Morgan Stanley (MS-PF) Asset Management (2009 - 2026)
Morgan Stanley (MS-PF) reported Asset Management of $6.7 billion for Q1 2026, up 12.86% year-over-year from $6.0 billion in Q1 2025, and down 0.85% quarter-over-quarter from $6.8 billion in Q4 2025.
Morgan Stanley (MS-PF) Asset Management (2009 - 2026) Analysis & Trends
Morgan Stanley (MS-PF) has 18 years of Asset Management data on file, last reported at $6.7 billion in Q1 2026.
- Asset Management for Q1 2026 came in at $6.7 billion, up 12.86% year-over-year; the trailing twelve-month figure through Mar 2026 was $25.9 billion (up 11.72% YoY), and the FY2025 annual result was $25.1 billion, up 11.76% from the prior year.
- Asset Management declined to $6.7 billion in Q1 2026 per MS-PF's latest filing, from $6.8 billion in the prior quarter.
- Over five years, Asset Management peaked at $6.8 billion in Q4 2025 and troughed at $4.7 billion in Q1 2023.
- A 5-year average of $5.5 billion and a median of $5.3 billion in 2024 frame the typical range for Asset Management.
- The sharpest annual moves came in 2022 and 2024: Asset Management fell 10.97% in 2022, then rose 20.19% in 2024.
- A 5-year view of Asset Management shows it stood at $4.8 billion in 2022, then advanced by 4.96% to $5.0 billion in 2023, then advanced by 20.19% to $6.1 billion in 2024, then advanced by 12.03% to $6.8 billion in 2025, then dropped by 0.85% to $6.7 billion in 2026.
- Business Quant data shows MS-PF's Asset Management at $6.7 billion in Q1 2026, $6.8 billion in Q4 2025, and $6.4 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn |
| 10 | Morgan Stanley | - | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 6.73 Bn |
| Dec 31, 2025 | 6.79 Bn |
| Sep 30, 2025 | 6.44 Bn |
| Jun 30, 2025 | 5.95 Bn |
| Mar 31, 2025 | 5.96 Bn |
| Dec 31, 2024 | 6.06 Bn |
| Sep 30, 2024 | 5.75 Bn |
| Jun 30, 2024 | 5.42 Bn |
| Mar 31, 2024 | 5.27 Bn |
| Dec 31, 2023 | 5.04 Bn |
| Sep 30, 2023 | 5.03 Bn |
| Jun 30, 2023 | 4.82 Bn |
| Mar 31, 2023 | 4.73 Bn |
| Dec 31, 2022 | 4.80 Bn |
| Sep 30, 2022 | 4.74 Bn |
| Jun 30, 2022 | 4.91 Bn |
| Mar 31, 2022 | 5.12 Bn |
| Dec 31, 2021 | 5.40 Bn |
| Sep 30, 2021 | 5.20 Bn |
| Jun 30, 2021 | 4.97 Bn |