Wealth Management — Trading

Business Segments · Trading

Morgan Stanley Wealth Management — Trading decreased by 71.6% to $96.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 1.1%, from $95.00M to $96.00M. Over 3 years (FY 2021 to FY 2025), Wealth Management — Trading shows an upward trend with a 26.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityVolatile
First reportedQ1 2016
Last reportedQ4 2025

How to read this metric

An increase suggests higher client transaction volume or improved market capture, while a decrease may indicate lower market volatility or reduced client trading activity.

Detailed definition

Represents revenue generated from trading activities within the wealth management segment, primarily involving client-dr...

Peer comparison

Similar to trading revenue in other wealth management or brokerage divisions of global investment banks.

Metric ID: ms_segment_wm_trading

Historical Data

18 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$255.00M-$58.00M$95.00M-$231.00M-$409.00M-$41.00M$227.00M$208.00M-$10.00M$398.00M$262.00M$76.00M$300.00M$95.00M-$12.00M$433.00M$338.00M$96.00M
QoQ Change-122.7%+263.8%-343.2%-77.1%+90.0%+653.7%-8.4%-104.8%>999%-34.2%-71.0%+294.7%-68.3%-112.6%>999%-21.9%-71.6%
YoY Change-260.4%+29.3%+198.3%+150.9%+75.6%+15.4%-63.5%>999%-76.1%-104.6%+469.7%+12.7%+1.1%
Range-$409.00M$433.00M
CAGR-20.5%
Avg YoY Growth+273.0%
Median YoY Growth+15.4%
Current Streak2 quarters decline

Frequently Asked Questions

What is Morgan Stanley's wealth management — trading?
Morgan Stanley (MS) reported wealth management — trading of $96.00M in Q4 2025.
How has Morgan Stanley's wealth management — trading changed year-over-year?
Morgan Stanley's wealth management — trading increased by 1.1% year-over-year, from $95.00M to $96.00M.
What is the long-term trend for Morgan Stanley's wealth management — trading?
Over 3 years (2021 to 2025), Morgan Stanley's wealth management — trading has grown at a 26.9% compound annual growth rate (CAGR), from $418.00M to $855.00M.
What does wealth management — trading mean?
Revenue earned from executing trades and market-making activities for wealth management clients.

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