Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.3: Required Operational Balances

Report Date Reporting Entity PID Product Currency Converted Maturity Bucket Forward Start Amount Forward Start Bucket Internal Counterparty Business Line Counterparty G-SIB Maturity Amount Maturity Optionality Effective Maturity Bucket Encumbrance Type Internal Risk Weight
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances JPY No Day 16 2998632.97 Day 16 Liberty National Bank Capital Markets Trading GSE Yes 2831751.25 No Day 47 Unsecured Yes 37.23
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.3 I.U.3: Required Operational Balances EUR Yes Day 19 3954234.96 Day 6 Liberty Financial Group, Inc. Mortgage Lending Small Business No 4111268.16 No Day 43 Unsecured No 16.12
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances JPY No 61 - 67 Days 1339758.44 Day 46 Liberty Financial Group, Inc. - Parent Only Retail Banking MDB No 1464385.39 No 68 - 74 Days Unsecured No 24.65
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances CAD No Day 47 568791.48 Day 46 Liberty Mortgage Services Corp. Client Treasury Services Pension Fund No 633966.83 No Day 1 Unsecured No 40.44
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances GBP No Day 31 2669186.63 Day 36 Liberty International Finance Ltd. Global Markets GSE No 2863722.05 Yes Day 23 Unsecured No 15.94
2025-09-09 Liberty Mortgage Services Corp. I.U.3 I.U.3: Required Operational Balances USD No 68 - 74 Days 3753609.86 Day 28 Liberty Capital Markets Inc. Foreign Exchange Desk Other Yes 3972243.01 Yes Day 57 Unsecured Yes 47.89
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances JPY No Day 21 4517241.77 >= 1 Yr <= 2 Yr Liberty Financial Group, Inc. - Parent Only Retail Banking Sovereign No 4565399.33 Yes Day 33 Unsecured No 40.12
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances CAD No Day 27 348512.88 Day 57 Liberty Financial Group, Inc. Client Treasury Services Bank No 390049.62 Yes Day 11 Unsecured No 13.38
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances EUR No 180 - 270 Days 2349810.52 Day 48 Liberty Financial Group, Inc. Wealth Management Sovereign Yes 2590385.83 No Day 18 Unsecured Yes 24.70
2025-09-09 Liberty Capital Markets Inc. I.U.3 I.U.3: Required Operational Balances EUR Yes Day 58 490248.47 Day 50 Liberty National Bank Treasury Operations GSE Yes 504191.24 Yes Day 22 Unsecured No 41.53
2025-09-09 Liberty Capital Markets Inc. I.U.3 I.U.3: Required Operational Balances CAD Yes Day 18 3434263.15 Day 26 Liberty Mortgage Services Corp. Treasury Operations Bank No 2959836.79 Yes 61 - 67 Days Unsecured Yes 23.47
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances EUR Yes Day 46 2855342.53 Day 8 Liberty National Bank Investment Banking Other Supervised Non-Bank Financial Entity Yes 3180082.46 Yes Day 46 Unsecured No 0.50
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.3 I.U.3: Required Operational Balances EUR Yes Day 14 4259352.69 Day 19 Liberty Mortgage Services Corp. Securities Services Debt Issuing SPE No 3658932.63 Yes Day 43 Unsecured Yes 11.06
2025-09-09 Liberty Financial Group, Inc. I.U.3 I.U.3: Required Operational Balances USD No 75 - 82 Days 4282668.13 Day 28 Liberty Financial Group, Inc. - Parent Only Capital Markets Trading Broker-Dealer No 4551366.17 No Day 46 Unsecured Yes 45.41
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances GBP Yes Day 52 4848939.44 Day 49 Liberty Capital Markets Inc. Securities Services Central Bank Yes 3956157.06 No Day 11 Unsecured Yes 34.94
2025-09-09 Liberty Mortgage Services Corp. I.U.3 I.U.3: Required Operational Balances CAD Yes Day 46 3186881.11 91 - 120 Days Liberty Financial Group, Inc. Treasury Operations Non-Regulated Fund Yes 2873698.36 No 83 - 90 Days Unsecured No 49.66
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances CAD Yes 75 - 82 Days 1838718.69 Day 32 Liberty Capital Markets Inc. Retail Banking Financial Market Utility No 1806946.46 No Day 33 Unsecured Yes 21.40
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances CAD Yes Day 48 3544975.93 Day 35 Liberty Financial Group, Inc. Wealth Management Non-Regulated Fund Yes 2899496.21 No Day 24 Unsecured No 27.61
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances JPY Yes 83 - 90 Days 82931.91 Day 28 Liberty National Bank Global Markets Non-Financial Corporate Yes 89081.37 No Day 57 Unsecured No 3.37
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances GBP No Day 39 4938419.93 Day 56 Liberty Financial Group, Inc. Securities Services Non-Financial Corporate Yes 4788489.58 No Day 30 Unsecured No 6.12
2025-09-09 Liberty Financial Group, Inc. I.U.3 I.U.3: Required Operational Balances GBP Yes 91 - 120 Days 2717330.87 Day 44 Liberty Financial Group, Inc. Capital Markets Trading PSE No 2940900.91 Yes Day 33 Unsecured No 20.77
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances EUR Yes Day 26 1792499.45 121 - 150 Days Liberty International Finance Ltd. Mortgage Lending Financial Market Utility Yes 1883879.65 Yes Day 23 Unsecured No 27.53
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances JPY No >= 1 Yr <= 2 Yr 150111.51 Day 46 Liberty Mortgage Services Corp. Syndicated Loans Other Yes 151938.92 Yes Open Unsecured No 32.08
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances JPY Yes >5 Yr 4004406.85 Day 44 Liberty International Finance Ltd. Wealth Management Small Business No 4293349.35 No 75 - 82 Days Unsecured No 46.08
2025-09-09 Liberty Financial Group, Inc. I.U.3 I.U.3: Required Operational Balances JPY Yes Open 3001316.71 Day 6 Liberty International Finance Ltd. Investment Banking Other Supranational Yes 3191393.85 Yes 68 - 74 Days Unsecured No 14.82