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Morgan Stanley
MSleaderMorgan 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.
產品與營收
產品營收佔比
營收結構 ($61.8B)
靜態數據（加載即時財務…）
Wealth Management (48%)
Institutional Securities (40%)
Investment Management (12%)
業務部門構成與主要客戶
產品詳情
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
供應鏈關係
宏觀與市場背景
금융行業新聞
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)
近期催化劑
◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| BlackRock | accumulating | $232M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $105M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $129M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $17M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $221M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $34M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $3.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $165M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $249M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $131M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $236M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $219K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $752M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $28M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $26M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $205K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $183M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $19.1B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.2B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $773K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $467M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $382M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $102M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $18.4B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $2.7B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $22M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $40M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $2M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $25M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $25M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $3.2B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $575M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $582M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $19M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $224M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $22M | 2025.12 | 2026-02-17↑ |
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相關宏觀主题
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行業概況 — 금융
行業新聞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)
核心主題
- •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
近期催化劑
- ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
- ◆Fed FOMC 회의 (2026.05, 06)