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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.

共有:
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製品と売上

製品別売上シェア

売上内訳 ($61.8B)

静的データ（リアルタイム財務ロード中…）

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

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

競合他社

JPMorgan Chase & Co.

Wealth management and IB

影響: Major IB/wealth rival

The Goldman Sachs Group, Inc.

M&A advisory and trading

影響: Direct IB competitor

The Charles Schwab Corporation

Brokerage and wealth management

影響: Wealth management competitor

マクロ・市場概況

금융セクターニュース

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)

次の主要イベント

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

機関投資家シグナル

機関アクション価値四半期申告日
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↑

最新ニュース

ニュース読み込み中...

AI分析

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関連マクロテーマ

全テーマを見る

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

企業情報

本社所在地

New York, New York, USA

設立

1935

従業員数

82,000+

ウェブサイト

morganstanley.com

セクター概況 — 금융

セクターニュース

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)

主要テーマ

  • •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

次の主要イベント

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