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
DateValue
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