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Morgan Stanley MS Wealth Management1 — Asset management

Other segment segments

Investment Management
$1.52B+5.7%
Institutional Securities1
$233M+22.0%

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FITBWealth And Asset Management — Wealth and asset management revenue
$161M+51.9%

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 ms:AssetManagementFees.

The official record: Morgan Stanley’s 8-K, filed July 15, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Morgan Stanley's wealth management1 — asset management?
Morgan Stanley (MS) reported wealth management1 — asset management of $5.26B in Q2 2026.
How has Morgan Stanley's wealth management1 — asset management changed year-over-year?
Morgan Stanley's wealth management1 — asset management increased by 19.3% year-over-year, from $4.41B to $5.26B.
What is the long-term trend for Morgan Stanley's wealth management1 — asset management?
Over 4 years (2021 to 2025), Morgan Stanley's wealth management1 — asset management has grown at a 7.5% compound annual growth rate (CAGR), from $13.97B to $18.63B.
What does wealth management1 — asset management mean?
Represents recurring revenue derived from managing client assets, typically calculated as a percentage of assets under management (AUM). This is a core indicator of the stability and scale of the wealth management business.