SI
Bank Universe

Data source: CET1 ratio sourced from FDIC Call Reports (bank-subsidiary level). Published figures from investor relations may differ by 1–2pp as those reflect the bank holding company level. For precise regulatory CET1 figures, refer to each bank's quarterly earnings release.

Truist Financial

TFC
US · USRegulated by Federal ReserveLatest: 2025-Q4
6LOW

CET1 Ratio

11.78%-0.14pp QoQ

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$435.0B

+1.36% QoQ growth

Total Loan Book

$325.3B

+7.5% YoY growth

Leverage Ratio

9.83%

Tier 1 / Average assets

CET1 Ratio Trend

8 quarters · regulatory minimum 8% · scoring threshold 12%

RWA Growth

Bars = total ($B) · Line = QoQ growth %

Loan Book Composition

Latest quarter · 2025-Q4

Comm. Real Estate36.8%
Consumer17.8%
SME / C&I23.5%
Other22.0%

Metric History

8 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2025-Q4latest11.78%9.83%$435.0B$325.3B+7.5%+1.36%36.8%17.8%23.5%6
2025-Q311.91%9.80%$429.1B$320.5B+7.0%+0.70%37.2%17.9%23.1%
2025-Q211.91%9.81%$426.1B$314.9B+4.2%+3.04%37.4%17.6%23.9%
2025-Q112.31%9.94%$413.6B$304.7B+1.42%38.0%17.4%23.8%
2024-Q412.61%10.13%$407.8B$302.7B+0.89%38.6%17.3%23.2%
2024-Q313.05%10.55%$404.2B$299.4B+0.51%38.5%18.1%25.1%
2024-Q213.11%10.31%$402.1B$302.3B38.8%17.6%25.8%
2024-Q111.74%9.41%$412.1B$303.6B39.1%17.3%27.5%

Score Breakdown

6/100 —LOW

Live score · base 10 pts -4 macro adj

Capital Pressure11.6/40

CET1 11.78% — below 12% threshold

+4

0.22pp above 8% regulatory floor

+0.6

CET1 declined 1 quarter (11.91% → 11.78%)

+7
Loan Book Growth10/30

Loan book grew 7.5% YoY

+3

RWA grew 1.4% QoQ

+4

Highest concentration: CRE at 36.8% — above 30% threshold

+3
Historical SRT0/20

No prior SRT deals on record

+0
Macro Context3/10

Live macro signal: UNFAVORABLE (sentiment -10/20) — 3/10 pts

+3
Large Bank

>$500B total assets — deep capital buffers reduce SRT urgency

-15
Macro environment · UNFAVORABLE-4

Sentiment -10/20 · global -4 pts

Overall SRT likelihood6/100

AI Investment Memo

Llama will analyze Truist Financial across 4 data dimensions and write a structured memo

Score: 6/100·Model: llama-3.3-70b·Tools: get_bank_metrics · get_historical_deals · get_regulatory_context · calculate_candidate_score

Click Generate Analysis to create an investment memo

Llama will call 4 tools then write a structured memo covering thesis, deal sizing, timing, and risks