Home > U.S. Bank > Total Fiduciary and Related Assets

U.S. Bank, Total Fiduciary and Related Assets

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,780,805,813,0004
Managed Assets ($)$116,845,634,00011
Personal trust and agency accounts, managed assets$36,082,697,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,750,386,0008
Employee benefit-defined benefit accounts, managed assets$2,786,934,0008
Other employee benefit and retirement-related accounts, managed assets$8,244,560,00010
Corporate trust and agency accounts, managed assets$1,978,141,0003
Investment management and investment advisory agency accounts, managed assets$49,093,121,00010
Foundation and endowment trust and agency accounts, managed assets$14,385,122,0008
Other fiduciary accounts, managed assets$1,524,673,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$8,244,560,0009
Investments of managed fiduciary accts in advised or sponsored mutual funds$6,126,905,0006
Non-managed Assets ($)$1,663,960,179,0004
Personal trust and agency accounts, non-managed assets$6,959,139,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,958,526,00016
Employee benefit-defined benefit accounts, non-managed Assets$71,132,207,0006
Other retirement accounts, non-managed assets$38,150,141,0005
Corporate trust and agency accounts, non-managed assets$1,448,404,272,0002
Investment management and advisory agency accounts, non-managed assets$0338
Foundation and endowment trust and agency accounts, non-managed assets$1,092,501,0008
Other fiduciary accounts, non-managed assets$85,263,393,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$2,448,205,309,0006
Fiduciary accounts held in foreign offices, non-managed Assets$104,287,168,0006
Individual retirement,health savings and similar accounts, non-managed$48,864,572,0007
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,689,297,639,0004
Managed Assets ($)$111,353,512,00011
Personal trust and agency accounts, managed assets$34,310,420,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,681,780,0008
Employee benefit-defined benefit accounts, managed assets$2,599,210,00010
Other employee benefit and retirement-related accounts, managed assets$8,040,151,00010
Corporate trust and agency accounts, managed assets$1,905,258,0003
Investment management and investment advisory agency accounts, managed assets$46,536,661,00010
Foundation and endowment trust and agency accounts, managed assets$13,754,153,0008
Other fiduciary accounts, managed assets$1,525,879,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$8,040,151,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,577,944,127,0004
Personal trust and agency accounts, non-managed assets$6,859,800,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,523,373,00015
Employee benefit-defined benefit accounts, non-managed Assets$70,217,261,0006
Other retirement accounts, non-managed assets$37,912,446,0005
Corporate trust and agency accounts, non-managed assets$1,368,838,764,0002
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$1,184,000,0007
Other fiduciary accounts, non-managed assets$80,408,483,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$2,326,964,170,0006
Fiduciary accounts held in foreign offices, non-managed Assets$100,587,991,0006
Individual retirement,health savings and similar accounts, non-managed$48,194,764,0007
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,612,942,685,0004
Managed Assets ($)$111,717,814,00011
Personal trust and agency accounts, managed assets$34,717,171,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,621,321,0008
Employee benefit-defined benefit accounts, managed assets$2,623,499,00010
Other employee benefit and retirement-related accounts, managed assets$8,052,482,00010
Corporate trust and agency accounts, managed assets$1,822,068,0003
Investment management and investment advisory agency accounts, managed assets$46,660,032,00010
Foundation and endowment trust and agency accounts, managed assets$13,664,037,0008
Other fiduciary accounts, managed assets$1,557,204,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$8,052,482,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,501,224,871,0004
Personal trust and agency accounts, non-managed assets$6,499,108,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,372,607,00017
Employee benefit-defined benefit accounts, non-managed Assets$69,321,453,0006
Other retirement accounts, non-managed assets$38,500,884,0005
Corporate trust and agency accounts, non-managed assets$1,310,762,047,0002
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$1,094,513,0007
Other fiduciary accounts, non-managed assets$62,674,259,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$2,310,597,764,0006
Fiduciary accounts held in foreign offices, non-managed Assets$93,646,595,0006
Individual retirement,health savings and similar accounts, non-managed$48,820,741,0006
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,536,903,611,0004
Managed Assets ($)$108,685,850,00011
Personal trust and agency accounts, managed assets$33,985,552,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,412,276,0009
Employee benefit-defined benefit accounts, managed assets$2,500,472,00011
Other employee benefit and retirement-related accounts, managed assets$7,661,793,00010
Corporate trust and agency accounts, managed assets$1,787,355,0003
Investment management and investment advisory agency accounts, managed assets$45,963,616,00010
Foundation and endowment trust and agency accounts, managed assets$12,846,961,0008
Other fiduciary accounts, managed assets$1,527,825,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$7,661,793,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,428,217,761,0004
Personal trust and agency accounts, non-managed assets$6,153,305,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,048,487,00016
Employee benefit-defined benefit accounts, non-managed Assets$66,222,867,0006
Other retirement accounts, non-managed assets$34,476,215,0005
Corporate trust and agency accounts, non-managed assets$1,249,938,062,0002
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$825,275,0008
Other fiduciary accounts, non-managed assets$58,553,550,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$2,160,541,182,0006
Fiduciary accounts held in foreign offices, non-managed Assets$84,853,588,0006
Individual retirement,health savings and similar accounts, non-managed$44,409,260,0006
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,477,067,695,0004
Managed Assets ($)$105,743,026,00011
Personal trust and agency accounts, managed assets$33,144,808,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,303,194,0009
Employee benefit-defined benefit accounts, managed assets$2,399,828,00012
Other employee benefit and retirement-related accounts, managed assets$7,562,948,00010
Corporate trust and agency accounts, managed assets$1,808,612,0004
Investment management and investment advisory agency accounts, managed assets$44,657,831,00010
Foundation and endowment trust and agency accounts, managed assets$12,359,773,0008
Other fiduciary accounts, managed assets$1,506,032,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$7,562,948,0009
Investments of managed fiduciary accts in advised or sponsored mutual funds$6,277,149,0007
Non-managed Assets ($)$1,371,324,669,0004
Personal trust and agency accounts, non-managed assets$5,814,092,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,764,460,00018
Employee benefit-defined benefit accounts, non-managed Assets$66,374,916,0006
Other retirement accounts, non-managed assets$34,505,581,0004
Corporate trust and agency accounts, non-managed assets$1,194,119,669,0002
Investment management and advisory agency accounts, non-managed assets$0352
Foundation and endowment trust and agency accounts, non-managed assets$1,102,868,0008
Other fiduciary accounts, non-managed assets$58,643,083,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$1,957,664,539,0006
Fiduciary accounts held in foreign offices, non-managed Assets$83,525,425,0006
Individual retirement,health savings and similar accounts, non-managed$43,796,590,0006
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,388,781,382,0004
Managed Assets ($)$96,560,317,00011
Personal trust and agency accounts, managed assets$31,035,347,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,111,677,00010
Employee benefit-defined benefit accounts, managed assets$2,203,049,00012
Other employee benefit and retirement-related accounts, managed assets$6,902,010,00011
Corporate trust and agency accounts, managed assets$795,076,0008
Investment management and investment advisory agency accounts, managed assets$40,646,194,00010
Foundation and endowment trust and agency accounts, managed assets$11,376,698,0008
Other fiduciary accounts, managed assets$1,490,266,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$6,902,010,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,292,221,065,0004
Personal trust and agency accounts, non-managed assets$5,616,523,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,633,019,00017
Employee benefit-defined benefit accounts, non-managed Assets$62,344,921,0006
Other retirement accounts, non-managed assets$32,690,020,0004
Corporate trust and agency accounts, non-managed assets$1,139,786,319,0002
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$939,412,0009
Other fiduciary accounts, non-managed assets$41,210,851,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$1,820,587,328,0006
Fiduciary accounts held in foreign offices, non-managed Assets$75,145,047,0006
Individual retirement,health savings and similar accounts, non-managed$41,320,730,0006
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,367,313,622,0004
Managed Assets ($)$91,192,817,00011
Personal trust and agency accounts, managed assets$30,238,418,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,039,912,00010
Employee benefit-defined benefit accounts, managed assets$2,046,812,00012
Other employee benefit and retirement-related accounts, managed assets$6,483,499,00011
Corporate trust and agency accounts, managed assets$782,143,0007
Investment management and investment advisory agency accounts, managed assets$37,140,527,00010
Foundation and endowment trust and agency accounts, managed assets$10,921,797,0008
Other fiduciary accounts, managed assets$1,539,709,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$6,483,499,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,276,120,805,0004
Personal trust and agency accounts, non-managed assets$6,187,556,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,284,955,00017
Employee benefit-defined benefit accounts, non-managed Assets$58,552,155,0006
Other retirement accounts, non-managed assets$31,705,350,0004
Corporate trust and agency accounts, non-managed assets$1,132,937,515,0002
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$886,259,0008
Other fiduciary accounts, non-managed assets$36,567,015,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$1,736,622,182,0006
Fiduciary accounts held in foreign offices, non-managed Assets$71,999,961,0006
Individual retirement,health savings and similar accounts, non-managed$40,557,325,0006
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,319,417,004,0004
Managed Assets ($)$82,941,377,00011
Personal trust and agency accounts, managed assets$27,600,401,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,795,382,00010
Employee benefit-defined benefit accounts, managed assets$1,790,013,00012
Other employee benefit and retirement-related accounts, managed assets$5,740,158,00011
Corporate trust and agency accounts, managed assets$773,895,0006
Investment management and investment advisory agency accounts, managed assets$33,860,991,00011
Foundation and endowment trust and agency accounts, managed assets$9,812,482,0008
Other fiduciary accounts, managed assets$1,568,055,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,740,158,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,236,475,627,0004
Personal trust and agency accounts, non-managed assets$6,034,754,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,350,063,00017
Employee benefit-defined benefit accounts, non-managed Assets$56,489,189,0006
Other retirement accounts, non-managed assets$27,599,161,0005
Corporate trust and agency accounts, non-managed assets$1,101,870,002,0002
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$894,429,0008
Other fiduciary accounts, non-managed assets$35,238,029,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$1,591,236,727,0006
Fiduciary accounts held in foreign offices, non-managed Assets$67,462,786,0006
Individual retirement,health savings and similar accounts, non-managed$35,522,894,0007
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,316,297,385,0004
Managed Assets ($)$93,798,533,00011
Personal trust and agency accounts, managed assets$32,163,775,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,969,483,0009
Employee benefit-defined benefit accounts, managed assets$1,959,309,00012
Other employee benefit and retirement-related accounts, managed assets$6,676,768,00011
Corporate trust and agency accounts, managed assets$880,438,0006
Investment management and investment advisory agency accounts, managed assets$37,110,534,00011
Foundation and endowment trust and agency accounts, managed assets$11,497,458,0008
Other fiduciary accounts, managed assets$1,540,768,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$6,676,768,0009
Investments of managed fiduciary accts in advised or sponsored mutual funds$5,109,578,0008
Non-managed Assets ($)$1,222,498,852,0004
Personal trust and agency accounts, non-managed assets$6,285,173,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,882,016,00018
Employee benefit-defined benefit accounts, non-managed Assets$58,085,899,0006
Other retirement accounts, non-managed assets$32,356,428,0004
Corporate trust and agency accounts, non-managed assets$1,079,621,985,0002
Investment management and advisory agency accounts, non-managed assets$0361
Foundation and endowment trust and agency accounts, non-managed assets$863,393,0008
Other fiduciary accounts, non-managed assets$35,403,958,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$1,661,826,022,0007
Fiduciary accounts held in foreign offices, non-managed Assets$68,460,099,0006
Individual retirement,health savings and similar accounts, non-managed$40,544,868,0007
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,257,090,160,0004
Managed Assets ($)$91,944,392,00011
Personal trust and agency accounts, managed assets$30,880,230,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,850,411,00010
Employee benefit-defined benefit accounts, managed assets$1,843,804,00012
Other employee benefit and retirement-related accounts, managed assets$6,346,121,00012
Corporate trust and agency accounts, managed assets$974,351,0006
Investment management and investment advisory agency accounts, managed assets$37,232,152,00011
Foundation and endowment trust and agency accounts, managed assets$11,286,126,0007
Other fiduciary accounts, managed assets$1,531,197,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$6,346,121,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,165,145,768,0004
Personal trust and agency accounts, non-managed assets$6,061,845,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,388,359,00018
Employee benefit-defined benefit accounts, non-managed Assets$56,682,153,0006
Other retirement accounts, non-managed assets$30,557,269,0004
Corporate trust and agency accounts, non-managed assets$1,029,007,230,0002
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$892,262,0008
Other fiduciary accounts, non-managed assets$32,556,650,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$1,595,900,103,0006
Fiduciary accounts held in foreign offices, non-managed Assets$70,891,017,0006
Individual retirement,health savings and similar accounts, non-managed$38,262,743,0007
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,240,267,115,0004
Managed Assets ($)$93,335,379,00010
Personal trust and agency accounts, managed assets$30,932,544,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,830,703,0008
Employee benefit-defined benefit accounts, managed assets$1,780,558,00011
Other employee benefit and retirement-related accounts, managed assets$6,233,227,00011
Corporate trust and agency accounts, managed assets$1,240,007,0006
Investment management and investment advisory agency accounts, managed assets$38,660,068,0009
Foundation and endowment trust and agency accounts, managed assets$11,126,728,0007
Other fiduciary accounts, managed assets$1,531,544,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$6,233,227,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,146,931,736,0004
Personal trust and agency accounts, non-managed assets$5,812,829,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,293,985,00018
Employee benefit-defined benefit accounts, non-managed Assets$54,699,075,0006
Other retirement accounts, non-managed assets$30,868,883,0004
Corporate trust and agency accounts, non-managed assets$1,013,631,211,0002
Investment management and advisory agency accounts, non-managed assets$0207
Foundation and endowment trust and agency accounts, non-managed assets$842,429,00010
Other fiduciary accounts, non-managed assets$31,783,324,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$1,587,992,859,0006
Fiduciary accounts held in foreign offices, non-managed Assets$69,645,076,0006
Individual retirement,health savings and similar accounts, non-managed$38,905,864,0007
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,194,788,706,0005
Managed Assets ($)$92,091,490,00010
Personal trust and agency accounts, managed assets$30,864,318,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,780,686,0008
Employee benefit-defined benefit accounts, managed assets$1,745,721,00011
Other employee benefit and retirement-related accounts, managed assets$6,090,742,00011
Corporate trust and agency accounts, managed assets$1,318,292,0006
Investment management and investment advisory agency accounts, managed assets$38,124,914,0009
Foundation and endowment trust and agency accounts, managed assets$10,639,666,0007
Other fiduciary accounts, managed assets$1,527,151,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$6,090,742,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,102,697,216,0004
Personal trust and agency accounts, non-managed assets$4,767,502,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,937,043,00018
Employee benefit-defined benefit accounts, non-managed Assets$53,361,044,0006
Other retirement accounts, non-managed assets$28,529,715,0005
Corporate trust and agency accounts, non-managed assets$974,758,293,0002
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$1,134,631,0009
Other fiduciary accounts, non-managed assets$31,208,988,0006
Memoranda
Custody and safekeeping accounts, non-managed assets$1,627,201,207,0006
Fiduciary accounts held in foreign offices, non-managed Assets$57,141,097,0006
Individual retirement,health savings and similar accounts, non-managed$36,276,456,0006
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,148,880,073,0004
Managed Assets ($)$83,699,823,00010
Personal trust and agency accounts, managed assets$28,869,696,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,648,799,0009
Employee benefit-defined benefit accounts, managed assets$1,479,036,00012
Other employee benefit and retirement-related accounts, managed assets$5,630,835,00011
Corporate trust and agency accounts, managed assets$1,018,997,0006
Investment management and investment advisory agency accounts, managed assets$33,728,697,0009
Foundation and endowment trust and agency accounts, managed assets$9,823,804,0007
Other fiduciary accounts, managed assets$1,499,959,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,630,835,0009
Investments of managed fiduciary accts in advised or sponsored mutual funds$4,956,593,0008
Non-managed Assets ($)$1,065,180,250,0004
Personal trust and agency accounts, non-managed assets$4,906,208,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,104,830,00019
Employee benefit-defined benefit accounts, non-managed Assets$50,231,651,0006
Other retirement accounts, non-managed assets$26,900,369,0005
Corporate trust and agency accounts, non-managed assets$945,992,010,0002
Investment management and advisory agency accounts, non-managed assets$0357
Foundation and endowment trust and agency accounts, non-managed assets$1,966,037,0006
Other fiduciary accounts, non-managed assets$27,079,145,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$1,518,721,552,0006
Fiduciary accounts held in foreign offices, non-managed Assets$55,910,991,0006
Individual retirement,health savings and similar accounts, non-managed$33,999,673,0006
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,122,568,635,0005
Managed Assets ($)$89,693,625,00010
Personal trust and agency accounts, managed assets$31,287,306,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,749,249,0009
Employee benefit-defined benefit accounts, managed assets$1,574,585,00012
Other employee benefit and retirement-related accounts, managed assets$6,105,864,00012
Corporate trust and agency accounts, managed assets$1,071,720,0005
Investment management and investment advisory agency accounts, managed assets$35,727,734,0009
Foundation and endowment trust and agency accounts, managed assets$10,653,714,0007
Other fiduciary accounts, managed assets$1,523,453,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$6,105,864,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,032,875,010,0004
Personal trust and agency accounts, non-managed assets$5,103,373,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,941,487,00019
Employee benefit-defined benefit accounts, non-managed Assets$52,830,035,0006
Other retirement accounts, non-managed assets$29,938,540,0006
Corporate trust and agency accounts, non-managed assets$908,089,738,0002
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$999,074,00010
Other fiduciary accounts, non-managed assets$26,972,763,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$1,638,834,830,0006
Fiduciary accounts held in foreign offices, non-managed Assets$53,793,792,0006
Individual retirement,health savings and similar accounts, non-managed$37,456,590,0006
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,099,210,225,0005
Managed Assets ($)$87,091,569,00010
Personal trust and agency accounts, managed assets$30,676,403,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,694,302,0007
Employee benefit-defined benefit accounts, managed assets$1,483,855,00012
Other employee benefit and retirement-related accounts, managed assets$5,882,026,00012
Corporate trust and agency accounts, managed assets$1,074,350,0005
Investment management and investment advisory agency accounts, managed assets$34,503,759,0009
Foundation and endowment trust and agency accounts, managed assets$10,269,747,0007
Other fiduciary accounts, managed assets$1,507,127,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,882,026,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$1,012,118,656,0004
Personal trust and agency accounts, non-managed assets$4,742,132,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,619,843,00019
Employee benefit-defined benefit accounts, non-managed Assets$51,090,092,0006
Other retirement accounts, non-managed assets$29,470,515,0006
Corporate trust and agency accounts, non-managed assets$890,940,686,0002
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$872,050,00010
Other fiduciary accounts, non-managed assets$26,383,338,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$1,586,631,207,0006
Fiduciary accounts held in foreign offices, non-managed Assets$51,141,060,0006
Individual retirement,health savings and similar accounts, non-managed$36,842,432,0005
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,066,674,651,0005
Managed Assets ($)$86,710,526,00010
Personal trust and agency accounts, managed assets$30,801,837,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,635,713,0008
Employee benefit-defined benefit accounts, managed assets$1,365,340,00015
Other employee benefit and retirement-related accounts, managed assets$5,819,487,00012
Corporate trust and agency accounts, managed assets$1,032,425,0005
Investment management and investment advisory agency accounts, managed assets$34,432,795,0009
Foundation and endowment trust and agency accounts, managed assets$10,105,101,0007
Other fiduciary accounts, managed assets$1,517,828,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,819,487,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$979,964,125,0004
Personal trust and agency accounts, non-managed assets$4,589,345,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,467,896,00019
Employee benefit-defined benefit accounts, non-managed Assets$50,029,335,0006
Other retirement accounts, non-managed assets$23,968,664,0006
Corporate trust and agency accounts, non-managed assets$870,251,601,0002
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$1,075,307,00010
Other fiduciary accounts, non-managed assets$21,581,977,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$1,521,864,823,0006
Fiduciary accounts held in foreign offices, non-managed Assets$52,224,807,0006
Individual retirement,health savings and similar accounts, non-managed$31,036,908,0005
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,035,481,548,0006
Managed Assets ($)$85,962,757,00010
Personal trust and agency accounts, managed assets$31,459,160,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,629,360,0007
Employee benefit-defined benefit accounts, managed assets$1,277,787,00016
Other employee benefit and retirement-related accounts, managed assets$5,821,498,00012
Corporate trust and agency accounts, managed assets$930,587,0006
Investment management and investment advisory agency accounts, managed assets$33,364,087,0009
Foundation and endowment trust and agency accounts, managed assets$9,961,349,0007
Other fiduciary accounts, managed assets$1,518,929,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,821,498,00010
Investments of managed fiduciary accts in advised or sponsored mutual funds$4,628,285,0009
Non-managed Assets ($)$949,518,791,0004
Personal trust and agency accounts, non-managed assets$4,820,666,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,064,048,00019
Employee benefit-defined benefit accounts, non-managed Assets$50,509,352,0006
Other retirement accounts, non-managed assets$24,883,703,0006
Corporate trust and agency accounts, non-managed assets$838,279,475,0002
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$965,162,00010
Other fiduciary accounts, non-managed assets$20,996,385,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$1,495,847,591,0006
Fiduciary accounts held in foreign offices, non-managed Assets$49,293,214,0006
Individual retirement,health savings and similar accounts, non-managed$31,813,493,0005
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$959,355,096,0007
Managed Assets ($)$83,114,495,00010
Personal trust and agency accounts, managed assets$30,845,997,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,573,862,0008
Employee benefit-defined benefit accounts, managed assets$1,191,966,00016
Other employee benefit and retirement-related accounts, managed assets$5,575,724,00012
Corporate trust and agency accounts, managed assets$993,300,0007
Investment management and investment advisory agency accounts, managed assets$31,947,651,0009
Foundation and endowment trust and agency accounts, managed assets$9,470,995,0007
Other fiduciary accounts, managed assets$1,515,000,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,575,724,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$876,240,601,0004
Personal trust and agency accounts, non-managed assets$4,709,924,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,785,492,00018
Employee benefit-defined benefit accounts, non-managed Assets$49,792,235,0006
Other retirement accounts, non-managed assets$23,057,684,0006
Corporate trust and agency accounts, non-managed assets$768,700,136,0002
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$895,478,00010
Other fiduciary accounts, non-managed assets$20,299,652,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$1,468,540,723,0006
Fiduciary accounts held in foreign offices, non-managed Assets$42,798,403,0006
Individual retirement,health savings and similar accounts, non-managed$29,752,892,0005
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$953,282,225,0006
Managed Assets ($)$79,979,223,00010
Personal trust and agency accounts, managed assets$30,288,268,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,586,643,0006
Employee benefit-defined benefit accounts, managed assets$1,026,794,00019
Other employee benefit and retirement-related accounts, managed assets$5,337,889,00012
Corporate trust and agency accounts, managed assets$995,123,0006
Investment management and investment advisory agency accounts, managed assets$30,221,114,00010
Foundation and endowment trust and agency accounts, managed assets$9,028,626,0007
Other fiduciary accounts, managed assets$1,494,766,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,337,745,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$873,303,002,0004
Personal trust and agency accounts, non-managed assets$4,372,505,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,500,817,00018
Employee benefit-defined benefit accounts, non-managed Assets$47,651,334,0006
Other retirement accounts, non-managed assets$22,416,357,0006
Corporate trust and agency accounts, non-managed assets$770,301,454,0001
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$958,253,0009
Other fiduciary accounts, non-managed assets$19,102,282,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$1,412,606,942,0006
Fiduciary accounts held in foreign offices, non-managed Assets$39,328,809,0006
Individual retirement,health savings and similar accounts, non-managed$29,086,308,0005
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$921,827,333,0006
Managed Assets ($)$78,793,560,00010
Personal trust and agency accounts, managed assets$29,839,529,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,539,765,0006
Employee benefit-defined benefit accounts, managed assets$1,001,399,00019
Other employee benefit and retirement-related accounts, managed assets$5,287,200,00012
Corporate trust and agency accounts, managed assets$1,087,816,0005
Investment management and investment advisory agency accounts, managed assets$29,716,570,0009
Foundation and endowment trust and agency accounts, managed assets$8,813,762,0007
Other fiduciary accounts, managed assets$1,507,519,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,287,054,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$843,033,773,0005
Personal trust and agency accounts, non-managed assets$4,176,083,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,367,472,00016
Employee benefit-defined benefit accounts, non-managed Assets$45,576,306,0006
Other retirement accounts, non-managed assets$21,937,653,0005
Corporate trust and agency accounts, non-managed assets$739,011,428,0001
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$880,103,00010
Other fiduciary accounts, non-managed assets$23,084,728,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$1,317,384,516,0006
Fiduciary accounts held in foreign offices, non-managed Assets$34,600,396,0006
Individual retirement,health savings and similar accounts, non-managed$28,482,142,0005
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$896,256,615,0006
Managed Assets ($)$76,353,844,00010
Personal trust and agency accounts, managed assets$29,450,959,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,469,080,0006
Employee benefit-defined benefit accounts, managed assets$1,015,246,00019
Other employee benefit and retirement-related accounts, managed assets$5,038,387,00012
Corporate trust and agency accounts, managed assets$1,126,509,0006
Investment management and investment advisory agency accounts, managed assets$28,393,931,0009
Foundation and endowment trust and agency accounts, managed assets$8,412,008,0008
Other fiduciary accounts, managed assets$1,447,724,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,038,237,00010
Investments of managed fiduciary accts in advised or sponsored mutual funds$3,989,208,0009
Non-managed Assets ($)$819,902,771,0005
Personal trust and agency accounts, non-managed assets$4,211,399,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,901,113,00017
Employee benefit-defined benefit accounts, non-managed Assets$43,380,396,0006
Other retirement accounts, non-managed assets$20,899,345,0005
Corporate trust and agency accounts, non-managed assets$719,832,677,0001
Investment management and advisory agency accounts, non-managed assets$4,437,000178
Foundation and endowment trust and agency accounts, non-managed assets$840,347,0009
Other fiduciary accounts, non-managed assets$22,833,057,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$1,278,291,878,0006
Fiduciary accounts held in foreign offices, non-managed Assets$33,441,503,0006
Individual retirement,health savings and similar accounts, non-managed$27,230,211,0005
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$873,000,378,0006
Managed Assets ($)$76,732,952,00010
Personal trust and agency accounts, managed assets$29,430,956,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,415,771,0006
Employee benefit-defined benefit accounts, managed assets$1,150,961,00018
Other employee benefit and retirement-related accounts, managed assets$5,011,887,00012
Corporate trust and agency accounts, managed assets$1,245,300,0004
Investment management and investment advisory agency accounts, managed assets$28,529,849,0009
Foundation and endowment trust and agency accounts, managed assets$8,430,436,0008
Other fiduciary accounts, managed assets$1,517,792,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,011,737,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$796,267,426,0005
Personal trust and agency accounts, non-managed assets$4,119,909,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,589,980,00016
Employee benefit-defined benefit accounts, non-managed Assets$44,690,328,0006
Other retirement accounts, non-managed assets$20,720,466,0004
Corporate trust and agency accounts, non-managed assets$695,478,088,0001
Investment management and advisory agency accounts, non-managed assets$4,491,000125
Foundation and endowment trust and agency accounts, non-managed assets$770,400,0009
Other fiduciary accounts, non-managed assets$22,893,764,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$1,220,014,236,0006
Fiduciary accounts held in foreign offices, non-managed Assets$34,658,680,0006
Individual retirement,health savings and similar accounts, non-managed$26,886,510,0005
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$849,818,154,0006
Managed Assets ($)$74,935,510,00010
Personal trust and agency accounts, managed assets$29,215,488,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,366,411,0007
Employee benefit-defined benefit accounts, managed assets$1,091,142,00016
Other employee benefit and retirement-related accounts, managed assets$4,880,912,00012
Corporate trust and agency accounts, managed assets$1,207,871,0004
Investment management and investment advisory agency accounts, managed assets$27,380,385,0009
Foundation and endowment trust and agency accounts, managed assets$8,271,899,0008
Other fiduciary accounts, managed assets$1,521,402,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$4,880,767,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$774,882,644,0005
Personal trust and agency accounts, non-managed assets$3,988,876,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,302,188,00016
Employee benefit-defined benefit accounts, non-managed Assets$44,114,910,0006
Other retirement accounts, non-managed assets$20,041,602,0004
Corporate trust and agency accounts, non-managed assets$675,915,355,0002
Investment management and advisory agency accounts, non-managed assets$4,421,000129
Foundation and endowment trust and agency accounts, non-managed assets$933,772,0009
Other fiduciary accounts, non-managed assets$22,581,520,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$1,177,635,139,0006
Fiduciary accounts held in foreign offices, non-managed Assets$31,156,163,0006
Individual retirement,health savings and similar accounts, non-managed$25,818,913,0006
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$809,855,256,0007
Managed Assets ($)$72,777,874,00010
Personal trust and agency accounts, managed assets$29,158,069,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,299,200,0006
Employee benefit-defined benefit accounts, managed assets$1,078,592,00016
Other employee benefit and retirement-related accounts, managed assets$4,753,641,00011
Corporate trust and agency accounts, managed assets$1,287,158,0004
Investment management and investment advisory agency accounts, managed assets$25,717,147,00010
Foundation and endowment trust and agency accounts, managed assets$8,038,165,0008
Other fiduciary accounts, managed assets$1,445,902,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$4,753,498,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$737,077,382,0005
Personal trust and agency accounts, non-managed assets$3,680,531,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,285,157,00016
Employee benefit-defined benefit accounts, non-managed Assets$42,869,169,0006
Other retirement accounts, non-managed assets$20,076,442,0004
Corporate trust and agency accounts, non-managed assets$639,556,044,0002
Investment management and advisory agency accounts, non-managed assets$4,435,000130
Foundation and endowment trust and agency accounts, non-managed assets$809,433,0009
Other fiduciary accounts, non-managed assets$22,796,171,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$1,190,745,664,0006
Fiduciary accounts held in foreign offices, non-managed Assets$30,973,165,0006
Individual retirement,health savings and similar accounts, non-managed$25,580,757,0006
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$790,738,506,0007
Managed Assets ($)$71,421,773,00010
Personal trust and agency accounts, managed assets$29,175,844,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,282,127,0006
Employee benefit-defined benefit accounts, managed assets$1,084,811,00016
Other employee benefit and retirement-related accounts, managed assets$4,722,695,00010
Corporate trust and agency accounts, managed assets$1,162,453,0005
Investment management and investment advisory agency accounts, managed assets$24,554,245,00010
Foundation and endowment trust and agency accounts, managed assets$8,008,770,0009
Other fiduciary accounts, managed assets$1,430,828,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$4,722,121,0009
Investments of managed fiduciary accts in advised or sponsored mutual funds$3,299,678,0009
Non-managed Assets ($)$719,316,733,0006
Personal trust and agency accounts, non-managed assets$3,835,075,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,349,356,00015
Employee benefit-defined benefit accounts, non-managed Assets$45,434,085,0006
Other retirement accounts, non-managed assets$21,560,429,0004
Corporate trust and agency accounts, non-managed assets$617,997,355,0002
Investment management and advisory agency accounts, non-managed assets$4,506,000186
Foundation and endowment trust and agency accounts, non-managed assets$846,606,0009
Other fiduciary accounts, non-managed assets$22,289,321,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$1,207,998,706,0006
Fiduciary accounts held in foreign offices, non-managed Assets$28,916,539,0006
Individual retirement,health savings and similar accounts, non-managed$26,865,290,0005
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$781,133,553,0007
Managed Assets ($)$70,103,313,00010
Personal trust and agency accounts, managed assets$28,556,861,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,249,519,0006
Employee benefit-defined benefit accounts, managed assets$1,064,759,00016
Other employee benefit and retirement-related accounts, managed assets$4,641,088,00010
Corporate trust and agency accounts, managed assets$1,193,176,0006
Investment management and investment advisory agency accounts, managed assets$24,130,935,00010
Foundation and endowment trust and agency accounts, managed assets$7,898,646,0008
Other fiduciary accounts, managed assets$1,368,329,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$4,640,491,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$711,030,240,0005
Personal trust and agency accounts, non-managed assets$3,732,487,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,107,749,00015
Employee benefit-defined benefit accounts, non-managed Assets$45,508,750,0006
Other retirement accounts, non-managed assets$23,749,066,0004
Corporate trust and agency accounts, non-managed assets$608,898,000,0002
Investment management and advisory agency accounts, non-managed assets$4,377,000127
Foundation and endowment trust and agency accounts, non-managed assets$835,905,0009
Other fiduciary accounts, non-managed assets$21,193,906,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$1,197,081,715,0006
Fiduciary accounts held in foreign offices, non-managed Assets$29,867,922,0006
Individual retirement,health savings and similar accounts, non-managed$30,092,227,0004
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$804,673,209,0007
Managed Assets ($)$72,949,560,00010
Personal trust and agency accounts, managed assets$30,060,284,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,261,951,0007
Employee benefit-defined benefit accounts, managed assets$1,145,585,00018
Other employee benefit and retirement-related accounts, managed assets$4,850,904,00010
Corporate trust and agency accounts, managed assets$1,184,850,0007
Investment management and investment advisory agency accounts, managed assets$24,544,442,00010
Foundation and endowment trust and agency accounts, managed assets$8,517,252,0008
Other fiduciary accounts, managed assets$1,384,292,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$4,850,262,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$731,723,649,0006
Personal trust and agency accounts, non-managed assets$3,579,751,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,524,039,00016
Employee benefit-defined benefit accounts, non-managed Assets$46,993,357,0006
Other retirement accounts, non-managed assets$27,395,042,0004
Corporate trust and agency accounts, non-managed assets$625,986,946,0002
Investment management and advisory agency accounts, non-managed assets$4,236,000128
Foundation and endowment trust and agency accounts, non-managed assets$806,470,00010
Other fiduciary accounts, non-managed assets$19,433,808,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$1,178,310,583,0006
Fiduciary accounts held in foreign offices, non-managed Assets$26,316,631,0006
Individual retirement,health savings and similar accounts, non-managed$34,150,810,0004
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$741,859,887,0007
Managed Assets ($)$73,816,659,00010
Personal trust and agency accounts, managed assets$30,590,846,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,245,562,0006
Employee benefit-defined benefit accounts, managed assets$1,236,959,00016
Other employee benefit and retirement-related accounts, managed assets$4,888,809,0009
Corporate trust and agency accounts, managed assets$1,248,528,0007
Investment management and investment advisory agency accounts, managed assets$24,631,500,00010
Foundation and endowment trust and agency accounts, managed assets$8,583,481,0008
Other fiduciary accounts, managed assets$1,390,974,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$4,888,167,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$668,043,228,0007
Personal trust and agency accounts, non-managed assets$3,548,337,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,578,208,00017
Employee benefit-defined benefit accounts, non-managed Assets$47,920,246,0006
Other retirement accounts, non-managed assets$27,697,345,0004
Corporate trust and agency accounts, non-managed assets$560,663,132,0002
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$845,161,00010
Other fiduciary accounts, non-managed assets$19,790,799,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$1,152,394,748,0006
Fiduciary accounts held in foreign offices, non-managed Assets$22,630,395,0006
Individual retirement,health savings and similar accounts, non-managed$34,603,198,0004
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$716,363,561,0006
Managed Assets ($)$73,009,903,00010
Personal trust and agency accounts, managed assets$30,410,899,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,223,927,0007
Employee benefit-defined benefit accounts, managed assets$1,250,665,00016
Other employee benefit and retirement-related accounts, managed assets$4,751,969,0009
Corporate trust and agency accounts, managed assets$1,427,544,0004
Investment management and investment advisory agency accounts, managed assets$24,117,367,00010
Foundation and endowment trust and agency accounts, managed assets$8,462,592,0008
Other fiduciary accounts, managed assets$1,364,940,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$4,751,329,0009
Investments of managed fiduciary accts in advised or sponsored mutual funds$3,294,172,00010
Non-managed Assets ($)$643,353,658,0006
Personal trust and agency accounts, non-managed assets$3,532,866,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,464,671,00017
Employee benefit-defined benefit accounts, non-managed Assets$47,456,407,0006
Other retirement accounts, non-managed assets$27,276,824,0005
Corporate trust and agency accounts, non-managed assets$536,901,249,0003
Investment management and advisory agency accounts, non-managed assets$0381
Foundation and endowment trust and agency accounts, non-managed assets$887,030,00010
Other fiduciary accounts, non-managed assets$19,834,611,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$1,102,084,145,0006
Fiduciary accounts held in foreign offices, non-managed Assets$24,075,382,0006
Individual retirement,health savings and similar accounts, non-managed$33,382,089,0004
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$675,880,022,0007
Managed Assets ($)$71,127,648,00010
Personal trust and agency accounts, managed assets$30,048,548,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$983,480,0008
Employee benefit-defined benefit accounts, managed assets$1,252,072,00017
Other employee benefit and retirement-related accounts, managed assets$4,793,249,0009
Corporate trust and agency accounts, managed assets$1,504,371,0005
Investment management and investment advisory agency accounts, managed assets$22,913,546,00010
Foundation and endowment trust and agency accounts, managed assets$8,258,429,0008
Other fiduciary accounts, managed assets$1,373,953,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$4,792,574,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$604,752,374,0006
Personal trust and agency accounts, non-managed assets$3,356,657,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,410,136,00018
Employee benefit-defined benefit accounts, non-managed Assets$47,354,680,0006
Other retirement accounts, non-managed assets$30,149,311,0004
Corporate trust and agency accounts, non-managed assets$497,399,064,0003
Investment management and advisory agency accounts, non-managed assets$0214
Foundation and endowment trust and agency accounts, non-managed assets$896,851,00010
Other fiduciary accounts, non-managed assets$18,185,675,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$1,043,707,944,0006
Fiduciary accounts held in foreign offices, non-managed Assets$21,130,069,0006
Individual retirement,health savings and similar accounts, non-managed$36,115,889,0004
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$665,525,259,0007
Managed Assets ($)$71,689,136,00010
Personal trust and agency accounts, managed assets$30,287,385,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,060,115,0007
Employee benefit-defined benefit accounts, managed assets$1,437,734,00014
Other employee benefit and retirement-related accounts, managed assets$4,836,025,0009
Corporate trust and agency accounts, managed assets$1,400,769,0004
Investment management and investment advisory agency accounts, managed assets$22,908,421,00010
Foundation and endowment trust and agency accounts, managed assets$8,375,863,0008
Other fiduciary accounts, managed assets$1,382,824,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$4,835,333,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$593,836,123,0006
Personal trust and agency accounts, non-managed assets$3,231,517,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,671,509,00018
Employee benefit-defined benefit accounts, non-managed Assets$46,441,140,0006
Other retirement accounts, non-managed assets$30,444,226,0005
Corporate trust and agency accounts, non-managed assets$487,066,505,0003
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$1,109,246,00011
Other fiduciary accounts, non-managed assets$17,871,980,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$1,028,403,479,0006
Fiduciary accounts held in foreign offices, non-managed Assets$21,197,187,0006
Individual retirement,health savings and similar accounts, non-managed$36,463,892,0004
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$630,462,852,0007
Managed Assets ($)$70,562,205,00010
Personal trust and agency accounts, managed assets$30,166,099,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,395,703,0009
Employee benefit-defined benefit accounts, managed assets$1,401,765,00014
Other employee benefit and retirement-related accounts, managed assets$4,363,985,00010
Corporate trust and agency accounts, managed assets$1,949,514,0004
Investment management and investment advisory agency accounts, managed assets$21,891,068,00010
Foundation and endowment trust and agency accounts, managed assets$8,035,393,0008
Other fiduciary accounts, managed assets$1,358,678,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$4,363,314,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$559,900,647,0007
Personal trust and agency accounts, non-managed assets$2,978,769,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,911,387,00018
Employee benefit-defined benefit accounts, non-managed Assets$41,646,647,0006
Other retirement accounts, non-managed assets$28,948,145,0006
Corporate trust and agency accounts, non-managed assets$459,740,157,0003
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$1,094,760,00010
Other fiduciary accounts, non-managed assets$17,580,782,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$989,684,891,0006
Fiduciary accounts held in foreign offices, non-managed Assets$19,412,523,0006
Individual retirement,health savings and similar accounts, non-managed$34,704,772,0005
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$622,602,254,0007
Managed Assets ($)$70,008,199,00010
Personal trust and agency accounts, managed assets$30,052,749,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,405,118,0009
Employee benefit-defined benefit accounts, managed assets$1,369,477,00014
Other employee benefit and retirement-related accounts, managed assets$4,264,587,00010
Corporate trust and agency accounts, managed assets$1,888,766,0004
Investment management and investment advisory agency accounts, managed assets$21,766,006,00010
Foundation and endowment trust and agency accounts, managed assets$7,910,092,0008
Other fiduciary accounts, managed assets$1,351,404,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$4,263,919,00010
Investments of managed fiduciary accts in advised or sponsored mutual funds$3,078,023,0009
Non-managed Assets ($)$552,594,055,0007
Personal trust and agency accounts, non-managed assets$2,815,840,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,840,993,00017
Employee benefit-defined benefit accounts, non-managed Assets$40,810,458,0006
Other retirement accounts, non-managed assets$28,559,551,0006
Corporate trust and agency accounts, non-managed assets$454,322,829,0003
Investment management and advisory agency accounts, non-managed assets$0386
Foundation and endowment trust and agency accounts, non-managed assets$1,066,095,00010
Other fiduciary accounts, non-managed assets$17,178,289,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$959,465,692,0006
Fiduciary accounts held in foreign offices, non-managed Assets$22,868,152,0006
Individual retirement,health savings and similar accounts, non-managed$34,024,890,0005
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$615,713,098,0007
Managed Assets ($)$66,687,348,00010
Personal trust and agency accounts, managed assets$28,842,917,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,375,884,00011
Employee benefit-defined benefit accounts, managed assets$1,263,593,00016
Other employee benefit and retirement-related accounts, managed assets$4,072,608,00010
Corporate trust and agency accounts, managed assets$1,379,621,0004
Investment management and investment advisory agency accounts, managed assets$20,825,755,00010
Foundation and endowment trust and agency accounts, managed assets$7,601,504,0007
Other fiduciary accounts, managed assets$1,325,466,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$4,071,939,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$549,025,750,0007
Personal trust and agency accounts, non-managed assets$2,962,761,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,450,207,00016
Employee benefit-defined benefit accounts, non-managed Assets$38,602,198,0006
Other retirement accounts, non-managed assets$25,791,447,0006
Corporate trust and agency accounts, non-managed assets$456,112,975,0003
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$1,139,694,00011
Other fiduciary accounts, non-managed assets$16,966,468,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$941,156,320,0006
Fiduciary accounts held in foreign offices, non-managed Assets$19,671,559,0006
Individual retirement,health savings and similar accounts, non-managed$30,798,468,0005
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$615,266,855,0007
Managed Assets ($)$65,030,776,00010
Personal trust and agency accounts, managed assets$28,324,900,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,321,304,00012
Employee benefit-defined benefit accounts, managed assets$1,225,059,00017
Other employee benefit and retirement-related accounts, managed assets$3,911,201,00010
Corporate trust and agency accounts, managed assets$1,569,015,0005
Investment management and investment advisory agency accounts, managed assets$20,063,917,00010
Foundation and endowment trust and agency accounts, managed assets$7,295,860,0008
Other fiduciary accounts, managed assets$1,319,520,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,910,558,0009
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$550,236,079,0008
Personal trust and agency accounts, non-managed assets$2,718,081,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,221,847,00016
Employee benefit-defined benefit accounts, non-managed Assets$37,028,106,0006
Other retirement accounts, non-managed assets$24,017,647,0006
Corporate trust and agency accounts, non-managed assets$461,433,455,0003
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$1,046,222,00011
Other fiduciary accounts, non-managed assets$16,770,721,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$893,089,924,0006
Fiduciary accounts held in foreign offices, non-managed Assets$18,063,861,0006
Individual retirement,health savings and similar accounts, non-managed$28,549,405,0007
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$626,287,083,0007
Managed Assets ($)$65,195,713,00010
Personal trust and agency accounts, managed assets$28,568,854,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,356,149,00012
Employee benefit-defined benefit accounts, managed assets$1,210,930,00019
Other employee benefit and retirement-related accounts, managed assets$3,813,093,00013
Corporate trust and agency accounts, managed assets$1,491,079,0005
Investment management and investment advisory agency accounts, managed assets$20,014,017,00011
Foundation and endowment trust and agency accounts, managed assets$7,461,714,0008
Other fiduciary accounts, managed assets$1,279,877,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,812,445,00011
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$561,091,370,0008
Personal trust and agency accounts, non-managed assets$2,713,831,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,146,632,00016
Employee benefit-defined benefit accounts, non-managed Assets$36,245,860,0006
Other retirement accounts, non-managed assets$23,774,268,0006
Corporate trust and agency accounts, non-managed assets$473,262,269,0003
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$1,099,209,00011
Other fiduciary accounts, non-managed assets$16,849,301,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$875,921,978,0006
Fiduciary accounts held in foreign offices, non-managed Assets$18,688,476,0006
Individual retirement,health savings and similar accounts, non-managed$28,341,111,0007
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$629,943,693,0007
Managed Assets ($)$62,717,943,00010
Personal trust and agency accounts, managed assets$27,506,861,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,250,581,00013
Employee benefit-defined benefit accounts, managed assets$1,182,997,00018
Other employee benefit and retirement-related accounts, managed assets$3,615,521,00013
Corporate trust and agency accounts, managed assets$1,620,422,0004
Investment management and investment advisory agency accounts, managed assets$19,047,719,00012
Foundation and endowment trust and agency accounts, managed assets$7,104,052,0008
Other fiduciary accounts, managed assets$1,389,790,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,614,505,00010
Investments of managed fiduciary accts in advised or sponsored mutual funds$3,101,199,0008
Non-managed Assets ($)$567,225,750,0008
Personal trust and agency accounts, non-managed assets$2,459,617,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,629,965,00016
Employee benefit-defined benefit accounts, non-managed Assets$35,160,204,0006
Other retirement accounts, non-managed assets$24,966,800,0006
Corporate trust and agency accounts, non-managed assets$480,489,086,0003
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$1,063,115,00010
Other fiduciary accounts, non-managed assets$16,456,963,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$868,427,484,0006
Fiduciary accounts held in foreign offices, non-managed Assets$17,647,565,0006
Individual retirement,health savings and similar accounts, non-managed$30,074,153,0005
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$674,530,130,0007
Managed Assets ($)$62,248,039,00010
Personal trust and agency accounts, managed assets$27,656,314,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,255,140,00013
Employee benefit-defined benefit accounts, managed assets$1,188,032,00018
Other employee benefit and retirement-related accounts, managed assets$3,608,760,00012
Corporate trust and agency accounts, managed assets$1,598,006,0004
Investment management and investment advisory agency accounts, managed assets$18,667,076,00012
Foundation and endowment trust and agency accounts, managed assets$6,978,365,0007
Other fiduciary accounts, managed assets$1,296,346,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,607,715,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$612,282,091,0007
Personal trust and agency accounts, non-managed assets$2,467,846,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,105,147,00015
Employee benefit-defined benefit accounts, non-managed Assets$34,727,690,0007
Other retirement accounts, non-managed assets$24,495,612,0006
Corporate trust and agency accounts, non-managed assets$526,531,431,0003
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$1,126,641,0008
Other fiduciary accounts, non-managed assets$15,827,724,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$830,139,973,0006
Fiduciary accounts held in foreign offices, non-managed Assets$18,991,556,0006
Individual retirement,health savings and similar accounts, non-managed$29,416,676,0005
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$689,045,068,0006
Managed Assets ($)$60,498,910,00010
Personal trust and agency accounts, managed assets$27,044,725,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,249,995,00013
Employee benefit-defined benefit accounts, managed assets$1,108,928,00019
Other employee benefit and retirement-related accounts, managed assets$3,585,738,00011
Corporate trust and agency accounts, managed assets$1,764,808,0004
Investment management and investment advisory agency accounts, managed assets$17,723,660,00011
Foundation and endowment trust and agency accounts, managed assets$6,725,769,0008
Other fiduciary accounts, managed assets$1,295,287,0008
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$3,436,991,00010
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$628,546,158,0006
Personal trust and agency accounts, non-managed assets$2,490,584,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,768,318,00016
Employee benefit-defined benefit accounts, non-managed Assets$33,122,331,0007
Other retirement accounts, non-managed assets$23,547,507,0006
Corporate trust and agency accounts, non-managed assets$549,635,155,0003
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$742,595,00010
Other fiduciary accounts, non-managed assets$12,239,668,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$793,501,283,0006
Fiduciary accounts held in foreign offices, non-managed Assets$19,743,978,0006
Individual retirement,health savings and similar accounts, non-managed$27,919,105,0004
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$729,827,472,0006
Managed Assets ($)$62,069,202,00011
Personal trust and agency accounts, managed assets$27,962,325,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,243,348,00012
Employee benefit-defined benefit accounts, managed assets$1,169,435,00019
Other employee benefit and retirement-related accounts, managed assets$3,859,589,00011
Corporate trust and agency accounts, managed assets$1,773,436,0004
Investment management and investment advisory agency accounts, managed assets$17,979,360,00011
Foundation and endowment trust and agency accounts, managed assets$6,820,769,0009
Other fiduciary accounts, managed assets$1,260,940,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$3,527,493,0008
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$667,758,270,0006
Personal trust and agency accounts, non-managed assets$2,513,048,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,490,904,00019
Employee benefit-defined benefit accounts, non-managed Assets$34,671,187,0007
Other retirement accounts, non-managed assets$24,334,115,0006
Corporate trust and agency accounts, non-managed assets$586,234,586,0003
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$861,493,0009
Other fiduciary accounts, non-managed assets$12,652,937,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$798,011,469,0006
Fiduciary accounts held in foreign offices, non-managed Assets$21,979,852,0006
Individual retirement,health savings and similar accounts, non-managed$28,691,551,0004
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$777,031,084,0006
Managed Assets ($)$57,174,457,00010
Personal trust and agency accounts, managed assets$27,605,718,0006
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$261,845,00035
Employee benefit-defined benefit accounts, managed assets$903,082,00019
Other employee benefit and retirement-related accounts, managed assets$3,289,942,00011
Corporate trust and agency accounts, managed assets$1,259,385,0005
Investment management and investment advisory agency accounts, managed assets$18,470,864,00011
Foundation and endowment trust and agency accounts, managed assets$4,198,838,0009
Other fiduciary accounts, managed assets$1,184,783,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$3,288,972,0008
Investments of managed fiduciary accts in advised or sponsored mutual funds$2,829,054,0009
Non-managed Assets ($)$719,856,627,0006
Personal trust and agency accounts, non-managed assets$2,490,103,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,597,714,00020
Employee benefit-defined benefit accounts, non-managed Assets$22,318,588,0008
Other retirement accounts, non-managed assets$21,126,422,0005
Corporate trust and agency accounts, non-managed assets$656,256,333,0002
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$840,011,0009
Other fiduciary accounts, non-managed assets$12,227,456,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$711,834,102,0006
Fiduciary accounts held in foreign offices, non-managed Assets$22,631,148,0006
Individual retirement,health savings and similar accounts, non-managed$24,166,460,0006
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$803,602,348,0006
Managed Assets ($)$55,422,772,0008
Personal trust and agency accounts, managed assets$26,875,121,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$242,071,00034
Employee benefit-defined benefit accounts, managed assets$854,369,00019
Other employee benefit and retirement-related accounts, managed assets$3,124,651,00012
Corporate trust and agency accounts, managed assets$1,272,396,0004
Investment management and investment advisory agency accounts, managed assets$18,048,913,00012
Foundation and endowment trust and agency accounts, managed assets$3,846,780,0008
Other fiduciary accounts, managed assets$1,158,471,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$3,123,681,0008
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$748,179,576,0006
Personal trust and agency accounts, non-managed assets$2,178,078,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,338,658,00020
Employee benefit-defined benefit accounts, non-managed Assets$21,721,005,0008
Other retirement accounts, non-managed assets$19,636,023,0005
Corporate trust and agency accounts, non-managed assets$687,853,940,0002
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$801,349,0008
Other fiduciary accounts, non-managed assets$11,650,523,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$685,496,186,0006
Fiduciary accounts held in foreign offices, non-managed Assets$23,979,935,0006
Individual retirement,health savings and similar accounts, non-managed$22,600,855,0005
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$674,603,368,0007
Managed Assets ($)$60,517,664,0008
Personal trust and agency accounts, managed assets$29,722,241,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$265,780,00035
Employee benefit-defined benefit accounts, managed assets$961,813,00019
Other employee benefit and retirement-related accounts, managed assets$3,469,775,00010
Corporate trust and agency accounts, managed assets$1,059,452,0005
Investment management and investment advisory agency accounts, managed assets$19,548,040,00011
Foundation and endowment trust and agency accounts, managed assets$4,289,956,0008
Other fiduciary accounts, managed assets$1,200,607,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$3,468,710,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$614,085,704,0006
Personal trust and agency accounts, non-managed assets$2,305,929,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,806,471,00020
Employee benefit-defined benefit accounts, non-managed Assets$22,592,911,0008
Other retirement accounts, non-managed assets$21,687,047,0005
Corporate trust and agency accounts, non-managed assets$550,317,915,0003
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$819,507,0008
Other fiduciary accounts, non-managed assets$11,555,924,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$730,002,989,0006
Fiduciary accounts held in foreign offices, non-managed Assets$12,427,192,0006
Individual retirement,health savings and similar accounts, non-managed$24,592,000,0005
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$714,191,936,0006
Managed Assets ($)$60,950,710,0008
Personal trust and agency accounts, managed assets$29,981,775,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$244,306,00036
Employee benefit-defined benefit accounts, managed assets$1,012,325,00016
Other employee benefit and retirement-related accounts, managed assets$3,459,892,00011
Corporate trust and agency accounts, managed assets$1,484,116,0004
Investment management and investment advisory agency accounts, managed assets$19,483,833,00011
Foundation and endowment trust and agency accounts, managed assets$4,111,831,0008
Other fiduciary accounts, managed assets$1,172,632,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$3,457,946,0007
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$653,241,226,0006
Personal trust and agency accounts, non-managed assets$2,510,669,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,833,123,00020
Employee benefit-defined benefit accounts, non-managed Assets$22,137,395,0008
Other retirement accounts, non-managed assets$21,225,467,0005
Corporate trust and agency accounts, non-managed assets$590,767,358,0003
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$865,720,0007
Other fiduciary accounts, non-managed assets$10,901,494,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$748,342,216,0006
Fiduciary accounts held in foreign offices, non-managed Assets$13,363,549,0006
Individual retirement,health savings and similar accounts, non-managed$23,147,989,0005
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$558,777,205,00010
Managed Assets ($)$59,552,894,0008
Personal trust and agency accounts, managed assets$29,369,720,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$234,609,00038
Employee benefit-defined benefit accounts, managed assets$1,020,088,00017
Other employee benefit and retirement-related accounts, managed assets$3,406,711,0009
Corporate trust and agency accounts, managed assets$1,430,758,0005
Investment management and investment advisory agency accounts, managed assets$18,984,003,00012
Foundation and endowment trust and agency accounts, managed assets$3,996,985,0008
Other fiduciary accounts, managed assets$1,110,020,0009
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,396,843,0007
Investments of managed fiduciary accts in advised or sponsored mutual funds$12,142,786,0006
Non-managed Assets ($)$499,224,311,0008
Personal trust and agency accounts, non-managed assets$2,594,367,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,628,136,00020
Employee benefit-defined benefit accounts, non-managed Assets$20,961,880,0008
Other retirement accounts, non-managed assets$19,931,996,0005
Corporate trust and agency accounts, non-managed assets$439,585,533,0005
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$842,259,0007
Other fiduciary accounts, non-managed assets$10,680,140,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$713,523,728,0006
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$21,699,318,0005
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$577,247,546,0007
Managed Assets ($)$57,812,364,0009
Personal trust and agency accounts, managed assets$28,569,341,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$202,843,00041
Employee benefit-defined benefit accounts, managed assets$985,018,00017
Other employee benefit and retirement-related accounts, managed assets$3,286,522,0009
Corporate trust and agency accounts, managed assets$1,555,432,0004
Investment management and investment advisory agency accounts, managed assets$18,132,474,00012
Foundation and endowment trust and agency accounts, managed assets$3,955,693,0007
Other fiduciary accounts, managed assets$1,125,041,00010
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$3,277,069,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$519,435,182,0007
Personal trust and agency accounts, non-managed assets$2,584,450,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,678,100,00020
Employee benefit-defined benefit accounts, non-managed Assets$20,015,010,0009
Other retirement accounts, non-managed assets$18,290,916,0004
Corporate trust and agency accounts, non-managed assets$462,511,114,0004
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$879,807,0007
Other fiduciary accounts, non-managed assets$10,475,785,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$927,120,745,0006
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$19,971,295,0005
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$614,677,701,0007
Managed Assets ($)$55,682,088,0008
Personal trust and agency accounts, managed assets$27,448,319,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$189,322,00042
Employee benefit-defined benefit accounts, managed assets$885,134,00019
Other employee benefit and retirement-related accounts, managed assets$3,083,424,0009
Corporate trust and agency accounts, managed assets$1,675,338,0003
Investment management and investment advisory agency accounts, managed assets$17,546,849,00011
Foundation and endowment trust and agency accounts, managed assets$3,558,634,0007
Other fiduciary accounts, managed assets$1,295,068,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$3,074,885,0006
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$558,995,613,0008
Personal trust and agency accounts, non-managed assets$2,603,957,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,575,074,00020
Employee benefit-defined benefit accounts, non-managed Assets$18,711,324,00010
Other retirement accounts, non-managed assets$16,552,400,0004
Corporate trust and agency accounts, non-managed assets$505,124,568,0005
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$873,699,0006
Other fiduciary accounts, non-managed assets$10,554,591,0007
Memoranda
Custody and safekeeping accounts, non-managed assets$930,005,444,0006
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$17,979,677,0005
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$614,692,400,0008
Managed Assets ($)$59,179,912,0008
Personal trust and agency accounts, managed assets$29,544,006,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$277,766,00032
Employee benefit-defined benefit accounts, managed assets$901,530,00020
Other employee benefit and retirement-related accounts, managed assets$3,287,454,0009
Corporate trust and agency accounts, managed assets$1,477,480,0003
Investment management and investment advisory agency accounts, managed assets$18,817,058,00011
Foundation and endowment trust and agency accounts, managed assets$3,515,254,0008
Other fiduciary accounts, managed assets$1,359,364,0006
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$3,279,877,0005
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$555,512,488,0008
Personal trust and agency accounts, non-managed assets$2,659,063,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,857,797,00021
Employee benefit-defined benefit accounts, non-managed Assets$17,979,064,00010
Other retirement accounts, non-managed assets$17,509,842,0005
Corporate trust and agency accounts, non-managed assets$501,336,712,0005
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$879,746,0007
Other fiduciary accounts, non-managed assets$10,290,264,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$969,440,198,0006
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$19,023,987,0005
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$631,497,428,0007
Managed Assets ($)$58,993,940,0008
Personal trust and agency accounts, managed assets$29,864,103,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$277,044,00031
Employee benefit-defined benefit accounts, managed assets$880,281,00021
Other employee benefit and retirement-related accounts, managed assets$3,244,654,0008
Corporate trust and agency accounts, managed assets$2,035,159,0003
Investment management and investment advisory agency accounts, managed assets$18,353,746,00011
Foundation and endowment trust and agency accounts, managed assets$2,984,242,0009
Other fiduciary accounts, managed assets$1,354,711,0007
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$3,229,802,0004
Investments of managed fiduciary accts in advised or sponsored mutual funds$12,530,322,0005
Non-managed Assets ($)$572,503,488,0007
Personal trust and agency accounts, non-managed assets$2,501,901,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,983,453,00017
Employee benefit-defined benefit accounts, non-managed Assets$18,652,029,00011
Other retirement accounts, non-managed assets$16,712,541,0004
Corporate trust and agency accounts, non-managed assets$516,283,565,0004
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$938,507,0008
Other fiduciary accounts, non-managed assets$10,431,492,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$917,032,164,0006
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$17,413,056,0005
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$625,277,468,0007
Managed Assets ($)$58,527,151,00010
Personal trust and agency accounts, managed assets$32,165,819,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$283,814,00032
Employee benefit-defined benefit accounts, managed assets$865,003,00024
Other employee benefit and retirement-related accounts, managed assets$4,169,275,0007
Corporate trust and agency accounts, managed assets$2,012,265,0003
Investment management and investment advisory agency accounts, managed assets$18,559,667,00012
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$471,308,00020
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$566,750,317,0007
Personal trust and agency accounts, non-managed assets$2,207,114,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,779,037,00017
Employee benefit-defined benefit accounts, non-managed Assets$17,943,606,00010
Other retirement accounts, non-managed assets$14,510,225,0005
Corporate trust and agency accounts, non-managed assets$516,118,773,0003
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$9,191,562,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$874,224,122,0005
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$630,937,276,0007
Managed Assets ($)$54,962,425,0009
Personal trust and agency accounts, managed assets$30,093,074,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$261,293,00033
Employee benefit-defined benefit accounts, managed assets$781,112,00023
Other employee benefit and retirement-related accounts, managed assets$3,889,185,0007
Corporate trust and agency accounts, managed assets$1,795,383,0003
Investment management and investment advisory agency accounts, managed assets$17,653,212,00011
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$489,166,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$575,974,851,0007
Personal trust and agency accounts, non-managed assets$2,296,894,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,314,954,00017
Employee benefit-defined benefit accounts, non-managed Assets$15,858,070,00011
Other retirement accounts, non-managed assets$12,937,258,0006
Corporate trust and agency accounts, non-managed assets$529,780,344,0003
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$8,787,331,0008
Memoranda
Custody and safekeeping accounts, non-managed assets$818,614,578,0005
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$625,998,160,0007
Managed Assets ($)$52,827,696,0009
Personal trust and agency accounts, managed assets$28,749,043,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$236,767,00032
Employee benefit-defined benefit accounts, managed assets$825,920,00023
Other employee benefit and retirement-related accounts, managed assets$3,609,009,0006
Corporate trust and agency accounts, managed assets$1,724,685,0004
Investment management and investment advisory agency accounts, managed assets$17,195,898,00012
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$486,374,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$573,170,464,0007
Personal trust and agency accounts, non-managed assets$2,038,784,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,022,357,00016
Employee benefit-defined benefit accounts, non-managed Assets$13,636,856,00011
Other retirement accounts, non-managed assets$11,624,925,0006
Corporate trust and agency accounts, non-managed assets$532,559,935,0003
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$7,287,607,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$786,741,541,0005
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$660,457,599,0007
Managed Assets ($)$56,770,635,0008
Personal trust and agency accounts, managed assets$31,110,701,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$251,547,00031
Employee benefit-defined benefit accounts, managed assets$873,836,00021
Other employee benefit and retirement-related accounts, managed assets$3,763,933,0005
Corporate trust and agency accounts, managed assets$2,052,339,0003
Investment management and investment advisory agency accounts, managed assets$18,225,052,00012
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$493,227,00018
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$603,686,964,0007
Personal trust and agency accounts, non-managed assets$2,215,351,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,843,979,00015
Employee benefit-defined benefit accounts, non-managed Assets$15,203,484,00011
Other retirement accounts, non-managed assets$12,653,606,0007
Corporate trust and agency accounts, non-managed assets$559,400,445,0003
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$7,370,099,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$821,354,181,0006
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$700,248,742,0007
Managed Assets ($)$62,852,002,0009
Personal trust and agency accounts, managed assets$35,245,822,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$304,415,00031
Employee benefit-defined benefit accounts, managed assets$952,001,00022
Other employee benefit and retirement-related accounts, managed assets$4,262,875,0006
Corporate trust and agency accounts, managed assets$1,918,881,0003
Investment management and investment advisory agency accounts, managed assets$19,665,190,00011
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$502,818,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$637,396,740,0008
Personal trust and agency accounts, non-managed assets$2,672,803,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,301,444,00015
Employee benefit-defined benefit accounts, non-managed Assets$18,573,767,00011
Other retirement accounts, non-managed assets$15,225,161,0006
Corporate trust and agency accounts, non-managed assets$584,460,640,0004
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$8,162,925,0009
Memoranda
Custody and safekeeping accounts, non-managed assets$886,341,438,0005
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$699,703,639,0009
Managed Assets ($)$66,379,989,0009
Personal trust and agency accounts, managed assets$37,343,565,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$362,111,00025
Employee benefit-defined benefit accounts, managed assets$1,037,651,00023
Other employee benefit and retirement-related accounts, managed assets$4,552,173,0007
Corporate trust and agency accounts, managed assets$1,863,083,0004
Investment management and investment advisory agency accounts, managed assets$20,684,957,00011
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$536,449,00017
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$633,323,650,00010
Personal trust and agency accounts, non-managed assets$2,509,614,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,326,551,00018
Employee benefit-defined benefit accounts, non-managed Assets$20,004,834,00012
Other retirement accounts, non-managed assets$16,626,681,0006
Corporate trust and agency accounts, non-managed assets$579,397,378,0004
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$6,458,592,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$993,648,937,0006
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$695,114,955,0009
Managed Assets ($)$67,714,143,0008
Personal trust and agency accounts, managed assets$38,349,268,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$446,702,00023
Employee benefit-defined benefit accounts, managed assets$1,032,773,00020
Other employee benefit and retirement-related accounts, managed assets$4,600,262,0006
Corporate trust and agency accounts, managed assets$1,723,423,0003
Investment management and investment advisory agency accounts, managed assets$21,042,822,00010
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$518,893,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$627,400,812,00010
Personal trust and agency accounts, non-managed assets$2,532,600,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,514,628,00017
Employee benefit-defined benefit accounts, non-managed Assets$19,987,951,00012
Other retirement accounts, non-managed assets$16,405,541,0006
Corporate trust and agency accounts, non-managed assets$574,074,011,0004
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$5,886,081,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$1,003,009,442,0006
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$730,004,452,0009
Managed Assets ($)$70,978,381,0009
Personal trust and agency accounts, managed assets$40,353,949,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$498,618,00023
Employee benefit-defined benefit accounts, managed assets$1,099,742,00023
Other employee benefit and retirement-related accounts, managed assets$5,158,400,0005
Corporate trust and agency accounts, managed assets$1,868,495,0002
Investment management and investment advisory agency accounts, managed assets$21,495,029,00011
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$504,148,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$659,026,071,00010
Personal trust and agency accounts, non-managed assets$2,569,901,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,840,822,00017
Employee benefit-defined benefit accounts, non-managed Assets$21,618,467,00012
Other retirement accounts, non-managed assets$17,273,683,0006
Corporate trust and agency accounts, non-managed assets$602,756,342,0003
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$5,966,856,00010
Memoranda
Custody and safekeeping accounts, non-managed assets$1,039,301,449,0006
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$721,383,507,0008
Managed Assets ($)$72,622,060,00010
Personal trust and agency accounts, managed assets$41,122,273,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$963,290,00018
Employee benefit-defined benefit accounts, managed assets$1,145,975,00022
Other employee benefit and retirement-related accounts, managed assets$5,201,585,0005
Corporate trust and agency accounts, managed assets$1,987,265,0003
Investment management and investment advisory agency accounts, managed assets$21,720,010,00013
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$481,662,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$648,761,447,0008
Personal trust and agency accounts, non-managed assets$2,535,390,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,097,040,00017
Employee benefit-defined benefit accounts, non-managed Assets$21,280,870,00012
Other retirement accounts, non-managed assets$17,721,621,0007
Corporate trust and agency accounts, non-managed assets$594,203,836,0002
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$3,922,690,00014
Memoranda
Custody and safekeeping accounts, non-managed assets$1,095,012,812,0006
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$700,647,139,0007
Managed Assets ($)$74,391,455,00010
Personal trust and agency accounts, managed assets$40,382,671,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,249,695,0009
Employee benefit-defined benefit accounts, managed assets$1,167,767,00022
Other employee benefit and retirement-related accounts, managed assets$5,094,809,0005
Corporate trust and agency accounts, managed assets$2,260,308,0002
Investment management and investment advisory agency accounts, managed assets$21,750,651,00011
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$485,554,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$626,255,684,0008
Personal trust and agency accounts, non-managed assets$2,493,791,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,333,005,00017
Employee benefit-defined benefit accounts, non-managed Assets$21,502,548,00012
Other retirement accounts, non-managed assets$15,974,402,0007
Corporate trust and agency accounts, non-managed assets$573,559,088,0002
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,392,850,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$1,094,883,416,0007
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$680,380,580,0008
Managed Assets ($)$73,498,430,00011
Personal trust and agency accounts, managed assets$39,006,939,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,167,734,0008
Employee benefit-defined benefit accounts, managed assets$3,867,104,00012
Other employee benefit and retirement-related accounts, managed assets$3,737,152,0007
Corporate trust and agency accounts, managed assets$2,296,429,0003
Investment management and investment advisory agency accounts, managed assets$20,954,116,00012
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$468,956,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$606,882,150,0008
Personal trust and agency accounts, non-managed assets$2,505,574,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,478,443,00014
Employee benefit-defined benefit accounts, non-managed Assets$20,552,578,00012
Other retirement accounts, non-managed assets$16,296,144,0007
Corporate trust and agency accounts, non-managed assets$550,634,218,0002
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,415,193,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$1,062,054,830,0007
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$692,774,003,0008
Managed Assets ($)$72,205,247,00012
Personal trust and agency accounts, managed assets$39,038,001,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,116,675,0008
Employee benefit-defined benefit accounts, managed assets$3,846,044,00012
Other employee benefit and retirement-related accounts, managed assets$3,687,627,0007
Corporate trust and agency accounts, managed assets$2,126,212,0003
Investment management and investment advisory agency accounts, managed assets$19,902,560,00013
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$488,128,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$620,568,756,0008
Personal trust and agency accounts, non-managed assets$2,477,766,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,535,717,00015
Employee benefit-defined benefit accounts, non-managed Assets$19,864,078,00012
Other retirement accounts, non-managed assets$15,822,751,0007
Corporate trust and agency accounts, non-managed assets$565,472,791,0001
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,395,653,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$1,059,960,816,0007
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$646,469,288,0008
Managed Assets ($)$70,034,203,00012
Personal trust and agency accounts, managed assets$36,641,328,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,066,947,0007
Employee benefit-defined benefit accounts, managed assets$3,681,788,00014
Other employee benefit and retirement-related accounts, managed assets$3,461,404,0009
Corporate trust and agency accounts, managed assets$3,509,126,0003
Investment management and investment advisory agency accounts, managed assets$19,263,959,00011
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$409,651,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$576,435,085,0008
Personal trust and agency accounts, non-managed assets$3,490,203,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,569,863,00013
Employee benefit-defined benefit accounts, non-managed Assets$18,291,580,00013
Other retirement accounts, non-managed assets$15,121,561,0006
Corporate trust and agency accounts, non-managed assets$523,170,514,0002
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$791,364,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$1,023,347,505,0007
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$581,770,822,0008
Managed Assets ($)$67,649,135,00012
Personal trust and agency accounts, managed assets$35,943,367,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,954,198,0008
Employee benefit-defined benefit accounts, managed assets$3,529,835,00013
Other employee benefit and retirement-related accounts, managed assets$3,346,141,0009
Corporate trust and agency accounts, managed assets$2,717,645,0004
Investment management and investment advisory agency accounts, managed assets$18,733,463,00013
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$424,486,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$514,121,687,0008
Personal trust and agency accounts, non-managed assets$3,665,452,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,239,775,00013
Employee benefit-defined benefit accounts, non-managed Assets$18,141,160,00012
Other retirement accounts, non-managed assets$15,082,009,0006
Corporate trust and agency accounts, non-managed assets$461,251,464,0002
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$741,827,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$994,934,833,0007
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$571,432,683,0008
Managed Assets ($)$70,162,620,00012
Personal trust and agency accounts, managed assets$36,767,137,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,504,158,0006
Employee benefit-defined benefit accounts, managed assets$3,694,891,00013
Other employee benefit and retirement-related accounts, managed assets$3,385,942,0009
Corporate trust and agency accounts, managed assets$3,116,521,0004
Investment management and investment advisory agency accounts, managed assets$19,020,394,00012
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$673,577,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$501,270,063,0008
Personal trust and agency accounts, non-managed assets$3,578,215,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,035,797,00013
Employee benefit-defined benefit accounts, non-managed Assets$17,065,102,00013
Other retirement accounts, non-managed assets$16,639,686,0006
Corporate trust and agency accounts, non-managed assets$447,624,275,0002
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,326,988,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$995,610,413,0007
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$556,790,553,0008
Managed Assets ($)$67,350,336,00011
Personal trust and agency accounts, managed assets$35,835,272,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,359,702,0006
Employee benefit-defined benefit accounts, managed assets$3,434,721,00014
Other employee benefit and retirement-related accounts, managed assets$3,248,441,00010
Corporate trust and agency accounts, managed assets$3,155,927,0004
Investment management and investment advisory agency accounts, managed assets$17,719,279,00013
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$596,994,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$489,440,217,0008
Personal trust and agency accounts, non-managed assets$3,560,765,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,591,583,00012
Employee benefit-defined benefit accounts, non-managed Assets$16,215,358,00013
Other retirement accounts, non-managed assets$18,344,094,0007
Corporate trust and agency accounts, non-managed assets$434,753,250,0002
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,975,167,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$342,503,016,0009
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$559,132,715,0008
Managed Assets ($)$67,059,929,00011
Personal trust and agency accounts, managed assets$35,795,889,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,084,129,0006
Employee benefit-defined benefit accounts, managed assets$3,390,070,00014
Other employee benefit and retirement-related accounts, managed assets$3,236,965,0009
Corporate trust and agency accounts, managed assets$3,498,827,0003
Investment management and investment advisory agency accounts, managed assets$17,406,923,00016
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$647,126,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$492,072,786,0008
Personal trust and agency accounts, non-managed assets$3,514,687,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,897,948,00011
Employee benefit-defined benefit accounts, non-managed Assets$25,572,368,00011
Other retirement accounts, non-managed assets$18,819,630,0007
Corporate trust and agency accounts, non-managed assets$427,424,734,0002
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,843,419,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$312,905,822,00010
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$577,865,424,0008
Managed Assets ($)$66,484,111,00011
Personal trust and agency accounts, managed assets$36,144,326,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,906,963,0007
Employee benefit-defined benefit accounts, managed assets$3,321,019,00015
Other employee benefit and retirement-related accounts, managed assets$3,138,901,0009
Corporate trust and agency accounts, managed assets$3,264,735,0003
Investment management and investment advisory agency accounts, managed assets$17,084,875,00016
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$623,292,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$511,381,313,0008
Personal trust and agency accounts, non-managed assets$3,491,319,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,996,860,00011
Employee benefit-defined benefit accounts, non-managed Assets$24,736,702,00011
Other retirement accounts, non-managed assets$18,232,449,0006
Corporate trust and agency accounts, non-managed assets$448,194,260,0002
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,729,723,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$298,147,902,0009
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$554,637,558,0008
Managed Assets ($)$66,647,166,00011
Personal trust and agency accounts, managed assets$36,201,595,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,776,932,0008
Employee benefit-defined benefit accounts, managed assets$3,237,302,00016
Other employee benefit and retirement-related accounts, managed assets$3,067,768,0008
Corporate trust and agency accounts, managed assets$3,686,880,0003
Investment management and investment advisory agency accounts, managed assets$17,054,463,00016
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$622,226,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$487,990,392,0008
Personal trust and agency accounts, non-managed assets$3,483,276,00010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,271,838,00011
Employee benefit-defined benefit accounts, non-managed Assets$24,541,023,00010
Other retirement accounts, non-managed assets$16,552,268,0005
Corporate trust and agency accounts, non-managed assets$426,411,489,0002
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,730,498,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$290,787,913,00010
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$539,424,767,0008
Managed Assets ($)$68,015,901,00011
Personal trust and agency accounts, managed assets$36,139,654,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,707,647,00010
Employee benefit-defined benefit accounts, managed assets$3,309,690,00017
Other employee benefit and retirement-related accounts, managed assets$3,180,956,0009
Corporate trust and agency accounts, managed assets$5,426,197,0002
Investment management and investment advisory agency accounts, managed assets$16,644,769,00017
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$606,988,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$471,408,866,0008
Personal trust and agency accounts, non-managed assets$3,670,973,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,905,024,00013
Employee benefit-defined benefit accounts, non-managed Assets$24,228,167,00011
Other retirement accounts, non-managed assets$19,241,924,0004
Corporate trust and agency accounts, non-managed assets$406,618,069,0002
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,744,709,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$288,556,121,00010
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$404,779,020,0009
Managed Assets ($)$59,251,531,00012
Personal trust and agency accounts, managed assets$32,029,596,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,364,521,00010
Employee benefit-defined benefit accounts, managed assets$2,960,125,00023
Other employee benefit and retirement-related accounts, managed assets$3,048,113,0008
Corporate trust and agency accounts, managed assets$2,877,168,0003
Investment management and investment advisory agency accounts, managed assets$15,420,594,00018
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$551,414,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$345,527,489,0008
Personal trust and agency accounts, non-managed assets$2,698,723,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,369,389,00012
Employee benefit-defined benefit accounts, non-managed Assets$22,620,174,00011
Other retirement accounts, non-managed assets$17,511,515,0004
Corporate trust and agency accounts, non-managed assets$285,653,175,0003
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,674,513,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$274,821,377,0009
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$395,510,552,0009
Managed Assets ($)$60,165,128,00012
Personal trust and agency accounts, managed assets$32,421,403,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,986,884,0007
Employee benefit-defined benefit accounts, managed assets$3,099,172,00021
Other employee benefit and retirement-related accounts, managed assets$3,083,842,0008
Corporate trust and agency accounts, managed assets$2,713,823,0002
Investment management and investment advisory agency accounts, managed assets$15,389,886,00018
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$470,118,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$335,345,424,0008
Personal trust and agency accounts, non-managed assets$2,926,394,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,415,244,00012
Employee benefit-defined benefit accounts, non-managed Assets$22,905,928,00012
Other retirement accounts, non-managed assets$17,359,399,0005
Corporate trust and agency accounts, non-managed assets$275,305,603,0003
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,432,856,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$274,014,349,0009
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$390,125,139,0009
Managed Assets ($)$59,517,356,00012
Personal trust and agency accounts, managed assets$32,975,075,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,685,372,0009
Employee benefit-defined benefit accounts, managed assets$3,211,669,00022
Other employee benefit and retirement-related accounts, managed assets$3,103,345,0008
Corporate trust and agency accounts, managed assets$2,895,734,0002
Investment management and investment advisory agency accounts, managed assets$14,343,257,00018
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$302,904,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$330,607,783,0008
Personal trust and agency accounts, non-managed assets$2,960,723,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,381,507,00012
Employee benefit-defined benefit accounts, non-managed Assets$23,129,983,00012
Other retirement accounts, non-managed assets$16,965,609,0005
Corporate trust and agency accounts, non-managed assets$270,530,052,0003
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,639,909,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$268,826,787,0009
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$380,506,995,0009
Managed Assets ($)$59,699,374,00012
Personal trust and agency accounts, managed assets$33,245,910,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,391,780,0007
Employee benefit-defined benefit accounts, managed assets$3,290,064,00019
Other employee benefit and retirement-related accounts, managed assets$3,045,738,0007
Corporate trust and agency accounts, managed assets$2,390,354,0003
Investment management and investment advisory agency accounts, managed assets$13,855,582,00019
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$479,946,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$320,807,621,0009
Personal trust and agency accounts, non-managed assets$3,064,729,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,719,386,00013
Employee benefit-defined benefit accounts, non-managed Assets$22,453,254,00010
Other retirement accounts, non-managed assets$16,449,453,0006
Corporate trust and agency accounts, non-managed assets$262,739,648,0003
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,381,151,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$266,630,452,00010
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$363,629,249,0009
Managed Assets ($)$55,518,944,00011
Personal trust and agency accounts, managed assets$31,286,476,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,122,035,0008
Employee benefit-defined benefit accounts, managed assets$3,023,879,00019
Other employee benefit and retirement-related accounts, managed assets$2,834,923,0007
Corporate trust and agency accounts, managed assets$2,357,830,0003
Investment management and investment advisory agency accounts, managed assets$12,418,824,00021
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$474,977,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$308,110,305,0009
Personal trust and agency accounts, non-managed assets$2,858,948,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,105,300,00013
Employee benefit-defined benefit accounts, non-managed Assets$21,173,529,0009
Other retirement accounts, non-managed assets$14,356,676,0006
Corporate trust and agency accounts, non-managed assets$255,645,681,0003
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$970,171,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$254,755,360,00010
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$390,268,571,0008
Managed Assets ($)$55,189,609,00013
Personal trust and agency accounts, managed assets$31,104,561,0005
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,246,311,0008
Employee benefit-defined benefit accounts, managed assets$2,896,878,00020
Other employee benefit and retirement-related accounts, managed assets$2,802,403,0006
Corporate trust and agency accounts, managed assets$2,198,300,0003
Investment management and investment advisory agency accounts, managed assets$12,271,156,00020
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$670,000,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$335,078,962,0008
Personal trust and agency accounts, non-managed assets$2,754,809,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,171,492,00013
Employee benefit-defined benefit accounts, non-managed Assets$20,776,788,00010
Other retirement accounts, non-managed assets$13,702,896,0006
Corporate trust and agency accounts, non-managed assets$283,788,347,0003
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$884,630,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$247,150,446,0009
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$363,027,725,0009
Managed Assets ($)$52,161,124,00013
Personal trust and agency accounts, managed assets$29,413,014,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,256,528,0008
Employee benefit-defined benefit accounts, managed assets$2,355,061,00020
Other employee benefit and retirement-related accounts, managed assets$2,590,644,0006
Corporate trust and agency accounts, managed assets$2,551,628,0002
Investment management and investment advisory agency accounts, managed assets$11,376,108,00019
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$618,141,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$310,866,601,0008
Personal trust and agency accounts, non-managed assets$2,653,010,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,765,238,00013
Employee benefit-defined benefit accounts, non-managed Assets$18,467,533,00010
Other retirement accounts, non-managed assets$12,620,567,0006
Corporate trust and agency accounts, non-managed assets$264,510,468,0003
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$849,785,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$234,153,260,0009
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$209,441,432,00010
Managed Assets ($)$54,804,432,00012
Personal trust and agency accounts, managed assets$30,545,012,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,531,780,0007
Employee benefit-defined benefit accounts, managed assets$2,473,907,00019
Other employee benefit and retirement-related accounts, managed assets$2,674,672,0006
Corporate trust and agency accounts, managed assets$2,730,316,0003
Investment management and investment advisory agency accounts, managed assets$11,378,619,00018
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$470,126,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$154,637,000,0009
Personal trust and agency accounts, non-managed assets$2,643,464,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,958,921,00014
Employee benefit-defined benefit accounts, non-managed Assets$19,110,518,00012
Other retirement accounts, non-managed assets$12,810,146,0006
Corporate trust and agency accounts, non-managed assets$108,260,732,0004
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$853,219,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$234,615,342,0009
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$204,243,558,00010
Managed Assets ($)$53,354,243,00016
Personal trust and agency accounts, managed assets$34,157,313,0004
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,393,019,0008
Employee benefit-defined benefit accounts, managed assets$2,413,583,00025
Other employee benefit and retirement-related accounts, managed assets$2,788,374,0007
Corporate trust and agency accounts, managed assets$202,448,00012
Investment management and investment advisory agency accounts, managed assets$8,378,647,00020
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$20,859,00077
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$150,889,315,00010
Personal trust and agency accounts, non-managed assets$7,593,034,0007
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,961,176,00010
Employee benefit-defined benefit accounts, non-managed Assets$15,641,784,00012
Other retirement accounts, non-managed assets$7,028,796,0008
Corporate trust and agency accounts, non-managed assets$105,663,928,0005
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$597,000177
Memoranda
Custody and safekeeping accounts, non-managed assets$174,442,968,0009
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