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Average Loans By Segment
Reflects the average loan balances across different business units, offering insight into lending activity and risk exposure within each segment.Market & Wealth Services has been the clear growth engine in average loans through 2024–25, shifting the balance sheet toward fee- and collateral-linked assets and supporting management’s stronger NII and raised margin targets. Securities Services balances recovered and buttress fee momentum, while Investment & Wealth Management balances are essentially flat amid Q4 outflows, flagging pressure on long-term fee income. The Investment Services line drops to zero after 2021 due to a reporting reclassification, not asset loss. With guidance for roughly flat balances in 2026, further NII upside will rely on reinvestment and margin expansion, not balance growth.
Date | Securities Services | Market & Wealth Services | Investment & Wealth Management | Other | Investment Services |
|---|---|---|---|---|---|
Mar 31, 2026 | $12.27B | $52.92B | $14.23B | $1.64B | $0.00 |
Dec 31, 2025 | $11.44B | $49.61B | $13.93B | $1.70B | $0.00 |
Sep 30, 2025 | $10.71B | $46.28B | $14.14B | $1.56B | $0.00 |
Jun 30, 2025 | $11.33B | $44.26B | $13.99B | $1.69B | $0.00 |
Mar 31, 2025 | $11.35B | $42.99B | $13.54B | $1.80B | $0.00 |
Dec 31, 2024 | $11.55B | $42.22B | $13.72B | $1.72B | $0.00 |
Sep 30, 2024 | $11.08B | $42.73B | $13.65B | $1.75B | $0.00 |
Jun 30, 2024 | $11.10B | $41.89B | $13.52B | $1.77B | $0.00 |
Mar 31, 2024 | $11.20B | $39.27B | $13.55B | $1.82B | $0.00 |
Dec 31, 2023 | $11.37B | $39.20B | $13.40B | $1.71B | $0.00 |