Data Dictionary

Item Number Q099
INVESTMENT MANAGEMENT SEGMENT - WEALTH MANAGEMENT/PRIVATE BANKING - AUM - TOTAL

Call confidentiality applies to FFIEC 031/041.

Series Start Date End Date Confidential? Reporting Forms
CPSNQ099 2013-09-30 2019-12-31 Yes FR Y-14A

Data Description:

This item is a shaded cell and is derived, per column, from the sum of items 40A through 40C.

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Last update: Feb 19, 2026