Morgan Stanley Wealth Management1 — Trading increased by 25.0% to $120.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 1100.0%, from -$12.00M to $120.00M. Over 3 years (FY 2021 to FY 2025), Wealth Management1 — Trading shows an upward trend with a 26.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests higher client transaction volume or improved market capture, while a decrease may indicate lower market volatility or reduced client trading activity.
Represents revenue generated from trading activities within the wealth management segment, primarily involving client-dr...
Similar to trading revenue in other wealth management or brokerage divisions of global investment banks.
ms_segment_wm_trading| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '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 | $255.00M | -$58.00M | $95.00M | -$231.00M | -$409.00M | -$41.00M | $227.00M | $208.00M | -$10.00M | $398.00M | $262.00M | $76.00M | $300.00M | $95.00M | -$12.00M | $433.00M | $338.00M | $96.00M | $120.00M |
| QoQ Change | — | -122.7% | +263.8% | -343.2% | -77.1% | +90.0% | +653.7% | -8.4% | -104.8% | >999% | -34.2% | -71.0% | +294.7% | -68.3% | -112.6% | >999% | -21.9% | -71.6% | +25.0% |
| YoY Change | — | — | — | — | -260.4% | +29.3% | +198.3% | +150.9% | +75.6% | — | +15.4% | -63.5% | >999% | -76.1% | -104.6% | +469.7% | +12.7% | +1.1% | >999% |