1st Quarter 2015
Quarterly Fact Sheet
Wells Fargo Today
With the help of four local builders, Wells Fargo team members from
London and Dubai built brick homes for a single mother caring for
eight children and an elderly couple raising their six grandchildren
who were orphaned. The group was responsible for starting and completing the homes within one week as part of a Habitat for Humanity
project in Zambia.
© 2015 Wells Fargo Bank, N.A. All rights reserved. NMLSR ID 399801
Maisie Roberts, a Business Banking relationship manager for Wells Fargo in
Denver, spends countless volunteer hours working to feed people in need in
the most populous area of her state — the Front Range. The Front Range includes Denver, Fort Collins, and other large areas. Together, Maisie and her
sister Tracy Lowery built Foraged Feast, a nonprofit that connects locally
grown food that would otherwise go to waste with food service organizations in their community.
We’re strong for our customers and communities
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded
in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance services
through more than 8,700 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices.
We’re headquartered in San Francisco, but we’re decentralized so every local Wells Fargo store is a headquarters for satisfying
all our customers’ financial needs and helping them succeed financially. We do business with 70 million customers and one in
three U.S. households. Wells Fargo has approximately 266,000 team members in 36 countries across our more than 90 businesses.
At the end of first quarter 2015, Wells Fargo ranked fourth in assets among U.S. banks and was the world’s most valuable
bank by market capitalization. In 2014, Wells Fargo was named “Most Respected Bank” by Barron’s magazine, “Most Admired”
among the world’s largest banks by Fortune magazine, and “Best U.S. Bank” by The Banker magazine. The Chronicle of Philanthropy ranked Wells Fargo’s corporate cash giving in the top two among all U.S. companies each of the past two years.
Our vision: “We want to satisfy all our customers’ financial needs and help them succeed financially.”
Company
8th
Biggest Public Company in the
World* (2014) Forbes
11th
Most Respected Company in the
World (2014) Barron’s
29th
Biggest Company by Revenue in
the U.S. (2014) Fortune
Brand
Best U.S. Bank (2014)
The Banker magazine
Best Trade Finance Bank in
the U.S. (2014)
Global Finance magazine
Best Trade Finance Bank in
North America (2014)
Trade & Forfaiting Review
magazine
22nd
Most Admired Company in the
World (2015) Fortune
Distinguished Provider for
Global Transaction Services
(2013-2015) 2015 FImetrix
Global Stats
Best Bank for Payments and
Collections (North America)
(2010-2015) Global Finance
magazine
#1 in Overall Institutional Satisfaction among Global Financial
Institution (2012-2014) 2015
FImetrix Global Stats
Most Valuable Bank Brand in
World (2013-2015)
Brand Finance
Most Valuable Brand in Banking
(2014), Top 100 Most Valuable
Global Brands, BrandZTM.
Wells Fargo was the highest rated bank
brand in the world with a 2014 valuation of
over $54 billion, up 14% from 2013. Across
all industries, Wells Fargo was among the
top 20 brands in the world.
*Based on sales, profits, assets and market value.
Innovation Leadership
Best Corporate/Institutional
Internet Bank United States
(World’s Best Corporate/Institutional Internet Banks in North
America, 2014) Global Finance
magazine
Best Online Treasury Services,
Best Investment Management
Services, Best in Mobile Banking, Best Web Site Design, Best
Social Media, Best Mobile
App, Best SMS/Text Banking
(World’s Best Corporate/Institutional Internet Banks in North
America, 2014) Global Finance
magazine
Gold for retail banking mobile
performance (2014) Compuware
Best of the Web
Diversity
No. 1 Top Company
For Lesbian, Gay, Bisexual, and
Transgender Employees (LGBT)
(2015) DiversityInc
7th Top Company
For Veterans (2015) DiversityInc
#1 for Clear and Simple Security
and Privacy Information, Extensive Money Management Tools,
and Wide Variety of Alerts –
2014 U.S. Online Banking Benchmark (2015) Forrester Research
Best Mobile App
(Best Banks in America)
(2014) Money magazine
Best iPhone and Android
apps (2014) Keynote
Competitive Research
Wells Fargo Mobile Banking
“Most Complete Alerting
Platform” in the annual
Mobile Banking FI Scorecard
(2015) Javelin Research
Corporate citizenship
9th Best Company for
Diversity (2014)
Hispanic Business
11th Top Company
For Diversity (2015)
DiversityInc
18th Best Company
For Latinas (2014)
LATINA Style
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#1 in Overall Mobile Performance, Ease of Use, and
Quality & Availability (2015)
Keynote Competitive Research
#1
Largest national workplace
employee giving campaign for
sixth consecutive year, based
on 2014 donations (U.S.) (2015)
United Way Worldwide
#2
Most Generous Cash Donor
(U.S.) (2013) The Chronicle of
Philanthropy
“A List” Climate performance
and disclosure (2014) CDP
(Carbon Disclosure Project)
Perfect Score – 100
Corporate Equality Index
(2015, 12th year) Human
Rights Campaign
We’re an industry leader
In supporting homeowners and consumers
#1
Retail mortgage lender
(2014) Inside Mortgage Finance
#1
Home loan originator to minority and low- to moderate-income
borrowers, and in low- to moderate-income neighborhoods
(2013) HMDA data
#1
Mortgage servicer
(2014) Inside Mortgage Finance
#1
Overall auto lender (March
2014 – Feb. 2015 excluding leases)
AutoCount
Key facts
as of 03/31/2015
#1
Used auto lender (March 2014
– Feb. 2015 excluding leases)
AutoCount
#1
Provider of private student
loans among banks
#2
Provider of student loans
overall
In helping small businesses
#1
Small business lender (U.S. in
dollars 2013) Community
Reinvestment Act government
data
#1
SBA 7(a) lender in dollars
(2014) Small Business
Administration federal fiscal
year-end data
In wealth, brokerage and retirement
#2 in U.S.
Annuity sales (2014)
Transamerica Roundtable Survey
#3 in U.S.
Full-service retail brokerage
provider (1Q15) Company and
competitor reports
#4 in U.S.
Wealth management provider,
assets under management of
accounts greater than $5 million
(2014) Barron’s
#6 in U.S.
IRA provider (4Q14)
Cerulli Associates
#9 internationally
Family wealth provider
(2014) Bloomberg
#8 in U.S.
Institutional retirement plan
record keeper, based on
assets as of 12/31/13 (2014)
PLANSPONSOR Magazine
In commercial and residential real estate
#1
Bond administrator for
Commercial MBS
Asset Backed Alert
#1
U.S. Bank Lender of the Year, UK
Lender of the Year (2014)
Real Estate Capital Awards
#1
In total commercial real estate
originations in the U.S. (2014)
MBA Commercial/Multifamily
Mortgage Origination Rankings
#1
Trustee for GNMA Multiclass
REMIC Program (2014)
Government National
Mortgage Association
In insurance
#1
Best Insurance Broker in the
U.S. (2015) Global Finance
magazine
3
#1
Largest servicing portfolio of
commercial real estate loans in
the U.S. (Year-end 2014)
MBA Commercial/Multifamily
Mortgage Servicer Rankings
In commercial banking
#6
Provider of Health Savings
Accounts (HSA) in U.S. (2015)
Devenir
#1
Share of lead banking relationships with middle-market companies (2014) TNS Commercial
Banking Momentum Monitor
#1
Affordable housing lender
(2014) MBA Commercial/
Multifamily Mortgage
Origination Rankings
We have a broad range of expertise
#1
• Transfer agent in client
satisfaction Group 5
• Trustee for High Yield Debt
(2014) Thomson Reuters LPC
• Real estate loan syndications
(1Q15) Thomson Reuters LPC
• High grade trading
(1Q15) MarketAxess
• Best Mobile Solution (World’s
Best Treasury & Cash
Management Providers, 2015)
Global Finance magazine
• Best Trade Outsourcing Bank
in Asia Pacific (2Q14)
Global Trade Review
• Largest Financial Institution
Originator of Automated
Clearing House Payments
(2015) NACHA–The Electronic
Payments Association
• Largest factor in the U.S.
according to factoring volume
(2014) Commercial Finance
Association (CFA) Annual
Factoring Survey
• REIT preferred stock underwriter
(1Q15) Company Filings
• Largest import factor in world
based on import factoring
volume (2014) Factors Chain
International (FCI)
• Commercial Bank Agribusiness • Bookrunner for closed-end
lender (4Q14) *FDIC ranking data
funds (1Q15) CEFA
• Best Financial Institution
• Bookrunner for BDCs
in Taiwan for Treasury and
(Business Development
Working Capital (2014) Triple
Companies) (1Q15) Dealogic
A Transaction Banking Awards,
The Asset magazine
*Defined as percentage of companies with revenues of $25-500 MM citing Wells Fargo as their lead banking provider.
#2
• Debit card issuer (2014)
Nilson Report
• Financial Institution Receiver
of Automated Clearing House
Payments (2015) NACHA–
The Electronic Payments
Association
• Oil & gas loan syndications
(1Q15) Thomson Reuters LPC
• Fannie Mae multifamily
originator (2014) MBA
Commercial/Multifamily
Mortgage Origination Rankings
• Second largest bank-affiliated
equipment finance company in
U.S. by both net assets and new
business volume (2014 Monitor
100 industry ranking)
• REIT loan syndications
(1Q15) Thomson Reuters LPC
• Asset-based left lead arranger
(1Q15) Thomson Reuters LPC
• Utilities loan syndications
(1Q15) Thomson Reuters LPC
• Trustee for Convertible Debt
(2014) Thomson Reuters LPC
• Bookrunner for MLPs (Master
Limited Partnerships)
(1Q15) Dealogic
• Convertible securities (1Q15)
SDC
• Non-investment grade loan
syndications (1Q15)
Thomson Reuters LPC
#3 #4 #5
• M&A loan syndications
(1Q15) Thomson Reuters LPC
• Loan syndications
(1Q15) Thomson Reuters LPC
• Preferred stock underwriter
(1Q15) Bloomberg
• High grade bonds (1Q15)
Dealogic
• Middle market loan syndications
(1Q15) Thomson Reuters LPC
• Trustee for Investment Grade
debt (2014) Thomson Reuters
LPC
• Financial services loan
syndications (1Q15)
Thomson Reuters LPC
• High grade loan syndications
(1Q15) Thomson Reuters LPC
• High yield trading (1Q15)
MarketAxess
• Bookrunner for yield-oriented
securities (1Q15) Dealogic
• Total multifamily originator
(2014) MBA Commercial/
Multifamily Mortgage
Origination Rankings
Additional recognition
• 18 A+ or A grades out of 23 total —
no bank received more A+ grades
than Wells Fargo (2015) PhoenixHecht Middle Market Quality
Index
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• Hotel & gaming loan
syndications (1Q15) Thomson
Reuters LPC
• 19 A+ or A grades out of 23 total — • Nation’s leading crop
insurance provider (2014)
no bank received more A+ grades
Risk Management Agency, a
than Wells Fargo (2015) Phoenixdivision of the USDA
Hecht Large Corporate Quality
Index
We have a culture of caring for communities
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At Wells Fargo, we embrace our responsibility
to be a leading corporate citizen — socially,
economically, and environmentally — and the
opportunity to create more resilient, sustainable
communities through our operations and actions.
We look for diverse perspectives to inform our
business strategy, strive to strengthen financial
knowledge and opportunities for our customers
and communities, and are proactive in caring
for and improving the environment.
Philanthropy
Donated $281.2 million to
17,100 nonprofits in 2014
Arts and Culture
Civic
Community
Development
Education
Environmental
Human Services
$1.1 billion in grants to nonprofits over the last four years (2011-2014) to support and revitalize
communities, help charitable organizations, and grow local economies
$7 billion in community development loans and investments in low- and moderate-income
areas (2014)
1.74 million hours volunteered by team members (2014)
$97.7 million in team member donations pledged, earning No. 1 workplace giving campaign in
the U.S. by United Way Worldwide (2014, 6th consecutive year)
Social: Inviting diverse perspectives
$49 million in financial education, jobs assistance, and home
donations to military veterans
(Nov. 2012 – Dec. 2014)
$1 billion spent with certified
diverse-owned businesses,
representing 10 percent of
our total annual procurement
budget (2014)
38,000 team members participated in 10 Team Member
Networks — representing 290
chapters — supporting diversity and inclusion (2014)
Economic: Strengthening financial knowledge and opportunities
$18 billion in new loan commitments to small businesses
across the U.S. (2014)
135,882 people received
financial education through
Hands on Banking® workshops
during our Teach Children
to Save and Get Smart About
Credit campaigns (2014)
$230 million committed to
Wells Fargo LIFT programs,
helping more than 8,500 new
homeowners in 32 communities (2012-2014)
Environment: Being environmentally proactive
$15 billion in environmental
loans and investments for “greener”
buildings, clean technology, and
other environmentally sustainable
businesses (2014)
24 percent reduction in
absolute greenhouse gas
emissions (2008-2014)
18 percent of total square
footage across Wells Fargo
owned and leased buildings
is LEED®-certified (2014)
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Investment and Insurance Products:
Not FDIC Insured
NO Bank Guarantee
MAY Lose Value
Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo
Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.
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To learn more, read our 2014
Corporate Social Responsibility
Interim Report wellsfargo.com/
about/csr/reports/.