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 | 333.21 Bn | 173.07 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 505.29 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 51.01 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 233.03 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 19.31 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 8.27 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 78.85 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 30.33 Bn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 8.54 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |