Data Dictionary

Item Number Q102
INVESTMENT MANAGEMENT SEGMENT - WEALTH MANAGEMENT/PRIVATE BANKING - AUM - OTHER

Call confidentiality applies to FFIEC 031/041.

Series Start Date End Date Confidential? Reporting Forms
CPSNQ102 2013-09-30 2019-12-31 Yes FR Y-14A

Data Description:

Report total assets under management for which the investment mandate/strategy cannot be classified as either Equities or fixed income. For example, include alternative investments, currency products, etc.

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Last update: Feb 19, 2026