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

Morgan Stanley has disclosed Invested Capital across 18 years of filings, most recently posting $487.0 billion for Q1 2026.

• In Q1 2026, Invested Capital rose 17.84% year-over-year to $487.0 billion; the TTM figure through Mar 2026 stood at $487.0 billion (up 17.84% YoY), while the FY2025 annual figure was $460.6 billion, up 44.38% from the prior year.
• Invested Capital advanced to $487.0 billion in Q1 2026, from $460.6 billion in the prior quarter.
• Over the last five years, Invested Capital for MS reached as high as $487.0 billion in Q1 2026 and fell as low as $244.5 billion in Q1 2023.
• The 5-year median for Invested Capital is $322.5 billion (2022), against an average of $342.0 billion.
• Annual changes were most pronounced in 2023 — Invested Capital slipped 13.12% — and 2025, when it jumped 49.38%.
• 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.
• According to Business Quant data, Invested Capital over the past three periods registered $487.0 billion, $460.6 billion, and $442.7 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.