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Comprehensive Capital Analysis and Review 2012
Table 1: Federal Reserve Estimates in the Supervisory Stress Scenario
19 Participating
These projections
not forecasts

represent

hypothetical

of expected losses, revenues,

estimates

Bank Holding

Companies

that involve an economic outcome that is more adverse than expected.

net income before taxes or capital ratios.

These estimates

The two minimum capital ratios presented

period Q4 2011 through Q4 2013 and do not necessarily

occur in the same

are

below are for the

quarter.

[this is a template, there are no ratio values provided in these tables.]

Projected Capital Ratios through Q4 2013
Under the Hypothetical Supervisory Stress Scenario
Stressed ratios assuming no

S t r e s s e dratioswithall

[beginning

p r o p o s e dcapitalactions
through Q4 2013
t h r o u g hQ42013

of header row:]

Q4

Actual
Tier 1 Common Capital Ratio (%)

2013

Minimum

capital actions
after Q1 2012[se fotn e](1)
Minimum[endofheaderrow.]

Q3 2011

Tier 1 Capital Ratio (%)
Total Risk-Based Capital Ratio (%)
Tier 1 Leverage Ratio (%)
Tier 1 Common Capital ($B)
Tier 1 Capital ($B)
Total Risk-Based Capital ($B)
Risk-Weighted Assets ($B)
Average Total Assets ($B)

Projected Losses, Revenue and Net Income before Taxes for Q4 2011 through Q4 2013
Under the Hypothetical Supervisory Stress Scenario
Percent of Average
Billions of
Dollars

Pre-Provision Net Revenue[se fotnoe](2)

Assets

[beginning of
header row:]

[end of header row.]

Other Revenue[se fotnoe](3)
less
Provisions
Realized Losses/Gains on Securities (AFS/HTM)
Trading and Counterparty Losses[se fo tnoe](4)
Other Losses/Gains[se fo tnoe](5)
equals
Net Income before Taxes

Projected Loan Losses by Type of Loans for Q4 2011 through Q4 2013
Under the Hypothetical Supervisory Stress Scenario
Portfolio Loss
Rates (%)
Loan Losses[se fotnoe](6)
First Lien Mortgages

[beginning
of header
row:]

Billions of
Dollars

[end of
header row.]

Junior Liens and HELOCs
Commercial and Industrial
Commercial Real Estate
Credit Cards
Other Consumer
Other Loans

[footnote] (1) Assumes planned capital actions through Q1 2012, but assuming no material capital issuances from March 16 through March 31, 2012.[endoffootnote1.]
[footnote] (2) Pre-Provision Net Revenue includes losses from operational risk events, mortgage put-back expenses, and OREO costs.[endoffootnote2.]
[footnote] (3) Other Revenue includes one time income and (expense) items not included in Pre-Provision Net Revenue.[endoffootnote3.]
[footnote] (4) Trading and Counterparty includes mark-to-market losses, changes in credit valuation adjustments (CVA) and incremental default losses.[endoffootnote4.]
[footnote] (5) Other Losses/Gains includes projected change in fair value of loans held for sale and loans held for investment measured under the fair value
option, and goodwill impairment charges.[endoffootnote5.]
[footnote] (6) Commercial and industrial loans include small and medium enterprise loans and corporate cards. Average loan balances used to calculate
portfolio loss rates exclude loans held for sale and loans held for investment under the fair value option.[endoffootnote6.]
Notes: The two minimum capital ratios presented here are for the period Q4 2011 through Q4 2013 and do not necessarily occur in the same
quarter. Capital actions include common dividends, common share repurchases, and common share issuance. Average balances used for
profitablity ratios and portfolio loss rates are averages over the nine-quarter period. Estimates may not sum precisely due to rounding. Aggregate
ratios are weighted averages.
Source: Federal Reserve estimates in the Supervisory Stress scenario.

Comprehensive Capital Analysis and Review 2012
Table 2: Projections for 19 Participating Bank Holding Companies
Billions of Dollars
These projections

represent hypothetical

estimates

that involve an economic outcome that is more adverse than expected. These estimates

are not forecasts

of expected losses, revenues, net income before taxes or capital ratios.[thisisatemplate,therearenoratiovaluesprovidedinthesetables.]

The Bank of
[beginning of header row:]

The PNC

Bank of AmericaNew York
Ally Financial
Inc.

Express
Company

Corporation

Capital One

Mellon

BB&T

Financial

Corporation

Corporation

Corporation

American
Citigroup Inc.

Fifth Third
Bancorp

The Goldman
Sachs Group,
Inc.

JPMorgan
Chase & Co.

Morgan
Keycorp

MetLife, Inc.

Stanley

19

Financial

Regions

Services

Financial

State Street

SunTrust

Participating

Corporation

Corporation

Banks, Inc.

U.S.
group,
Bancorp
inc.

Wells Fargo &

Bank Holding

Company

Companies

Projected Losses, Revenue and Net Income before Taxes for Q4 2011 through Q4 2013 Under the Hypothetical Supervisory Stress Scenario
Pre-Provision Net Revenue[seefootnote](1)
Other Revenue[seefootnote](2)
Provisions
Realized Losses/Gains on Securities (AFS/HTM)
Trading and Counterparty Losses[seef o o t n o t e ] ( 3 )
Other Losses/Gains[seefootnote](4)
equals
Net Income before Taxes
Projected Loan Losses by Type of Loans for Q4 2011 through Q4 2013 Under the Hypothetical Supervisory Stress Scenario
Loan Losses[seef o o t n o t e ] ( 5 )
First Lien Mortgages
Junior Liens and HELOCs
Commercial and Industrial
Commercial Real Estate
Credit Cards
Other Consumer
Other Loans
Portfolio Loss Rates by Type of Loans for Q4 2011 through Q4 2013 Under the Hypothetical Supervisory Stress Scenario (% of Average Balances)
Loan Losses ( 5 )
First Lien Mortgages
Junior Liens and HELOCs
Commercial and Industrial
Commercial Real Estate
Credit Cards
Other Consumer
Other Loans
Profitability Rates for Q4 2011 through Q4 2013 Under the Hypothetical Supervisory Stress Scenario (% of Average Assets)
PPNR
Net Income before Taxes

[footnote]
[footnote]
[footnote]
[footnote]

(1) Pre-Provision Net Revenue includes losses from operational risk events, mortgage put-back expenses, and OREO costs.[endoffootnote1.]
(2) Other Revenue includes one time income and (expense) items not included in Pre-Provision Net Revenue.
[end
of
(3) Trading and Counterparty includes mark-to-market losses, changes in credit valuation adjustments (CVA) and incremental default losses.[endoffootnote3.]
(4) Other Losses/Gains includes projected change in fair value of loans held for sale and loans held for investment measured under the fair value option, and goodwill impairment

[footnote]

(5) Commercial and industrial loans include small and medium enterprise loans and corporate cards. Average loan balances used to calculate portfolio loss rates exclude loans hel

Notes: Average balances used for profitability ratios and portfolio loss rates are averages over the nine-quarter period. Estimates may not sum precisely due to rounding.
Source: Federal Reserve estimates in the Supervisory Stress scenario.

Comprehensive Capital Analysis and Review 2012
Table 3: Projected Capital Ratios for 19 Participating Bank Holding Companies in the Supervisory Stress Scenario
These projections

represent hypothetical

estimates

that involve an economic outcome that is more adverse than expected.

The two minimum capital ratios presented

These estimates

are not forecasts

of expected losses, revenues, net income before taxes or capital

below are for the period Q4 2011 through Q4 2013 and do not necessarily

The Bank of
Bank of

[beginning of
header row]
Ally Financial
Actual Q3 2011

Inc.

Company

ratios.

occur in the same quarter.[thisisatemplate,therearenoratiovaluesprovidedinthesetables.]
The PNC

New York

Capital One

Mellon

BB&T

Corporation

Corporation

Financial
express
American
Corporation

The Goldman
Fifth Third
Citigroup Inc.

Bancorp

Sachs Group,
America
Inc.

JPMorgan
Chase & Co.

Keycorp

MetLife, Inc.

19

Financial

Regions

Morgan

Services

Financial

State Street

SunTrust

Participating

Stanley

Group, Inc.

Corporation

Corporation

Banks, Inc.

Corporation

Tier 1 Common Capital Ratio (%)
Tier 1 Capital Ratio (%)
Total Risk-Based Capital Ratio (%)
Tier 1 Leverage Ratio (%)
Q4 2013 Under the Hypothetical Supervisory Stress Scenario - Stressed ratios with all proposed capital actions through Q4 2013
Tier 1 Common Capital Ratio (%)
Tier 1 Capital Ratio (%)
Total Risk-Based Capital Ratio (%)
Tier 1 Leverage Ratio (%)
Minimum Capital Ratios Under the Hypothetical Supervisory Stress Scenario - Stressed ratios with all proposed capital actions through Q4 2013
Tier 1 Common Capital Ratio (%)
Tier 1 Capital Ratio (%)
Total Risk-Based Capital Ratio (%)
Tier 1 Leverage Ratio (%)
Minimum Capital Ratios Under the Hypothetical Supervisory Stress Scenario - Stressed ratios assuming no capital actions after Q1 2012[se fotnoe](1)
Tier 1 Common Capital Ratio (%)
Tier 1 Capital Ratio (%)
Total Risk-Based Capital Ratio (%)
Tier 1 Leverage Ratio (%)

[footnote] (1) Assumes planned capital actions through Q1 2012, but assuming no material capital issuances from March 16 through March 31, 2012.[endoffootnote1.]
Notes: The two minimum capital ratios presented here are for the period Q4 2011 through Q4 2013 and do not necessarily occur in the same quarter. Capital actions include common dividends, common share repurchases, and common share issuance. Estimates may not sum precisely due to rounding.
Source: Federal Reserve estimates in the Supervisory Stress scenario.

U.S. Bancorp

Wells Fargo &

Bank Holding

Company

Companies

Comprehensive Capital Analysis and Review 2012
Table C.X.: Federal Reserve Estimates in the Supervisory Stress Scenario
XYZ,
These projections
forecasts

represent

of expected

losses,

hypothetical
revenues,

estimates
net income

Inc.

that involve an economic
before

Q4 2011 through

taxes or capital

outcome

ratios.

that is more adverse

The two minimum

Q4 2013 and do not necessarily

capital

than expected.
ratios presented

These estimates

are not

below are for the

period

occur in the samequarter.[thisisatemplate,therearenoratiovaluesprovidedinthesetables.]

Projected Capital Ratios through Q 4 2013
U n d e r the Hypothetical Supervisory Stress Scenario
Stressed ratios a s s u m i n g n o

Stressedratioswithall
[beginning of header
row] Actual
Q3 2011

proposedcapitalactions
through Q4 2013
throughQ42013
Minimum
Q 4 2013

capital actions
after Q1 2 0 1 2[se fo tnoe](1)
M i n i m u m[endofheaderrow.]

Tier 1 C o m m o n Capital Ratio (%)
Tier 1 Capital Ratio (%)
Total Risk-Based Capital Ratio (%)
Tier 1 L e v e r a g e Ratio (%)

Projected Losses, Revenue and Net Income before Taxes for Q 4 2011 through Q 4 2013
U n d e r the Hypothetical Supervisory Stress Scenario
P e r c e n t of Average
Billions of
Pre-Provision N e t R e v e n u e[seefootnote](2)

Dollars

Assets

[beginning of
header row:]

[end of header row.]

O t h e r R e v e n u e[seefootnote](3)
less
Provisions
Realized Losses/Gains on Securities ( A F S / H T M )
T r a d i n g a n d C o u n t e r p a r t y Losses[seefootnote](4)
O t h e r Losses/Gains[seefootnote](5)
equals
Net Income before Taxes

Projected Loan Losses by Type of Loans for Q 4 2011 through Q 4 2013
U n d e r the Hypothetical Supervisory Stress Scenario
Portfolio Loss Rates
(%) row.]
[end of header

[beginning of
header row:]

Billions of
Loan Losses[seefootnote](6)

Dollars

First Lien Mortgages
Junior Liens and H E L O C s
C o m m e r c i a l and Industrial
C o m m e r c i a l Real E s t a t e
Credit Cards
Other C o n s u m e r
Other Loans

[footnote] (1) A s s u m e s planned capital actions through Q1 2 0 1 2 , b u t a s s u m i n g no material capital issuances f r o m M a r c h 16 through M a r c h 3 1 , 2 0 1 2 .[endoffootnote1.]
[footnote] (2) Pre-Provision N e t R e v e n u e includes losses f r o m operational risk e v e n t s , mortgage put-back e x p e n s e s , and OREO costs.[endoffootnote2.]
[footnote] (3) O t h e r R e v e n u e includes o n e t i m e income and (expense) items not included in Pre-Provision N e t R e v e n u e .[endoffootnote3.]
[footnote] (4) T r a d i n g a n d C o u n t e r p a r t y includes mark-to-market losses, changes in credit v a l u a t i o n a d j u s t m e n t s (CVA) a n d incremental default losses.[endoffootnote4.]
[footnote] (5) O t h e r Losses/Gains includes p r o j e c t e d change in fair v a l u e of loans held for sale a n d loans held for i n v e s t m e n t m e a s u r e d under the fair v a l u e
o p t i o n , and goodwill i m p a i r m e n t charges.[endoffootnote5.]
[footnote] (6) C o m m e r c i a l a n d industrial loans include small a n d m e d i u m e n t e r p r i s e loans a n d c o r p o r a t e cards. A v e r a g e loan balances used to calculate
portfolio loss rates exclude loans held for sale and loans held for i n v e s t m e n t under the fair v a l u e o p t i o n .[endoffootnote6.]

N o t e s : T h e t w o m i n i m u m capital ratios presented here a r e for t h e period Q 4 2 0 1 1 through Q 4 2 0 1 3 and do not necessarily occur in the s a m e
q u a r t e r . Capital actions include c o m m o n dividends, c o m m o n s h a r e r e p u r c h a s e s , a n d c o m m o n share issuance. Average balances used for
profitablity ratios a n d portfolio loss rates a r e averages over the nine-quarter period. E s t i m a t e s m a y not s u m precisely due to rounding.
S o u r c e : F e d e r a l Reserve e s t i m a t e s in t h e Supervisory Stress s c e n a r i o .