marketcaparena

MS

MORGAN STANLEY

Company overview

Market capitalization
—
Employees
84,000
Latest publication
2026-09-29
About MORGAN STANLEY

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Asia, Europe, the Middle East, and Africa. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The company offers capital raising and financial advisory services, including services related to the underwriting of debt, equity securities, and other products, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured lending facilities, and extending securities-based and other financing; and research activities. In addition, the company offers financial advisor-led brokerage, investment advisory, custody, cash management, and administrative services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Company website

Financial statements

Income Quarterly

Exact reported values; units shown beside each amount. Missing values are —.
MetricQ2 20262026-06-30 · USDQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ4 20242024-12-31 · USDQ4 20212021-12-31 · USDQ3 20212021-09-30 · USDQ2 20212021-06-30 · USD
Total Revenue34,470,000,000USD33,150,000,000USD28,861,000,000USD30,048,000,000USD25,982,000,000USD14,035,000,000USD14,216,000,000USD14,311,000,000USD
Selling And Marketing Expenses401,000,000USD310,000,000USD358,000,000USD280,000,000USD279,000,000USD205,000,000USD146,000,000USD146,000,000USD
Interest Income15,902,000,000USD15,273,000,000USD14,954,000,000USD15,456,000,000USD13,491,000,000USD2,411,000,000USD2,351,000,000USD2,212,000,000USD
Interest Expense13,122,000,000USD12,570,000,000USD12,099,000,000USD12,965,000,000USD10,939,000,000USD322,000,000USD288,000,000USD347,000,000USD
Net Interest Income2,780,000,000USD2,703,000,000USD2,855,000,000USD2,491,000,000USD2,552,000,000USD2,089,000,000USD2,063,000,000USD1,865,000,000USD
Non Interest Income18,568,000,000USD———————
Revenue Net Of Interest Expense21,348,000,000USD———————
Provision For Credit Losses98,000,000USD———————
Non Interest Expense13,902,000,000USD———————
Labor And Related Expense8,187,000,000USD———————
Communications And Information Technology1,203,000,000USD———————
Professional Fees680,000,000USD———————
Income Before Tax7,348,000,000USD7,011,000,000USD5,760,000,000USD6,028,000,000USD4,906,000,000USD4,884,000,000USD4,874,000,000USD4,566,000,000USD
Income Tax Expense1,695,000,000USD1,373,000,000USD1,336,000,000USD1,373,000,000USD1,182,000,000USD1,168,000,000USD1,150,000,000USD1,054,000,000USD
Net Income5,653,000,000USD5,638,000,000USD4,397,000,000USD4,610,000,000USD3,714,000,000USD3,696,000,000USD3,707,000,000USD3,511,000,000USD
Minority Interest72,000,000USD-71,000,000USD-27,000,000USD-45,000,000USD-10,000,000USD-20,000,000USD-17,000,000USD1,292,000,000USD
Net Income Applicable To Common Shares5,436,000,000USD—4,250,000,000USD4,450,000,000USD3,564,000,000USD3,592,000,000USD3,584,000,000USD3,408,000,000USD
Cost Of Revenue—12,668,000,000USD12,117,000,000USD12,965,000,000USD11,054,000,000USD327,000,000USD312,000,000USD420,000,000USD
Gross Profit—20,482,000,000USD16,744,000,000USD17,083,000,000USD14,928,000,000USD13,708,000,000USD13,904,000,000USD13,891,000,000USD
Selling General Administrative—11,773,000,000USD6,919,000,000USD7,442,000,000USD6,289,000,000USD5,385,000,000USD5,920,000,000USD6,423,000,000USD
Unclassified Operating Expenses—1,388,000,000USD3,707,000,000USD3,333,000,000USD3,454,000,000USD3,234,000,000USD2,964,000,000USD2,756,000,000USD
Total Operating Expenses—13,471,000,000USD10,984,000,000USD11,055,000,000USD10,022,000,000USD8,824,000,000USD9,030,000,000USD9,325,000,000USD
Operating Income—7,011,000,000USD5,760,000,000USD6,028,000,000USD4,906,000,000USD4,884,000,000USD4,874,000,000USD4,566,000,000USD
Tax Provision—1,373,000,000USD1,336,000,000USD1,373,000,000USD1,182,000,000USD1,168,000,000USD1,150,000,000USD1,054,000,000USD
Net Income From Continuing Ops—5,638,000,000USD4,424,000,000USD4,655,000,000USD3,724,000,000USD3,716,000,000USD3,724,000,000USD3,512,000,000USD
Ebit—7,011,000,000USD5,760,000,000USD6,028,000,000USD4,906,000,000USD4,884,000,000USD4,874,000,000USD4,566,000,000USD
Ebitda—7,725,000,000USD6,898,000,000USD7,376,000,000USD6,551,000,000USD6,121,000,000USD5,909,000,000USD5,623,000,000USD
Depreciation And Amortization—714,000,000USD1,138,000,000USD1,348,000,000USD1,645,000,000USD1,237,000,000USD1,035,000,000USD1,057,000,000USD
Reconciled Depreciation—714,000,000USD1,138,000,000USD1,348,000,000USD1,645,000,000USD1,237,000,000USD1,035,000,000USD1,057,000,000USD
Total Other Income Expense Net————-3,309,000,000USD4,884,000,000USD4,874,000,000USD4,566,000,000USD
SourceDisclosureDeterministicFinalLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

Income Yearly

Exact reported values; units shown beside each amount. Missing values are —.
MetricFY 20252025-12-31 · USDFY 20212021-12-31 · USDFY 20032003-12-31 · USDFY 20022002-12-31 · USDFY 20002000-12-31 · USDFY 19991999-12-31 · USDFY 19971997-12-31 · USDFY 19961996-12-31 · USD
Total Revenue114,983,000,000USD57,780,000,000USD34,933,000,000USD32,415,000,000USD45,106,000,000USD34,587,000,000USD27,132,000,000USD9,028,600,000USD
Cost Of Revenue49,366,000,000USD1,370,000,000USD14,076,000,000USD13,306,000,000USD18,986,000,000USD13,041,000,000USD12,299,000,000USD2,798,500,000USD
Gross Profit65,617,000,000USD56,410,000,000USD20,857,000,000USD19,109,000,000USD26,120,000,000USD21,546,000,000USD14,833,000,000USD6,230,100,000USD
Selling General Administrative29,072,000,000USD24,628,000,000USD8,545,000,000USD7,933,000,000USD10,896,000,000USD8,398,000,000USD6,019,000,000USD2,208,200,000USD
Selling And Marketing Expenses1,173,000,000USD643,000,000USD967,000,000USD1,133,000,000USD1,582,000,000USD1,221,000,000USD1,179,000,000USD856,800,000USD
Unclassified Operating Expenses13,418,000,000USD11,471,000,000USD6,011,000,000USD5,410,000,000USD5,116,000,000USD4,199,000,000USD3,361,000,000USD1,620,000,000USD
Total Operating Expenses43,663,000,000USD36,742,000,000USD15,523,000,000USD14,476,000,000USD17,594,000,000USD13,818,000,000USD10,559,000,000USD4,685,000,000USD
Operating Income21,954,000,000USD19,668,000,000USD5,334,000,000USD4,633,000,000USD8,526,000,000USD7,728,000,000USD4,274,000,000USD1,545,100,000USD
Interest Income59,063,000,000USD9,411,000,000USD——————
Interest Expense49,017,000,000USD1,366,000,000USD12,809,000,000USD11,970,000,000USD18,176,000,000USD12,515,000,000USD10,806,000,000USD1,566,200,000USD
Net Interest Income10,046,000,000USD8,045,000,000USD——————
Income Before Tax21,954,000,000USD19,668,000,000USD5,334,000,000USD4,633,000,000USD8,526,000,000USD7,728,000,000USD4,274,000,000USD1,545,100,000USD
Income Tax Expense4,929,000,000USD4,548,000,000USD1,547,000,000USD1,645,000,000USD3,070,000,000USD2,937,000,000USD1,688,000,000USD593,700,000USD
Tax Provision4,929,000,000USD4,548,000,000USD——————
Net Income16,861,000,000USD15,034,000,000USD3,787,000,000USD2,988,000,000USD5,456,000,000USD4,791,000,000USD2,586,000,000USD951,400,000USD
Net Income From Continuing Ops17,025,000,000USD15,120,000,000USD——————
Ebit21,954,000,000USD19,668,000,000USD5,334,000,000USD4,633,000,000USD8,526,000,000USD7,728,000,000USD4,274,000,000USD1,545,100,000USD
Ebitda26,612,000,000USD23,884,000,000USD5,971,000,000USD5,420,000,000USD9,253,000,000USD8,269,000,000USD4,612,000,000USD1,628,400,000USD
Depreciation And Amortization4,658,000,000USD4,216,000,000USD637,000,000USD787,000,000USD727,000,000USD541,000,000USD338,000,000USD83,300,000USD
Reconciled Depreciation4,658,000,000USD4,216,000,000USD——————
Minority Interest-164,000,000USD-86,000,000USD154,000,000USD87,000,000USD————
Net Income Applicable To Common Shares16,249,000,000USD14,566,000,000USD3,787,000,000USD2,988,000,000USD5,420,000,000USD———
Total Other Income Expense Net—-10,154,000,000USD5,334,000,000USD4,633,000,000USD8,526,000,000USD7,728,000,000USD4,274,000,000USD1,545,100,000USD
SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

Balance sheet Quarterly

Exact reported values; units shown beside each amount. Missing values are —.
MetricQ2 20262026-06-30 · USDQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USD
Total Assets1,675,057,000,000USD1,581,418,000,000USD1,420,270,000,000USD1,364,806,000,000USD1,353,870,000,000USD1,300,296,000,000USD1,215,071,000,000USD1,258,027,000,000USD
Cash And Equivalents160,135,000,000USD—107,233,000,000USD98,218,000,000USD101,003,000,000USD86,289,000,000USD100,950,000,000USD85,448,000,000USD
Total Liabilities1,557,617,000,000USD———————
Total Stockholder Equity116,329,000,000USD114,286,000,000USD111,632,000,000USD109,962,000,000USD108,184,000,000USD106,812,000,000USD104,511,000,000USD103,647,000,000USD
Total Equity Including Noncontrolling Interest117,440,000,000USD———————
Net Receivables151,010,000,000USD132,599,000,000USD114,720,000,000USD113,257,000,000USD98,310,000,000USD92,153,000,000USD86,158,000,000USD91,380,000,000USD
Goodwill17,105,000,000USD———————
Intangible Assets5,873,000,000USD5,960,000,000USD6,010,000,000USD6,097,000,000USD6,185,000,000USD6,305,000,000USD6,453,000,000USD6,620,000,000USD
Common Stock20,000,000USD20,000,000USD20,000,000USD20,000,000USD20,000,000USD20,000,000USD20,000,000USD20,000,000USD
Retained Earnings122,774,000,000USD118,913,000,000USD115,091,000,000USD112,426,000,000USD109,567,000,000USD107,653,000,000USD104,989,000,000USD102,911,000,000USD
Accumulated Other Comprehensive Income-6,329,000,000USD-5,506,000,000USD-6,285,000,000USD-6,346,000,000USD-5,913,000,000USD-5,961,000,000USD-6,814,000,000USD-5,986,000,000USD
Other Current Assets—283,450,000,000USD—————726,895,000,000USD
Total Liab—1,466,034,000,000USD1,307,618,000,000USD1,253,755,000,000USD1,244,600,000,000USD1,192,449,000,000USD1,109,643,000,000USD1,153,356,000,000USD
Other Current Liab—384,540,000,000USD—531,428,000,000USD389,377,000,000USD515,770,000,000USD491,841,000,000USD483,341,000,000USD
Capital Stock—9,770,000,000USD9,770,000,000USD9,770,000,000USD9,770,000,000USD9,770,000,000USD9,770,000,000USD9,770,000,000USD
Good Will—17,105,000,000USD16,726,000,000USD16,725,000,000USD16,734,000,000USD16,714,000,000USD16,706,000,000USD16,735,000,000USD
Other Assets—-6,000,000USD1,285,839,000,000USD1,238,250,000,000USD1,244,985,000,000USD—1,086,526,000,000USD1,143,588,000,000USD
Cash—133,529,000,000USD111,695,000,000USD73,473,000,000USD109,130,000,000USD60,835,000,000USD75,743,000,000USD61,732,000,000USD
Cash And Short Term Investments—659,740,000,000USD539,971,000,000USD103,049,000,000USD216,002,000,000USD87,565,000,000USD401,589,000,000USD434,537,000,000USD
Total Current Assets—1,075,789,000,000USD654,691,000,000USD216,306,000,000USD314,312,000,000USD179,718,000,000USD487,747,000,000USD525,917,000,000USD
Total Current Liabilities—666,495,000,000USD559,572,000,000USD840,301,000,000USD697,796,000,000USD810,498,000,000USD739,491,000,000USD779,075,000,000USD
Net Debt—260,705,000,000USD363,865,000,000USD341,151,000,000USD327,855,000,000USD336,094,000,000USD284,745,000,000USD312,920,000,000USD
Short Term Debt—22,666,000,000USD144,049,000,000USD82,428,000,000USD93,074,000,000USD92,997,000,000USD71,712,000,000USD79,143,000,000USD
Short Long Term Debt—23,701,000,000USD21,146,000,000USD20,924,000,000USD24,567,000,000USD23,725,000,000USD21,645,000,000USD20,814,000,000USD
Short Long Term Debt Total—394,234,000,000USD475,560,000,000USD414,624,000,000USD436,985,000,000USD396,929,000,000USD360,488,000,000USD374,652,000,000USD
Long Term Debt—370,533,000,000USD349,392,000,000USD332,196,000,000USD327,771,000,000USD303,932,000,000USD288,776,000,000USD295,509,000,000USD
Long Term Investments—402,832,000,000USD378,873,000,000USD387,926,000,000USD369,322,000,000USD355,401,000,000USD342,917,000,000USD372,280,000,000USD
Short Term Investments—526,211,000,000USD428,276,000,000USD29,576,000,000USD106,872,000,000USD26,730,000,000USD325,846,000,000USD372,805,000,000USD
Accounts Payable—259,289,000,000USD415,523,000,000USD226,445,000,000USD215,345,000,000USD201,731,000,000USD175,938,000,000USD216,591,000,000USD
Common Stock Shares Outstanding—1,593,000,000shares1,593,000,000shares1,593,000,000shares1,593,000,000shares1,600,000,000shares1,608,000,000shares1,609,000,000shares
Non Current Assets Total—511,629,000,000USD765,579,000,000USD1,148,500,000,000USD1,039,558,000,000USD1,120,578,000,000USD727,324,000,000USD732,110,000,000USD
Non Current Liabilities Total—799,539,000,000USD748,046,000,000USD413,454,000,000USD546,804,000,000USD381,951,000,000USD370,152,000,000USD374,281,000,000USD
Non Currrent Assets Other—28,287,000,000USD180,959,000,000USD724,422,000,000USD607,529,000,000USD717,104,000,000USD329,287,000,000USD339,950,000,000USD
Unclassified Non Current Assets—57,445,000,000USD-1,106,992,000,000USD-1,224,920,000,000USD-1,205,197,000,000USD25,054,000,000USD-1,054,588,000,000USD-1,147,063,000,000USD
Unclassified Current Liabilities—-23,701,000,000USD-21,146,000,000USD-20,924,000,000USD-24,567,000,000USD-23,725,000,000USD-21,645,000,000USD-20,814,000,000USD
Unclassified Non Current Liabilities—429,006,000,000USD398,654,000,000USD81,258,000,000USD219,033,000,000USD78,019,000,000USD81,376,000,000USD78,772,000,000USD
Unclassified Equity—-8,911,000,000USD-6,964,000,000USD-5,908,000,000USD-5,260,000,000USD-4,670,000,000USD-3,454,000,000USD-3,068,000,000USD
Property Plant Equipment Net——4,164,000,000USD———23,000,000USD—
Property Plant Equipment Gross——20,000,000USD———23,000,000USD—
Unclassified Current Assets———————-726,895,000,000USD
SourceDisclosureDeterministicFinalLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

Balance sheet Yearly

Exact reported values; units shown beside each amount. Missing values are —.
MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USDFY 20222022-12-31 · USDFY 20212021-12-31 · USDFY 20202020-12-31 · USDFY 20192019-12-31 · USDFY 20182018-12-31 · USD
Total Assets1,420,270,000,000USD1,215,071,000,000USD1,193,693,000,000USD1,180,231,000,000USD1,188,140,000,000USD1,115,862,000,000USD895,429,000,000USD853,531,000,000USD
Intangible Assets6,010,000,000USD6,453,000,000USD7,055,000,000USD7,618,000,000USD8,360,000,000USD4,980,000,000USD2,107,000,000USD2,163,000,000USD
Total Liab1,307,618,000,000USD1,109,643,000,000USD1,093,711,000,000USD1,079,000,000,000USD1,081,542,000,000USD1,012,713,000,000USD812,732,000,000USD772,125,000,000USD
Total Stockholder Equity111,632,000,000USD104,511,000,000USD99,038,000,000USD100,141,000,000USD105,441,000,000USD101,781,000,000USD81,549,000,000USD80,246,000,000USD
Common Stock20,000,000USD20,000,000USD20,000,000USD20,000,000USD20,000,000USD20,000,000USD20,000,000USD20,000,000USD
Capital Stock9,770,000,000USD9,770,000,000USD8,770,000,000USD8,770,000,000USD7,770,000,000USD9,270,000,000USD8,540,000,000USD8,540,000,000USD
Retained Earnings115,091,000,000USD104,989,000,000USD97,996,000,000USD94,862,000,000USD89,432,000,000USD78,694,000,000USD70,589,000,000USD64,175,000,000USD
Good Will16,726,000,000USD16,706,000,000USD16,707,000,000USD16,652,000,000USD16,833,000,000USD11,635,000,000USD7,143,000,000USD6,688,000,000USD
Other Assets1,285,839,000,000USD1,086,526,000,000USD339,599,000,000USD986,637,000,000USD503,452,000,000USD461,324,000,000USD444,089,000,000USD248,072,000,000USD
Cash111,695,000,000USD75,743,000,000USD58,661,000,000USD92,747,000,000USD86,838,000,000USD67,452,000,000USD49,659,000,000USD51,840,000,000USD
Cash And Equivalents107,233,000,000USD100,950,000,000USD81,909,000,000USD122,718,000,000USD119,331,000,000USD95,862,000,000USD45,366,000,000USD21,299,000,000USD
Cash And Short Term Investments539,971,000,000USD401,589,000,000USD461,890,000,000USD467,855,000,000USD500,350,000,000USD474,229,000,000USD368,830,000,000USD357,285,000,000USD
Total Current Assets654,691,000,000USD487,747,000,000USD541,995,000,000USD546,395,000,000USD596,368,000,000USD571,966,000,000USD424,476,000,000USD410,583,000,000USD
Total Current Liabilities559,572,000,000USD739,491,000,000USD747,760,000,000USD756,752,000,000USD772,544,000,000USD715,643,000,000USD556,982,000,000USD520,208,000,000USD
Net Debt363,865,000,000USD284,745,000,000USD280,377,000,000USD216,003,000,000USD218,518,000,000USD216,077,000,000USD211,866,000,000USD197,047,000,000USD
Short Term Debt144,049,000,000USD71,712,000,000USD71,571,000,000USD67,669,000,000USD72,525,000,000USD64,731,000,000USD63,870,000,000USD53,340,000,000USD
Short Long Term Debt21,146,000,000USD21,645,000,000USD8,920,000,000USD5,135,000,000USD10,337,000,000USD3,691,000,000USD2,567,000,000USD1,545,000,000USD
Short Long Term Debt Total475,560,000,000USD360,488,000,000USD339,038,000,000USD308,750,000,000USD305,356,000,000USD283,529,000,000USD261,525,000,000USD248,887,000,000USD
Long Term Debt349,392,000,000USD288,776,000,000USD267,467,000,000USD238,058,000,000USD227,363,000,000USD217,079,000,000USD192,627,000,000USD189,662,000,000USD
Long Term Investments378,873,000,000USD342,917,000,000USD359,307,000,000USD14,788,000,000USD373,689,000,000USD12,813,000,000USD12,577,000,000USD15,764,000,000USD
Short Term Investments428,276,000,000USD325,846,000,000USD403,229,000,000USD375,108,000,000USD413,512,000,000USD406,777,000,000USD319,171,000,000USD305,445,000,000USD
Net Receivables114,720,000,000USD86,158,000,000USD80,105,000,000USD78,540,000,000USD96,018,000,000USD97,737,000,000USD55,646,000,000USD53,298,000,000USD
Accounts Payable415,523,000,000USD175,938,000,000USD208,148,000,000USD216,134,000,000USD228,685,000,000USD227,437,000,000USD197,834,000,000USD179,559,000,000USD
Property Plant Equipment Net4,164,000,000USD23,000,000USD23,000,000USD4,000,000USD16,000,000USD21,000,000USD3,998,000,000USD-2,734,000,000USD
Property Plant Equipment Gross20,000,000USD23,000,000USD23,000,000USD4,000,000USD16,000,000USD21,000,000USD——
Accumulated Other Comprehensive Income-6,285,000,000USD-6,814,000,000USD-6,421,000,000USD-6,253,000,000USD-3,102,000,000USD-1,962,000,000USD-2,788,000,000USD-2,292,000,000USD
Common Stock Shares Outstanding1,593,000,000shares1,611,000,000shares1,646,000,000shares1,713,000,000shares1,814,000,000shares1,624,000,000shares1,640,000,000shares1,738,000,000shares
Non Current Assets Total765,579,000,000USD727,324,000,000USD651,698,000,000USD633,836,000,000USD591,772,000,000USD543,896,000,000USD470,953,000,000USD442,948,000,000USD
Non Current Liabilities Total748,046,000,000USD370,152,000,000USD345,951,000,000USD322,248,000,000USD308,998,000,000USD297,070,000,000USD255,750,000,000USD251,917,000,000USD
Non Currrent Assets Other180,959,000,000USD329,287,000,000USD341,282,000,000USD319,258,000,000USD297,495,000,000USD304,041,000,000USD287,102,000,000USD287,395,000,000USD
Unclassified Non Current Assets-1,106,992,000,000USD-1,054,588,000,000USD-412,275,000,000USD-711,121,000,000USD-608,073,000,000USD-250,918,000,000USD-286,063,000,000USD-117,134,000,000USD
Unclassified Current Liabilities-21,146,000,000USD-21,645,000,000USD-8,920,000,000USD—-10,337,000,000USD———
Unclassified Non Current Liabilities398,654,000,000USD81,376,000,000USD78,484,000,000USD-705,143,000,000USD-732,879,000,000USD-668,245,000,000USD-508,519,000,000USD-498,834,000,000USD
Unclassified Equity-6,964,000,000USD-3,454,000,000USD-1,327,000,000USD29,319,000,000USD28,821,000,000USD25,526,000,000USD23,915,000,000USD23,774,000,000USD
Other Current Liab—491,841,000,000USD468,041,000,000USD472,949,000,000USD471,334,000,000USD423,475,000,000USD295,278,000,000USD287,309,000,000USD
Other Current Assets——685,271,000,000USD631,326,000,000USD648,045,000,000USD648,458,000,000USD629,335,000,000USD142,934,000,000USD
Inventory——-765,376,000,000USD-709,866,000,000USD-648,045,000,000USD-648,458,000,000USD-629,335,000,000USD—
Unclassified Current Assets——-685,271,000,000USD-631,326,000,000USD-648,045,000,000USD-648,458,000,000USD-629,335,000,000USD-142,934,000,000USD
Other Liab———356,227,000,000USD365,313,000,000USD312,581,000,000USD186,252,000,000USD205,024,000,000USD
Treasury Stock———-26,577,000,000USD-17,500,000,000USD-9,767,000,000USD-18,727,000,000USD-13,971,000,000USD
Non Current Liabilities Other———433,106,000,000USD449,201,000,000USD435,655,000,000USD385,390,000,000USD356,065,000,000USD
Net Tangible Assets———75,871,000,000USD72,807,000,000USD85,166,000,000USD72,299,000,000USD71,395,000,000USD
SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

Cash flow Quarterly

Exact reported values; units shown beside each amount. Missing values are —.
MetricQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USDQ2 20242024-06-30 · USD
Net Income5,638,000,000USD4,424,000,000USD4,655,000,000USD3,575,000,000USD4,371,000,000USD3,724,000,000USD3,226,000,000USD3,117,000,000USD
Depreciation714,000,000USD1,138,000,000USD1,348,000,000USD1,307,000,000USD865,000,000USD1,645,000,000USD1,270,000,000USD1,271,000,000USD
Stock Based Compensation571,000,000USD469,000,000USD449,000,000USD469,000,000USD539,000,000USD391,000,000USD372,000,000USD417,000,000USD
Other Non Cash Items172,000,000USD-42,658,000,000USD112,000,000USD354,000,000USD133,000,000USD150,000,000USD125,000,000USD163,000,000USD
Change To Account Receivables-24,611,000,000USD27,142,000,000USD-13,889,000,000USD-4,144,000,000USD-9,109,000,000USD5,009,000,000USD-2,581,000,000USD-8,008,000,000USD
Change In Working Capital-14,193,000,000USD33,656,000,000USD-9,896,000,000USD6,124,000,000USD-29,884,000,000USD5,890,000,000USD-22,316,000,000USD-2,443,000,000USD
Total Cash From Operating Activities-7,098,000,000USD-2,410,000,000USD-3,332,000,000USD11,829,000,000USD-23,976,000,000USD11,800,000,000USD-17,323,000,000USD2,525,000,000USD
Capital Expenditures-754,000,000USD2,189,000,000USD-713,000,000USD-763,000,000USD-713,000,000USD-879,000,000USD-916,000,000USD-851,000,000USD
Free Cash Flow-7,852,000,000USD-221,000,000USD-4,045,000,000USD11,066,000,000USD-24,689,000,000USD10,921,000,000USD-18,239,000,000USD1,674,000,000USD
Investments2,916,000,000USD481,000,000USD-10,676,000,000USD-17,672,000,000USD-5,034,000,000USD-10,150,000,000USD-6,696,000,000USD-13,668,000,000USD
Total Cashflows From Investing Activities-6,600,000,000USD-13,397,000,000USD-10,676,000,000USD-17,672,000,000USD-5,034,000,000USD-10,150,000,000USD-6,696,000,000USD-13,668,000,000USD
Net Borrowings28,634,000,000USD16,786,000,000USD-1,259,000,000USD12,655,000,000USD11,594,000,000USD2,362,000,000USD10,039,000,000USD—
Total Cash From Financing Activities36,460,000,000USD23,970,000,000USD9,076,000,000USD21,667,000,000USD13,045,000,000USD15,255,000,000USD23,048,000,000USD-404,000,000USD
Dividends Paid-1,708,000,000USD-1,688,000,000USD-1,705,000,000USD-1,584,000,000USD-1,616,000,000USD-1,585,000,000USD-1,590,000,000USD-1,467,000,000USD
Sale Purchase Of Stock-2,875,000,000USD4,305,000,000USD-1,146,000,000USD-1,129,000,000USD-2,030,000,000USD-852,000,000USD-806,000,000USD-823,000,000USD
Change In Cash21,834,000,000USD7,961,000,000USD-5,396,000,000USD18,391,000,000USD-14,647,000,000USD14,302,000,000USD924,000,000USD-12,145,000,000USD
Begin Period Cash Flow111,695,000,000USD103,734,000,000USD109,130,000,000USD90,739,000,000USD105,386,000,000USD91,084,000,000USD90,160,000,000USD102,305,000,000USD
End Period Cash Flow133,529,000,000USD111,695,000,000USD103,734,000,000USD109,130,000,000USD90,739,000,000USD105,386,000,000USD91,084,000,000USD90,160,000,000USD
Other Cashflows From Investing Activities-7,763,000,000USD-15,795,000,000USD-10,670,000,000USD-12,126,000,000USD-6,510,000,000USD-9,181,000,000USD-4,725,000,000USD-9,571,000,000USD
Other Cashflows From Financing Activities12,915,000,000USD44,343,000,000USD13,186,000,000USD11,725,000,000USD5,097,000,000USD15,330,000,000USD15,405,000,000USD-3,490,000,000USD
Unclassified Investing Cash Flow-999,000,000USD-272,000,000USD11,383,000,000USD12,889,000,000USD7,223,000,000USD10,060,000,000USD5,641,000,000USD10,422,000,000USD
Unclassified Financing Cash Flow-506,000,000USD-39,776,000,000USD—————5,376,000,000USD
Issuance Of Capital Stock—0USD0USD——0USD995,000,000USD—
Unclassified Operating Cash Flow—561,000,000USD——————
SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

Cash flow Yearly

Exact reported values; units shown beside each amount. Missing values are —.
MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USDFY 20222022-12-31 · USDFY 20212021-12-31 · USDFY 20202020-12-31 · USDFY 20192019-12-31 · USDFY 20182018-12-31 · USD
Net Income16,861,000,000USD13,529,000,000USD9,087,000,000USD11,179,000,000USD15,120,000,000USD11,179,000,000USD9,237,000,000USD8,883,000,000USD
Depreciation4,658,000,000USD5,161,000,000USD4,256,000,000USD3,998,000,000USD4,216,000,000USD3,769,000,000USD2,643,000,000USD1,844,000,000USD
Stock Based Compensation1,926,000,000USD1,622,000,000USD1,709,000,000USD1,875,000,000USD2,085,000,000USD1,312,000,000USD1,153,000,000USD920,000,000USD
Other Non Cash Items921,000,000USD268,000,000USD983,000,000USD898,000,000USD-143,000,000USD1,036,000,000USD-33,000,000USD184,000,000USD
Change In Working Capital24,071,000,000USD-19,370,000,000USD-49,108,000,000USD-23,498,000,000USD12,689,000,000USD-42,277,000,000USD27,608,000,000USD-4,975,000,000USD
Total Cash From Operating Activities48,998,000,000USD1,362,000,000USD-33,536,000,000USD-6,397,000,000USD33,971,000,000USD-25,231,000,000USD40,773,000,000USD7,305,000,000USD
Capital Expenditures-2,898,000,000USD-3,462,000,000USD-3,412,000,000USD-3,078,000,000USD-2,308,000,000USD-1,444,000,000USD-1,826,000,000USD-1,865,000,000USD
Free Cash Flow46,100,000,000USD-2,100,000,000USD-36,948,000,000USD-9,475,000,000USD31,663,000,000USD-26,675,000,000USD38,947,000,000USD5,440,000,000USD
Investments-1,406,000,000USD-29,460,000,000USD-3,084,000,000USD-8,207,000,000USD-8,003,000,000USD-39,459,000,000USD-30,782,000,000USD-20,718,000,000USD
Total Cashflows From Investing Activities-144,222,000,000USD-29,460,000,000USD-3,084,000,000USD-11,632,000,000USD-49,897,000,000USD-37,898,000,000USD-33,561,000,000USD-22,881,000,000USD
Net Borrowings39,776,000,000USD28,135,000,000USD13,619,000,000USD37,562,000,000USD19,524,000,000USD10,242,000,000USD-9,943,000,000USD5,278,000,000USD
Total Cash From Financing Activities98,314,000,000USD46,756,000,000USD-2,726,000,000USD22,714,000,000USD41,547,000,000USD83,784,000,000USD-11,966,000,000USD24,205,000,000USD
Dividends Paid-6,593,000,000USD-6,138,000,000USD-5,763,000,000USD-5,401,000,000USD-4,171,000,000USD-2,739,000,000USD-2,627,000,000USD-2,375,000,000USD
Sale Purchase Of Stock-5,835,000,000USD-4,199,000,000USD-6,178,000,000USD-10,871,000,000USD-12,075,000,000USD-1,890,000,000USD-5,954,000,000USD-5,566,000,000USD
Issuance Of Capital Stock0USD995,000,000USD0USD994,000,000USD1,275,000,000USD0USD497,000,000USD0USD
Change In Cash6,309,000,000USD16,154,000,000USD-38,895,000,000USD402,000,000USD22,071,000,000USD23,483,000,000USD-5,025,000,000USD6,801,000,000USD
Begin Period Cash Flow105,386,000,000USD89,232,000,000USD128,127,000,000USD127,725,000,000USD105,654,000,000USD82,171,000,000USD87,196,000,000USD80,395,000,000USD
End Period Cash Flow111,695,000,000USD105,386,000,000USD89,232,000,000USD128,127,000,000USD127,725,000,000USD105,654,000,000USD82,171,000,000USD87,196,000,000USD
Other Cashflows From Investing Activities-42,475,000,000USD-24,103,000,000USD-4,982,000,000USD-347,000,000USD-47,589,000,000USD3,005,000,000USD-953,000,000USD-298,000,000USD
Other Cashflows From Financing Activities39,285,000,000USD28,958,000,000USD-4,404,000,000USD72,890,000,000USD-528,000,000USD2,754,000,000USD3,548,000,000USD26,868,000,000USD
Unclassified Operating Cash Flow561,000,000USD152,000,000USD-463,000,000USD-849,000,000USD———449,000,000USD
Unclassified Investing Cash Flow-97,443,000,000USD27,565,000,000USD8,394,000,000USD—8,003,000,000USD———
Unclassified Financing Cash Flow31,681,000,000USD——-71,466,000,000USD38,797,000,000USD75,417,000,000USD3,010,000,000USD—
Change To Account Receivables—-5,308,000,000USD602,000,000USD14,664,000,000USD774,000,000USD-29,774,000,000USD233,000,000USD-728,000,000USD
Change To Inventory——3,284,000,000USD—7,836,000,000USD-31,623,000,000USD14,739,000,000USD-20,929,000,000USD
Change To Liabilities———-4,832,000,000USD7,758,000,000USD-43,000,000USD30,745,000,000USD-13,715,000,000USD
Cash And Cash Equivalents Changes———4,685,000,000USD25,621,000,000USD20,655,000,000USD-4,754,000,000USD6,801,000,000USD
Exchange Rate Changes———————-1,828,000,000USD
SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

Operating metrics

Advisor-Led Client Assets

Period endPeriodValueUnitSource
2026-06-30instant6,273,000,000,000USDDisclosure

Average Liquidity Resources

Period endPeriodValueUnitSource
2026-06-30quarterly404,077,000,000USDDisclosure

Average Total Management VaR

Period endPeriodValueUnitSource
2026-06-30quarterly56,000,000USDDisclosure

CET1 Capital Ratio — Advanced

Period endPeriodValueUnitSource
2026-06-30instant16.2percentDisclosure

CET1 Capital Ratio — Standardized

Period endPeriodValueUnitSource
2026-06-30instant14.9percentDisclosure

Completed Mergers and Acquisitions Volume

Period endPeriodValueUnitSource
2026-06-30quarterly320,000,000,000USDDisclosure

Equity and Equity-Related Offerings Volume

Period endPeriodValueUnitSource
2026-06-30quarterly45,000,000,000USDDisclosure

Expense Efficiency Ratio

Period endPeriodValueUnitSource
2026-06-30quarterly65percentDisclosure

Fee-Based Asset Flows

Period endPeriodValueUnitSource
2026-06-30quarterly39,100,000,000USDDisclosure

Fee-Based Assets as Percentage of Advisor-Led Assets

Period endPeriodValueUnitSource
2026-06-30instant48percentDisclosure

Fee-Based Client Assets

Period endPeriodValueUnitSource
2026-06-30instant3,022,000,000,000USDDisclosure

Firm Client Assets

Period endPeriodValueUnitSource
2026-06-30instant10,088,000,000,000USDDisclosure

Fixed Income Offerings Volume

Period endPeriodValueUnitSource
2026-06-30quarterly132,000,000,000USDDisclosure

Institutional Securities Loans and Lending Commitments Exposure

Period endPeriodValueUnitSource
2026-06-30instant325,106,000,000USDDisclosure

Investment Management Average Fee Rate

Period endPeriodValueUnitSource
2026-06-30quarterly28basis_pointsDisclosure

Investment Management Long-Term AUM

Period endPeriodValueUnitSource
2026-06-30instant1,316,000,000,000USDDisclosure

Investment Management Long-Term Net Flows

Period endPeriodValueUnitSource
2026-06-30quarterly7,500,000,000USDDisclosure

Investment Management Total AUM

Period endPeriodValueUnitSource
2026-06-30instant2,004,000,000,000USDDisclosure

Investment Management Total Net Flows

Period endPeriodValueUnitSource
2026-06-30quarterly35,000,000,000USDDisclosure

Liquidity Coverage Ratio

Period endPeriodValueUnitSource
2026-06-30quarterly129percentDisclosure

Net Stable Funding Ratio

Period endPeriodValueUnitSource
2026-06-30quarterly116percentDisclosure

Return on Average Common Equity

Period endPeriodValueUnitSource
2026-06-30quarterly20.7percentDisclosure

Return on Average Tangible Common Equity

Period endPeriodValueUnitSource
2026-06-30quarterly26.6percentDisclosure

Self-Directed Client Assets

Period endPeriodValueUnitSource
2026-06-30instant1,811,000,000,000USDDisclosure

Self-Directed Daily Average Revenue Trades

Period endPeriodValueUnitSource
2026-06-30quarterly1,278,000count_per_trading_dayDisclosure

Self-Directed Households

Period endPeriodValueUnitSource
2026-06-30instant8,700,000countDisclosure

Stock Plan Participants

Period endPeriodValueUnitSource
2026-06-30instant6,600,000countDisclosure

Stock Plan Unvested Public Assets

Period endPeriodValueUnitSource
2026-06-30instant658,000,000,000USDDisclosure

Supplementary Leverage Ratio

Period endPeriodValueUnitSource
2026-06-30instant4.9percentDisclosure

Tier 1 Capital Ratio — Advanced

Period endPeriodValueUnitSource
2026-06-30instant18percentDisclosure

Tier 1 Capital Ratio — Standardized

Period endPeriodValueUnitSource
2026-06-30instant16.5percentDisclosure

Tier 1 Leverage Ratio

Period endPeriodValueUnitSource
2026-06-30instant6percentDisclosure

Total Capital Ratio — Advanced

Period endPeriodValueUnitSource
2026-06-30instant20.1percentDisclosure

Total Capital Ratio — Standardized

Period endPeriodValueUnitSource
2026-06-30instant18.5percentDisclosure

Total Net Charge-Off Ratio

Period endPeriodValueUnitSource
2026-06-30quarterly0.01percentDisclosure

Wealth Management Average Fee Rate

Period endPeriodValueUnitSource
2026-06-30quarterly61basis_pointsDisclosure

Wealth Management Deposit Cost — Period Average

Period endPeriodValueUnitSource
2026-06-30quarterly2.54percentDisclosure

Wealth Management Deposit Cost — Period End

Period endPeriodValueUnitSource
2026-06-30instant2.6percentDisclosure

Wealth Management Deposits

Period endPeriodValueUnitSource
2026-06-30instant436,000,000,000USDDisclosure

Wealth Management Margin and Other Lending

Period endPeriodValueUnitSource
2026-06-30instant36,000,000,000USDDisclosure

Wealth Management Net New Assets

Period endPeriodValueUnitSource
2026-06-30quarterly148,100,000,000USDDisclosure

Wealth Management Total Client Assets

Period endPeriodValueUnitSource
2026-06-30instant8,084,000,000,000USDDisclosure

Wealth Management U.S. Bank Subsidiary Loans

Period endPeriodValueUnitSource
2026-06-30instant196,000,000,000USDDisclosure

Worldwide Employees

Period endPeriodValueUnitSource
2026-06-30instant83,000countDisclosure

Revenue breakdown

PeriodDimensionBusiness / regionRevenueCurrencySource
Q1 2026Quarterly · 2026-03-31GeographyAmericas14,591,000,000USD0000895421-26-000121
Q1 2026Quarterly · 2026-03-31GeographyAsia3,348,000,000USD0000895421-26-000121
Q1 2026Quarterly · 2026-03-31GeographyEMEA2,641,000,000USD0000895421-26-000121
Q1 2026Quarterly · 2026-03-31SegmentInstitutional Securities10,721,000,000USD0000895421-26-000121
Q1 2026Quarterly · 2026-03-31SegmentInvestment Management1,535,000,000USD0000895421-26-000121
Q1 2026Quarterly · 2026-03-31SegmentWealth Management8,519,000,000USD0000895421-26-000121
Q4 2025Quarterly · 2025-12-31GeographyAmericas13,784,000,000USDLegacy provider
Q4 2025Quarterly · 2025-12-31GeographyAsia2,150,000,000USDLegacy provider
Q4 2025Quarterly · 2025-12-31GeographyEMEA1,956,000,000USDLegacy provider
FY 2025Yearly · 2025-12-31GeographyAmericas52,897,000,000USD0000895421-26-000086
FY 2025Yearly · 2025-12-31GeographyAsia9,420,000,000USD0000895421-26-000086
FY 2025Yearly · 2025-12-31GeographyEMEA8,328,000,000USD0000895421-26-000086
Q3 2025Quarterly · 2025-09-30GeographyAmericas13,663,000,000USD0000895421-25-000539
Q3 2025Quarterly · 2025-09-30GeographyAsia2,622,000,000USD0000895421-25-000539
Q3 2025Quarterly · 2025-09-30GeographyEMEA1,939,000,000USD0000895421-25-000539
Q2 2025Quarterly · 2025-06-30GeographyAmericas12,347,000,000USD0000895421-25-000440
Q2 2025Quarterly · 2025-06-30GeographyAsia2,303,000,000USD0000895421-25-000440
Q2 2025Quarterly · 2025-06-30GeographyEMEA2,142,000,000USD0000895421-25-000440
Q2 2025Quarterly · 2025-06-30SegmentInstitutional Securities7,643,000,000USD0000895421-25-000440
Q2 2025Quarterly · 2025-06-30SegmentInvestment Management1,552,000,000USD0000895421-25-000440
Q2 2025Quarterly · 2025-06-30SegmentWealth Management7,764,000,000USD0000895421-25-000440
Q1 2025Quarterly · 2025-03-31GeographyAmericas13,103,000,000USD0000895421-26-000121
Q1 2025Quarterly · 2025-03-31GeographyAsia2,345,000,000USD0000895421-26-000121
Q1 2025Quarterly · 2025-03-31GeographyEMEA2,291,000,000USD0000895421-26-000121
Q1 2025Quarterly · 2025-03-31SegmentInstitutional Securities8,983,000,000USD0000895421-26-000121
Q1 2025Quarterly · 2025-03-31SegmentInvestment Management1,602,000,000USD0000895421-26-000121
Q1 2025Quarterly · 2025-03-31SegmentWealth Management7,327,000,000USD0000895421-26-000121
Q4 2024Quarterly · 2024-12-31GeographyAmericas12,537,000,000USDLegacy provider
Q4 2024Quarterly · 2024-12-31GeographyAsia2,014,000,000USDLegacy provider
Q4 2024Quarterly · 2024-12-31GeographyEMEA1,672,000,000USDLegacy provider
FY 2024Yearly · 2024-12-31GeographyAmericas46,929,000,000USD0000895421-26-000086
FY 2024Yearly · 2024-12-31GeographyAsia7,635,000,000USD0000895421-26-000086
FY 2024Yearly · 2024-12-31GeographyEMEA7,197,000,000USD0000895421-26-000086
FY 2024Yearly · 2024-12-31SegmentInstitutional Securities28,080,000,000USD0000895421-26-000086
FY 2024Yearly · 2024-12-31SegmentInvestment Management5,861,000,000USD0000895421-26-000086
FY 2024Yearly · 2024-12-31SegmentWealth Management28,420,000,000USD0000895421-26-000086
Q3 2024Quarterly · 2024-09-30GeographyAmericas11,557,000,000USD0000895421-25-000539
Q3 2024Quarterly · 2024-09-30GeographyAsia1,998,000,000USD0000895421-25-000539
Q3 2024Quarterly · 2024-09-30GeographyEMEA1,828,000,000USD0000895421-25-000539
Q2 2024Quarterly · 2024-06-30GeographyAmericas11,268,000,000USD0000895421-25-000440
Q2 2024Quarterly · 2024-06-30GeographyAsia1,880,000,000USD0000895421-25-000440
Q2 2024Quarterly · 2024-06-30GeographyEMEA1,871,000,000USD0000895421-25-000440
Q2 2024Quarterly · 2024-06-30SegmentInstitutional Securities6,982,000,000USD0000895421-25-000440
Q2 2024Quarterly · 2024-06-30SegmentInvestment Management1,386,000,000USD0000895421-25-000440
Q2 2024Quarterly · 2024-06-30SegmentWealth Management6,792,000,000USD0000895421-25-000440
Q1 2024Quarterly · 2024-03-31SegmentInstitutional Securities7,016,000,000USD0000895421-25-000343
Q1 2024Quarterly · 2024-03-31SegmentInvestment Management1,377,000,000USD0000895421-25-000343
Q1 2024Quarterly · 2024-03-31SegmentWealth Management6,880,000,000USD0000895421-25-000343
FY 2023Yearly · 2023-12-31GeographyAmericas41,651,000,000USD0000895421-26-000086
FY 2023Yearly · 2023-12-31GeographyAsia6,434,000,000USD0000895421-26-000086
FY 2023Yearly · 2023-12-31GeographyEMEA6,058,000,000USD0000895421-26-000086
Q1 2023Quarterly · 2023-03-31SegmentInstitutional Securities6,797,000,000USD0000895421-24-000322
Q1 2023Quarterly · 2023-03-31SegmentInvestment Management1,289,000,000USD0000895421-24-000322
Q1 2023Quarterly · 2023-03-31SegmentWealth Management6,559,000,000USD0000895421-24-000322
FY 2022Yearly · 2022-12-31GeographyAmericas40,117,000,000USD0000895421-25-000304
FY 2022Yearly · 2022-12-31GeographyAsia6,740,000,000USD0000895421-25-000304
FY 2022Yearly · 2022-12-31GeographyEMEA6,811,000,000USD0000895421-25-000304
FY 2022Yearly · 2022-12-31SegmentInstitutional Securities24,393,000,000USD0000895421-25-000304
FY 2022Yearly · 2022-12-31SegmentInvestment Management5,375,000,000USD0000895421-25-000304
FY 2022Yearly · 2022-12-31SegmentWealth Management24,417,000,000USD0000895421-25-000304
Q3 2022Quarterly · 2022-09-30SegmentInstitutional Securities5,817,000,000USD0000895421-23-000441
Q3 2022Quarterly · 2022-09-30SegmentInvestment Management1,168,000,000USD0000895421-23-000441
Q3 2022Quarterly · 2022-09-30SegmentWealth Management6,120,000,000USD0000895421-23-000441
Q1 2022Quarterly · 2022-03-31SegmentInstitutional Securities7,657,000,000USD0000895421-23-000315
Q1 2022Quarterly · 2022-03-31SegmentInvestment Management1,335,000,000USD0000895421-23-000315
Q1 2022Quarterly · 2022-03-31SegmentWealth Management5,935,000,000USD0000895421-23-000315
FY 2021Yearly · 2021-12-31GeographyAmericas44,605,000,000USD0000895421-24-000300
FY 2021Yearly · 2021-12-31GeographyAsia7,451,000,000USD0000895421-24-000300
FY 2021Yearly · 2021-12-31GeographyEMEA7,699,000,000USD0000895421-24-000300
FY 2021Yearly · 2021-12-31SegmentInstitutional Securities29,833,000,000USD0000895421-24-000300
FY 2021Yearly · 2021-12-31SegmentInvestment Management6,220,000,000USD0000895421-24-000300
FY 2021Yearly · 2021-12-31SegmentWealth Management24,243,000,000USD0000895421-24-000300
FY 2020Yearly · 2020-12-31GeographyAmericas35,459,000,000USD0000895421-23-000284
FY 2020Yearly · 2020-12-31GeographyAsia6,749,000,000USD0000895421-23-000284
FY 2020Yearly · 2020-12-31GeographyEMEA6,549,000,000USD0000895421-23-000284
FY 2019Yearly · 2019-12-31GeographyAmericas30,324,000,000USD0000895421-22-000400
FY 2019Yearly · 2019-12-31GeographyAsia5,136,000,000USD0000895421-22-000400
FY 2019Yearly · 2019-12-31GeographyEMEA6,078,000,000USD0000895421-22-000400
FY 2018Yearly · 2018-12-31GeographyAmericas29,301,000,000USD0000895421-21-000286
FY 2018Yearly · 2018-12-31GeographyAsia4,714,000,000USD0000895421-21-000286
FY 2018Yearly · 2018-12-31GeographyEMEA6,092,000,000USD0000895421-21-000286
Q1 2018Quarterly · 2018-03-31ProductAsset Management3,192,000,000USD0001193125-18-152899
Q1 2018Quarterly · 2018-03-31ProductCommission And Fee Generated Services1,173,000,000USD0001193125-18-152899
Q1 2018Quarterly · 2018-03-31ProductContract With Customer Other116,000,000USD0001193125-18-152899
Q1 2018Quarterly · 2018-03-31ProductInvestment Banking Services1,429,000,000USD0001193125-18-152899
FY 2017Yearly · 2017-12-31SegmentInstitutional Securities18,813,000,000USD0000895421-20-000265
FY 2017Yearly · 2017-12-31SegmentInvestment Management2,586,000,000USD0000895421-20-000265
FY 2017Yearly · 2017-12-31SegmentWealth Management16,836,000,000USD0000895421-20-000265
FY 2016Yearly · 2016-12-31SegmentInstitutional Securities17,459,000,000USD0001193125-19-051943
FY 2016Yearly · 2016-12-31SegmentInvestment Management2,112,000,000USD0001193125-19-051943
FY 2016Yearly · 2016-12-31SegmentWealth Management15,350,000,000USD0001193125-19-051943
FY 2015Yearly · 2015-12-31SegmentInstitutional Securities17,953,000,000USD0001193125-18-060831
FY 2015Yearly · 2015-12-31SegmentInvestment Management2,315,000,000USD0001193125-18-060831
FY 2015Yearly · 2015-12-31SegmentWealth Management15,100,000,000USD0001193125-18-060831
FY 2014Yearly · 2014-12-31SegmentInstitutional Securities16,871,000,000USD0001193125-17-059212
FY 2014Yearly · 2014-12-31SegmentInvestment Management2,712,000,000USD0001193125-17-059212
FY 2014Yearly · 2014-12-31SegmentWealth Management14,888,000,000USD0001193125-17-059212
FY 2013Yearly · 2013-12-31SegmentInstitutional Securities15,443,000,000USD0001193125-14-067354
FY 2013Yearly · 2013-12-31SegmentIntersegment Elimination-228,000,000USD0001193125-14-067354
FY 2013Yearly · 2013-12-31SegmentInvestment Management2,988,000,000USD0001193125-14-067354

Periods follow company fiscal calendars. Quarterly, annual and year-to-date amounts are shown separately. Missing values are not zero. Data may be delayed, incomplete or corrected; follow the disclosure links to verify figures.