Gisela Young AC +1-212-816-8349 gisela.young@citi.com Vi e w p o i n t | 17 Feb 2026 16:14:10 ET │ 10 pages US Economics Bank balance sheet – Loan growth drives asset growth CITI'S TAKE Total assets on bank balance sheets increased by around $1.1 trln in year over year terms as of February 4th. Most of the growth in assets came from loans and leases which increased by $838 bln over the year. Looking within the loan categories, the largest increase was in loans to non-depository financial institutions which ...