Wealth Management — Asset management
Business Segments · Asset managementMorgan Stanley Wealth Management — Asset management increased by 5.1% to $5.03B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 13.9%, from $4.42B to $5.03B. Over 4 years (FY 2021 to FY 2025), Wealth Management — Asset management shows an upward trend with a 7.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase signals growth in AUM or higher fee structures, while a decrease suggests asset outflows or market-driven declines in portfolio values.
Detailed definition
Represents recurring revenue derived from managing client assets, typically calculated as a percentage of assets under m...
Peer comparison
Equivalent to asset management fees or advisory fees reported by asset managers and wealth management firms.
ms_segment_wm_asset_managementHistorical Data
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $3.45B | $3.63B | $3.70B | $3.63B | $3.51B | $3.39B | $3.35B | $3.38B | $3.45B | $3.63B | $3.56B | $3.83B | $3.99B | $4.27B | $4.42B | $4.40B | $4.41B | $4.79B | $5.03B |
| QoQ Change | — | +5.3% | +2.0% | -2.0% | -3.2% | -3.4% | -1.2% | +1.0% | +2.1% | +5.1% | -2.0% | +7.7% | +4.2% | +6.9% | +3.5% | -0.5% | +0.3% | +8.6% | +5.1% |
| YoY Change | — | — | — | — | +1.8% | -6.6% | -9.5% | -6.7% | -1.7% | +7.1% | +6.2% | +13.2% | +15.6% | +17.6% | +24.2% | +14.8% | +10.6% | +12.3% | +13.9% |
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Frequently Asked Questions
- What is Morgan Stanley's wealth management — asset management?
- Morgan Stanley (MS) reported wealth management — asset management of $5.03B in Q4 2025.
- How has Morgan Stanley's wealth management — asset management changed year-over-year?
- Morgan Stanley's wealth management — asset management increased by 13.9% year-over-year, from $4.42B to $5.03B.
- What is the long-term trend for Morgan Stanley's wealth management — asset management?
- Over 4 years (2021 to 2025), Morgan Stanley's wealth management — asset management has grown at a 7.5% compound annual growth rate (CAGR), from $13.97B to $18.63B.
- What does wealth management — asset management mean?
- Recurring revenue earned from managing client investment portfolios.