Morgan Stanley (MS-PF) Assets Average (2011 - 2026)

Morgan Stanley (MS-PF) 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% quarter-over-quarter from $1392.5 billion in Q4 2025.

Morgan Stanley (MS-PF) Assets Average (2011 - 2026) Analysis & Trends

Morgan Stanley (MS-PF) has 16 years of Assets Average data on file, last reported at $1500.8 billion in Q1 2026.

  • Assets Average for Q1 2026 came in at $1500.8 billion, up 19.33% year-over-year; the trailing twelve-month figure through Mar 2026 was $1500.8 billion (up 19.33% YoY), and the FY2025 annual result was $1317.7 billion, up 9.41% from the prior year.
  • Assets Average grew to $1500.8 billion in Q1 2026 per MS-PF's latest filing, from $1392.5 billion in the prior quarter.
  • Over five years, Assets Average peaked at $1500.8 billion in Q1 2026 and troughed at $1166.9 billion in Q3 2022.
  • A 5-year average of $1247.2 billion and a median of $1211.1 billion in 2024 frame the typical range for Assets Average.
  • The sharpest annual moves came in 2022 and 2026: Assets Average slipped 1.61% in 2022, then gained 19.33% in 2026.
  • A 5-year view of Assets Average shows it stood at $1170.1 billion in 2022, then rose by 0.96% to $1181.4 billion in 2023, then grew by 4.67% to $1236.5 billion in 2024, then climbed by 12.61% to $1392.5 billion in 2025, then advanced by 7.78% to $1500.8 billion in 2026.
  • Business Quant data shows MS-PF's Assets Average at $1500.8 billion in Q1 2026, $1392.5 billion in Q4 2025, and $1359.3 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 1,500.84 Bn
3 Goldman Sachs 317.73 Bn -619.82 Bn - 1,934.75 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - 492.16 Bn
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 41.81 Bn
6 Interactive Brokers 38.91 Bn 49.50 Bn - 210.99 Bn
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 18.66 Bn
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 8.24 Bn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 79.62 Bn
10 Morgan Stanley - - - 1,500.84 Bn

Historic Data

Download Data
DateValue
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