Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Morgan Stanley Group Inc.

Revenue

EBIT

EBITDA

CapEx

Net Interest Income

Assets

Adjusted EBITDA

Gross Profit

Adjusted Net Income

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Net Income

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Adjusted EBIT

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Adjusted EBT

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Institutional Securities Assets

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Institutional Securities Assets Common Size

Wealth Management Assets

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Wealth Management Assets Common Size

Investment Management Assets

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Investment Management Assets Common Size

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Institutional Securities Income Before Taxes

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Wealth Management Income Before Taxes

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Wealth Management Income Before Taxes Common Size

Investment Management Income Before Taxes

Investment Management Income Before Taxes % Chg.

Investment Management Income Before Taxes Common Size

Eliminations from Income Before Taxes

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Eliminations from Income Before Taxes Common Size

Total EBT

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Institutional Securities Net Interest Income

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Wealth Management Net Interest Income

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Investment Management Net Interest Income

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Institutional Securities Non-Interest Revenue

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Wealth Management Non-Interest Revenue

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Investment Management Non-Interest Revenue

Investment Management Non-Interest Revenue % Chg.

Eliminations from Non-Interest Revenue

Eliminations from Non-Interest Revenue % Chg.

Total Non-Interest Income

Total Non-Interest Income Common Size

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Non-Interest Income

Institutional Securities Revenue

Institutional Securities Revenue % Chg.

Institutional Securities Revenue Common Size

Wealth Management Revenue

Wealth Management Revenue % Chg.

Wealth Management Revenue Common Size

Investment Management Revenue

Investment Management Revenue % Chg.

Investment Management Revenue Common Size

Eliminations from Revenue

Eliminations from Revenue % Chg.

Eliminations from Revenue Common Size

Total Revenue

Total Revenue Common Size

Total Revenue % Chg.

Non-Interest Income	Sep '25	Jun '25
Institutional Securities Non-Interest Revenue	30,288	28,658
Wealth Management Non-Interest Revenue	23,115	22,368
Investment Management Non-Interest Revenue	6,564	6,371
Eliminations from Non-Interest Revenue	-732	-708
Total Non-Interest Income	59,235	56,689

Net Interest Income	Sep '25	Jun '25
Institutional Securities Net Interest Income	2,128	2,050
Wealth Management Net Interest Income	7,688	7,471
Investment Management Net Interest Income	-116	-119
Eliminations from Net Interest Income	43	46
Total Net Interest Income	9,743	9,448

Revenue	Sep '25	Jun '25
Institutional Securities Revenue	32,416	30,708
Wealth Management Revenue	30,803	29,839
Investment Management Revenue	6,448	6,252
Eliminations from Revenue	-689	-662
Total Revenue	68,978	66,137

EBT	Sep '25	Jun '25
Institutional Securities Income Before Taxes	11,015	9,744
Wealth Management Income Before Taxes	8,703	8,264
Investment Management Income Before Taxes	1,424	1,320
Eliminations from Income Before Taxes	-42	-35
Total EBT	21,100	19,293

Assets	Sep '25	Jun '25
Institutional Securities Assets	928,131	931,163
Wealth Management Assets	418,992	404,929
Investment Management Assets	17,683	17,778
Total Assets	1,364,806	1,353,870