Data Dictionary

Item Number Q100
INVESTMENT MANAGEMENT SEGMENT - WEALTH MANAGEMENT/PRIVATE BANKING - AUM - EQUITIES

Call confidentiality applies to FFIEC 031/041.

Series Start Date End Date Confidential? Reporting Forms
CPSNQ100 2013-09-30 2019-12-31 Yes FR Y-14A

Data Description:

Report total assets under management for which the investment mandate/strategy is primarily equities.

Back to Top
Last update: Feb 19, 2026