Net new assetsInsight
How much new money is arriving at Morgan Stanley's wealth business?
| Date | Net new assets |
|---|---|
| 2023-09-30 | 35.70B |
| 2024-03-31 | 94.90B |
| 2024-06-30 | 36.40B |
| 2024-09-30 | 63.90B |
| 2025-03-31 | 93.80B |
| 2025-06-30 | 59.20B |
| 2025-09-30 | 81.00B |
| 2026-03-31 | 118.40B |
| 2026-06-30 | 148.10B |
→Morgan Stanley's wealth business took in $148.1B of net new assets in Q2 2026, against $35.7B in Q3 2023.
Source: SEC EDGAR (10-Q and 10-K) · as at 2026-06-30
Where this comes from
- Source: SEC EDGAR (10-Q and 10-K) (filing)
- Which in turn reads: The company's 10-Q and 10-K
- How current: As at 2026-06-30 · checked every 91 days
- What we hold: 9 observations, from 2023-09-30 to 2026-06-30
- Attribution: Read from the company's 10-Q and 10-K as filed with the SEC. Public domain; linked per figure, not reproduced.