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Quarterly Banking Profile
TABLE VIII-A. Trust Services (All FDIC-Insured Institutions)
(dollar figures in millions) All Insured Institutions Asset Size Distribution
Dec 31
2008 		Dec 31
2007 		Dec 31
2006 		Dec 31
2005 		% Change
2007-2008		 Less
Than $100
Million		 $100 Million
To
$1 Billion		 $1 Billion
To
$10 Billion		 Greater Than
$10 Billion
Number of institutions reporting 8,305 8,534 8,680 8,833 -2.7 3,131 4,498 562 114
Number of institutions with fiduciary powers 2,323 2,410 2,463 2,515 -3.6 487 1,417 340 79
Commercial banks 2,129 2,216 2,268 2,312 -3.9 466 1,315 280 68
Savings institutions 194 194 195 203 0.0 21 102 60 11
Number of institutions exercising fiduciary powers 1,723 1,785 1,826 1,866 -3.5 304 1,065 285 69
Commercial banks 1,572 1,633 1,672 1,708 -3.7 286 990 237 59
Savings institutions 151 152 154 158 -0.7 18 75 48 10
Number of institutions reporting fiduciary activity 1,634 1,695 1,739 1,791 -3.6 280 1,013 275 66
Commercial banks 1,489 1,552 1,593 1,642 -4.1 262 942 229 56
Savings institutions 145 143 146 149 1.4 18 71 46 10
Fiduciary and related assets - managed assets
Personal trust and agency accounts 617,051 800,549 764,623 735,821 -22.9 7,162 62,569 68,272 479,048
Noninterest-bearing deposits 16 -53 -4 364 -130.2 60 76 42 -163
Interest-bearing deposits 11,908 11,547 9,369 8,012 3.1 204 2,963 1,811 6,929
US Treasury and US Government agency obligations 26,787 31,619 32,873 34,664 -15.3 390 3,242 3,970 19,184
State, county and municipal obligations 65,305 67,131 70,909 73,332 -2.7 629 5,629 7,423 51,625
Money market mutual funds 56,937 51,248 38,134 33,640 11.1 734 4,349 6,525 45,328
Other short-term obligations 9,657 21,935 9,566 8,601 -56.0 36 202 290 9,129
Other notes and bonds 23,352 25,489 26,896 27,268 -8.4 579 2,013 2,394 18,365
Common and preferred stocks 348,556 522,846 514,963 491,075 -33.3 3,665 27,810 37,791 279,289
Real estate mortgages 1,565 1,530 1,604 1,476 2.3 24 240 264 1,037
Real estate 36,028 33,930 31,915 29,721 6.2 627 4,237 4,209 26,955
Miscellaneous assets 37,111 33,304 27,941 27,520 11.4 402 11,788 3,551 21,370
Retirement related trust and agency accounts:
Employee benefit - defined contribution 284,232 328,909 307,194 226,768 -13.6 59,279 50,541 9,045 165,367
Employee benefit - defined benefit 697,874 1,060,288 1,153,825 1,067,293 -34.2 5,786 46,504 15,353 630,232
Other retirement accounts 330,459 414,725 309,451 249,466 -20.3 5,676 11,034 11,623 302,125
Corporate trust and agency accounts 26,504 25,273 31,457 42,634 4.9 22 806 3,740 21,936
Investment management agency accounts 1,228,849 1,592,394 1,505,171 1,311,707 -22.8 25,316 108,313 92,937 1,002,283
Other fiduciary accounts 153,159 235,544 320,331 266,515 -35.0 285 2,231 4,277 146,365
Total managed fiduciary accounts:
Assets 3,338,127 4,457,682 4,392,051 3,900,205 -25.1 103,526 281,998 205,247 2,747,356
Number of accounts 1,454,720 1,528,303 2,998,641 2,915,478 -4.8 84,655 206,333 244,307 919,425
Fiduciary and related assets - non-managed assets
Personal trust and agency accounts 306,889 355,388 309,352 286,571 -13.6 2,396 16,525 13,892 274,077
Retirement related trust and agency accounts:
Employee benefit - defined contribution 1,481,594 1,822,860 1,779,446 1,525,676 -18.7 323,589 23,245 68,534 1,066,226
Employee benefit - defined benefit 3,983,183 5,333,411 4,542,941 3,567,204 -25.3 11,194 26,043 51,808 3,894,138
Other retirement accounts 1,686,294 2,098,451 2,121,766 2,108,630 -19.6 630,225 29,839 12,595 1,013,634
Corporate trust and agency accounts 3,935,209 4,427,672 2,961,810 2,567,357 -11.1 4,756 12,282 583,309 3,334,862
Other fiduciary accounts 2,596,720 3,366,857 3,170,657 2,580,461 -22.9 2,552 14,444 2,001 2,577,723
Total non-managed fiduciary accounts:
Assets 13,989,890 17,404,640 14,885,973 12,635,898 -19.6 974,712 122,378 732,140 12,160,660
Number of accounts 21,363,550 16,446,110 16,049,836 15,713,903 29.9 11,563,773 2,636,363 259,846 6,903,568
Custody and safekeeping accounts:
Assets 46,044,794 58,167,533 48,360,083 36,798,211 -20.8 203,353 711,600 559,729 44,570,112
Number of accounts 10,665,604 11,327,738 11,207,747 11,513,998 -5.8 608,939 7,532,653 881,750 1,642,262
Fiduciary and related services income
Personal trust and agency accounts 4,895 5,766 5,147 5,244 -15.1 59 398 529 3,909
Retirement related trust and agency accounts:
Employee benefit - defined contribution 1,122 1,183 1,305 1,187 -5.2 163 195 130 634
Employee benefit - defined benefit 1,999 1,803 1,949 1,789 10.9 40 198 52 1,708
Other retirement accounts 1,005 1,037 871 756 -3.1 66 66 101 771
Corporate trust and agency accounts 2,529 2,439 2,054 1,877 3.7 0 31 473 2,025
Investment management agency accounts 4,451 4,160 3,683 3,562 7.0 138 573 483 3,257
Other fiduciary accounts 2,133 2,156 1,440 1,350 -1.1 3 21 29 2,079
Custody and safekeeping accounts 8,337 8,165 8,011 7,167 2.1 163 423 426 7,324
Other fiduciary and related services income 3,271 2,424 1,855 1,577 34.9 7 174 62 3,028
Total gross fiduciary and related services income 30,018 29,292 26,142 24,784 2.5 711 2,196 2,306 24,805
Less: Expenses 20,563 20,545 19,096 17,267 0.1 407 1,575 1,528 17,053
Less: Net losses from fiduciary and related services 956 364 152 190 162.6 0 17 9 930
Plus: Intracompany income credits for fiduciary and related services 3,497 4,553 2,897 1,302 -23.2 0 35 235 3,228
Net fiduciary and related services income 11,717 12,772 9,963 8,426 -8.3 234 521 981 9,980
Collective investment funds and common trust funds (market value)
Domestic equity funds 274,285 448,230 449,079 478,087 -38.8 8,813 2,953 5,014 257,505
International/global equity funds 101,311 206,551 171,114 129,572 -51.0 693 2,049 439 98,130
Stock/bond blend funds 122,423 215,849 217,734 77,526 -43.3 2,082 247 1,576 118,519
Taxable bond funds 160,206 214,159 185,398 248,050 -25.2 730 2,794 1,854 154,828
Municipal bond funds 6,007 8,328 8,695 60,308 -27.9 26 450 370 5,161
Short term investments/money market funds 307,007 395,025 352,341 365,759 -22.3 3,002 120 637 303,248
Specialty/other funds 94,428 121,628 96,902 102,112 -22.4 29,416 5,736 1,369 57,907
Total collective investment funds 1,065,665 1,609,768 1,481,262 1,461,414 -33.8 44,762 14,349 11,258 995,297

Last Updated 02/26/2009 Questions, Suggestions & Requests

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