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KPI data tables

Morgan Stanley operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.

Morgan Stanley Fee-Based Client Assets (usd_billions)
PeriodFee-based client assets
Q3 20263,155
Q2 20263,022
Q1 20262,792
Q4 20252,753
Q3 20252,653
Q2 20252,478
Q1 20252,349
Q4 20242,347
Q3 20242,302
Q2 20242,188
Q1 20242,124
Q4 20231,983
Q3 20231,857
Q2 20231,856
Q1 20231,769
Q4 20221,678
Q3 20221,628
Q2 20221,717
Q1 20221,873
Q4 20211,839
Q3 20211,752

Source: Morgan Stanley Form 8-K Exhibit 99.2 Quarterly Financial Supplement. Wealth Management Metrics table, fee-based client assets. Three period-end columns per supplement (current, prior quarter, year-ago); later filing wins on overlap. Window Q3 2021–Q3 2026 (21 quarters). Latest: https://www.sec.gov/Archives/edgar/data/895421/000089542126000288/a3q26msfinancialsupplement.htm.

Morgan Stanley Investment Management Assets Under Management (usd_billions)
PeriodInvestment Management AUM
Q3 20262,046
Q2 20262,004
Q1 20261,868
Q4 20251,895
Q3 20251,807
Q2 20251,713
Q1 20251,647
Q4 20241,666
Q3 20241,598
Q2 20241,518
Q1 20241,505
Q4 20231,459
Q3 20231,388
Q2 20231,412
Q1 20231,362
Q4 20221,305
Q3 20221,279
Q2 20221,351
Q1 20221,447
Q4 20211,565
Q3 20211,522

Source: Morgan Stanley Form 8-K Exhibit 99.2 Quarterly Financial Supplement. Investment Management Financial Information, Total Assets Under Management or Supervision. Three period-end columns per supplement (current, prior quarter, year-ago); later filing wins on overlap. Window Q3 2021–Q3 2026 (21 quarters). Latest: https://www.sec.gov/Archives/edgar/data/895421/000089542126000288/a3q26msfinancialsupplement.htm.

Morgan Stanley Wealth Management Net New Assets (usd_billions)
PeriodNet new assets
Q3 2026232.4
Q2 2026148.1
Q1 2026118.4
Q4 2025122.3
Q3 202581
Q2 202559.2
Q1 202593.8
Q4 202456.5
Q3 202463.9
Q2 202436.4
Q1 202494.9
Q4 202347.5
Q3 202335.7
Q2 202389.5
Q1 2023109.6
Q4 202251.6
Q3 202264.8
Q2 202252.9
Q1 2022142
Q4 2021127.1
Q3 2021134.5

Source: Morgan Stanley Form 8-K Exhibit 99.2 Quarterly Financial Supplement. Wealth Management Metrics table, net new assets (quarterly flow, not YTD/H1). Three period-end columns per supplement (current, prior quarter, year-ago); later filing wins on overlap. Window Q3 2021–Q3 2026 (21 quarters). Latest: https://www.sec.gov/Archives/edgar/data/895421/000089542126000288/a3q26msfinancialsupplement.htm.

Morgan Stanley Self-Directed Client Assets (usd_billions)
PeriodSelf-directed client assets
Q3 20261,802
Q2 20261,811
Q1 20261,561
Q4 20251,667
Q3 20251,639
Q2 20251,449
Q1 20251,295
Q4 20241,437
Q3 20241,327
Q2 20241,247
Q1 20241,194
Q4 20231,150
Q3 20231,043
Q2 20231,101
Q1 2023976
Q4 2022795
Q3 2022829

Source: Morgan Stanley Form 8-K Exhibit 99.2 Quarterly Financial Supplement. Wealth Management Metrics table, self-directed client assets (E*TRADE channel). Three period-end columns per supplement (current, prior quarter, year-ago); later filing wins on overlap. Window Q3 2022–Q3 2026 (17 quarters). Latest: https://www.sec.gov/Archives/edgar/data/895421/000089542126000288/a3q26msfinancialsupplement.htm.

Morgan Stanley Wealth Management Total Client Assets (Quarterly) (usd-trillions)
PeriodTotal client assets
Q3 20268.433
Q2 20268.084
Q1 20267.345
Q4 20257.381
Q3 20257.054
Q2 20256.492
Q1 20256.015
Q4 20246.194
Q3 20245.974
Q2 20245.69
Q1 20245.495
Q4 20235.129
Q3 20234.798
Q2 20234.885
Q1 20234.558
Q4 20224.187
Q3 20224.134
Q2 20224.246
Q1 20224.869
Q4 20214.989
Q3 20214.666

Source: Morgan Stanley Form 8-K Exhibit 99.2 Quarterly Financial Supplement. Wealth Management Metrics table, total client assets, printed in billions and stored in trillions. Three period-end columns per supplement (current, prior quarter, year-ago); later filing wins on overlap. Window Q3 2021–Q3 2026 (21 quarters). Latest: https://www.sec.gov/Archives/edgar/data/895421/000089542126000288/a3q26msfinancialsupplement.htm.

Morgan Stanley Wealth Management Loans (usd_billions)
PeriodWM loans
Q3 2026201.1
Q2 2026195.7
Q1 2026186.3
Q4 2025181.2
Q3 2025173.9
Q2 2025168.9
Q1 2025162.5
Q4 2024159.5
Q3 2024155.2
Q2 2024150.9
Q1 2024147.4
Q4 2023146.5
Q3 2023145.8
Q2 2023144.7
Q1 2023143.7
Q4 2022146.1
Q3 2022145.7
Q2 2022143.6
Q1 2022136.7
Q4 2021129.2
Q3 2021121.2

Source: Morgan Stanley Form 8-K Exhibit 99.2 Quarterly Financial Supplement. Wealth Management Metrics table, U.S. Bank loans. Three period-end columns per supplement (current, prior quarter, year-ago); later filing wins on overlap. Window Q3 2021–Q3 2026 (21 quarters). Latest: https://www.sec.gov/Archives/edgar/data/895421/000089542126000288/a3q26msfinancialsupplement.htm.

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Morgan Stanley (MS) - KPIs | Sterling