This post is by Niccolo Conte from Visual Capitalist


See this visualization first on the Voronoi app.

This pie chart graphic shows the commercial real estate loan exposure across the 20 largest U.S. banks by assets.

U.S. Banks by Commercial Real Estate Exposure

This was originally posted on our Voronoi app. Download the app for free on iOS or Android and discover incredible data-driven charts from a variety of trusted sources. The six largest U.S. banks saw delinquent commercial property loans nearly triple to $9.3 billion in 2023 amid high vacancy rates and increasing borrowing costs. Today, the sector is facing greater scrutiny from regulators amid growing risks to bank stability. In fact, for almost half of all U.S. banks, commercial real estate debt is the largest loan category overall. While commercial loans are more heavily concentrated in small U.S. banks, several major financial institutions have amassed significant commercial loan portfolios. The above graphic shows the commercial real estate exposure of the top U.S. banks, based on data from UBS.

Top 20 U.S. Banks by Assets: Commercial Property Exposure

Here are the commercial property loans across the largest U.S. banks by assets as of the third quarter of 2023:
BankTotal AssetsTotal Loans
and Leases
Total Commercial
Real Estate Loans
Share of
Total Loans
JPMorgan Chase & Co.$3.9T$1.4T$171B12.6%
Bank of America Corp$3.2T$1.1T$76B6.9%
Citigroup Inc.$2.2T$945B$37B4.0%
Wells Fargo & Company$1.9T$684B$145B21.2%
U.S. Bancorp$668B$378B$56B14.9%
PNC Financial Services Group, Inc.$557B$319B$49B15.5%
Truist Financial Corporation$543B$317B$42B13.3%
Capital One Financial Corp$471B$316B$49B15.6%
Bank (Read more…)