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Morgan Stanley MS Wealth Management1 — Increase (decrease) in operating assets

Other segment segments

Institutional Securities1
$111B—

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Other financials

Income statement

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Revenue$21.3B+27.1%
Net income$3.2B-9.8%
EPS (diluted)$3.46+62.4%

Balance sheet

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Cash & equivalents$133.53B+47.2%
Total debt$383.16B+13.5%
Total equity$114.29B+7.0%
Total assets$1.68T+23.7%

Cash flow

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Operating cash flow-$7.1B+70.4%
CapEx$754.0M+5.8%
Free cash flow-$7.9B+68.2%

Valuation

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Market cap$359.28B+57.1%
P/E20.2×+4.7×
P/S4.6×+1.1×

Profitability

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Net margin22.8%+0.5pp
FCF margin-54.3%-8.4pp

Returns & leverage

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Return on equity16.4%+2.5pp
Debt / equity3.3×+0.3×

Where this comes from

Reported directly by Morgan Stanley in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInOperatingAssets.

The official record: Morgan Stanley’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Morgan Stanley's wealth management1 — increase (decrease) in operating assets?
Morgan Stanley (MS) reported wealth management1 — increase (decrease) in operating assets of -$111B in Q1 2026.
What does wealth management1 — increase (decrease) in operating assets mean?
This metric represents the net change in operating assets specifically attributable to the wealth management business segment. It captures the movement of capital within the segment's operational framework, reflecting the expansion or contraction of assets utilized to generate fee-based and transactional revenue. Monitoring this change helps investors assess the capital intensity and operational scaling of the wealth management division.