Morgan Stanley (MS) operating KPIs
MSNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as MS.PA, MS.PE, MS.PF, MS.PI, MS.PK, MS.PL, MS.PO, MS.PP, MS.PQ
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026Score 17/303% below fair value
$184.30−5.70 (-3.00%)
Close on Oct 30, 2026Market cap $289.46BP/E 14.9Yield 2.09%
Morgan Stanley net new assets ($M)
Annual figures from Morgan Stanley's filings and investor materials
Latest, 2025
356,300
Period ended Dec 31, 2025
Change on a year earlier
+41.6%
251,700 in 2024
History
7 years
Since 2019
Sources
5
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Net new assets ($M) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 356,300 | +41.6% | Morgan Stanley Form 10-K, filed 2026-02-19 ↗ |
| 2024 | Dec 31, 2024 | 251,700 | -10.8% | Morgan Stanley Form 10-K, filed 2026-02-19 ↗ |
| 2023 | Dec 31, 2023 | 282,300 | -9.3% | Morgan Stanley Form 10-K, filed 2026-02-19 ↗ |
| 2022 | Dec 31, 2022 | 311,300 | -28.9% | Morgan Stanley Form 10-K, filed 2025-02-21 ↗ |
| 2021 | Dec 31, 2021 | 437,700 | +139.6% | Morgan Stanley Form 10-K, filed 2024-02-22 ↗ |
| 2020 | Dec 31, 2020 | 182,700 | +86.8% | Morgan Stanley Form 10-K, filed 2023-02-24 ↗ |
| 2019 | Dec 31, 2019 | 97,800 | – | Morgan Stanley Form 10-K, filed 2022-02-24 ↗ |
Breakdown
What makes up net new assets
Cite this data
StockData. (2026). Morgan Stanley Net new assets ($M), annual 2019–2025 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/wm-nna
See every metric in the Morgan Stanley KPI table. Data updated Oct 25, 2026.