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Morgan Stanley

MSleader

Morgan Stanley has transformed from a pure-play investment bank into a wealth management powerhouse through its acquisitions of E*TRADE and Eaton Vance. Its $6+ trillion in client assets across wealth and investment management now generates the majority of firm revenue.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($61.8B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Wealth Management (48%)
Institutional Securities (40%)
Investment Management (12%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Wealth Management48%

Financial advisory, brokerage, and retirement planning for HNW and mass affluent clients

Institutional Securities40%

M&A advisory, equity/debt underwriting, sales & trading

Investment Management12%

Public and private fund management via Eaton Vance and Parametric

Makro- und Marktkontext

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Nächste Katalysatoren

JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)Fed FOMC 회의 (2026.05, 06)Basel III Endgame 최종 규정 확정

Institutionelle Signale

InstitutionAktionWertQuartalEinreichungsdatum
BlackRockaccumulating$232M2024.062024-08-13
BlackRockreducing$105M2024.062024-08-13
BlackRockreducing$129M2024.062024-08-13
BlackRockreducing$6M2024.062024-08-13
BlackRockreducing$17M2024.062024-08-13
BlackRockaccumulating$221M2024.062024-08-13
BlackRockreducing$34M2024.062024-08-13
BlackRockaccumulating$3.1B2024.062024-08-13
BlackRockaccumulating$2.5B2024.062024-08-13
BlackRockreducing$165M2024.062024-08-13
BlackRockaccumulating$249M2024.062024-08-13
BlackRockreducing$131M2024.062024-08-13
BlackRockaccumulating$236M2024.062024-08-13
BlackRockreducing$219K2024.062024-08-13
BlackRockaccumulating$752M2024.062024-08-13
BlackRockreducing$28M2024.062024-08-13
BlackRockreducing$9M2024.062024-08-13
BlackRockreducing$26M2024.062024-08-13
BlackRockreducing$6M2024.062024-08-13
BlackRockreducing$205K2024.062024-08-13
BlackRockaccumulating$183M2024.062024-08-13
Vanguard Groupaccumulating$19.1B2025.122026-01-29
Vanguard Groupaccumulating$1.2B2025.122026-01-29
Vanguard Groupreducing$773K2025.122026-01-29
Vanguard Groupaccumulating$467M2025.122026-01-29
Vanguard Groupaccumulating$382M2025.122026-01-29
Vanguard Groupaccumulating$102M2025.122026-01-29
State Streetaccumulating$18.4B2025.122026-02-13
Wellington Managementaccumulating$2.7B2025.122026-02-17
Wellington Managementaccumulating$22M2025.122026-02-17
Wellington Managementaccumulating$40M2025.122026-02-17
Wellington Managementreducing$2M2025.122026-02-17
Wellington Managementaccumulating$25M2025.122026-02-17
Wellington Managementaccumulating$25M2025.122026-02-17
FMR (Fidelity)accumulating$3.2B2025.122026-02-17
FMR (Fidelity)accumulating$575M2025.122026-02-17
FMR (Fidelity)accumulating$582M2025.122026-02-17
FMR (Fidelity)accumulating$19M2025.122026-02-17
FMR (Fidelity)accumulating$224M2025.122026-02-17
FMR (Fidelity)accumulating$22M2025.122026-02-17

Aktuelle Nachrichten

Nachrichten laden...

KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Morgan Stanley.

Verwandte Makro-Themen

Alle Themen

Cantillon Effect & QE

New money benefits those closest to the source first. QE inflates assets held by the wealthy before wages catch up — a structural wealth transfer.

Quantitative easingAsset inflationWealth concentration

Dark Pools & HFT

Institutional investors trade in shadow markets invisible to retail. HFT extracts value in microseconds. The game is rigged by design — and 13F filings are one of the few windows into their moves.

Dark poolHigh-frequency tradingInformation asymmetry

The Revolving Door

Former regulators become industry lobbyists. Former executives become policy makers. This structural relationship creates regulatory environments that systematically favor incumbents.

Regulatory captureSEC revolving doorToo big to fail

Unternehmensinformationen

Hauptsitz

New York, New York, USA

Gegründet

1935

Mitarbeiter

82,000+

Sektorübersicht금융

Sektornachrichten

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Hauptthemen

  • 금리 인하 → 모기지·기업대출 수요 회복 기대
  • M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
  • 핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜

Nächste Katalysatoren

  • JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
  • Fed FOMC 회의 (2026.05, 06)