Morgan Stanley (MS-PE) Assets Average (2011 - 2026)
Morgan Stanley (MS-PE) reported Assets Average of $1500.8 billion for Q1 2026, up 19.33% year-over-year from $1257.7 billion in Q1 2025, and up 7.78% on a QoQ basis from $1392.5 billion in Q4 2025.
Morgan Stanley (MS-PE) has 16 years of Assets Average data on file, last reported at $1500.8 billion in Q1 2026.
- Quarterly Assets Average rose 19.33% year-over-year to $1500.8 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1500.8 billion (up 19.33% YoY) and the FY2025 annual result came in at $1317.7 billion, up 9.41% from the prior year.
- Assets Average advanced to $1500.8 billion in Q1 2026 per MS-PE's latest filing, from $1392.5 billion in the prior quarter.
- Across five years, Assets Average topped out at $1500.8 billion in Q1 2026 and bottomed at $1166.9 billion in Q3 2022.
- The 5-year median for Assets Average is $1211.1 billion (2024), against an average of $1247.2 billion.
- The widest annual swing landed in 2022, when Assets Average retreated 1.61%; it then increased 19.33% in 2026.
- Tracing MS-PE's Assets Average over 5 years: stood at $1170.1 billion in 2022, then grew by 0.96% to $1181.4 billion in 2023, then advanced by 4.67% to $1236.5 billion in 2024, then gained by 12.61% to $1392.5 billion in 2025, then rose by 7.78% to $1500.8 billion in 2026.
- Per Business Quant, the three latest MS-PE Assets Average figures stand at $1500.8 billion (Q1 2026), $1392.5 billion (Q4 2025), and $1359.3 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 1,500.84 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 1,934.75 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 492.16 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 41.81 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 210.99 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 79.62 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 18.66 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 7.15 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 8.24 Bn |
| 10 | Morgan Stanley | - | - | - | 1,500.84 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1,500.84 Bn |
| Dec 31, 2025 | 1,392.54 Bn |
| Sep 30, 2025 | 1,359.34 Bn |
| Jun 30, 2025 | 1,327.08 Bn |
| Mar 31, 2025 | 1,257.68 Bn |
| Dec 31, 2024 | 1,236.55 Bn |
| Sep 30, 2024 | 1,235.24 Bn |
| Jun 30, 2024 | 1,220.48 Bn |
| Mar 31, 2024 | 1,211.10 Bn |
| Dec 31, 2023 | 1,181.35 Bn |
| Sep 30, 2023 | 1,166.96 Bn |
| Jun 30, 2023 | 1,182.41 Bn |
| Mar 31, 2023 | 1,190.07 Bn |
| Dec 31, 2022 | 1,170.13 Bn |
| Sep 30, 2022 | 1,166.90 Bn |
| Jun 30, 2022 | 1,198.00 Bn |
| Mar 31, 2022 | 1,205.19 Bn |
| Dec 31, 2021 | 1,189.31 Bn |
| Sep 30, 2021 | 1,176.14 Bn |
| Jun 30, 2021 | 1,160.29 Bn |
| Mar 31, 2021 | 1,137.32 Bn |
| Dec 31, 2020 | 1,035.90 Bn |
| Sep 30, 2020 | 965.65 Bn |
| Jun 30, 2020 | 961.58 Bn |
| Mar 31, 2020 | 921.61 Bn |
| Dec 31, 2019 | 899.02 Bn |
| Sep 30, 2019 | 451.65 Bn |
| Jun 30, 2019 | 438.33 Bn |
| Mar 31, 2019 | 864.75 Bn |
| Dec 31, 2018 | 859.52 Bn |
| Sep 30, 2018 | 870.70 Bn |
| Jun 30, 2018 | 867.19 Bn |
| Mar 31, 2018 | 855.11 Bn |
| Dec 31, 2017 | 852.71 Bn |
| Sep 30, 2017 | 847.35 Bn |
| Jun 30, 2017 | 836.70 Bn |
| Mar 31, 2017 | 823.67 Bn |
| Dec 31, 2016 | 814.42 Bn |
| Sep 30, 2016 | 821.38 Bn |
| Jun 30, 2016 | 818.19 Bn |
| Mar 31, 2016 | 797.48 Bn |
| Dec 31, 2015 | 810.79 Bn |
| Sep 30, 2015 | 829.93 Bn |
| Jun 30, 2015 | 827.43 Bn |
| Mar 31, 2015 | 815.30 Bn |
| Dec 31, 2014 | 808.01 Bn |
| Sep 30, 2014 | 820.54 Bn |
| Jun 30, 2014 | 828.97 Bn |
| Mar 31, 2014 | 832.04 Bn |
| Dec 31, 2013 | 832.46 Bn |
| Sep 30, 2013 | 817.46 Bn |
| Jun 30, 2013 | 802.04 Bn |
| Mar 31, 2013 | 791.17 Bn |
| Dec 31, 2012 | 772.97 Bn |
| Sep 30, 2012 | 756.75 Bn |
| Jun 30, 2012 | 764.77 Bn |
| Mar 31, 2012 | 765.46 Bn |
| Dec 31, 2011 | 772.42 Bn |
| Sep 30, 2011 | 812.84 Bn |
| Jun 30, 2011 | 833.47 Bn |
| Mar 31, 2011 | 821.94 Bn |