Business Segments · Total
Wealth Management1 — Total
Morgan Stanley Wealth Management1 — Total decreased by 24.2% to $328.40B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 17.7%, from $398.98B to $328.40B. Over 4 years (FY 2021 to FY 2025), Wealth Management1 — Total shows an upward trend with a 3.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityStable
First reportedQ4 2014
Last reportedQ1 2026
Rolls up toTotal Assets
How to read this metric
Growth in the total metric generally indicates a scaling business and increased market presence.
Detailed definition
This represents the aggregate financial performance or total activity level of the Wealth Management segment. It serves...
Peer comparison
Used as a high-level segment summary in financial statements across various industries.
Metric ID:
ms_segment_wm_totalHistorical Data
20 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $361.14B | $364.63B | $378.44B | $378.50B | $364.95B | $356.47B | $373.31B | $363.41B | $362.63B | $361.49B | $365.17B | $377.92B | $369.74B | $388.26B | $400.85B | $398.98B | $404.93B | $418.99B | $433.02B | $328.40B |
| QoQ Change | — | +1.0% | +3.8% | +0.0% | -3.6% | -2.3% | +4.7% | -2.7% | -0.2% | -0.3% | +1.0% | +3.5% | -2.2% | +5.0% | +3.2% | -0.5% | +1.5% | +3.5% | +3.3% | -24.2% |
| YoY Change | — | — | — | — | +1.1% | -2.2% | -1.4% | -4.0% | -0.6% | +1.4% | -2.2% | +4.0% | +2.0% | +7.4% | +9.8% | +5.6% | +9.5% | +7.9% | +8.0% | -17.7% |
Range$328.40B – $433.02B
CAGR-2.0%
Avg YoY Growth+1.8%
Median YoY Growth+1.7%
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Frequently Asked Questions
- What is Morgan Stanley's wealth management1 — total?
- Morgan Stanley (MS) reported wealth management1 — total of $328.40B in Q1 2026.
- How has Morgan Stanley's wealth management1 — total changed year-over-year?
- Morgan Stanley's wealth management1 — total decreased by 17.7% year-over-year, from $398.98B to $328.40B.
- What is the long-term trend for Morgan Stanley's wealth management1 — total?
- Over 4 years (2021 to 2025), Morgan Stanley's wealth management1 — total has grown at a 3.1% compound annual growth rate (CAGR), from $1.47T to $1.66T.
- What does wealth management1 — total mean?
- The total summary of the Wealth Management segment's financial activity.