Skip to content
OpenCapital
Get started

Morgan Stanley MS Wealth Management1 — Trading

Other segment segments

Institutional Securities1
$6.6B+29.0%
Investment Management
$66M-64.7%

Similar metrics at other companies

Midland States Bancorp logo
MSBIWealth Management — Wealth management revenue
$8.25M+12.2%
F.N.B. Corporation logo
FNBWealth Management — Capital markets income
$0—
Meridian logo
MRBKWealth management income — Wealth management income
$1.73M+12.6%
Trustmark logo
TRMKWealth Management — Wealth Management Income
$10.24M+9.4%
Chemung Financial logo
CHMGWMG — Revenues from contracts with customer
$3.15M+9.7%
First Busey Corporation logo
BUSEWealth Management — Revenue
$19.53M+11.2%

Other financials

Income statement

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

Balance sheet

See full
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

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

Valuation

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

Profitability

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

Returns & leverage

See full
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:TradingGainsLosses.

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

Ask your AI about Morgan Stanley's wealth management1 — trading.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Morgan Stanley's wealth management1 — trading?
Morgan Stanley (MS) reported wealth management1 — trading of $120M in Q1 2026.
How has Morgan Stanley's wealth management1 — trading changed year-over-year?
Morgan Stanley's wealth management1 — trading increased by 1100.0% year-over-year, from -$12M to $120M.
What is the long-term trend for Morgan Stanley's wealth management1 — trading?
Over 3 years (2021 to 2025), Morgan Stanley's wealth management1 — trading has grown at a 26.9% compound annual growth rate (CAGR), from $418M to $855M.
What does wealth management1 — trading mean?
Represents revenue generated from trading activities within the wealth management segment, primarily involving client-driven transactions in securities and other financial instruments. This metric reflects the firm's ability to capture value from market-making and execution services provided to wealth management clients.