Home > Zions Bancorporation, N.A. > Total Fiduciary and Related Assets

Zions Bancorporation, N.A., 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$34,517,245,00035
Managed Assets ($)$6,921,038,00052
Personal trust and agency accounts, managed assets$817,345,000102
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0387
Employee benefit-defined benefit accounts, managed assets$6,277,000168
Other employee benefit and retirement-related accounts, managed assets$203,540,000128
Corporate trust and agency accounts, managed assets$0151
Investment management and investment advisory agency accounts, managed assets$5,305,201,00039
Foundation and endowment trust and agency accounts, managed assets$588,675,00047
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$202,940,000119
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$27,596,207,00029
Personal trust and agency accounts, non-managed assets$8,842,000281
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0354
Employee benefit-defined benefit accounts, non-managed Assets$0142
Other retirement accounts, non-managed assets$4,750,000337
Corporate trust and agency accounts, non-managed assets$27,582,615,00010
Investment management and advisory agency accounts, non-managed assets$0338
Foundation and endowment trust and agency accounts, non-managed assets$0184
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$14,168,354,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$4,750,000396
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$30,731,979,00037
Managed Assets ($)$6,229,620,00053
Personal trust and agency accounts, managed assets$787,269,000102
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0249
Employee benefit-defined benefit accounts, managed assets$6,137,000142
Other employee benefit and retirement-related accounts, managed assets$193,626,000130
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$4,748,921,00038
Foundation and endowment trust and agency accounts, managed assets$493,667,00051
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$193,035,000120
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$24,502,359,00030
Personal trust and agency accounts, non-managed assets$9,041,000198
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0232
Employee benefit-defined benefit accounts, non-managed Assets$0116
Other retirement accounts, non-managed assets$4,478,000213
Corporate trust and agency accounts, non-managed assets$24,488,840,00010
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0131
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$13,342,125,00043
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$4,478,000234
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$29,393,831,00037
Managed Assets ($)$5,712,818,00056
Personal trust and agency accounts, managed assets$787,151,000102
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0291
Employee benefit-defined benefit accounts, managed assets$6,151,000151
Other employee benefit and retirement-related accounts, managed assets$189,577,000135
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$4,247,743,00043
Foundation and endowment trust and agency accounts, managed assets$482,196,00051
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$188,963,000127
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,681,013,00030
Personal trust and agency accounts, non-managed assets$8,529,000219
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0267
Employee benefit-defined benefit accounts, non-managed Assets$0125
Other retirement accounts, non-managed assets$4,444,000241
Corporate trust and agency accounts, non-managed assets$23,668,040,00010
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$13,079,812,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$4,444,000271
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$28,838,089,00037
Managed Assets ($)$5,214,026,00056
Personal trust and agency accounts, managed assets$781,299,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0256
Employee benefit-defined benefit accounts, managed assets$6,364,000142
Other employee benefit and retirement-related accounts, managed assets$174,245,000137
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$3,803,924,00044
Foundation and endowment trust and agency accounts, managed assets$448,194,00053
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$173,649,000129
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,624,063,00030
Personal trust and agency accounts, non-managed assets$7,326,000200
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$4,313,000218
Corporate trust and agency accounts, non-managed assets$23,578,315,00010
Investment management and advisory agency accounts, non-managed assets$34,109,00058
Foundation and endowment trust and agency accounts, non-managed assets$0126
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$13,296,374,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$4,313,000241
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$30,410,371,00034
Managed Assets ($)$5,047,492,00058
Personal trust and agency accounts, managed assets$865,764,00090
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0398
Employee benefit-defined benefit accounts, managed assets$0245
Other employee benefit and retirement-related accounts, managed assets$169,786,000136
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$3,929,012,00044
Foundation and endowment trust and agency accounts, managed assets$82,930,000137
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$169,193,000129
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$25,362,879,00028
Personal trust and agency accounts, non-managed assets$3,472,000360
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0365
Employee benefit-defined benefit accounts, non-managed Assets$0148
Other retirement accounts, non-managed assets$4,232,000356
Corporate trust and agency accounts, non-managed assets$24,407,520,00010
Investment management and advisory agency accounts, non-managed assets$857,044,00017
Foundation and endowment trust and agency accounts, non-managed assets$15,804,00064
Other fiduciary accounts, non-managed assets$74,807,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$11,330,307,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$4,232,000416
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$28,201,118,00036
Managed Assets ($)$4,639,275,00057
Personal trust and agency accounts, managed assets$805,957,00088
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,000255
Employee benefit-defined benefit accounts, managed assets$0178
Other employee benefit and retirement-related accounts, managed assets$158,886,000131
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$3,596,833,00043
Foundation and endowment trust and agency accounts, managed assets$77,581,000128
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$158,340,000123
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,561,843,00028
Personal trust and agency accounts, non-managed assets$42,502,000125
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$0122
Other retirement accounts, non-managed assets$3,778,000220
Corporate trust and agency accounts, non-managed assets$22,636,215,00011
Investment management and advisory agency accounts, non-managed assets$858,065,00015
Foundation and endowment trust and agency accounts, non-managed assets$15,783,00058
Other fiduciary accounts, non-managed assets$5,500,00041
Memoranda
Custody and safekeeping accounts, non-managed assets$10,775,145,00044
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,778,000242
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$27,097,313,00035
Managed Assets ($)$4,527,425,00058
Personal trust and agency accounts, managed assets$771,784,00090
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,000290
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$152,390,000133
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$3,528,622,00043
Foundation and endowment trust and agency accounts, managed assets$74,611,000132
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$151,860,000126
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,569,888,00028
Personal trust and agency accounts, non-managed assets$40,360,000141
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0264
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$3,644,000247
Corporate trust and agency accounts, non-managed assets$21,637,285,00011
Investment management and advisory agency accounts, non-managed assets$860,463,00016
Foundation and endowment trust and agency accounts, non-managed assets$22,754,00051
Other fiduciary accounts, non-managed assets$5,382,00043
Memoranda
Custody and safekeeping accounts, non-managed assets$10,559,293,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,644,000272
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$28,097,856,00034
Managed Assets ($)$4,686,791,00055
Personal trust and agency accounts, managed assets$728,387,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,000256
Employee benefit-defined benefit accounts, managed assets$0179
Other employee benefit and retirement-related accounts, managed assets$128,328,000135
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$3,762,284,00040
Foundation and endowment trust and agency accounts, managed assets$67,774,000125
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$127,848,000129
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,411,065,00027
Personal trust and agency accounts, non-managed assets$34,930,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0234
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$5,611,000195
Corporate trust and agency accounts, non-managed assets$22,434,143,00011
Investment management and advisory agency accounts, non-managed assets$844,453,00014
Foundation and endowment trust and agency accounts, non-managed assets$29,693,00047
Other fiduciary accounts, non-managed assets$62,235,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$10,804,571,00045
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$5,611,000218
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$27,487,229,00036
Managed Assets ($)$4,264,766,00063
Personal trust and agency accounts, managed assets$874,454,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,000406
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$138,849,000143
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$3,173,403,00045
Foundation and endowment trust and agency accounts, managed assets$78,042,000129
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$138,254,000136
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$23,222,463,00026
Personal trust and agency accounts, non-managed assets$46,857,000142
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0378
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$7,635,000269
Corporate trust and agency accounts, non-managed assets$22,248,052,0009
Investment management and advisory agency accounts, non-managed assets$830,725,00016
Foundation and endowment trust and agency accounts, non-managed assets$30,323,00055
Other fiduciary accounts, non-managed assets$58,871,00037
Memoranda
Custody and safekeeping accounts, non-managed assets$10,946,856,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,635,000322
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,710,628,00039
Managed Assets ($)$4,374,122,00061
Personal trust and agency accounts, managed assets$887,884,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,000258
Employee benefit-defined benefit accounts, managed assets$0183
Other employee benefit and retirement-related accounts, managed assets$130,086,000141
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$3,279,730,00044
Foundation and endowment trust and agency accounts, managed assets$76,404,000126
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$129,506,000135
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,336,506,00029
Personal trust and agency accounts, non-managed assets$50,350,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0241
Employee benefit-defined benefit accounts, non-managed Assets$0124
Other retirement accounts, non-managed assets$7,249,000185
Corporate trust and agency accounts, non-managed assets$20,407,589,00010
Investment management and advisory agency accounts, non-managed assets$841,781,00017
Foundation and endowment trust and agency accounts, non-managed assets$24,915,00053
Other fiduciary accounts, non-managed assets$4,622,00052
Memoranda
Custody and safekeeping accounts, non-managed assets$9,935,382,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,249,000205
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,939,150,00038
Managed Assets ($)$4,063,452,00062
Personal trust and agency accounts, managed assets$912,657,00074
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,000281
Employee benefit-defined benefit accounts, managed assets$0196
Other employee benefit and retirement-related accounts, managed assets$128,420,000141
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$2,945,884,00045
Foundation and endowment trust and agency accounts, managed assets$76,468,000125
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$127,826,000134
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,875,698,00028
Personal trust and agency accounts, non-managed assets$50,924,000125
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0263
Employee benefit-defined benefit accounts, non-managed Assets$0132
Other retirement accounts, non-managed assets$7,220,000196
Corporate trust and agency accounts, non-managed assets$19,928,473,00010
Investment management and advisory agency accounts, non-managed assets$824,772,00017
Foundation and endowment trust and agency accounts, non-managed assets$17,658,00058
Other fiduciary accounts, non-managed assets$46,651,00036
Memoranda
Custody and safekeeping accounts, non-managed assets$10,060,609,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,308,000225
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,088,428,00038
Managed Assets ($)$3,946,121,00063
Personal trust and agency accounts, managed assets$855,974,00076
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$40,000280
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$121,556,000141
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$2,893,071,00044
Foundation and endowment trust and agency accounts, managed assets$75,480,000124
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$120,964,000135
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,142,307,00027
Personal trust and agency accounts, non-managed assets$39,632,000137
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0268
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$7,981,000193
Corporate trust and agency accounts, non-managed assets$20,137,274,00010
Investment management and advisory agency accounts, non-managed assets$832,368,00017
Foundation and endowment trust and agency accounts, non-managed assets$84,654,00032
Other fiduciary accounts, non-managed assets$40,398,00038
Memoranda
Custody and safekeeping accounts, non-managed assets$9,656,663,00048
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,068,000221
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,696,629,00037
Managed Assets ($)$3,701,781,00063
Personal trust and agency accounts, managed assets$818,052,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$40,000416
Employee benefit-defined benefit accounts, managed assets$0267
Other employee benefit and retirement-related accounts, managed assets$110,993,000143
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$2,702,158,00044
Foundation and endowment trust and agency accounts, managed assets$70,538,000122
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$110,440,000135
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$20,994,848,00025
Personal trust and agency accounts, non-managed assets$37,510,000151
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0398
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$7,866,000266
Corporate trust and agency accounts, non-managed assets$20,006,472,00010
Investment management and advisory agency accounts, non-managed assets$831,297,00017
Foundation and endowment trust and agency accounts, non-managed assets$73,796,00035
Other fiduciary accounts, non-managed assets$37,907,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$9,457,031,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,952,000317
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,680,446,00037
Managed Assets ($)$3,810,561,00063
Personal trust and agency accounts, managed assets$1,093,239,00065
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$40,000286
Employee benefit-defined benefit accounts, managed assets$0200
Other employee benefit and retirement-related accounts, managed assets$116,260,000147
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$2,524,261,00046
Foundation and endowment trust and agency accounts, managed assets$76,761,000119
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$115,630,000141
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,869,885,00028
Personal trust and agency accounts, non-managed assets$76,400,000107
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0268
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$8,078,000188
Corporate trust and agency accounts, non-managed assets$19,817,035,00010
Investment management and advisory agency accounts, non-managed assets$880,632,00017
Foundation and endowment trust and agency accounts, non-managed assets$86,834,00033
Other fiduciary accounts, non-managed assets$906,00063
Memoranda
Custody and safekeeping accounts, non-managed assets$7,810,691,00052
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,164,000218
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,044,322,00037
Managed Assets ($)$3,752,626,00064
Personal trust and agency accounts, managed assets$1,212,648,00059
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,000289
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$111,945,000149
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$2,351,712,00049
Foundation and endowment trust and agency accounts, managed assets$76,282,000119
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$111,319,000143
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,291,696,00027
Personal trust and agency accounts, non-managed assets$81,625,000104
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0269
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$8,089,000186
Corporate trust and agency accounts, non-managed assets$20,083,763,00010
Investment management and advisory agency accounts, non-managed assets$13,021,000102
Foundation and endowment trust and agency accounts, non-managed assets$79,907,00034
Other fiduciary accounts, non-managed assets$25,291,00040
Memoranda
Custody and safekeeping accounts, non-managed assets$8,408,881,00049
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,175,000217
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$24,926,273,00037
Managed Assets ($)$3,634,357,00066
Personal trust and agency accounts, managed assets$1,242,865,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,000290
Employee benefit-defined benefit accounts, managed assets$0204
Other employee benefit and retirement-related accounts, managed assets$108,053,000151
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$2,207,185,00050
Foundation and endowment trust and agency accounts, managed assets$76,215,000119
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$107,415,000140
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,291,916,00027
Personal trust and agency accounts, non-managed assets$83,603,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0274
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$8,501,000186
Corporate trust and agency accounts, non-managed assets$21,098,529,00010
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$77,881,00034
Other fiduciary accounts, non-managed assets$23,402,00040
Memoranda
Custody and safekeeping accounts, non-managed assets$7,761,009,00050
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,586,000213
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$25,462,453,00037
Managed Assets ($)$3,576,024,00067
Personal trust and agency accounts, managed assets$1,310,669,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,000436
Employee benefit-defined benefit accounts, managed assets$0275
Other employee benefit and retirement-related accounts, managed assets$106,056,000157
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$2,102,203,00051
Foundation and endowment trust and agency accounts, managed assets$57,057,000145
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$105,395,000150
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$21,886,429,00025
Personal trust and agency accounts, non-managed assets$43,741,000138
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0412
Employee benefit-defined benefit accounts, non-managed Assets$0163
Other retirement accounts, non-managed assets$8,347,000273
Corporate trust and agency accounts, non-managed assets$21,812,819,00010
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$371,000168
Other fiduciary accounts, non-managed assets$21,151,00045
Memoranda
Custody and safekeeping accounts, non-managed assets$7,165,936,00052
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,915,000262
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,189,488,00039
Managed Assets ($)$3,426,828,00067
Personal trust and agency accounts, managed assets$1,191,896,00056
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,000288
Employee benefit-defined benefit accounts, managed assets$0206
Other employee benefit and retirement-related accounts, managed assets$101,007,000158
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$2,079,323,00049
Foundation and endowment trust and agency accounts, managed assets$54,563,000142
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$100,356,000151
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,762,660,00029
Personal trust and agency accounts, non-managed assets$43,784,000126
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0272
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$8,438,000188
Corporate trust and agency accounts, non-managed assets$18,709,235,00012
Investment management and advisory agency accounts, non-managed assets$17,000203
Foundation and endowment trust and agency accounts, non-managed assets$353,000132
Other fiduciary accounts, non-managed assets$833,00071
Memoranda
Custody and safekeeping accounts, non-managed assets$6,772,215,00053
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,792,000186
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,089,695,00039
Managed Assets ($)$3,429,510,00065
Personal trust and agency accounts, managed assets$1,269,324,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,000294
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$98,050,000157
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$2,010,663,00049
Foundation and endowment trust and agency accounts, managed assets$51,434,000141
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$97,404,000149
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,660,185,00029
Personal trust and agency accounts, non-managed assets$43,651,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0273
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$8,401,000189
Corporate trust and agency accounts, non-managed assets$18,587,091,00011
Investment management and advisory agency accounts, non-managed assets$19,871,00078
Foundation and endowment trust and agency accounts, non-managed assets$347,000132
Other fiduciary accounts, non-managed assets$824,00070
Memoranda
Custody and safekeeping accounts, non-managed assets$5,981,396,00055
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,749,000182
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,906,149,00039
Managed Assets ($)$3,109,967,00068
Personal trust and agency accounts, managed assets$1,290,691,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,000298
Employee benefit-defined benefit accounts, managed assets$0207
Other employee benefit and retirement-related accounts, managed assets$78,222,000182
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$1,694,891,00051
Foundation and endowment trust and agency accounts, managed assets$46,095,000151
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$77,578,000174
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,796,182,00028
Personal trust and agency accounts, non-managed assets$44,746,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0273
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$8,315,000188
Corporate trust and agency accounts, non-managed assets$18,709,083,00011
Investment management and advisory agency accounts, non-managed assets$26,900,00069
Foundation and endowment trust and agency accounts, non-managed assets$345,000131
Other fiduciary accounts, non-managed assets$6,793,00056
Memoranda
Custody and safekeeping accounts, non-managed assets$6,062,047,00055
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,227,000172
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$19,550,571,00040
Managed Assets ($)$2,525,941,00082
Personal trust and agency accounts, managed assets$1,295,730,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,000449
Employee benefit-defined benefit accounts, managed assets$0280
Other employee benefit and retirement-related accounts, managed assets$42,511,000252
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$1,141,287,00069
Foundation and endowment trust and agency accounts, managed assets$46,337,000147
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$41,880,000241
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$17,024,630,00029
Personal trust and agency accounts, non-managed assets$79,518,000104
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0433
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$8,048,000270
Corporate trust and agency accounts, non-managed assets$16,935,937,00012
Investment management and advisory agency accounts, non-managed assets$0367
Foundation and endowment trust and agency accounts, non-managed assets$339,000167
Other fiduciary accounts, non-managed assets$788,00093
Memoranda
Custody and safekeeping accounts, non-managed assets$5,686,891,00055
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,872,000242
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$18,871,408,00041
Managed Assets ($)$2,637,848,00075
Personal trust and agency accounts, managed assets$988,104,00062
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,000299
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$40,303,000247
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,563,601,00052
Foundation and endowment trust and agency accounts, managed assets$45,764,000144
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$39,657,000235
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$16,233,560,00031
Personal trust and agency accounts, non-managed assets$6,618,000220
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0276
Employee benefit-defined benefit accounts, non-managed Assets$0137
Other retirement accounts, non-managed assets$6,143,000211
Corporate trust and agency accounts, non-managed assets$16,145,308,00013
Investment management and advisory agency accounts, non-managed assets$1,017,000167
Foundation and endowment trust and agency accounts, non-managed assets$335,000132
Other fiduciary accounts, non-managed assets$74,139,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$5,152,159,00055
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,995,000190
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$17,650,923,00042
Managed Assets ($)$2,480,493,00080
Personal trust and agency accounts, managed assets$894,268,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,000305
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$39,098,000248
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$1,506,331,00052
Foundation and endowment trust and agency accounts, managed assets$40,720,000147
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$38,456,000238
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,170,430,00031
Personal trust and agency accounts, non-managed assets$6,863,000218
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$173,000272
Employee benefit-defined benefit accounts, non-managed Assets$0138
Other retirement accounts, non-managed assets$6,517,000208
Corporate trust and agency accounts, non-managed assets$15,079,359,00013
Investment management and advisory agency accounts, non-managed assets$1,017,000173
Foundation and endowment trust and agency accounts, non-managed assets$332,000137
Other fiduciary accounts, non-managed assets$76,169,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$4,872,975,00055
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$10,957,000190
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$15,448,804,00043
Managed Assets ($)$2,417,755,00082
Personal trust and agency accounts, managed assets$888,284,00069
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,000306
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$40,125,000237
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$1,461,106,00052
Foundation and endowment trust and agency accounts, managed assets$28,163,000171
Other fiduciary accounts, managed assets$1,000122
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$39,481,000227
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,031,049,00031
Personal trust and agency accounts, non-managed assets$6,232,000218
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$173,000275
Employee benefit-defined benefit accounts, non-managed Assets$0136
Other retirement accounts, non-managed assets$7,848,000192
Corporate trust and agency accounts, non-managed assets$12,943,214,00014
Investment management and advisory agency accounts, non-managed assets$1,218,000170
Foundation and endowment trust and agency accounts, non-managed assets$331,000135
Other fiduciary accounts, non-managed assets$72,033,00034
Memoranda
Custody and safekeeping accounts, non-managed assets$5,072,747,00054
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,222,000178
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$14,687,802,00045
Managed Assets ($)$2,450,269,00078
Personal trust and agency accounts, managed assets$888,967,00067
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$76,000468
Employee benefit-defined benefit accounts, managed assets$0298
Other employee benefit and retirement-related accounts, managed assets$41,803,000238
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$1,479,986,00052
Foundation and endowment trust and agency accounts, managed assets$29,076,000182
Other fiduciary accounts, managed assets$10,361,00061
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$41,151,000226
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$12,237,533,00033
Personal trust and agency accounts, non-managed assets$5,760,000309
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$173,000442
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$8,482,000262
Corporate trust and agency accounts, non-managed assets$12,153,124,00014
Investment management and advisory agency accounts, non-managed assets$768,000283
Foundation and endowment trust and agency accounts, non-managed assets$330,000176
Other fiduciary accounts, non-managed assets$68,896,00036
Memoranda
Custody and safekeeping accounts, non-managed assets$4,662,725,00056
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,930,000245
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,866,466,00052
Managed Assets ($)$1,570,417,000106
Personal trust and agency accounts, managed assets$488,588,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0305
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$6,553,000344
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$1,046,108,00069
Foundation and endowment trust and agency accounts, managed assets$29,168,000170
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,901,000329
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,296,049,00038
Personal trust and agency accounts, non-managed assets$1,815,000267
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,777,000218
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$8,193,000186
Corporate trust and agency accounts, non-managed assets$9,278,463,00015
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$329,000135
Other fiduciary accounts, non-managed assets$472,00078
Memoranda
Custody and safekeeping accounts, non-managed assets$1,896,402,00075
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,516,000174
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,460,179,00053
Managed Assets ($)$1,617,440,000108
Personal trust and agency accounts, managed assets$512,799,000113
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0310
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$6,884,000347
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$1,066,581,00070
Foundation and endowment trust and agency accounts, managed assets$31,176,000173
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,177,000327
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,842,739,00037
Personal trust and agency accounts, non-managed assets$1,620,000273
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,069,000217
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$7,448,000199
Corporate trust and agency accounts, non-managed assets$9,825,825,00014
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$337,000135
Other fiduciary accounts, non-managed assets$440,00079
Memoranda
Custody and safekeeping accounts, non-managed assets$1,643,369,00082
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,278,000182
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,118,711,00057
Managed Assets ($)$1,455,766,000113
Personal trust and agency accounts, managed assets$529,864,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0308
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$7,189,000341
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$886,932,00075
Foundation and endowment trust and agency accounts, managed assets$31,781,000170
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,448,000324
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,662,945,00040
Personal trust and agency accounts, non-managed assets$1,774,000267
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,092,000217
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$7,971,000199
Corporate trust and agency accounts, non-managed assets$8,645,262,00015
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$337,000135
Other fiduciary accounts, non-managed assets$509,00076
Memoranda
Custody and safekeeping accounts, non-managed assets$1,766,210,00077
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,808,000179
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,922,883,00059
Managed Assets ($)$1,462,330,000111
Personal trust and agency accounts, managed assets$514,327,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0486
Employee benefit-defined benefit accounts, managed assets$0307
Other employee benefit and retirement-related accounts, managed assets$6,894,000484
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$908,998,00074
Foundation and endowment trust and agency accounts, managed assets$32,111,000172
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$6,134,000461
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$7,460,553,00042
Personal trust and agency accounts, non-managed assets$1,547,000460
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,125,000300
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$8,823,000270
Corporate trust and agency accounts, non-managed assets$7,442,245,00015
Investment management and advisory agency accounts, non-managed assets$0381
Foundation and endowment trust and agency accounts, non-managed assets$338,000176
Other fiduciary accounts, non-managed assets$475,000115
Memoranda
Custody and safekeeping accounts, non-managed assets$1,694,105,00078
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$13,613,000241
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,531,799,00059
Managed Assets ($)$1,507,908,000107
Personal trust and agency accounts, managed assets$538,891,000106
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0224
Other employee benefit and retirement-related accounts, managed assets$6,944,000341
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$929,379,00074
Foundation and endowment trust and agency accounts, managed assets$32,694,000161
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$6,178,000321
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,023,891,00042
Personal trust and agency accounts, non-managed assets$1,475,000273
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,044,000221
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$10,835,000168
Corporate trust and agency accounts, non-managed assets$7,003,611,00015
Investment management and advisory agency accounts, non-managed assets$0214
Foundation and endowment trust and agency accounts, non-managed assets$334,000136
Other fiduciary accounts, non-managed assets$592,00077
Memoranda
Custody and safekeeping accounts, non-managed assets$1,646,088,00077
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$15,538,000160
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,127,710,00059
Managed Assets ($)$1,448,878,000110
Personal trust and agency accounts, managed assets$547,564,000105
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0311
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$6,173,000342
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$861,692,00074
Foundation and endowment trust and agency accounts, managed assets$33,449,000159
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,377,000321
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,678,832,00041
Personal trust and agency accounts, non-managed assets$1,325,000277
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,178,000221
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$10,343,000173
Corporate trust and agency accounts, non-managed assets$6,659,093,00013
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$334,000134
Other fiduciary accounts, non-managed assets$559,00077
Memoranda
Custody and safekeeping accounts, non-managed assets$1,474,760,00078
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$11,938,000186
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,887,356,00059
Managed Assets ($)$1,368,306,000111
Personal trust and agency accounts, managed assets$538,714,000104
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0314
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$6,011,000344
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$790,792,00074
Foundation and endowment trust and agency accounts, managed assets$32,789,000157
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$5,217,000324
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,519,050,00042
Personal trust and agency accounts, non-managed assets$1,477,000273
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,087,000225
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$10,363,000175
Corporate trust and agency accounts, non-managed assets$6,499,292,00013
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$329,000137
Other fiduciary accounts, non-managed assets$502,00079
Memoranda
Custody and safekeeping accounts, non-managed assets$1,904,465,00075
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$11,958,000184
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,828,473,00059
Managed Assets ($)$1,396,817,000112
Personal trust and agency accounts, managed assets$450,649,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$9,000508
Employee benefit-defined benefit accounts, managed assets$0318
Other employee benefit and retirement-related accounts, managed assets$4,986,000518
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$908,476,00074
Foundation and endowment trust and agency accounts, managed assets$32,697,000164
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$4,177,000489
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$6,431,656,00042
Personal trust and agency accounts, non-managed assets$1,580,000471
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,476,000310
Employee benefit-defined benefit accounts, non-managed Assets$0186
Other retirement accounts, non-managed assets$10,632,000240
Corporate trust and agency accounts, non-managed assets$6,410,733,00013
Investment management and advisory agency accounts, non-managed assets$0386
Foundation and endowment trust and agency accounts, non-managed assets$375,000176
Other fiduciary accounts, non-managed assets$860,00098
Memoranda
Custody and safekeeping accounts, non-managed assets$1,581,221,00079
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,222,000270
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,744,937,00058
Managed Assets ($)$1,418,209,000105
Personal trust and agency accounts, managed assets$427,739,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,000301
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$4,645,000332
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$953,807,00069
Foundation and endowment trust and agency accounts, managed assets$32,003,000150
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,853,000313
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,326,728,00042
Personal trust and agency accounts, non-managed assets$12,570,000185
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,072,000220
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$10,620,000171
Corporate trust and agency accounts, non-managed assets$6,295,366,00013
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$362,000131
Other fiduciary accounts, non-managed assets$738,00072
Memoranda
Custody and safekeeping accounts, non-managed assets$1,912,114,00075
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,141,000184
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,417,191,00057
Managed Assets ($)$1,388,785,000106
Personal trust and agency accounts, managed assets$414,462,000109
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,000303
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$4,340,000333
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$937,933,00069
Foundation and endowment trust and agency accounts, managed assets$32,035,000146
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,555,000311
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,028,406,00040
Personal trust and agency accounts, non-managed assets$12,773,000184
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,705,000219
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$11,057,000167
Corporate trust and agency accounts, non-managed assets$6,997,184,00013
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$270,000136
Other fiduciary accounts, non-managed assets$417,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$1,769,180,00076
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,599,000183
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,043,603,00059
Managed Assets ($)$1,407,759,000107
Personal trust and agency accounts, managed assets$420,383,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,000302
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$4,881,000328
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$950,293,00068
Foundation and endowment trust and agency accounts, managed assets$32,186,000151
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,670,000308
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,635,844,00041
Personal trust and agency accounts, non-managed assets$10,921,000194
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,778,000225
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$11,095,000165
Corporate trust and agency accounts, non-managed assets$6,606,033,00013
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$515,000132
Other fiduciary accounts, non-managed assets$502,00078
Memoranda
Custody and safekeeping accounts, non-managed assets$2,094,436,00074
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,411,000180
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,833,377,00059
Managed Assets ($)$1,363,130,000104
Personal trust and agency accounts, managed assets$364,944,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,000528
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$4,997,000504
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$962,722,00065
Foundation and endowment trust and agency accounts, managed assets$30,451,000156
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,811,000492
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$6,470,247,00041
Personal trust and agency accounts, non-managed assets$6,092,000322
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,662,000322
Employee benefit-defined benefit accounts, non-managed Assets$0199
Other retirement accounts, non-managed assets$10,873,000235
Corporate trust and agency accounts, non-managed assets$6,445,230,00013
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$540,000159
Other fiduciary accounts, non-managed assets$850,000103
Memoranda
Custody and safekeeping accounts, non-managed assets$1,951,099,00076
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,346,000260
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$7,512,929,00058
Managed Assets ($)$1,310,229,000107
Personal trust and agency accounts, managed assets$351,613,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,000291
Employee benefit-defined benefit accounts, managed assets$0212
Other employee benefit and retirement-related accounts, managed assets$5,406,000320
Corporate trust and agency accounts, managed assets$840,00060
Investment management and investment advisory agency accounts, managed assets$921,453,00066
Foundation and endowment trust and agency accounts, managed assets$30,900,000149
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$4,207,000295
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,202,700,00040
Personal trust and agency accounts, non-managed assets$2,517,000243
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,410,000213
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$11,015,000162
Corporate trust and agency accounts, non-managed assets$6,179,910,00014
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$1,379,000106
Other fiduciary accounts, non-managed assets$469,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$1,925,471,00073
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,489,000170
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,194,630,00058
Managed Assets ($)$1,503,651,00096
Personal trust and agency accounts, managed assets$371,045,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,000290
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$5,285,000319
Corporate trust and agency accounts, managed assets$481,00064
Investment management and investment advisory agency accounts, managed assets$1,095,323,00058
Foundation and endowment trust and agency accounts, managed assets$31,500,000143
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$4,106,000294
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,690,979,00040
Personal trust and agency accounts, non-managed assets$1,770,000254
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,114,000215
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$10,828,000158
Corporate trust and agency accounts, non-managed assets$6,669,301,00013
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$1,563,000101
Other fiduciary accounts, non-managed assets$403,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$1,951,549,00072
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$12,285,000167
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,074,364,00058
Managed Assets ($)$1,329,092,000105
Personal trust and agency accounts, managed assets$368,478,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,000292
Employee benefit-defined benefit accounts, managed assets$0213
Other employee benefit and retirement-related accounts, managed assets$5,407,000320
Corporate trust and agency accounts, managed assets$353,00071
Investment management and investment advisory agency accounts, managed assets$924,968,00064
Foundation and endowment trust and agency accounts, managed assets$29,869,000150
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$4,190,000294
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,745,272,00040
Personal trust and agency accounts, non-managed assets$5,415,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,243,000216
Employee benefit-defined benefit accounts, non-managed Assets$0149
Other retirement accounts, non-managed assets$14,509,000132
Corporate trust and agency accounts, non-managed assets$6,713,470,00013
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$4,167,00082
Other fiduciary accounts, non-managed assets$468,00076
Memoranda
Custody and safekeeping accounts, non-managed assets$2,381,750,00071
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$15,837,000149
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,333,489,00055
Managed Assets ($)$1,329,140,00099
Personal trust and agency accounts, managed assets$352,375,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,649,000302
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$4,878,000500
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$937,249,00063
Foundation and endowment trust and agency accounts, managed assets$28,989,000156
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$3,703,000487
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$7,004,349,00039
Personal trust and agency accounts, non-managed assets$32,833,000138
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,140,000462
Employee benefit-defined benefit accounts, non-managed Assets$0200
Other retirement accounts, non-managed assets$15,137,000163
Corporate trust and agency accounts, non-managed assets$6,950,947,00013
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$4,171,00092
Other fiduciary accounts, non-managed assets$121,000151
Memoranda
Custody and safekeeping accounts, non-managed assets$2,183,994,00073
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$16,442,000193
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,247,254,00058
Managed Assets ($)$1,468,219,00096
Personal trust and agency accounts, managed assets$472,624,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,587,000217
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$5,021,000318
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$957,173,00064
Foundation and endowment trust and agency accounts, managed assets$27,814,000145
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$3,565,000294
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,779,035,00040
Personal trust and agency accounts, non-managed assets$37,844,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,198,000259
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$14,500,000126
Corporate trust and agency accounts, non-managed assets$6,721,199,00014
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$3,809,00083
Other fiduciary accounts, non-managed assets$485,00076
Memoranda
Custody and safekeeping accounts, non-managed assets$2,922,991,00065
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$15,933,000141
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,216,923,00056
Managed Assets ($)$1,606,088,00090
Personal trust and agency accounts, managed assets$506,353,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,622,000222
Employee benefit-defined benefit accounts, managed assets$0223
Other employee benefit and retirement-related accounts, managed assets$5,450,000321
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$1,058,501,00064
Foundation and endowment trust and agency accounts, managed assets$29,162,000145
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$3,859,000294
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,610,835,00041
Personal trust and agency accounts, non-managed assets$41,826,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,203,000260
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$15,429,000128
Corporate trust and agency accounts, non-managed assets$7,546,085,00013
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$5,550,00078
Other fiduciary accounts, non-managed assets$742,00071
Memoranda
Custody and safekeeping accounts, non-managed assets$2,514,749,00068
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$16,565,000138
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,228,946,00054
Managed Assets ($)$1,485,737,00094
Personal trust and agency accounts, managed assets$511,490,00087
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,584,000224
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$5,480,000326
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$930,677,00067
Foundation and endowment trust and agency accounts, managed assets$31,506,000141
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$3,876,000295
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,743,209,00039
Personal trust and agency accounts, non-managed assets$41,422,000113
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,198,000258
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$15,367,000129
Corporate trust and agency accounts, non-managed assets$7,678,535,00014
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$6,422,00077
Other fiduciary accounts, non-managed assets$265,00085
Memoranda
Custody and safekeeping accounts, non-managed assets$2,998,677,00063
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$16,492,000137
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,457,682,00054
Managed Assets ($)$1,414,823,00099
Personal trust and agency accounts, managed assets$483,280,00091
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,405,000308
Employee benefit-defined benefit accounts, managed assets$0356
Other employee benefit and retirement-related accounts, managed assets$5,242,000508
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$888,874,00069
Foundation and endowment trust and agency accounts, managed assets$31,003,000141
Other fiduciary accounts, managed assets$19,000218
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$3,657,000484
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$8,042,859,00038
Personal trust and agency accounts, non-managed assets$39,396,000128
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,193,000471
Employee benefit-defined benefit accounts, non-managed Assets$0217
Other retirement accounts, non-managed assets$15,317,000175
Corporate trust and agency accounts, non-managed assets$7,980,096,00014
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$6,561,00088
Other fiduciary accounts, non-managed assets$296,000142
Memoranda
Custody and safekeeping accounts, non-managed assets$2,869,351,00066
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$15,102,000208
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,517,091,00052
Managed Assets ($)$1,340,596,00097
Personal trust and agency accounts, managed assets$445,522,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,019,000222
Employee benefit-defined benefit accounts, managed assets$629,000215
Other employee benefit and retirement-related accounts, managed assets$4,445,000316
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$853,902,00068
Foundation and endowment trust and agency accounts, managed assets$30,055,000130
Other fiduciary accounts, managed assets$24,000104
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$3,518,000283
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,176,495,00037
Personal trust and agency accounts, non-managed assets$46,443,000104
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,246,000255
Employee benefit-defined benefit accounts, non-managed Assets$0151
Other retirement accounts, non-managed assets$18,212,000122
Corporate trust and agency accounts, non-managed assets$8,102,326,00014
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$6,220,00076
Other fiduciary accounts, non-managed assets$2,048,00060
Memoranda
Custody and safekeeping accounts, non-managed assets$2,065,508,00071
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$17,882,000128
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,396,850,00052
Managed Assets ($)$1,196,863,00098
Personal trust and agency accounts, managed assets$408,643,00087
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,484,000222
Employee benefit-defined benefit accounts, managed assets$586,000215
Other employee benefit and retirement-related accounts, managed assets$4,157,000316
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$749,514,00073
Foundation and endowment trust and agency accounts, managed assets$28,456,000130
Other fiduciary accounts, managed assets$23,000103
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$3,313,000278
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,199,987,00036
Personal trust and agency accounts, non-managed assets$40,937,000109
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,267,000254
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$19,380,000116
Corporate trust and agency accounts, non-managed assets$8,132,039,00014
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$6,037,00075
Other fiduciary accounts, non-managed assets$327,00083
Memoranda
Custody and safekeeping accounts, non-managed assets$1,949,170,00071
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$20,359,000120
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,582,055,00052
Managed Assets ($)$1,267,972,00096
Personal trust and agency accounts, managed assets$416,785,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,896,000222
Employee benefit-defined benefit accounts, managed assets$625,000216
Other employee benefit and retirement-related accounts, managed assets$4,263,000320
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$810,269,00068
Foundation and endowment trust and agency accounts, managed assets$30,109,000130
Other fiduciary accounts, managed assets$25,000103
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$3,396,000283
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,314,083,00036
Personal trust and agency accounts, non-managed assets$43,564,000108
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,258,000258
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$19,501,000114
Corporate trust and agency accounts, non-managed assets$8,243,115,00015
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$6,284,00081
Other fiduciary accounts, non-managed assets$361,00083
Memoranda
Custody and safekeeping accounts, non-managed assets$2,535,640,00068
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$20,447,000117
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$9,439,813,00054
Managed Assets ($)$1,333,410,00094
Personal trust and agency accounts, managed assets$412,607,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,795,000319
Employee benefit-defined benefit accounts, managed assets$613,000336
Other employee benefit and retirement-related accounts, managed assets$4,201,000544
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$880,464,00066
Foundation and endowment trust and agency accounts, managed assets$29,706,000131
Other fiduciary accounts, managed assets$24,000225
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$3,354,000476
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$8,106,403,00039
Personal trust and agency accounts, non-managed assets$43,020,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,245,000467
Employee benefit-defined benefit accounts, non-managed Assets$0224
Other retirement accounts, non-managed assets$18,378,000151
Corporate trust and agency accounts, non-managed assets$8,036,152,00015
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$6,847,00085
Other fiduciary accounts, non-managed assets$761,000108
Memoranda
Custody and safekeeping accounts, non-managed assets$2,256,587,00074
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$19,595,000178
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,724,231,00055
Managed Assets ($)$1,454,665,00088
Personal trust and agency accounts, managed assets$435,037,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,391,000211
Employee benefit-defined benefit accounts, managed assets$606,000208
Other employee benefit and retirement-related accounts, managed assets$4,134,000306
Corporate trust and agency accounts, managed assets$73,00086
Investment management and investment advisory agency accounts, managed assets$1,007,400,00065
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$24,000110
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,269,566,00037
Personal trust and agency accounts, non-managed assets$46,325,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,318,000251
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$18,397,000113
Corporate trust and agency accounts, non-managed assets$9,203,054,00013
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$472,00096
Memoranda
Custody and safekeeping accounts, non-managed assets$1,935,507,00075
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$10,928,067,00054
Managed Assets ($)$1,383,657,00092
Personal trust and agency accounts, managed assets$400,188,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$4,891,000229
Employee benefit-defined benefit accounts, managed assets$546,000212
Other employee benefit and retirement-related accounts, managed assets$3,816,000307
Corporate trust and agency accounts, managed assets$73,00091
Investment management and investment advisory agency accounts, managed assets$974,122,00064
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$21,000109
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,544,410,00036
Personal trust and agency accounts, non-managed assets$43,879,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,322,000258
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$20,052,000116
Corporate trust and agency accounts, non-managed assets$9,478,068,00013
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$1,089,00085
Memoranda
Custody and safekeeping accounts, non-managed assets$1,852,017,00079
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$10,496,716,00051
Managed Assets ($)$1,301,127,00091
Personal trust and agency accounts, managed assets$380,370,00097
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$470,000294
Employee benefit-defined benefit accounts, managed assets$0226
Other employee benefit and retirement-related accounts, managed assets$3,237,000309
Corporate trust and agency accounts, managed assets$5,653,00048
Investment management and investment advisory agency accounts, managed assets$911,377,00064
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$20,000113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,195,589,00036
Personal trust and agency accounts, non-managed assets$40,604,000118
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,307,000263
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$20,762,000111
Corporate trust and agency accounts, non-managed assets$9,091,020,00014
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$41,896,00044
Memoranda
Custody and safekeeping accounts, non-managed assets$2,109,324,00077
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$10,450,108,00055
Managed Assets ($)$1,270,158,00095
Personal trust and agency accounts, managed assets$396,977,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$487,000565
Employee benefit-defined benefit accounts, managed assets$0370
Other employee benefit and retirement-related accounts, managed assets$3,772,000522
Corporate trust and agency accounts, managed assets$5,762,00075
Investment management and investment advisory agency accounts, managed assets$861,509,00069
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,651,000125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,179,950,00037
Personal trust and agency accounts, non-managed assets$42,099,000138
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,456,000462
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$25,600,000124
Corporate trust and agency accounts, non-managed assets$9,064,620,00015
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$46,175,00050
Memoranda
Custody and safekeeping accounts, non-managed assets$3,361,626,00073
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$11,074,617,00055
Managed Assets ($)$1,422,681,00095
Personal trust and agency accounts, managed assets$473,547,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$536,000306
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$4,246,000331
Corporate trust and agency accounts, managed assets$6,722,00049
Investment management and investment advisory agency accounts, managed assets$935,662,00070
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,968,00082
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,651,936,00038
Personal trust and agency accounts, non-managed assets$47,979,000122
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,545,000284
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$29,916,000103
Corporate trust and agency accounts, non-managed assets$9,525,069,00015
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$47,427,00048
Memoranda
Custody and safekeeping accounts, non-managed assets$3,471,479,00072
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$12,071,724,00058
Managed Assets ($)$1,437,895,00098
Personal trust and agency accounts, managed assets$483,444,00096
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$561,000312
Employee benefit-defined benefit accounts, managed assets$0240
Other employee benefit and retirement-related accounts, managed assets$4,678,000336
Corporate trust and agency accounts, managed assets$10,506,00047
Investment management and investment advisory agency accounts, managed assets$938,682,00073
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$24,000114
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,633,829,00040
Personal trust and agency accounts, non-managed assets$52,285,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,543,000291
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$30,098,000105
Corporate trust and agency accounts, non-managed assets$10,425,150,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$124,753,00040
Memoranda
Custody and safekeeping accounts, non-managed assets$3,314,730,00075
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$10,144,951,00060
Managed Assets ($)$1,604,349,00098
Personal trust and agency accounts, managed assets$553,560,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$583,000314
Employee benefit-defined benefit accounts, managed assets$0239
Other employee benefit and retirement-related accounts, managed assets$4,859,000342
Corporate trust and agency accounts, managed assets$19,267,00038
Investment management and investment advisory agency accounts, managed assets$1,026,057,00071
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$23,000120
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,540,602,00041
Personal trust and agency accounts, non-managed assets$55,349,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,520,000299
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$30,034,000101
Corporate trust and agency accounts, non-managed assets$8,346,198,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$107,501,00044
Memoranda
Custody and safekeeping accounts, non-managed assets$3,611,502,00072
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$10,663,742,00057
Managed Assets ($)$1,606,105,00098
Personal trust and agency accounts, managed assets$576,297,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$590,000599
Employee benefit-defined benefit accounts, managed assets$0395
Other employee benefit and retirement-related accounts, managed assets$5,072,000526
Corporate trust and agency accounts, managed assets$23,715,00043
Investment management and investment advisory agency accounts, managed assets$998,245,00071
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,186,000127
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,057,637,00040
Personal trust and agency accounts, non-managed assets$64,194,000113
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,496,000518
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$30,318,000118
Corporate trust and agency accounts, non-managed assets$8,865,963,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$95,666,00043
Memoranda
Custody and safekeeping accounts, non-managed assets$3,518,135,00074
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$10,546,797,00057
Managed Assets ($)$1,523,529,00099
Personal trust and agency accounts, managed assets$585,762,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$602,000306
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$5,091,000316
Corporate trust and agency accounts, managed assets$18,197,00041
Investment management and investment advisory agency accounts, managed assets$913,852,00070
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$25,000113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,023,268,00040
Personal trust and agency accounts, non-managed assets$106,744,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,586,000280
Employee benefit-defined benefit accounts, non-managed Assets$0169
Other retirement accounts, non-managed assets$32,310,00098
Corporate trust and agency accounts, non-managed assets$8,773,496,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$108,132,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$3,558,848,00074
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$11,326,532,00060
Managed Assets ($)$1,432,291,000109
Personal trust and agency accounts, managed assets$574,072,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$602,000311
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$5,057,000319
Corporate trust and agency accounts, managed assets$3,360,00062
Investment management and investment advisory agency accounts, managed assets$849,180,00076
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$20,000113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,894,241,00043
Personal trust and agency accounts, non-managed assets$122,487,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,564,000289
Employee benefit-defined benefit accounts, non-managed Assets$0172
Other retirement accounts, non-managed assets$31,480,000102
Corporate trust and agency accounts, non-managed assets$9,634,332,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$103,378,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$3,324,654,00074
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$10,510,812,00061
Managed Assets ($)$1,487,097,000102
Personal trust and agency accounts, managed assets$554,308,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$583,000311
Employee benefit-defined benefit accounts, managed assets$0244
Other employee benefit and retirement-related accounts, managed assets$5,002,000319
Corporate trust and agency accounts, managed assets$3,770,00058
Investment management and investment advisory agency accounts, managed assets$923,418,00073
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$16,000113
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,023,715,00044
Personal trust and agency accounts, non-managed assets$144,328,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,532,000287
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$27,987,000109
Corporate trust and agency accounts, non-managed assets$8,733,569,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$115,299,00039
Memoranda
Custody and safekeeping accounts, non-managed assets$3,259,666,00073
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$10,577,431,00061
Managed Assets ($)$1,563,617,00099
Personal trust and agency accounts, managed assets$570,484,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$562,000639
Employee benefit-defined benefit accounts, managed assets$0424
Other employee benefit and retirement-related accounts, managed assets$5,089,000494
Corporate trust and agency accounts, managed assets$19,799,00051
Investment management and investment advisory agency accounts, managed assets$967,664,00071
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$19,000256
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,013,814,00043
Personal trust and agency accounts, non-managed assets$207,462,00068
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,505,000475
Employee benefit-defined benefit accounts, non-managed Assets$0258
Other retirement accounts, non-managed assets$26,501,000131
Corporate trust and agency accounts, non-managed assets$8,701,202,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$76,144,00047
Memoranda
Custody and safekeeping accounts, non-managed assets$3,135,311,00073
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$10,262,277,00063
Managed Assets ($)$1,353,800,000108
Personal trust and agency accounts, managed assets$556,806,00096
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$553,000305
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$6,803,000295
Corporate trust and agency accounts, managed assets$16,296,00047
Investment management and investment advisory agency accounts, managed assets$773,339,00079
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,000115
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,908,477,00046
Personal trust and agency accounts, non-managed assets$172,963,00074
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,773,000292
Employee benefit-defined benefit accounts, non-managed Assets$0175
Other retirement accounts, non-managed assets$26,502,000115
Corporate trust and agency accounts, non-managed assets$8,634,264,00018
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$72,975,00046
Memoranda
Custody and safekeeping accounts, non-managed assets$3,178,946,00075
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$10,345,629,00061
Managed Assets ($)$1,298,859,000113
Personal trust and agency accounts, managed assets$505,871,000108
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$540,000312
Employee benefit-defined benefit accounts, managed assets$0248
Other employee benefit and retirement-related accounts, managed assets$8,191,000294
Corporate trust and agency accounts, managed assets$2,424,00069
Investment management and investment advisory agency accounts, managed assets$781,821,00082
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$12,000125
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,046,770,00046
Personal trust and agency accounts, non-managed assets$199,293,00074
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,802,000292
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$25,050,000125
Corporate trust and agency accounts, non-managed assets$8,746,641,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$73,984,00050
Memoranda
Custody and safekeeping accounts, non-managed assets$3,141,923,00072
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$10,310,224,00060
Managed Assets ($)$1,214,422,000115
Personal trust and agency accounts, managed assets$486,448,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$566,000318
Employee benefit-defined benefit accounts, managed assets$0249
Other employee benefit and retirement-related accounts, managed assets$17,925,000242
Corporate trust and agency accounts, managed assets$2,806,00072
Investment management and investment advisory agency accounts, managed assets$706,677,00082
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$9,095,802,00047
Personal trust and agency accounts, non-managed assets$197,979,00076
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,794,000293
Employee benefit-defined benefit accounts, non-managed Assets$377,000172
Other retirement accounts, non-managed assets$26,513,000121
Corporate trust and agency accounts, non-managed assets$8,792,477,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$76,662,00048
Memoranda
Custody and safekeeping accounts, non-managed assets$3,229,869,00072
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$10,248,654,00060
Managed Assets ($)$1,275,480,000113
Personal trust and agency accounts, managed assets$537,364,000102
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$549,000680
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$24,196,000223
Corporate trust and agency accounts, managed assets$2,897,000127
Investment management and investment advisory agency accounts, managed assets$710,474,00082
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,973,174,00046
Personal trust and agency accounts, non-managed assets$157,840,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,861,000517
Employee benefit-defined benefit accounts, non-managed Assets$373,000250
Other retirement accounts, non-managed assets$23,480,000145
Corporate trust and agency accounts, non-managed assets$8,733,197,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$56,423,00054
Memoranda
Custody and safekeeping accounts, non-managed assets$2,969,033,00075
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$9,382,287,00065
Managed Assets ($)$1,313,748,000109
Personal trust and agency accounts, managed assets$570,162,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,298,000301
Employee benefit-defined benefit accounts, managed assets$0246
Other employee benefit and retirement-related accounts, managed assets$28,307,000193
Corporate trust and agency accounts, managed assets$104,00096
Investment management and investment advisory agency accounts, managed assets$713,877,00082
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,068,539,00047
Personal trust and agency accounts, non-managed assets$144,369,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,772,000270
Employee benefit-defined benefit accounts, non-managed Assets$370,000172
Other retirement accounts, non-managed assets$24,872,000124
Corporate trust and agency accounts, non-managed assets$7,850,931,00015
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$43,225,00053
Memoranda
Custody and safekeeping accounts, non-managed assets$2,960,825,00072
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$9,105,539,00063
Managed Assets ($)$1,568,879,00095
Personal trust and agency accounts, managed assets$526,758,000101
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,235,000315
Employee benefit-defined benefit accounts, managed assets$0251
Other employee benefit and retirement-related accounts, managed assets$32,615,000173
Corporate trust and agency accounts, managed assets$103,00099
Investment management and investment advisory agency accounts, managed assets$1,005,710,00069
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,458,00092
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,536,660,00046
Personal trust and agency accounts, non-managed assets$131,232,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,513,000274
Employee benefit-defined benefit accounts, non-managed Assets$270,000167
Other retirement accounts, non-managed assets$26,799,000118
Corporate trust and agency accounts, non-managed assets$7,278,299,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$94,547,00048
Memoranda
Custody and safekeeping accounts, non-managed assets$2,883,041,00072
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$8,913,347,00067
Managed Assets ($)$1,694,726,00096
Personal trust and agency accounts, managed assets$544,428,000101
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,246,000315
Employee benefit-defined benefit accounts, managed assets$0253
Other employee benefit and retirement-related accounts, managed assets$35,954,000161
Corporate trust and agency accounts, managed assets$304,00094
Investment management and investment advisory agency accounts, managed assets$1,110,340,00070
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,454,00088
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,218,621,00048
Personal trust and agency accounts, non-managed assets$139,653,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,328,000270
Employee benefit-defined benefit accounts, non-managed Assets$268,000170
Other retirement accounts, non-managed assets$26,840,000119
Corporate trust and agency accounts, non-managed assets$6,981,225,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$64,307,00051
Memoranda
Custody and safekeeping accounts, non-managed assets$3,032,601,00075
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$9,436,053,00065
Managed Assets ($)$1,656,441,00098
Personal trust and agency accounts, managed assets$575,847,00098
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$12,978,000292
Employee benefit-defined benefit accounts, managed assets$1,000441
Other employee benefit and retirement-related accounts, managed assets$40,216,000154
Corporate trust and agency accounts, managed assets$303,000214
Investment management and investment advisory agency accounts, managed assets$1,026,793,00071
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$303,000228
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,779,612,00047
Personal trust and agency accounts, non-managed assets$139,963,00097
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$82,210,000125
Employee benefit-defined benefit accounts, non-managed Assets$52,873,000105
Other retirement accounts, non-managed assets$31,921,000124
Corporate trust and agency accounts, non-managed assets$7,391,312,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$81,333,00047
Memoranda
Custody and safekeeping accounts, non-managed assets$2,993,208,00080
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$8,778,624,00065
Managed Assets ($)$1,626,904,00096
Personal trust and agency accounts, managed assets$551,935,00098
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,754,000196
Employee benefit-defined benefit accounts, managed assets$2,096,000217
Other employee benefit and retirement-related accounts, managed assets$41,595,000145
Corporate trust and agency accounts, managed assets$5,582,00061
Investment management and investment advisory agency accounts, managed assets$1,001,309,00071
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,633,00079
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$7,151,720,00046
Personal trust and agency accounts, non-managed assets$144,462,00090
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$223,418,00092
Employee benefit-defined benefit accounts, non-managed Assets$50,042,000103
Other retirement accounts, non-managed assets$43,930,00091
Corporate trust and agency accounts, non-managed assets$6,636,234,00017
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$53,634,00053
Memoranda
Custody and safekeeping accounts, non-managed assets$2,828,726,00084
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$30,789,733,00036
Managed Assets ($)$1,547,545,00098
Personal trust and agency accounts, managed assets$555,713,00097
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,826,000191
Employee benefit-defined benefit accounts, managed assets$2,064,000219
Other employee benefit and retirement-related accounts, managed assets$41,845,000141
Corporate trust and agency accounts, managed assets$200,00093
Investment management and investment advisory agency accounts, managed assets$920,034,00074
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,863,00084
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,242,188,00025
Personal trust and agency accounts, non-managed assets$145,011,00088
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$255,767,00090
Employee benefit-defined benefit accounts, non-managed Assets$50,861,000100
Other retirement accounts, non-managed assets$56,762,00080
Corporate trust and agency accounts, non-managed assets$28,629,336,00013
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$104,451,00043
Memoranda
Custody and safekeeping accounts, non-managed assets$2,716,373,00085
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$31,811,020,00036
Managed Assets ($)$1,538,413,000101
Personal trust and agency accounts, managed assets$597,677,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,384,000196
Employee benefit-defined benefit accounts, managed assets$2,227,000211
Other employee benefit and retirement-related accounts, managed assets$48,520,000119
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$864,704,00074
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,901,00089
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,272,607,00024
Personal trust and agency accounts, non-managed assets$156,738,00084
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$267,211,00086
Employee benefit-defined benefit accounts, non-managed Assets$107,502,00081
Other retirement accounts, non-managed assets$93,941,00069
Corporate trust and agency accounts, non-managed assets$29,583,010,00013
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$64,205,00052
Memoranda
Custody and safekeeping accounts, non-managed assets$2,784,504,00085
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$30,508,402,00039
Managed Assets ($)$1,955,541,00092
Personal trust and agency accounts, managed assets$917,966,00082
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$87,890,00098
Employee benefit-defined benefit accounts, managed assets$2,175,000317
Other employee benefit and retirement-related accounts, managed assets$74,161,00092
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$873,349,00074
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,552,861,00026
Personal trust and agency accounts, non-managed assets$151,634,00088
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$280,953,00090
Employee benefit-defined benefit accounts, non-managed Assets$99,113,00083
Other retirement accounts, non-managed assets$103,798,00069
Corporate trust and agency accounts, non-managed assets$27,855,897,00013
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$61,466,00057
Memoranda
Custody and safekeeping accounts, non-managed assets$2,656,966,00086
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$28,915,932,00039
Managed Assets ($)$1,859,404,00094
Personal trust and agency accounts, managed assets$894,888,00083
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$37,854,000169
Employee benefit-defined benefit accounts, managed assets$1,974,000221
Other employee benefit and retirement-related accounts, managed assets$70,302,00095
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$852,502,00076
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,884,000106
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$27,056,528,00026
Personal trust and agency accounts, non-managed assets$94,407,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$284,561,00093
Employee benefit-defined benefit accounts, non-managed Assets$87,872,00091
Other retirement accounts, non-managed assets$100,320,00068
Corporate trust and agency accounts, non-managed assets$26,433,389,00012
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$55,979,00060
Memoranda
Custody and safekeeping accounts, non-managed assets$2,687,481,00087
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$25,845,515,00040
Managed Assets ($)$1,578,696,000102
Personal trust and agency accounts, managed assets$818,199,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$35,285,000174
Employee benefit-defined benefit accounts, managed assets$27,781,000129
Other employee benefit and retirement-related accounts, managed assets$53,999,000113
Corporate trust and agency accounts, managed assets$4,438,00070
Investment management and investment advisory agency accounts, managed assets$637,112,00089
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$1,882,000111
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$24,266,819,00027
Personal trust and agency accounts, non-managed assets$60,570,000129
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$257,425,00095
Employee benefit-defined benefit accounts, non-managed Assets$246,000202
Other retirement accounts, non-managed assets$69,988,00081
Corporate trust and agency accounts, non-managed assets$23,823,865,00014
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$54,725,00063
Memoranda
Custody and safekeeping accounts, non-managed assets$2,311,279,00091
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$14,809,266,00048
Managed Assets ($)$868,913,000136
Personal trust and agency accounts, managed assets$226,295,000188
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,562,000242
Employee benefit-defined benefit accounts, managed assets$25,496,000132
Other employee benefit and retirement-related accounts, managed assets$11,187,000258
Corporate trust and agency accounts, managed assets$42,610,00038
Investment management and investment advisory agency accounts, managed assets$545,258,00086
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$2,505,000110
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,940,353,00037
Personal trust and agency accounts, non-managed assets$12,805,000221
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$78,084,000136
Employee benefit-defined benefit accounts, non-managed Assets$228,000203
Other retirement accounts, non-managed assets$30,537,000124
Corporate trust and agency accounts, non-managed assets$13,757,981,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$60,718,00054
Memoranda
Custody and safekeeping accounts, non-managed assets$2,171,562,00093
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$14,007,654,00051
Managed Assets ($)$889,109,000136
Personal trust and agency accounts, managed assets$221,437,000189
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,423,000190
Employee benefit-defined benefit accounts, managed assets$26,131,000133
Other employee benefit and retirement-related accounts, managed assets$9,674,000338
Corporate trust and agency accounts, managed assets$42,535,00042
Investment management and investment advisory agency accounts, managed assets$555,835,00085
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$74,000302
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,118,545,00040
Personal trust and agency accounts, non-managed assets$12,902,000283
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$121,505,000120
Employee benefit-defined benefit accounts, non-managed Assets$238,000276
Other retirement accounts, non-managed assets$35,483,000115
Corporate trust and agency accounts, non-managed assets$12,888,468,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$59,949,00058
Memoranda
Custody and safekeeping accounts, non-managed assets$2,073,032,00096
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$15,310,046,00046
Managed Assets ($)$783,731,000144
Personal trust and agency accounts, managed assets$704,124,00096
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,198,000225
Employee benefit-defined benefit accounts, managed assets$104,000428
Other employee benefit and retirement-related accounts, managed assets$39,871,000135
Corporate trust and agency accounts, managed assets$4,904,000126
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$9,530,00094
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,526,315,00035
Personal trust and agency accounts, non-managed assets$39,062,000168
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$272,196,00072
Employee benefit-defined benefit accounts, non-managed Assets$119,200,00074
Other retirement accounts, non-managed assets$229,933,00055
Corporate trust and agency accounts, non-managed assets$13,854,943,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$10,981,00091
Memoranda
Custody and safekeeping accounts, non-managed assets$2,660,764,00080
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