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.

State Street

STT
US · USRegulated by Federal ReserveLatest: 2026-Q1
67HIGH

CET1 Ratio

14.70%-1.57pp QoQ

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$136.5B

+10.19% QoQ growth

Total Loan Book

$49.2B

+10.1% YoY growth

Leverage Ratio

5.95%

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 · 2026-Q1

Comm. Real Estate4.7%
SME / C&I4.5%
Other90.8%

Metric History

12 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2026-Q1latest14.70%5.95%$136.5B$49.2B+10.1%+10.19%4.7%4.5%67
2025-Q416.27%6.15%$123.9B$46.8B+8.3%-5.52%5.3%5.7%
2025-Q315.52%6.22%$131.1B$46.6B+11.1%-3.22%5.5%8.3%
2025-Q215.18%6.04%$135.5B$47.3B+20.0%+5.70%5.4%8.4%
2025-Q115.32%6.04%$128.2B$44.7B+15.5%+3.55%6.0%8.5%
2024-Q415.49%6.09%$123.8B$43.2B+17.7%+4.03%6.6%8.7%
2024-Q315.76%6.21%$119.0B$42.0B+18.1%+1.50%6.8%8.9%
2024-Q215.39%6.13%$117.2B$39.4B+15.2%+0.62%7.3%8.5%
2024-Q115.19%6.18%$116.5B$38.7B+6.37%7.9%9.3%
2023-Q415.41%6.33%$109.5B$36.7B-6.07%8.4%9.5%
2023-Q314.90%6.78%$116.6B$35.5B+3.54%8.8%9.3%
2023-Q215.66%6.70%$112.6B$34.2B8.7%9.8%

Latest Earnings Signals

From 2026-04-17 SEC 8-K earnings release · composite 0/4

Neutral
CET1 pressure
RWA growth
Provisions rising
Capital optimisation
View source filing ↗

AI Investment Memo

Llama will analyze State Street across 4 data dimensions and write a structured memo

Score: 67/100·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

Score Breakdown

67/100 —HIGH

Live score · base 65 pts +2 macro adj

Capital Pressure7/40

CET1 14.70% — large-bank proactive optimisation

+1

-2.70pp headroom above 8% regulatory floor

+0

CET1 declined 1 quarter (16.27% → 14.70%)

+5

Leverage ratio 5.95% — near US enhanced SLR floor

+1
Loan Book Growth16/30

Loan book grew 10.1% YoY — above 10% capital-strain threshold

+6

RWA grew 10.2% QoQ — rapid RWA expansion strains capital

+10

CRE: 4.699186991869919%, Lev.Loans: 0%, max(Consumer/SME): 4.514227642276423%

+0
Historical SRT25/25

Bank has previously issued SRT transactions

+15

18 months since last SRT deal — likely planning next transaction

+10
Macro Context7/10

Live macro signal: FAVORABLE (sentiment +6/20) — 7/10 pts

+7
Mid-Size Bank

$50B–$500B total assets — sweet spot: capital pressure + sourcing alpha

+10
Macro environment · FAVORABLE+2

Sentiment +6/20 · global +2 pts

Overall SRT likelihood67/100