Morgan Stanley (MS) Invested Capital (2010 - 2026)

Morgan Stanley (MS) has reported Invested Capital for 17 consecutive years, with $371.6 billion the latest figure, recorded in Q1 2026.

• In Q1 2026, Invested Capital rose 21.67% year-over-year to $371.6 billion; the TTM figure through Mar 2026 stood at $1381.0 billion (up 18.28% YoY), while the FY2025 annual figure was $348.9 billion, up 20.81% from the prior year.
• Invested Capital rose to $371.6 billion in Q1 2026 per MS's latest filing, from $348.9 billion in the prior quarter.
• Across five years, Invested Capital topped out at $371.6 billion in Q1 2026 and bottomed at $220.4 billion in Q3 2022.
• Historically, Invested Capital has averaged $279.0 billion across 5 years, with a median of $271.4 billion in 2024.
• Annual changes were most pronounced in 2022 — Invested Capital decreased 4.06% — and 2026, when it climbed 21.67%.
• Morgan Stanley's Invested Capital stood at $238.1 billion in 2022, then grew by 10.78% to $263.7 billion in 2023, then rose by 9.51% to $288.8 billion in 2024, then rose by 20.81% to $348.9 billion in 2025, then climbed by 6.49% to $371.6 billion in 2026.
• Business Quant data shows MS's Invested Capital at $371.6 billion in Q1 2026, $348.9 billion in Q4 2025, and $331.7 billion in Q3 2025.