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Morgan Stanley MS Wealth Management1 — Investments

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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:PrincipalInvestmentGainsLosses.

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 — investments?
Morgan Stanley (MS) reported wealth management1 — investments of $33M in Q1 2026.
How has Morgan Stanley's wealth management1 — investments changed year-over-year?
Morgan Stanley's wealth management1 — investments decreased by 0.0% year-over-year, from $33M to $33M.
What is the long-term trend for Morgan Stanley's wealth management1 — investments?
Over 4 years (2021 to 2025), Morgan Stanley's wealth management1 — investments has grown at a 28.3% compound annual growth rate (CAGR), from $48M to $130M.
What does wealth management1 — investments mean?
Reflects income or gains derived from the firm's proprietary or principal investments held within the wealth management segment. This captures the performance of capital deployed by the firm to generate returns beyond standard fee-based services.