Home > The Huntington National Bank > Total Fiduciary and Related Assets

The Huntington National Bank, Total Fiduciary and Related Assets

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$53,473,709,00030
Managed Assets ($)$24,151,075,00025
Personal trust and agency accounts, managed assets$5,599,974,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$263,485,00046
Employee benefit-defined benefit accounts, managed assets$961,277,00021
Other employee benefit and retirement-related accounts, managed assets$2,522,014,00021
Corporate trust and agency accounts, managed assets$49,485,00017
Investment management and investment advisory agency accounts, managed assets$12,776,518,00023
Foundation and endowment trust and agency accounts, managed assets$1,568,230,00021
Other fiduciary accounts, managed assets$410,092,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,356,372,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,322,634,00029
Personal trust and agency accounts, non-managed assets$762,572,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,124,785,00028
Employee benefit-defined benefit accounts, non-managed Assets$1,531,417,00028
Other retirement accounts, non-managed assets$793,781,00024
Corporate trust and agency accounts, non-managed assets$23,636,425,00011
Investment management and advisory agency accounts, non-managed assets$33,434,00056
Foundation and endowment trust and agency accounts, non-managed assets$6,117,00076
Other fiduciary accounts, non-managed assets$434,103,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$81,172,208,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$171,574,00039
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$54,782,606,00029
Managed Assets ($)$25,179,369,00025
Personal trust and agency accounts, managed assets$5,920,465,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$279,784,00044
Employee benefit-defined benefit accounts, managed assets$1,019,681,00023
Other employee benefit and retirement-related accounts, managed assets$2,617,622,00021
Corporate trust and agency accounts, managed assets$52,816,00018
Investment management and investment advisory agency accounts, managed assets$13,216,904,00023
Foundation and endowment trust and agency accounts, managed assets$1,637,332,00020
Other fiduciary accounts, managed assets$434,765,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,438,662,00017
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$29,603,237,00028
Personal trust and agency accounts, non-managed assets$811,790,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,276,187,00028
Employee benefit-defined benefit accounts, non-managed Assets$1,666,209,00028
Other retirement accounts, non-managed assets$843,138,00025
Corporate trust and agency accounts, non-managed assets$23,528,145,00011
Investment management and advisory agency accounts, non-managed assets$36,813,00070
Foundation and endowment trust and agency accounts, non-managed assets$6,080,00083
Other fiduciary accounts, non-managed assets$434,875,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$80,887,111,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$196,790,00041
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$53,464,727,00029
Managed Assets ($)$23,939,845,00024
Personal trust and agency accounts, managed assets$5,682,265,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$379,159,00036
Employee benefit-defined benefit accounts, managed assets$1,001,540,00023
Other employee benefit and retirement-related accounts, managed assets$2,459,708,00021
Corporate trust and agency accounts, managed assets$58,274,00017
Investment management and investment advisory agency accounts, managed assets$12,312,096,00024
Foundation and endowment trust and agency accounts, managed assets$1,639,432,00019
Other fiduciary accounts, managed assets$407,371,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,305,032,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,524,882,00027
Personal trust and agency accounts, non-managed assets$702,232,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,197,898,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,631,885,00028
Other retirement accounts, non-managed assets$864,346,00025
Corporate trust and agency accounts, non-managed assets$23,713,336,00011
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$1,237,00096
Other fiduciary accounts, non-managed assets$413,948,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$80,172,057,00024
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$226,140,00031
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$53,008,034,00030
Managed Assets ($)$23,972,594,00025
Personal trust and agency accounts, managed assets$5,758,185,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$410,995,00036
Employee benefit-defined benefit accounts, managed assets$1,018,412,00023
Other employee benefit and retirement-related accounts, managed assets$2,434,854,00021
Corporate trust and agency accounts, managed assets$58,799,00018
Investment management and investment advisory agency accounts, managed assets$12,263,415,00026
Foundation and endowment trust and agency accounts, managed assets$1,633,808,00020
Other fiduciary accounts, managed assets$394,126,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,281,779,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,035,440,00028
Personal trust and agency accounts, non-managed assets$741,124,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,300,154,00027
Employee benefit-defined benefit accounts, non-managed Assets$1,640,405,00028
Other retirement accounts, non-managed assets$868,245,00025
Corporate trust and agency accounts, non-managed assets$23,076,771,00011
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$1,292,000103
Other fiduciary accounts, non-managed assets$407,449,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$93,704,075,00023
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$237,193,00033
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$48,779,150,00030
Managed Assets ($)$20,740,134,00027
Personal trust and agency accounts, managed assets$4,895,375,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$264,124,00049
Employee benefit-defined benefit accounts, managed assets$897,565,00024
Other employee benefit and retirement-related accounts, managed assets$1,947,780,00021
Corporate trust and agency accounts, managed assets$62,142,00017
Investment management and investment advisory agency accounts, managed assets$10,921,356,00026
Foundation and endowment trust and agency accounts, managed assets$1,393,554,00021
Other fiduciary accounts, managed assets$358,238,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,801,349,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,039,016,00027
Personal trust and agency accounts, non-managed assets$672,675,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,727,287,00034
Employee benefit-defined benefit accounts, non-managed Assets$1,570,564,00028
Other retirement accounts, non-managed assets$786,585,00025
Corporate trust and agency accounts, non-managed assets$22,880,087,00011
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$1,284,00094
Other fiduciary accounts, non-managed assets$400,534,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$87,193,551,00023
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$178,741,00037
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$48,800,535,00029
Managed Assets ($)$19,837,231,00028
Personal trust and agency accounts, managed assets$4,847,121,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$249,248,00051
Employee benefit-defined benefit accounts, managed assets$1,001,806,00023
Other employee benefit and retirement-related accounts, managed assets$1,879,599,00022
Corporate trust and agency accounts, managed assets$46,211,00021
Investment management and investment advisory agency accounts, managed assets$10,156,056,00027
Foundation and endowment trust and agency accounts, managed assets$1,318,986,00022
Other fiduciary accounts, managed assets$338,204,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,729,819,00020
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$28,963,304,00025
Personal trust and agency accounts, non-managed assets$634,652,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,710,738,00034
Employee benefit-defined benefit accounts, non-managed Assets$1,575,674,00028
Other retirement accounts, non-managed assets$762,262,00025
Corporate trust and agency accounts, non-managed assets$23,886,431,00011
Investment management and advisory agency accounts, non-managed assets$0352
Foundation and endowment trust and agency accounts, non-managed assets$1,164,000128
Other fiduciary accounts, non-managed assets$392,383,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$74,240,978,00024
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$175,538,00043
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,667,778,00028
Managed Assets ($)$18,109,909,00028
Personal trust and agency accounts, managed assets$4,562,611,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$244,055,00048
Employee benefit-defined benefit accounts, managed assets$955,485,00022
Other employee benefit and retirement-related accounts, managed assets$1,692,766,00021
Corporate trust and agency accounts, managed assets$49,080,00019
Investment management and investment advisory agency accounts, managed assets$9,041,460,00026
Foundation and endowment trust and agency accounts, managed assets$1,251,180,00022
Other fiduciary accounts, managed assets$313,272,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,550,807,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,557,869,00023
Personal trust and agency accounts, non-managed assets$554,630,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,590,063,00034
Employee benefit-defined benefit accounts, non-managed Assets$1,557,500,00028
Other retirement accounts, non-managed assets$681,316,00025
Corporate trust and agency accounts, non-managed assets$23,783,133,0009
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$1,048,000104
Other fiduciary accounts, non-managed assets$390,179,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$75,071,372,00023
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$174,710,00037
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,285,548,00028
Managed Assets ($)$17,360,738,00028
Personal trust and agency accounts, managed assets$4,458,624,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$239,837,00048
Employee benefit-defined benefit accounts, managed assets$927,696,00022
Other employee benefit and retirement-related accounts, managed assets$1,585,410,00021
Corporate trust and agency accounts, managed assets$40,768,00022
Investment management and investment advisory agency accounts, managed assets$8,639,686,00026
Foundation and endowment trust and agency accounts, managed assets$1,171,234,00022
Other fiduciary accounts, managed assets$297,483,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,450,046,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$27,924,810,00024
Personal trust and agency accounts, non-managed assets$488,467,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,583,226,00035
Employee benefit-defined benefit accounts, non-managed Assets$1,525,236,00027
Other retirement accounts, non-managed assets$655,230,00025
Corporate trust and agency accounts, non-managed assets$23,288,107,00010
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$1,033,000112
Other fiduciary accounts, non-managed assets$383,511,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$82,097,097,00023
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$176,220,00038
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$42,587,731,00028
Managed Assets ($)$15,753,546,00028
Personal trust and agency accounts, managed assets$4,054,462,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$214,548,00048
Employee benefit-defined benefit accounts, managed assets$834,347,00022
Other employee benefit and retirement-related accounts, managed assets$1,390,096,00021
Corporate trust and agency accounts, managed assets$45,328,00018
Investment management and investment advisory agency accounts, managed assets$7,799,213,00026
Foundation and endowment trust and agency accounts, managed assets$1,140,797,00021
Other fiduciary accounts, managed assets$274,755,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,263,392,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$26,834,185,00022
Personal trust and agency accounts, non-managed assets$411,211,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,466,646,00036
Employee benefit-defined benefit accounts, non-managed Assets$1,396,597,00028
Other retirement accounts, non-managed assets$626,810,00024
Corporate trust and agency accounts, non-managed assets$22,559,597,00010
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$980,000107
Other fiduciary accounts, non-managed assets$372,344,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$81,137,779,00022
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$166,216,00040
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$44,339,112,00029
Managed Assets ($)$17,536,158,00028
Personal trust and agency accounts, managed assets$4,654,830,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$236,420,00049
Employee benefit-defined benefit accounts, managed assets$894,095,00023
Other employee benefit and retirement-related accounts, managed assets$1,571,175,00022
Corporate trust and agency accounts, managed assets$59,361,00018
Investment management and investment advisory agency accounts, managed assets$8,512,689,00026
Foundation and endowment trust and agency accounts, managed assets$1,280,291,00022
Other fiduciary accounts, managed assets$327,297,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,425,339,00021
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$26,802,954,00024
Personal trust and agency accounts, non-managed assets$525,455,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,735,324,00036
Employee benefit-defined benefit accounts, non-managed Assets$1,762,998,00027
Other retirement accounts, non-managed assets$725,629,00024
Corporate trust and agency accounts, non-managed assets$21,678,640,00011
Investment management and advisory agency accounts, non-managed assets$0361
Foundation and endowment trust and agency accounts, non-managed assets$1,396,000132
Other fiduciary accounts, non-managed assets$373,512,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$77,500,860,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$210,739,00038
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,786,262,00028
Managed Assets ($)$16,819,623,00030
Personal trust and agency accounts, managed assets$4,505,501,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$242,387,00049
Employee benefit-defined benefit accounts, managed assets$881,585,00021
Other employee benefit and retirement-related accounts, managed assets$1,504,658,00024
Corporate trust and agency accounts, managed assets$60,430,00019
Investment management and investment advisory agency accounts, managed assets$8,155,692,00028
Foundation and endowment trust and agency accounts, managed assets$1,256,135,00023
Other fiduciary accounts, managed assets$213,235,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,363,587,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,966,639,00022
Personal trust and agency accounts, non-managed assets$496,438,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,680,066,00037
Employee benefit-defined benefit accounts, non-managed Assets$1,960,732,00027
Other retirement accounts, non-managed assets$730,784,00025
Corporate trust and agency accounts, non-managed assets$23,731,452,0009
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$1,385,000106
Other fiduciary accounts, non-managed assets$365,782,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$71,771,609,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$227,589,00033
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,136,080,00027
Managed Assets ($)$16,523,807,00030
Personal trust and agency accounts, managed assets$4,514,495,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$248,118,00046
Employee benefit-defined benefit accounts, managed assets$995,936,00019
Other employee benefit and retirement-related accounts, managed assets$1,458,113,00023
Corporate trust and agency accounts, managed assets$58,949,00019
Investment management and investment advisory agency accounts, managed assets$7,827,706,00028
Foundation and endowment trust and agency accounts, managed assets$1,210,342,00022
Other fiduciary accounts, managed assets$210,148,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,315,989,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,612,273,00020
Personal trust and agency accounts, non-managed assets$562,569,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,722,202,00034
Employee benefit-defined benefit accounts, non-managed Assets$1,801,674,00028
Other retirement accounts, non-managed assets$729,525,00024
Corporate trust and agency accounts, non-managed assets$23,441,537,0009
Investment management and advisory agency accounts, non-managed assets$0207
Foundation and endowment trust and agency accounts, non-managed assets$1,376,000107
Other fiduciary accounts, non-managed assets$353,390,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$68,611,690,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$238,692,00032
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,378,294,00026
Managed Assets ($)$16,367,464,00030
Personal trust and agency accounts, managed assets$4,520,387,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$284,384,00040
Employee benefit-defined benefit accounts, managed assets$1,190,393,00016
Other employee benefit and retirement-related accounts, managed assets$1,407,110,00023
Corporate trust and agency accounts, managed assets$58,074,00019
Investment management and investment advisory agency accounts, managed assets$7,537,248,00028
Foundation and endowment trust and agency accounts, managed assets$1,212,268,00021
Other fiduciary accounts, managed assets$157,600,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,266,809,00021
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,010,830,00020
Personal trust and agency accounts, non-managed assets$552,386,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,782,357,00033
Employee benefit-defined benefit accounts, non-managed Assets$1,486,971,00029
Other retirement accounts, non-managed assets$720,861,00023
Corporate trust and agency accounts, non-managed assets$24,120,054,0009
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$1,350,000108
Other fiduciary accounts, non-managed assets$346,851,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$67,324,782,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$242,124,00029
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$42,373,296,00027
Managed Assets ($)$15,319,992,00030
Personal trust and agency accounts, managed assets$4,282,181,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$273,702,00040
Employee benefit-defined benefit accounts, managed assets$1,103,676,00015
Other employee benefit and retirement-related accounts, managed assets$1,295,452,00023
Corporate trust and agency accounts, managed assets$57,335,00019
Investment management and investment advisory agency accounts, managed assets$7,022,401,00029
Foundation and endowment trust and agency accounts, managed assets$1,136,219,00021
Other fiduciary accounts, managed assets$149,026,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,164,852,00020
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$27,053,304,00020
Personal trust and agency accounts, non-managed assets$535,815,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,679,036,00032
Employee benefit-defined benefit accounts, non-managed Assets$1,571,289,00028
Other retirement accounts, non-managed assets$676,892,00022
Corporate trust and agency accounts, non-managed assets$22,303,548,0009
Investment management and advisory agency accounts, non-managed assets$0357
Foundation and endowment trust and agency accounts, non-managed assets$1,294,000129
Other fiduciary accounts, non-managed assets$285,430,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$62,690,767,00025
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$237,570,00029
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,114,079,00028
Managed Assets ($)$17,223,970,00027
Personal trust and agency accounts, managed assets$4,708,964,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$296,722,00039
Employee benefit-defined benefit accounts, managed assets$1,146,087,00016
Other employee benefit and retirement-related accounts, managed assets$1,407,342,00023
Corporate trust and agency accounts, managed assets$59,356,00018
Investment management and investment advisory agency accounts, managed assets$7,970,583,00027
Foundation and endowment trust and agency accounts, managed assets$1,246,083,00021
Other fiduciary accounts, managed assets$388,833,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,259,929,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,890,109,00020
Personal trust and agency accounts, non-managed assets$601,273,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,059,557,00029
Employee benefit-defined benefit accounts, non-managed Assets$2,063,952,00026
Other retirement accounts, non-managed assets$810,498,00023
Corporate trust and agency accounts, non-managed assets$23,273,281,0009
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$1,495,000110
Other fiduciary accounts, non-managed assets$80,053,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$68,155,640,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$272,969,00028
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,148,538,00027
Managed Assets ($)$17,946,376,00027
Personal trust and agency accounts, managed assets$4,515,364,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$300,923,00040
Employee benefit-defined benefit accounts, managed assets$1,081,244,00017
Other employee benefit and retirement-related accounts, managed assets$1,358,551,00023
Corporate trust and agency accounts, managed assets$65,946,00014
Investment management and investment advisory agency accounts, managed assets$9,229,629,00025
Foundation and endowment trust and agency accounts, managed assets$1,225,749,00021
Other fiduciary accounts, managed assets$168,970,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,211,673,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,202,162,00021
Personal trust and agency accounts, non-managed assets$563,728,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,241,643,00028
Employee benefit-defined benefit accounts, non-managed Assets$2,047,981,00027
Other retirement accounts, non-managed assets$803,493,00023
Corporate trust and agency accounts, non-managed assets$22,465,431,0009
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$1,430,000111
Other fiduciary accounts, non-managed assets$78,456,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$76,392,533,00021
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$276,134,00026
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$47,479,672,00025
Managed Assets ($)$18,080,540,00027
Personal trust and agency accounts, managed assets$4,529,183,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$305,835,00039
Employee benefit-defined benefit accounts, managed assets$1,108,323,00018
Other employee benefit and retirement-related accounts, managed assets$1,329,839,00025
Corporate trust and agency accounts, managed assets$58,784,00018
Investment management and investment advisory agency accounts, managed assets$9,127,168,00025
Foundation and endowment trust and agency accounts, managed assets$1,243,362,00022
Other fiduciary accounts, managed assets$378,046,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,164,368,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,399,132,00020
Personal trust and agency accounts, non-managed assets$573,932,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,375,077,00026
Employee benefit-defined benefit accounts, non-managed Assets$2,075,600,00026
Other retirement accounts, non-managed assets$814,689,00024
Corporate trust and agency accounts, non-managed assets$23,483,148,0009
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$1,364,000109
Other fiduciary accounts, non-managed assets$75,322,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$65,546,571,00024
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$297,161,00026
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$47,129,319,00025
Managed Assets ($)$18,285,224,00028
Personal trust and agency accounts, managed assets$4,729,736,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$316,970,00039
Employee benefit-defined benefit accounts, managed assets$1,138,967,00018
Other employee benefit and retirement-related accounts, managed assets$1,344,712,00024
Corporate trust and agency accounts, managed assets$55,829,00018
Investment management and investment advisory agency accounts, managed assets$9,119,139,00025
Foundation and endowment trust and agency accounts, managed assets$1,285,030,00020
Other fiduciary accounts, managed assets$294,841,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,175,213,00020
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$28,844,095,00020
Personal trust and agency accounts, non-managed assets$603,094,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,246,313,00028
Employee benefit-defined benefit accounts, non-managed Assets$2,116,765,00028
Other retirement accounts, non-managed assets$842,478,00023
Corporate trust and agency accounts, non-managed assets$22,956,900,0009
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$4,793,00095
Other fiduciary accounts, non-managed assets$73,752,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$62,973,459,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$321,140,00028
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$44,381,661,00027
Managed Assets ($)$17,979,743,00028
Personal trust and agency accounts, managed assets$4,599,257,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$311,056,00039
Employee benefit-defined benefit accounts, managed assets$1,177,179,00017
Other employee benefit and retirement-related accounts, managed assets$1,315,065,00024
Corporate trust and agency accounts, managed assets$49,170,00021
Investment management and investment advisory agency accounts, managed assets$8,954,119,00026
Foundation and endowment trust and agency accounts, managed assets$1,274,600,00019
Other fiduciary accounts, managed assets$299,297,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,155,948,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$26,401,918,00023
Personal trust and agency accounts, non-managed assets$577,556,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,108,897,00029
Employee benefit-defined benefit accounts, non-managed Assets$2,074,071,00027
Other retirement accounts, non-managed assets$830,815,00024
Corporate trust and agency accounts, non-managed assets$20,731,141,00010
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$4,585,00086
Other fiduciary accounts, non-managed assets$74,853,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$61,900,334,00025
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$323,682,00025
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$41,239,951,00028
Managed Assets ($)$17,556,897,00026
Personal trust and agency accounts, managed assets$4,537,775,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$310,128,00038
Employee benefit-defined benefit accounts, managed assets$1,203,153,00016
Other employee benefit and retirement-related accounts, managed assets$1,279,930,00024
Corporate trust and agency accounts, managed assets$49,198,00023
Investment management and investment advisory agency accounts, managed assets$8,585,115,00026
Foundation and endowment trust and agency accounts, managed assets$1,299,394,00020
Other fiduciary accounts, managed assets$292,204,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,141,069,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,683,054,00024
Personal trust and agency accounts, non-managed assets$570,236,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,001,163,00030
Employee benefit-defined benefit accounts, non-managed Assets$1,991,201,00027
Other retirement accounts, non-managed assets$813,193,00023
Corporate trust and agency accounts, non-managed assets$18,230,780,00012
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$4,514,00088
Other fiduciary accounts, non-managed assets$71,967,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$60,406,407,00025
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$308,957,00027
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$41,240,847,00027
Managed Assets ($)$17,370,826,00026
Personal trust and agency accounts, managed assets$4,460,560,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$306,243,00041
Employee benefit-defined benefit accounts, managed assets$1,189,501,00017
Other employee benefit and retirement-related accounts, managed assets$1,256,887,00023
Corporate trust and agency accounts, managed assets$39,925,00024
Investment management and investment advisory agency accounts, managed assets$8,465,704,00025
Foundation and endowment trust and agency accounts, managed assets$1,295,547,00020
Other fiduciary accounts, managed assets$356,459,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,112,269,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,870,021,00023
Personal trust and agency accounts, non-managed assets$563,710,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,868,558,00031
Employee benefit-defined benefit accounts, non-managed Assets$1,953,986,00027
Other retirement accounts, non-managed assets$831,342,00022
Corporate trust and agency accounts, non-managed assets$18,576,845,00012
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$4,498,00089
Other fiduciary accounts, non-managed assets$71,082,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$57,993,941,00025
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$323,076,00025
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$40,572,696,00025
Managed Assets ($)$16,921,606,00026
Personal trust and agency accounts, managed assets$4,388,999,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$298,520,00038
Employee benefit-defined benefit accounts, managed assets$1,162,845,00017
Other employee benefit and retirement-related accounts, managed assets$1,229,682,00023
Corporate trust and agency accounts, managed assets$36,756,00023
Investment management and investment advisory agency accounts, managed assets$8,381,226,00025
Foundation and endowment trust and agency accounts, managed assets$1,229,300,00020
Other fiduciary accounts, managed assets$194,278,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,084,241,00019
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$23,651,090,00023
Personal trust and agency accounts, non-managed assets$565,935,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,954,943,00028
Employee benefit-defined benefit accounts, non-managed Assets$1,922,084,00026
Other retirement accounts, non-managed assets$820,206,00022
Corporate trust and agency accounts, non-managed assets$18,315,782,00011
Investment management and advisory agency accounts, non-managed assets$0367
Foundation and endowment trust and agency accounts, non-managed assets$5,021,00094
Other fiduciary accounts, non-managed assets$67,119,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$54,158,661,00027
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$324,081,00029
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$42,812,306,00023
Managed Assets ($)$17,311,438,00026
Personal trust and agency accounts, managed assets$4,360,194,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$304,440,00039
Employee benefit-defined benefit accounts, managed assets$1,436,511,00014
Other employee benefit and retirement-related accounts, managed assets$1,225,239,00022
Corporate trust and agency accounts, managed assets$37,415,00024
Investment management and investment advisory agency accounts, managed assets$8,341,365,00024
Foundation and endowment trust and agency accounts, managed assets$1,295,080,00018
Other fiduciary accounts, managed assets$311,194,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,079,525,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$25,500,868,00022
Personal trust and agency accounts, non-managed assets$571,723,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,719,509,00026
Employee benefit-defined benefit accounts, non-managed Assets$1,966,312,00026
Other retirement accounts, non-managed assets$850,156,00021
Corporate trust and agency accounts, non-managed assets$19,369,555,00011
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$5,031,00087
Other fiduciary accounts, non-managed assets$18,582,00045
Memoranda
Custody and safekeeping accounts, non-managed assets$56,068,714,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$343,391,00026
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$35,342,654,00029
Managed Assets ($)$12,175,501,00033
Personal trust and agency accounts, managed assets$3,155,254,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$214,137,00051
Employee benefit-defined benefit accounts, managed assets$895,436,00019
Other employee benefit and retirement-related accounts, managed assets$818,581,00027
Corporate trust and agency accounts, managed assets$36,213,00024
Investment management and investment advisory agency accounts, managed assets$5,745,092,00028
Foundation and endowment trust and agency accounts, managed assets$1,176,649,00019
Other fiduciary accounts, managed assets$134,139,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$685,718,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,167,153,00024
Personal trust and agency accounts, non-managed assets$418,824,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,905,075,00028
Employee benefit-defined benefit accounts, non-managed Assets$1,701,992,00027
Other retirement accounts, non-managed assets$661,635,00025
Corporate trust and agency accounts, non-managed assets$18,412,131,00011
Investment management and advisory agency accounts, non-managed assets$0222
Foundation and endowment trust and agency accounts, non-managed assets$4,893,00091
Other fiduciary accounts, non-managed assets$62,603,00036
Memoranda
Custody and safekeeping accounts, non-managed assets$50,760,291,00027
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$323,391,00026
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,677,868,00030
Managed Assets ($)$11,886,351,00033
Personal trust and agency accounts, managed assets$2,986,354,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$212,312,00052
Employee benefit-defined benefit accounts, managed assets$895,802,00017
Other employee benefit and retirement-related accounts, managed assets$806,227,00027
Corporate trust and agency accounts, managed assets$18,741,00029
Investment management and investment advisory agency accounts, managed assets$5,653,539,00027
Foundation and endowment trust and agency accounts, managed assets$1,180,149,00019
Other fiduciary accounts, managed assets$133,227,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$674,140,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,791,517,00024
Personal trust and agency accounts, non-managed assets$370,618,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,804,066,00031
Employee benefit-defined benefit accounts, non-managed Assets$1,614,814,00028
Other retirement accounts, non-managed assets$654,680,00024
Corporate trust and agency accounts, non-managed assets$18,285,006,00011
Investment management and advisory agency accounts, non-managed assets$0225
Foundation and endowment trust and agency accounts, non-managed assets$4,717,00088
Other fiduciary accounts, non-managed assets$57,616,00036
Memoranda
Custody and safekeeping accounts, non-managed assets$49,054,627,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$320,420,00027
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,099,795,00029
Managed Assets ($)$11,801,551,00032
Personal trust and agency accounts, managed assets$3,001,053,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$212,129,00051
Employee benefit-defined benefit accounts, managed assets$870,911,00019
Other employee benefit and retirement-related accounts, managed assets$799,479,00026
Corporate trust and agency accounts, managed assets$18,170,00037
Investment management and investment advisory agency accounts, managed assets$5,571,258,00026
Foundation and endowment trust and agency accounts, managed assets$1,168,140,00019
Other fiduciary accounts, managed assets$160,411,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$674,119,00022
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$21,298,244,00024
Personal trust and agency accounts, non-managed assets$364,528,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,821,827,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,584,305,00028
Other retirement accounts, non-managed assets$687,042,00023
Corporate trust and agency accounts, non-managed assets$16,810,214,00011
Investment management and advisory agency accounts, non-managed assets$0390
Foundation and endowment trust and agency accounts, non-managed assets$4,661,00098
Other fiduciary accounts, non-managed assets$25,667,00044
Memoranda
Custody and safekeeping accounts, non-managed assets$48,512,598,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$331,011,00028
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$31,296,900,00030
Managed Assets ($)$11,770,599,00032
Personal trust and agency accounts, managed assets$3,004,219,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$211,137,00048
Employee benefit-defined benefit accounts, managed assets$879,068,00019
Other employee benefit and retirement-related accounts, managed assets$783,997,00026
Corporate trust and agency accounts, managed assets$21,387,00028
Investment management and investment advisory agency accounts, managed assets$5,518,933,00027
Foundation and endowment trust and agency accounts, managed assets$1,151,255,00020
Other fiduciary accounts, managed assets$200,603,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$657,886,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,526,301,00025
Personal trust and agency accounts, non-managed assets$353,220,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,759,458,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,542,874,00027
Other retirement accounts, non-managed assets$724,961,00023
Corporate trust and agency accounts, non-managed assets$15,138,634,00012
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$4,466,00091
Other fiduciary accounts, non-managed assets$2,688,00058
Memoranda
Custody and safekeeping accounts, non-managed assets$48,859,588,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$353,268,00027
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,516,813,00029
Managed Assets ($)$12,611,582,00033
Personal trust and agency accounts, managed assets$3,205,678,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$225,187,00046
Employee benefit-defined benefit accounts, managed assets$931,126,00020
Other employee benefit and retirement-related accounts, managed assets$736,281,00027
Corporate trust and agency accounts, managed assets$65,408,00019
Investment management and investment advisory agency accounts, managed assets$5,765,944,00027
Foundation and endowment trust and agency accounts, managed assets$1,208,739,00020
Other fiduciary accounts, managed assets$473,219,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$700,795,00022
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,905,231,00025
Personal trust and agency accounts, non-managed assets$377,663,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,862,685,00028
Employee benefit-defined benefit accounts, non-managed Assets$1,626,956,00027
Other retirement accounts, non-managed assets$782,931,00023
Corporate trust and agency accounts, non-managed assets$15,245,768,00012
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$4,751,00090
Other fiduciary accounts, non-managed assets$4,477,00056
Memoranda
Custody and safekeeping accounts, non-managed assets$48,613,116,00028
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$393,171,00026
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,785,256,00027
Managed Assets ($)$12,654,992,00032
Personal trust and agency accounts, managed assets$3,276,706,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$241,098,00043
Employee benefit-defined benefit accounts, managed assets$977,635,00019
Other employee benefit and retirement-related accounts, managed assets$750,510,00029
Corporate trust and agency accounts, managed assets$39,499,00022
Investment management and investment advisory agency accounts, managed assets$5,938,518,00027
Foundation and endowment trust and agency accounts, managed assets$1,229,471,00020
Other fiduciary accounts, managed assets$201,555,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$713,295,00024
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,130,264,00024
Personal trust and agency accounts, non-managed assets$372,039,00047
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,862,944,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,652,912,00027
Other retirement accounts, non-managed assets$792,260,00025
Corporate trust and agency accounts, non-managed assets$17,441,850,00010
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$5,467,00089
Other fiduciary accounts, non-managed assets$2,792,00062
Memoranda
Custody and safekeeping accounts, non-managed assets$52,406,697,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$412,551,00029
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,284,679,00029
Managed Assets ($)$12,486,015,00031
Personal trust and agency accounts, managed assets$3,486,924,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$240,991,00040
Employee benefit-defined benefit accounts, managed assets$986,796,00020
Other employee benefit and retirement-related accounts, managed assets$784,313,00029
Corporate trust and agency accounts, managed assets$97,451,00016
Investment management and investment advisory agency accounts, managed assets$5,673,035,00029
Foundation and endowment trust and agency accounts, managed assets$1,180,009,00020
Other fiduciary accounts, managed assets$36,496,00039
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$748,026,00024
Investments of managed fiduciary accts in advised or sponsored mutual funds$311,477,00032
Non-managed Assets ($)$19,798,664,00024
Personal trust and agency accounts, non-managed assets$394,605,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,825,158,00028
Employee benefit-defined benefit accounts, non-managed Assets$1,629,291,00027
Other retirement accounts, non-managed assets$917,086,00024
Corporate trust and agency accounts, non-managed assets$15,026,149,00011
Investment management and advisory agency accounts, non-managed assets$0381
Foundation and endowment trust and agency accounts, non-managed assets$5,527,00098
Other fiduciary accounts, non-managed assets$848,00098
Memoranda
Custody and safekeeping accounts, non-managed assets$49,185,009,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$423,848,00031
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,764,398,00026
Managed Assets ($)$12,473,185,00031
Personal trust and agency accounts, managed assets$3,465,965,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$241,292,00040
Employee benefit-defined benefit accounts, managed assets$977,908,00020
Other employee benefit and retirement-related accounts, managed assets$785,958,00028
Corporate trust and agency accounts, managed assets$49,896,00019
Investment management and investment advisory agency accounts, managed assets$5,662,797,00030
Foundation and endowment trust and agency accounts, managed assets$1,246,050,00019
Other fiduciary accounts, managed assets$43,319,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$750,005,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,291,213,00024
Personal trust and agency accounts, non-managed assets$403,086,00044
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,820,619,00028
Employee benefit-defined benefit accounts, non-managed Assets$1,640,077,00028
Other retirement accounts, non-managed assets$1,067,830,00023
Corporate trust and agency accounts, non-managed assets$15,353,199,00010
Investment management and advisory agency accounts, non-managed assets$0214
Foundation and endowment trust and agency accounts, non-managed assets$5,550,00088
Other fiduciary accounts, non-managed assets$852,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$48,852,074,00025
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$450,558,00028
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,680,664,00028
Managed Assets ($)$12,668,995,00031
Personal trust and agency accounts, managed assets$3,515,488,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$254,144,00037
Employee benefit-defined benefit accounts, managed assets$998,513,00020
Other employee benefit and retirement-related accounts, managed assets$798,641,00027
Corporate trust and agency accounts, managed assets$46,576,00021
Investment management and investment advisory agency accounts, managed assets$5,765,589,00029
Foundation and endowment trust and agency accounts, managed assets$1,245,224,00019
Other fiduciary accounts, managed assets$44,820,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$762,191,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,011,669,00024
Personal trust and agency accounts, non-managed assets$418,408,00043
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,865,663,00028
Employee benefit-defined benefit accounts, non-managed Assets$1,653,394,00027
Other retirement accounts, non-managed assets$1,012,867,00023
Corporate trust and agency accounts, non-managed assets$15,005,567,00010
Investment management and advisory agency accounts, non-managed assets$4,051,000122
Foundation and endowment trust and agency accounts, non-managed assets$50,862,00043
Other fiduciary accounts, non-managed assets$857,00075
Memoranda
Custody and safekeeping accounts, non-managed assets$48,413,749,00026
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$462,011,00029
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,880,046,00027
Managed Assets ($)$12,348,295,00032
Personal trust and agency accounts, managed assets$3,486,492,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$248,658,00037
Employee benefit-defined benefit accounts, managed assets$977,307,00019
Other employee benefit and retirement-related accounts, managed assets$777,386,00026
Corporate trust and agency accounts, managed assets$36,414,00022
Investment management and investment advisory agency accounts, managed assets$5,566,969,00030
Foundation and endowment trust and agency accounts, managed assets$1,199,212,00020
Other fiduciary accounts, managed assets$55,857,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$745,736,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,531,751,00024
Personal trust and agency accounts, non-managed assets$444,190,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,853,147,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,605,877,00028
Other retirement accounts, non-managed assets$1,022,914,00023
Corporate trust and agency accounts, non-managed assets$15,553,846,00010
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$50,919,00041
Other fiduciary accounts, non-managed assets$858,00075
Memoranda
Custody and safekeeping accounts, non-managed assets$48,673,656,00025
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$477,920,00030
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,252,112,00027
Managed Assets ($)$12,426,147,00032
Personal trust and agency accounts, managed assets$3,500,592,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$247,587,00038
Employee benefit-defined benefit accounts, managed assets$966,570,00021
Other employee benefit and retirement-related accounts, managed assets$773,452,00025
Corporate trust and agency accounts, managed assets$38,358,00020
Investment management and investment advisory agency accounts, managed assets$5,728,740,00028
Foundation and endowment trust and agency accounts, managed assets$1,122,642,00019
Other fiduciary accounts, managed assets$48,206,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$741,430,00023
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,516,818,00016
Non-managed Assets ($)$21,825,965,00024
Personal trust and agency accounts, non-managed assets$442,913,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,849,903,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,558,635,00028
Other retirement accounts, non-managed assets$1,040,786,00022
Corporate trust and agency accounts, non-managed assets$16,926,905,00010
Investment management and advisory agency accounts, non-managed assets$0386
Foundation and endowment trust and agency accounts, non-managed assets$5,946,00094
Other fiduciary accounts, non-managed assets$877,00097
Memoranda
Custody and safekeeping accounts, non-managed assets$46,750,293,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$522,375,00030
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,231,896,00027
Managed Assets ($)$12,091,648,00032
Personal trust and agency accounts, managed assets$3,261,203,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$425,288,00026
Employee benefit-defined benefit accounts, managed assets$942,326,00020
Other employee benefit and retirement-related accounts, managed assets$736,194,00026
Corporate trust and agency accounts, managed assets$57,408,00017
Investment management and investment advisory agency accounts, managed assets$5,506,556,00030
Foundation and endowment trust and agency accounts, managed assets$1,107,517,00019
Other fiduciary accounts, managed assets$55,156,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$706,099,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,140,248,00024
Personal trust and agency accounts, non-managed assets$431,909,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,747,768,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,243,764,00030
Other retirement accounts, non-managed assets$986,859,00022
Corporate trust and agency accounts, non-managed assets$16,723,359,00010
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$5,715,00083
Other fiduciary accounts, non-managed assets$874,00070
Memoranda
Custody and safekeeping accounts, non-managed assets$45,447,716,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$509,749,00030
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$32,632,675,00027
Managed Assets ($)$11,811,261,00031
Personal trust and agency accounts, managed assets$3,201,812,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$406,886,00027
Employee benefit-defined benefit accounts, managed assets$939,301,00020
Other employee benefit and retirement-related accounts, managed assets$708,349,00026
Corporate trust and agency accounts, managed assets$59,926,00019
Investment management and investment advisory agency accounts, managed assets$5,409,720,00030
Foundation and endowment trust and agency accounts, managed assets$1,028,751,00019
Other fiduciary accounts, managed assets$56,516,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$681,248,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,821,414,00024
Personal trust and agency accounts, non-managed assets$431,493,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,668,500,00029
Employee benefit-defined benefit accounts, non-managed Assets$1,223,230,00030
Other retirement accounts, non-managed assets$968,809,00021
Corporate trust and agency accounts, non-managed assets$16,522,932,00010
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$5,563,00083
Other fiduciary accounts, non-managed assets$887,00069
Memoranda
Custody and safekeeping accounts, non-managed assets$45,722,700,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$486,239,00030
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,220,387,00027
Managed Assets ($)$12,037,621,00030
Personal trust and agency accounts, managed assets$3,276,400,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$470,548,00024
Employee benefit-defined benefit accounts, managed assets$971,313,00021
Other employee benefit and retirement-related accounts, managed assets$708,011,00026
Corporate trust and agency accounts, managed assets$60,984,00016
Investment management and investment advisory agency accounts, managed assets$5,479,324,00029
Foundation and endowment trust and agency accounts, managed assets$1,013,546,00019
Other fiduciary accounts, managed assets$57,495,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$682,966,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,182,766,00024
Personal trust and agency accounts, non-managed assets$399,335,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,684,980,00031
Employee benefit-defined benefit accounts, non-managed Assets$1,238,084,00030
Other retirement accounts, non-managed assets$987,079,00022
Corporate trust and agency accounts, non-managed assets$16,866,322,00010
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$6,065,00081
Other fiduciary accounts, non-managed assets$901,00071
Memoranda
Custody and safekeeping accounts, non-managed assets$43,305,959,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$492,191,00028
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,302,681,00026
Managed Assets ($)$11,488,689,00031
Personal trust and agency accounts, managed assets$3,117,644,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$436,153,00025
Employee benefit-defined benefit accounts, managed assets$934,269,00021
Other employee benefit and retirement-related accounts, managed assets$675,539,00027
Corporate trust and agency accounts, managed assets$91,228,00014
Investment management and investment advisory agency accounts, managed assets$5,211,754,00029
Foundation and endowment trust and agency accounts, managed assets$973,617,00019
Other fiduciary accounts, managed assets$48,485,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$656,400,00022
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,883,475,00012
Non-managed Assets ($)$21,813,992,00023
Personal trust and agency accounts, non-managed assets$362,377,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,576,841,00031
Employee benefit-defined benefit accounts, non-managed Assets$1,186,157,00030
Other retirement accounts, non-managed assets$962,786,00022
Corporate trust and agency accounts, non-managed assets$17,718,194,00010
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$6,750,00087
Other fiduciary accounts, non-managed assets$887,000102
Memoranda
Custody and safekeeping accounts, non-managed assets$40,639,091,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$461,729,00027
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,998,410,00030
Managed Assets ($)$11,444,859,00031
Personal trust and agency accounts, managed assets$3,057,622,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$355,204,00026
Employee benefit-defined benefit accounts, managed assets$950,875,00021
Other employee benefit and retirement-related accounts, managed assets$676,369,00026
Corporate trust and agency accounts, managed assets$99,935,00013
Investment management and investment advisory agency accounts, managed assets$5,275,814,00029
Foundation and endowment trust and agency accounts, managed assets$978,699,00020
Other fiduciary accounts, managed assets$50,341,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$656,924,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,553,551,00029
Personal trust and agency accounts, non-managed assets$415,625,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,590,511,00028
Employee benefit-defined benefit accounts, non-managed Assets$1,161,723,00030
Other retirement accounts, non-managed assets$962,349,00021
Corporate trust and agency accounts, non-managed assets$9,415,804,00011
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$6,636,00077
Other fiduciary accounts, non-managed assets$903,00064
Memoranda
Custody and safekeeping accounts, non-managed assets$41,049,379,00025
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$458,343,00027
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,038,240,00031
Managed Assets ($)$10,824,004,00031
Personal trust and agency accounts, managed assets$2,909,248,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$356,445,00026
Employee benefit-defined benefit accounts, managed assets$836,546,00021
Other employee benefit and retirement-related accounts, managed assets$653,851,00025
Corporate trust and agency accounts, managed assets$99,218,00014
Investment management and investment advisory agency accounts, managed assets$4,983,948,00030
Foundation and endowment trust and agency accounts, managed assets$932,528,00019
Other fiduciary accounts, managed assets$52,220,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$636,400,00023
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,214,236,00028
Personal trust and agency accounts, non-managed assets$415,984,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,518,160,00030
Employee benefit-defined benefit accounts, non-managed Assets$1,130,880,00030
Other retirement accounts, non-managed assets$952,911,00022
Corporate trust and agency accounts, non-managed assets$9,186,944,00012
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$8,389,00072
Other fiduciary accounts, non-managed assets$968,00064
Memoranda
Custody and safekeeping accounts, non-managed assets$39,461,537,00024
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$440,499,00027
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,335,912,00034
Managed Assets ($)$10,808,102,00032
Personal trust and agency accounts, managed assets$2,935,040,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$290,834,00034
Employee benefit-defined benefit accounts, managed assets$893,945,00021
Other employee benefit and retirement-related accounts, managed assets$670,838,00024
Corporate trust and agency accounts, managed assets$120,557,00012
Investment management and investment advisory agency accounts, managed assets$4,885,546,00030
Foundation and endowment trust and agency accounts, managed assets$957,504,00019
Other fiduciary accounts, managed assets$53,838,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$660,179,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,527,810,00030
Personal trust and agency accounts, non-managed assets$463,143,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,623,539,00030
Employee benefit-defined benefit accounts, non-managed Assets$807,275,00033
Other retirement accounts, non-managed assets$723,814,00025
Corporate trust and agency accounts, non-managed assets$7,899,877,00012
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$9,189,00069
Other fiduciary accounts, non-managed assets$973,00064
Memoranda
Custody and safekeeping accounts, non-managed assets$40,104,156,00025
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$446,875,00025
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$20,959,636,00034
Managed Assets ($)$10,397,050,00030
Personal trust and agency accounts, managed assets$2,825,061,00029
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$279,452,00032
Employee benefit-defined benefit accounts, managed assets$817,299,00020
Other employee benefit and retirement-related accounts, managed assets$640,309,00022
Corporate trust and agency accounts, managed assets$156,886,00010
Investment management and investment advisory agency accounts, managed assets$4,719,338,00031
Foundation and endowment trust and agency accounts, managed assets$901,669,00019
Other fiduciary accounts, managed assets$57,036,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$627,826,00019
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,935,790,00011
Non-managed Assets ($)$10,562,586,00031
Personal trust and agency accounts, non-managed assets$445,205,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,504,991,00030
Employee benefit-defined benefit accounts, non-managed Assets$760,281,00033
Other retirement accounts, non-managed assets$671,717,00024
Corporate trust and agency accounts, non-managed assets$7,170,658,00012
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$8,748,00073
Other fiduciary accounts, non-managed assets$986,000104
Memoranda
Custody and safekeeping accounts, non-managed assets$38,337,005,00025
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$413,678,00025
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,351,153,00033
Managed Assets ($)$10,418,018,00030
Personal trust and agency accounts, managed assets$2,712,828,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$270,864,00030
Employee benefit-defined benefit accounts, managed assets$718,841,00020
Other employee benefit and retirement-related accounts, managed assets$631,375,00026
Corporate trust and agency accounts, managed assets$585,174,0008
Investment management and investment advisory agency accounts, managed assets$4,562,425,00034
Foundation and endowment trust and agency accounts, managed assets$881,255,00020
Other fiduciary accounts, managed assets$55,256,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$616,274,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,933,135,00031
Personal trust and agency accounts, non-managed assets$428,392,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,389,427,00031
Employee benefit-defined benefit accounts, non-managed Assets$737,537,00035
Other retirement accounts, non-managed assets$676,600,00024
Corporate trust and agency accounts, non-managed assets$7,688,918,00012
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$8,363,00068
Other fiduciary accounts, non-managed assets$3,898,00054
Memoranda
Custody and safekeeping accounts, non-managed assets$37,972,208,00025
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$405,800,00025
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,426,225,00036
Managed Assets ($)$10,890,213,00031
Personal trust and agency accounts, managed assets$2,919,000,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$270,222,00034
Employee benefit-defined benefit accounts, managed assets$798,789,00021
Other employee benefit and retirement-related accounts, managed assets$688,516,00024
Corporate trust and agency accounts, managed assets$562,712,0007
Investment management and investment advisory agency accounts, managed assets$4,675,369,00033
Foundation and endowment trust and agency accounts, managed assets$916,898,00020
Other fiduciary accounts, managed assets$58,707,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$675,299,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,536,012,00035
Personal trust and agency accounts, non-managed assets$461,923,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,536,672,00030
Employee benefit-defined benefit accounts, non-managed Assets$779,158,00036
Other retirement accounts, non-managed assets$588,229,00027
Corporate trust and agency accounts, non-managed assets$7,110,508,00014
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$11,324,00063
Other fiduciary accounts, non-managed assets$48,198,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$39,779,757,00025
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$349,157,00025
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,183,334,00034
Managed Assets ($)$10,660,885,00031
Personal trust and agency accounts, managed assets$2,914,473,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$272,477,00033
Employee benefit-defined benefit accounts, managed assets$798,172,00021
Other employee benefit and retirement-related accounts, managed assets$668,492,00024
Corporate trust and agency accounts, managed assets$483,279,0008
Investment management and investment advisory agency accounts, managed assets$4,572,742,00033
Foundation and endowment trust and agency accounts, managed assets$890,503,00019
Other fiduciary accounts, managed assets$60,747,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$656,392,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,522,449,00032
Personal trust and agency accounts, non-managed assets$453,220,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,567,065,00029
Employee benefit-defined benefit accounts, non-managed Assets$774,221,00035
Other retirement accounts, non-managed assets$761,005,00024
Corporate trust and agency accounts, non-managed assets$7,909,262,00013
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$9,723,00068
Other fiduciary accounts, non-managed assets$47,953,00036
Memoranda
Custody and safekeeping accounts, non-managed assets$39,426,518,00025
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$346,128,00024
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,889,296,00035
Managed Assets ($)$10,268,047,00032
Personal trust and agency accounts, managed assets$2,771,505,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$241,195,00037
Employee benefit-defined benefit accounts, managed assets$742,357,00022
Other employee benefit and retirement-related accounts, managed assets$646,830,00025
Corporate trust and agency accounts, managed assets$452,051,0009
Investment management and investment advisory agency accounts, managed assets$4,615,621,00034
Foundation and endowment trust and agency accounts, managed assets$748,868,00022
Other fiduciary accounts, managed assets$49,620,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$635,889,00018
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,828,975,00013
Non-managed Assets ($)$11,621,249,00031
Personal trust and agency accounts, non-managed assets$439,772,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,486,866,00030
Employee benefit-defined benefit accounts, non-managed Assets$706,308,00035
Other retirement accounts, non-managed assets$374,088,00030
Corporate trust and agency accounts, non-managed assets$8,544,383,00013
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$67,769,00028
Other fiduciary accounts, non-managed assets$2,063,00085
Memoranda
Custody and safekeeping accounts, non-managed assets$38,478,803,00025
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$351,374,00026
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$20,928,983,00035
Managed Assets ($)$9,611,404,00033
Personal trust and agency accounts, managed assets$2,711,940,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$240,634,00036
Employee benefit-defined benefit accounts, managed assets$705,715,00022
Other employee benefit and retirement-related accounts, managed assets$627,557,00024
Corporate trust and agency accounts, managed assets$532,170,0007
Investment management and investment advisory agency accounts, managed assets$4,043,234,00035
Foundation and endowment trust and agency accounts, managed assets$701,716,00023
Other fiduciary accounts, managed assets$48,438,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$612,264,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,317,579,00031
Personal trust and agency accounts, non-managed assets$378,030,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,368,009,00032
Employee benefit-defined benefit accounts, non-managed Assets$753,082,00034
Other retirement accounts, non-managed assets$331,295,00029
Corporate trust and agency accounts, non-managed assets$8,419,496,00013
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$65,625,00027
Other fiduciary accounts, non-managed assets$2,042,00061
Memoranda
Custody and safekeeping accounts, non-managed assets$36,028,177,00026
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$330,063,00025
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$20,374,042,00035
Managed Assets ($)$8,961,924,00033
Personal trust and agency accounts, managed assets$2,559,064,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$225,898,00034
Employee benefit-defined benefit accounts, managed assets$717,558,00021
Other employee benefit and retirement-related accounts, managed assets$593,568,00024
Corporate trust and agency accounts, managed assets$293,315,00010
Investment management and investment advisory agency accounts, managed assets$3,837,611,00034
Foundation and endowment trust and agency accounts, managed assets$688,477,00021
Other fiduciary accounts, managed assets$46,433,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$579,571,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,412,118,00030
Personal trust and agency accounts, non-managed assets$1,491,686,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,271,957,00031
Employee benefit-defined benefit accounts, non-managed Assets$655,931,00034
Other retirement accounts, non-managed assets$304,887,00029
Corporate trust and agency accounts, non-managed assets$7,633,385,00015
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$51,965,00029
Other fiduciary accounts, non-managed assets$2,307,00060
Memoranda
Custody and safekeeping accounts, non-managed assets$30,554,964,00026
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$303,635,00024
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,781,718,00033
Managed Assets ($)$9,281,048,00033
Personal trust and agency accounts, managed assets$2,751,283,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$237,326,00036
Employee benefit-defined benefit accounts, managed assets$718,052,00021
Other employee benefit and retirement-related accounts, managed assets$631,970,00022
Corporate trust and agency accounts, managed assets$117,726,00012
Investment management and investment advisory agency accounts, managed assets$4,048,935,00032
Foundation and endowment trust and agency accounts, managed assets$726,195,00021
Other fiduciary accounts, managed assets$49,561,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$617,124,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,500,670,00029
Personal trust and agency accounts, non-managed assets$1,670,975,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,333,526,00029
Employee benefit-defined benefit accounts, non-managed Assets$700,187,00034
Other retirement accounts, non-managed assets$322,859,00030
Corporate trust and agency accounts, non-managed assets$8,410,170,00014
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$60,582,00031
Other fiduciary accounts, non-managed assets$2,371,00065
Memoranda
Custody and safekeeping accounts, non-managed assets$30,761,211,00026
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$321,558,00023
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$20,395,393,00034
Managed Assets ($)$9,269,378,00034
Personal trust and agency accounts, managed assets$2,728,194,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$232,929,00038
Employee benefit-defined benefit accounts, managed assets$728,082,00023
Other employee benefit and retirement-related accounts, managed assets$612,066,00023
Corporate trust and agency accounts, managed assets$87,198,00015
Investment management and investment advisory agency accounts, managed assets$4,118,275,00033
Foundation and endowment trust and agency accounts, managed assets$713,393,00021
Other fiduciary accounts, managed assets$49,241,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$599,528,00019
Investments of managed fiduciary accts in advised or sponsored mutual funds$1,726,231,00019
Non-managed Assets ($)$11,126,015,00032
Personal trust and agency accounts, non-managed assets$1,510,298,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,305,878,00032
Employee benefit-defined benefit accounts, non-managed Assets$721,105,00034
Other retirement accounts, non-managed assets$320,949,00032
Corporate trust and agency accounts, non-managed assets$7,200,416,00016
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$65,125,00029
Other fiduciary accounts, non-managed assets$2,244,00089
Memoranda
Custody and safekeeping accounts, non-managed assets$29,031,462,00027
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$315,963,00027
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,589,068,00036
Managed Assets ($)$9,212,080,00038
Personal trust and agency accounts, managed assets$2,678,502,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$212,714,00041
Employee benefit-defined benefit accounts, managed assets$660,732,00025
Other employee benefit and retirement-related accounts, managed assets$588,280,00025
Corporate trust and agency accounts, managed assets$58,901,00018
Investment management and investment advisory agency accounts, managed assets$4,530,003,00033
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$482,948,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,376,988,00035
Personal trust and agency accounts, non-managed assets$1,418,235,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,260,988,00032
Employee benefit-defined benefit accounts, non-managed Assets$562,566,00038
Other retirement accounts, non-managed assets$406,963,00029
Corporate trust and agency accounts, non-managed assets$6,677,507,00015
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$50,729,00044
Memoranda
Custody and safekeeping accounts, non-managed assets$28,154,548,00026
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$18,508,074,00036
Managed Assets ($)$8,704,757,00040
Personal trust and agency accounts, managed assets$2,521,368,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$201,431,00040
Employee benefit-defined benefit accounts, managed assets$576,244,00025
Other employee benefit and retirement-related accounts, managed assets$540,317,00026
Corporate trust and agency accounts, managed assets$73,731,00019
Investment management and investment advisory agency accounts, managed assets$4,354,266,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$437,400,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,803,317,00035
Personal trust and agency accounts, non-managed assets$1,302,828,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,104,533,00033
Employee benefit-defined benefit accounts, non-managed Assets$508,899,00038
Other retirement accounts, non-managed assets$282,641,00035
Corporate trust and agency accounts, non-managed assets$6,557,855,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$46,561,00042
Memoranda
Custody and safekeeping accounts, non-managed assets$26,423,448,00027
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,023,652,00034
Managed Assets ($)$11,747,200,00028
Personal trust and agency accounts, managed assets$2,405,069,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$193,986,00039
Employee benefit-defined benefit accounts, managed assets$505,604,00025
Other employee benefit and retirement-related accounts, managed assets$494,959,00026
Corporate trust and agency accounts, managed assets$82,743,00019
Investment management and investment advisory agency accounts, managed assets$7,662,702,00020
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$402,137,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,276,452,00035
Personal trust and agency accounts, non-managed assets$1,164,505,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$965,718,00035
Employee benefit-defined benefit accounts, non-managed Assets$424,914,00040
Other retirement accounts, non-managed assets$246,511,00036
Corporate trust and agency accounts, non-managed assets$6,430,681,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$44,123,00043
Memoranda
Custody and safekeeping accounts, non-managed assets$22,086,870,00029
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,105,023,00034
Managed Assets ($)$12,784,732,00028
Personal trust and agency accounts, managed assets$2,572,642,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$202,395,00039
Employee benefit-defined benefit accounts, managed assets$607,204,00023
Other employee benefit and retirement-related accounts, managed assets$529,597,00026
Corporate trust and agency accounts, managed assets$52,949,00026
Investment management and investment advisory agency accounts, managed assets$8,399,551,00019
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$420,394,00021
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,320,291,00036
Personal trust and agency accounts, non-managed assets$1,317,599,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,066,405,00033
Employee benefit-defined benefit accounts, non-managed Assets$457,275,00043
Other retirement accounts, non-managed assets$259,161,00037
Corporate trust and agency accounts, non-managed assets$6,171,939,00018
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$47,912,00046
Memoranda
Custody and safekeeping accounts, non-managed assets$21,912,194,00031
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,169,273,00035
Managed Assets ($)$13,675,539,00026
Personal trust and agency accounts, managed assets$2,897,407,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$236,754,00040
Employee benefit-defined benefit accounts, managed assets$639,806,00024
Other employee benefit and retirement-related accounts, managed assets$605,299,00025
Corporate trust and agency accounts, managed assets$53,297,00024
Investment management and investment advisory agency accounts, managed assets$8,785,006,00018
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$457,970,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,493,734,00036
Personal trust and agency accounts, non-managed assets$1,852,364,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,233,827,00034
Employee benefit-defined benefit accounts, non-managed Assets$567,722,00041
Other retirement accounts, non-managed assets$298,482,00036
Corporate trust and agency accounts, non-managed assets$6,488,757,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$52,582,00046
Memoranda
Custody and safekeeping accounts, non-managed assets$25,527,358,00034
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,684,971,00038
Managed Assets ($)$13,938,830,00029
Personal trust and agency accounts, managed assets$3,062,362,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$317,866,00031
Employee benefit-defined benefit accounts, managed assets$710,041,00025
Other employee benefit and retirement-related accounts, managed assets$654,481,00027
Corporate trust and agency accounts, managed assets$55,115,00026
Investment management and investment advisory agency accounts, managed assets$8,652,940,00023
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$486,025,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,746,141,00039
Personal trust and agency accounts, non-managed assets$1,913,231,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,206,412,00037
Employee benefit-defined benefit accounts, non-managed Assets$2,135,377,00027
Other retirement accounts, non-managed assets$306,829,00037
Corporate trust and agency accounts, non-managed assets$6,129,901,00019
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$54,391,00050
Memoranda
Custody and safekeeping accounts, non-managed assets$27,007,903,00035
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,786,976,00034
Managed Assets ($)$14,046,332,00029
Personal trust and agency accounts, managed assets$3,277,858,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$328,442,00031
Employee benefit-defined benefit accounts, managed assets$732,083,00023
Other employee benefit and retirement-related accounts, managed assets$679,379,00025
Corporate trust and agency accounts, managed assets$50,475,00027
Investment management and investment advisory agency accounts, managed assets$8,475,030,00023
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$503,065,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,740,644,00035
Personal trust and agency accounts, non-managed assets$2,031,923,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,308,061,00034
Employee benefit-defined benefit accounts, non-managed Assets$2,295,571,00027
Other retirement accounts, non-managed assets$327,080,00036
Corporate trust and agency accounts, non-managed assets$6,719,564,00018
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$58,445,00052
Memoranda
Custody and safekeeping accounts, non-managed assets$27,060,348,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$28,749,614,00035
Managed Assets ($)$15,490,746,00030
Personal trust and agency accounts, managed assets$3,571,180,00036
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$334,089,00031
Employee benefit-defined benefit accounts, managed assets$760,477,00026
Other employee benefit and retirement-related accounts, managed assets$707,762,00025
Corporate trust and agency accounts, managed assets$47,333,00032
Investment management and investment advisory agency accounts, managed assets$9,549,467,00020
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$520,438,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,258,868,00034
Personal trust and agency accounts, non-managed assets$2,251,721,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,335,408,00035
Employee benefit-defined benefit accounts, non-managed Assets$2,676,606,00025
Other retirement accounts, non-managed assets$329,241,00037
Corporate trust and agency accounts, non-managed assets$6,606,008,00019
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$59,884,00053
Memoranda
Custody and safekeeping accounts, non-managed assets$31,333,073,00033
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$28,728,310,00035
Managed Assets ($)$15,627,650,00031
Personal trust and agency accounts, managed assets$3,668,429,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$341,168,00033
Employee benefit-defined benefit accounts, managed assets$776,931,00026
Other employee benefit and retirement-related accounts, managed assets$731,116,00024
Corporate trust and agency accounts, managed assets$50,503,00026
Investment management and investment advisory agency accounts, managed assets$9,528,851,00021
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$530,652,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,100,660,00035
Personal trust and agency accounts, non-managed assets$2,170,846,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,362,828,00039
Employee benefit-defined benefit accounts, non-managed Assets$2,749,474,00025
Other retirement accounts, non-managed assets$344,112,00038
Corporate trust and agency accounts, non-managed assets$6,411,587,00019
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$61,813,00046
Memoranda
Custody and safekeeping accounts, non-managed assets$31,299,632,00034
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,882,526,00038
Managed Assets ($)$11,756,678,00036
Personal trust and agency accounts, managed assets$2,471,060,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$248,098,00040
Employee benefit-defined benefit accounts, managed assets$678,679,00028
Other employee benefit and retirement-related accounts, managed assets$516,070,00028
Corporate trust and agency accounts, managed assets$40,269,00031
Investment management and investment advisory agency accounts, managed assets$7,409,780,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$392,722,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,125,848,00038
Personal trust and agency accounts, non-managed assets$1,958,398,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,074,096,00044
Employee benefit-defined benefit accounts, non-managed Assets$2,424,209,00029
Other retirement accounts, non-managed assets$281,420,00041
Corporate trust and agency accounts, non-managed assets$6,375,671,00020
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$12,054,00065
Memoranda
Custody and safekeeping accounts, non-managed assets$29,477,588,00033
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,660,065,00037
Managed Assets ($)$11,769,055,00036
Personal trust and agency accounts, managed assets$2,422,387,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$245,378,00041
Employee benefit-defined benefit accounts, managed assets$654,152,00031
Other employee benefit and retirement-related accounts, managed assets$502,632,00028
Corporate trust and agency accounts, managed assets$40,766,00033
Investment management and investment advisory agency accounts, managed assets$7,518,974,00026
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$384,766,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,891,010,00039
Personal trust and agency accounts, non-managed assets$2,027,673,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,028,197,00044
Employee benefit-defined benefit accounts, non-managed Assets$2,259,198,00028
Other retirement accounts, non-managed assets$303,305,00040
Corporate trust and agency accounts, non-managed assets$6,261,081,00020
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$11,556,00062
Memoranda
Custody and safekeeping accounts, non-managed assets$29,598,788,00035
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,907,128,00038
Managed Assets ($)$11,398,010,00035
Personal trust and agency accounts, managed assets$2,457,301,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$259,558,00041
Employee benefit-defined benefit accounts, managed assets$651,591,00031
Other employee benefit and retirement-related accounts, managed assets$498,499,00028
Corporate trust and agency accounts, managed assets$40,883,00036
Investment management and investment advisory agency accounts, managed assets$7,106,414,00027
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$383,764,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$11,509,118,00039
Personal trust and agency accounts, non-managed assets$1,829,439,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,109,042,00041
Employee benefit-defined benefit accounts, non-managed Assets$2,223,510,00028
Other retirement accounts, non-managed assets$275,097,00040
Corporate trust and agency accounts, non-managed assets$6,060,458,00021
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$11,572,00080
Memoranda
Custody and safekeeping accounts, non-managed assets$28,593,703,00035
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,699,804,00040
Managed Assets ($)$11,134,528,00037
Personal trust and agency accounts, managed assets$2,420,473,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$247,255,00042
Employee benefit-defined benefit accounts, managed assets$628,646,00032
Other employee benefit and retirement-related accounts, managed assets$476,847,00030
Corporate trust and agency accounts, managed assets$35,353,00040
Investment management and investment advisory agency accounts, managed assets$6,952,507,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$373,447,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,565,276,00042
Personal trust and agency accounts, non-managed assets$1,772,035,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,138,849,00044
Employee benefit-defined benefit accounts, non-managed Assets$2,100,623,00029
Other retirement accounts, non-managed assets$258,575,00040
Corporate trust and agency accounts, non-managed assets$5,284,061,00022
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$11,133,00066
Memoranda
Custody and safekeeping accounts, non-managed assets$27,952,179,00036
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,044,631,00042
Managed Assets ($)$11,283,930,00035
Personal trust and agency accounts, managed assets$2,374,090,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$631,420,00022
Employee benefit-defined benefit accounts, managed assets$605,216,00035
Other employee benefit and retirement-related accounts, managed assets$475,779,00030
Corporate trust and agency accounts, managed assets$36,993,00037
Investment management and investment advisory agency accounts, managed assets$6,799,570,00026
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$360,862,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,760,701,00045
Personal trust and agency accounts, non-managed assets$1,556,450,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,100,886,00045
Employee benefit-defined benefit accounts, non-managed Assets$2,082,219,00030
Other retirement accounts, non-managed assets$248,282,00042
Corporate trust and agency accounts, non-managed assets$4,761,979,00023
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$10,885,00071
Memoranda
Custody and safekeeping accounts, non-managed assets$27,412,113,00036
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,145,579,00040
Managed Assets ($)$11,185,758,00036
Personal trust and agency accounts, managed assets$2,405,538,00046
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$621,366,00022
Employee benefit-defined benefit accounts, managed assets$591,989,00037
Other employee benefit and retirement-related accounts, managed assets$438,063,00030
Corporate trust and agency accounts, managed assets$38,044,00035
Investment management and investment advisory agency accounts, managed assets$6,707,958,00024
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$382,800,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,959,821,00044
Personal trust and agency accounts, non-managed assets$1,695,115,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,138,821,00044
Employee benefit-defined benefit accounts, non-managed Assets$2,133,145,00030
Other retirement accounts, non-managed assets$248,306,00040
Corporate trust and agency accounts, non-managed assets$4,712,303,00024
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$32,131,00058
Memoranda
Custody and safekeeping accounts, non-managed assets$26,224,538,00037
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,799,478,00042
Managed Assets ($)$10,149,660,00040
Personal trust and agency accounts, managed assets$1,972,907,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$542,958,00025
Employee benefit-defined benefit accounts, managed assets$573,051,00038
Other employee benefit and retirement-related accounts, managed assets$385,435,00034
Corporate trust and agency accounts, managed assets$37,505,00041
Investment management and investment advisory agency accounts, managed assets$6,366,256,00026
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$271,548,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,649,818,00043
Personal trust and agency accounts, non-managed assets$1,624,879,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$991,867,00045
Employee benefit-defined benefit accounts, non-managed Assets$2,009,430,00029
Other retirement accounts, non-managed assets$226,674,00043
Corporate trust and agency accounts, non-managed assets$4,787,037,00024
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$9,931,00082
Memoranda
Custody and safekeeping accounts, non-managed assets$25,830,925,00037
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$20,048,005,00040
Managed Assets ($)$10,244,655,00038
Personal trust and agency accounts, managed assets$2,148,351,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$463,015,00027
Employee benefit-defined benefit accounts, managed assets$576,965,00037
Other employee benefit and retirement-related accounts, managed assets$372,137,00035
Corporate trust and agency accounts, managed assets$42,324,00033
Investment management and investment advisory agency accounts, managed assets$6,369,633,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$272,230,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,803,350,00042
Personal trust and agency accounts, non-managed assets$1,573,428,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,021,933,00044
Employee benefit-defined benefit accounts, non-managed Assets$1,981,275,00030
Other retirement accounts, non-managed assets$224,190,00041
Corporate trust and agency accounts, non-managed assets$4,992,457,00021
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$10,067,00068
Memoranda
Custody and safekeeping accounts, non-managed assets$25,498,806,00037
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,209,252,00041
Managed Assets ($)$9,795,302,00040
Personal trust and agency accounts, managed assets$2,157,747,00049
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$409,214,00029
Employee benefit-defined benefit accounts, managed assets$560,086,00034
Other employee benefit and retirement-related accounts, managed assets$332,658,00037
Corporate trust and agency accounts, managed assets$44,684,00031
Investment management and investment advisory agency accounts, managed assets$6,032,848,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$258,065,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,413,950,00040
Personal trust and agency accounts, non-managed assets$1,534,600,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,022,047,00043
Employee benefit-defined benefit accounts, non-managed Assets$1,920,547,00030
Other retirement accounts, non-managed assets$215,279,00042
Corporate trust and agency accounts, non-managed assets$4,711,553,00022
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$9,924,00071
Memoranda
Custody and safekeeping accounts, non-managed assets$25,356,109,00036
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$18,494,692,00042
Managed Assets ($)$9,451,966,00041
Personal trust and agency accounts, managed assets$2,153,707,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$345,005,00036
Employee benefit-defined benefit accounts, managed assets$495,153,00038
Other employee benefit and retirement-related accounts, managed assets$330,580,00038
Corporate trust and agency accounts, managed assets$32,512,00035
Investment management and investment advisory agency accounts, managed assets$5,841,778,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$253,231,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,042,726,00042
Personal trust and agency accounts, non-managed assets$1,453,062,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$990,728,00045
Employee benefit-defined benefit accounts, non-managed Assets$1,909,871,00032
Other retirement accounts, non-managed assets$211,687,00044
Corporate trust and agency accounts, non-managed assets$4,467,173,00022
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$10,205,00072
Memoranda
Custody and safekeeping accounts, non-managed assets$25,028,938,00037
Fiduciary accounts held in foreign offices, non-managed Assets$015
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,917,990,00044
Managed Assets ($)$9,276,761,00041
Personal trust and agency accounts, managed assets$2,202,886,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$297,354,00039
Employee benefit-defined benefit accounts, managed assets$504,148,00039
Other employee benefit and retirement-related accounts, managed assets$328,166,00038
Corporate trust and agency accounts, managed assets$42,538,00030
Investment management and investment advisory agency accounts, managed assets$5,647,863,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$253,806,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,641,229,00044
Personal trust and agency accounts, non-managed assets$1,585,039,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$993,181,00047
Employee benefit-defined benefit accounts, non-managed Assets$2,012,458,00031
Other retirement accounts, non-managed assets$204,260,00050
Corporate trust and agency accounts, non-managed assets$3,835,822,00025
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$10,469,00085
Memoranda
Custody and safekeeping accounts, non-managed assets$24,937,077,00035
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,220,508,00044
Managed Assets ($)$9,071,199,00040
Personal trust and agency accounts, managed assets$2,162,491,00051
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$216,604,00044
Employee benefit-defined benefit accounts, managed assets$471,349,00040
Other employee benefit and retirement-related accounts, managed assets$304,402,00038
Corporate trust and agency accounts, managed assets$37,475,00030
Investment management and investment advisory agency accounts, managed assets$5,642,679,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$236,199,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,149,309,00045
Personal trust and agency accounts, non-managed assets$1,519,779,00019
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$894,902,00051
Employee benefit-defined benefit accounts, non-managed Assets$1,892,030,00031
Other retirement accounts, non-managed assets$196,014,00047
Corporate trust and agency accounts, non-managed assets$3,636,455,00024
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$10,129,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$23,892,179,00038
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,143,835,00045
Managed Assets ($)$8,725,457,00044
Personal trust and agency accounts, managed assets$2,225,087,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$145,714,00064
Employee benefit-defined benefit accounts, managed assets$418,891,00042
Other employee benefit and retirement-related accounts, managed assets$297,054,00040
Corporate trust and agency accounts, managed assets$38,181,00028
Investment management and investment advisory agency accounts, managed assets$5,360,509,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$240,021,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,418,378,00045
Personal trust and agency accounts, non-managed assets$1,742,178,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$919,782,00052
Employee benefit-defined benefit accounts, non-managed Assets$1,897,285,00031
Other retirement accounts, non-managed assets$189,581,00050
Corporate trust and agency accounts, non-managed assets$3,659,006,00025
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$10,546,00072
Memoranda
Custody and safekeeping accounts, non-managed assets$22,068,049,00041
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,443,224,00045
Managed Assets ($)$8,655,319,00045
Personal trust and agency accounts, managed assets$2,136,295,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$145,977,00065
Employee benefit-defined benefit accounts, managed assets$406,551,00043
Other employee benefit and retirement-related accounts, managed assets$286,841,00041
Corporate trust and agency accounts, managed assets$34,715,00029
Investment management and investment advisory agency accounts, managed assets$5,401,763,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$243,177,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,787,905,00046
Personal trust and agency accounts, non-managed assets$1,553,090,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$892,466,00054
Employee benefit-defined benefit accounts, non-managed Assets$1,941,218,00029
Other retirement accounts, non-managed assets$190,318,00052
Corporate trust and agency accounts, non-managed assets$3,200,132,00024
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$10,681,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$22,687,299,00043
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,185,813,00048
Managed Assets ($)$8,387,634,00046
Personal trust and agency accounts, managed assets$2,170,618,00052
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$145,002,00064
Employee benefit-defined benefit accounts, managed assets$400,325,00044
Other employee benefit and retirement-related accounts, managed assets$284,011,00043
Corporate trust and agency accounts, managed assets$38,293,00038
Investment management and investment advisory agency accounts, managed assets$5,112,814,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$236,571,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,798,179,00049
Personal trust and agency accounts, non-managed assets$1,502,467,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$853,233,00056
Employee benefit-defined benefit accounts, non-managed Assets$1,943,333,00030
Other retirement accounts, non-managed assets$172,029,00057
Corporate trust and agency accounts, non-managed assets$3,316,432,00031
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$10,685,00093
Memoranda
Custody and safekeeping accounts, non-managed assets$21,242,805,00043
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$15,699,421,00046
Managed Assets ($)$8,141,931,00046
Personal trust and agency accounts, managed assets$2,034,932,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$141,318,00065
Employee benefit-defined benefit accounts, managed assets$380,830,00043
Other employee benefit and retirement-related accounts, managed assets$262,815,00045
Corporate trust and agency accounts, managed assets$89,853,00021
Investment management and investment advisory agency accounts, managed assets$5,005,037,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$227,146,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,557,490,00045
Personal trust and agency accounts, non-managed assets$1,350,375,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$772,481,00059
Employee benefit-defined benefit accounts, non-managed Assets$1,794,198,00031
Other retirement accounts, non-managed assets$153,043,00060
Corporate trust and agency accounts, non-managed assets$3,481,930,00029
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$5,463,00094
Memoranda
Custody and safekeeping accounts, non-managed assets$19,522,275,00042
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$15,546,174,00049
Managed Assets ($)$8,327,421,00044
Personal trust and agency accounts, managed assets$2,044,822,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$154,850,00060
Employee benefit-defined benefit accounts, managed assets$349,389,00045
Other employee benefit and retirement-related accounts, managed assets$254,432,00042
Corporate trust and agency accounts, managed assets$97,898,00022
Investment management and investment advisory agency accounts, managed assets$5,197,390,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$228,640,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,218,753,00050
Personal trust and agency accounts, non-managed assets$1,263,657,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$740,459,00060
Employee benefit-defined benefit accounts, non-managed Assets$1,756,839,00032
Other retirement accounts, non-managed assets$148,051,00061
Corporate trust and agency accounts, non-managed assets$3,304,349,00032
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$5,398,00097
Memoranda
Custody and safekeeping accounts, non-managed assets$18,691,976,00044
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$13,972,796,00052
Managed Assets ($)$7,376,175,00048
Personal trust and agency accounts, managed assets$1,925,520,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$142,941,00060
Employee benefit-defined benefit accounts, managed assets$321,353,00045
Other employee benefit and retirement-related accounts, managed assets$233,715,00041
Corporate trust and agency accounts, managed assets$140,369,00015
Investment management and investment advisory agency accounts, managed assets$4,397,418,00034
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$214,859,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,596,621,00051
Personal trust and agency accounts, non-managed assets$1,243,749,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$676,304,00059
Employee benefit-defined benefit accounts, non-managed Assets$1,449,376,00033
Other retirement accounts, non-managed assets$139,618,00060
Corporate trust and agency accounts, non-managed assets$3,082,571,00034
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$5,003,00095
Memoranda
Custody and safekeeping accounts, non-managed assets$18,747,857,00042
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$14,107,209,00050
Managed Assets ($)$7,971,516,00044
Personal trust and agency accounts, managed assets$1,931,023,00054
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$150,946,00059
Employee benefit-defined benefit accounts, managed assets$337,182,00043
Other employee benefit and retirement-related accounts, managed assets$237,115,00042
Corporate trust and agency accounts, managed assets$172,669,00013
Investment management and investment advisory agency accounts, managed assets$4,921,765,00029
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$220,816,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,135,693,00053
Personal trust and agency accounts, non-managed assets$1,261,361,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$736,698,00057
Employee benefit-defined benefit accounts, non-managed Assets$1,527,636,00035
Other retirement accounts, non-managed assets$138,883,00057
Corporate trust and agency accounts, non-managed assets$2,465,612,00036
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$5,503,000111
Memoranda
Custody and safekeeping accounts, non-managed assets$11,786,992,00051
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$16,203,960,00045
Managed Assets ($)$9,693,946,00039
Personal trust and agency accounts, managed assets$3,222,863,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$175,460,00066
Employee benefit-defined benefit accounts, managed assets$334,591,00044
Other employee benefit and retirement-related accounts, managed assets$251,045,00039
Corporate trust and agency accounts, managed assets$150,397,00015
Investment management and investment advisory agency accounts, managed assets$5,258,537,00028
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$301,053,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,510,014,00048
Personal trust and agency accounts, non-managed assets$1,226,715,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$731,534,00049
Employee benefit-defined benefit accounts, non-managed Assets$1,735,001,00033
Other retirement accounts, non-managed assets$168,035,00063
Corporate trust and agency accounts, non-managed assets$2,642,317,00032
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$6,412,000104
Memoranda
Custody and safekeeping accounts, non-managed assets$11,462,101,00048
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA