 | 32 |
| Corporate trust and agency accounts, managed assets | $15,066,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $47,786,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,404,000,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $363,996,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $764,000,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,575,000,000 | 36 |
| Other retirement accounts, non-managed assets | $1,022,000,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $360,635,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,125,619,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,542,203,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $439,921,000,000 | 9 |
| Managed Assets ($) | $89,529,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $8,986,000,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,030,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $12,296,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $411,000,000 | 32 |
| Corporate trust and agency accounts, managed assets | $15,148,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $49,658,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,329,000,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $350,392,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $697,000,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,557,000,000 | 36 |
| Other retirement accounts, non-managed assets | $982,000,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $347,156,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,754,549,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,321,469,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $437,165,000,000 | 9 |
| Managed Assets ($) | $93,471,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $9,246,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,073,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $12,297,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $427,000,000 | 31 |
| Corporate trust and agency accounts, managed assets | $15,973,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $52,455,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,365,000,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $343,694,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $347,000,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,531,000,000 | 36 |
| Other retirement accounts, non-managed assets | $985,000,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $340,831,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,954,504,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,248,250,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $436,526,000,000 | 9 |
| Managed Assets ($) | $91,782,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $9,128,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,976,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $11,905,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $434,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $16,130,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $51,209,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,370,000,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $344,744,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $328,000,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,635,000,000 | 31 |
| Other retirement accounts, non-managed assets | $2,523,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $340,258,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,978,588,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,988,140,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $426,692,000,000 | 9 |
| Managed Assets ($) | $90,136,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $9,561,000,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,961,000,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $10,348,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $445,000,000 | 32 |
| Corporate trust and agency accounts, managed assets | $15,601,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $51,220,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,724,000,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $336,556,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,000,000 | 211 |
| Employee benefit-defined benefit accounts, non-managed Assets | $735,000,000 | 44 |
| Other retirement accounts, non-managed assets | $1,829,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $333,971,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,561,834,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,923,365,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $425,232,447,000 | 9 |
| Managed Assets ($) | $73,943,038,000 | 10 |
| Personal trust and agency accounts, managed assets | $9,729,465,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,913,378,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $11,584,684,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $458,936,000 | 30 |
| Corporate trust and agency accounts, managed assets | $575,772,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $48,680,803,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $2,065,626,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $351,289,409,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,971,000 | 251 |
| Employee benefit-defined benefit accounts, non-managed Assets | $891,877,000 | 41 |
| Other retirement accounts, non-managed assets | $893,748,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $349,482,813,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,369,466,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,881,978,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $407,060,201,000 | 8 |
| Managed Assets ($) | $85,190,125,000 | 9 |
| Personal trust and agency accounts, managed assets | $10,121,063,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,689,708,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $10,821,373,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $445,333,000 | 30 |
| Corporate trust and agency accounts, managed assets | $16,527,468,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $44,585,180,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,917,447,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $321,870,076,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,630,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $857,319,000 | 43 |
| Other retirement accounts, non-managed assets | $993,646,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $319,978,481,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,650,848,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,577,143,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $401,230,150,000 | 8 |
| Managed Assets ($) | $70,891,201,000 | 10 |
| Personal trust and agency accounts, managed assets | $10,818,291,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,865,404,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $11,935,802,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $456,776,000 | 29 |
| Corporate trust and agency accounts, managed assets | $1,354,137,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $43,460,791,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,886,448,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $330,338,949,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,041,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $884,604,000 | 43 |
| Other retirement accounts, non-managed assets | $844,610,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $328,570,694,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,419,791,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,510,590,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $401,233,943,000 | 8 |
| Managed Assets ($) | $73,432,751,000 | 10 |
| Personal trust and agency accounts, managed assets | $11,124,713,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,756,610,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $13,375,082,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $467,160,000 | 28 |
| Corporate trust and agency accounts, managed assets | $2,617,249,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $43,091,937,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,809,000,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $327,801,192,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,969,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $916,484,000 | 43 |
| Other retirement accounts, non-managed assets | $855,794,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $325,989,945,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,329,594,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,479,553,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $404,309,531,000 | 8 |
| Managed Assets ($) | $73,500,935,000 | 8 |
| Personal trust and agency accounts, managed assets | $10,701,204,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $476,028,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $11,370,151,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $461,973,000 | 30 |
| Corporate trust and agency accounts, managed assets | $2,683,410,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $47,808,169,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,816,070,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $330,808,596,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,586,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $893,705,000 | 44 |
| Other retirement accounts, non-managed assets | $816,659,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $329,060,646,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,072,422,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,439,976,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $381,634,765,000 | 8 |
| Managed Assets ($) | $70,940,002,000 | 8 |
| Personal trust and agency accounts, managed assets | $9,755,824,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $630,903,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $10,276,112,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $436,856,000 | 31 |
| Corporate trust and agency accounts, managed assets | $3,166,092,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $46,674,215,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,450,813,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $310,694,763,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,374,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $334,237,000 | 62 |
| Other retirement accounts, non-managed assets | $725,577,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $309,590,575,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,548,565,880,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,325,965,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $379,037,986,000 | 9 |
| Managed Assets ($) | $70,335,841,000 | 9 |
| Personal trust and agency accounts, managed assets | $9,888,756,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $599,379,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $9,251,798,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $449,993,000 | 28 |
| Corporate trust and agency accounts, managed assets | $3,105,202,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $47,040,713,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,399,166,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $308,702,145,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,376,000 | 164 |
| Employee benefit-defined benefit accounts, non-managed Assets | $348,407,000 | 59 |
| Other retirement accounts, non-managed assets | $704,252,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $307,604,110,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,283,246,765,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,497,487,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $373,309,355,000 | 8 |
| Managed Assets ($) | $63,582,039,000 | 9 |
| Personal trust and agency accounts, managed assets | $9,350,823,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $395,925,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $7,434,226,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $414,729,000 | 26 |
| Corporate trust and agency accounts, managed assets | $2,152,446,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $43,833,890,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,368,810,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $309,727,316,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,933,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $386,561,000 | 55 |
| Other retirement accounts, non-managed assets | $682,539,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $308,610,283,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,069,401,713,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $969,539,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $441,644,154,000 | 8 |
| Managed Assets ($) | $62,931,910,000 | 10 |
| Personal trust and agency accounts, managed assets | $9,201,503,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $276,936,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $6,507,244,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $417,045,000 | 25 |
| Corporate trust and agency accounts, managed assets | $2,252,335,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $44,276,847,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,390,803,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $378,712,244,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,589,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $432,639,000 | 55 |
| Other retirement accounts, non-managed assets | $693,028,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $377,538,988,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,375,415,026,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,194,793,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $348,420,734,000 | 9 |
| Managed Assets ($) | $64,946,775,000 | 11 |
| Personal trust and agency accounts, managed assets | $11,538,673,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,236,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $7,992,385,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $473,815,000 | 29 |
| Corporate trust and agency accounts, managed assets | $4,014,145,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $39,130,489,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,645,032,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,753,381,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $283,473,959,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $0 | 992 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,447,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $458,694,000 | 50 |
| Other retirement accounts, non-managed assets | $783,718,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $282,183,100,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,371,976,037,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $255,513,486,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |