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

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

Morgan Stanley (MS) has reported Assets Average for 16 consecutive years, with $1500.8 billion the latest figure, recorded in Q1 2026.

  • In Q1 2026, Assets Average rose 19.33% year-over-year to $1500.8 billion; the TTM figure through Mar 2026 stood at $1500.8 billion (up 19.33% YoY), while the FY2025 annual figure was $1317.7 billion, up 9.41% from the prior year.
  • Assets Average improved to $1500.8 billion in Q1 2026 per MS's latest filing, from $1392.5 billion in the prior quarter.
  • Across five years, Assets Average topped out at $1500.8 billion in Q1 2026 and bottomed at $1166.9 billion in Q3 2022.
  • Historically, Assets Average has averaged $1247.2 billion across 5 years, with a median of $1211.1 billion in 2024.
  • Annual changes were most pronounced in 2022 — Assets Average slipped 1.61% — and 2026, when it gained 19.33%.
  • Morgan Stanley's Assets Average stood at $1170.1 billion in 2022, then gained by 0.96% to $1181.4 billion in 2023, then increased by 4.67% to $1236.5 billion in 2024, then grew by 12.61% to $1392.5 billion in 2025, then climbed by 7.78% to $1500.8 billion in 2026.
  • Business Quant data shows MS'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 Morgan Stanley 338.83 Bn 205.30 Bn - 1,628.24 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 2,093.95 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 492.16 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 30.33 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 51.01 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 7.15 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 25.42 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 210.99 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 19.31 Bn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 8.27 Bn

Historic Data

Download Data
DateValue
Jun 30, 2026 1,628.24 Bn
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