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| 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 |