Morgan Stanley (MS-PF) Invested Capital (2009 - 2026)

Morgan Stanley (MS-PF) has 18 years of Invested Capital data on file, last reported at $487.0 billion in Q1 2026.

• Invested Capital for Q1 2026 came in at $487.0 billion, up 17.84% year-over-year; the trailing twelve-month figure through Mar 2026 was $487.0 billion (up 17.84% YoY), and the FY2025 annual result was $460.6 billion, up 44.38% from the prior year.
• Invested Capital rose to $487.0 billion in Q1 2026 per MS-PF's latest filing, from $460.6 billion in the prior quarter.
• Over five years, Invested Capital peaked at $487.0 billion in Q1 2026 and troughed at $244.5 billion in Q1 2023.
• A 5-year average of $342.0 billion and a median of $322.5 billion in 2022 frame the typical range for Invested Capital.
• The sharpest annual moves came in 2023 and 2025: Invested Capital slipped 13.12% in 2023, then jumped 49.38% in 2025.
• A 5-year view of Invested Capital shows it stood at $267.4 billion in 2022, then surged by 36.02% to $363.7 billion in 2023, then slipped by 12.29% to $319.0 billion in 2024, then soared by 44.38% to $460.6 billion in 2025, then gained by 5.73% to $487.0 billion in 2026.
• Business Quant data shows MS-PF's Invested Capital at $487.0 billion in Q1 2026, $460.6 billion in Q4 2025, and $442.7 billion in Q3 2025.