Morgan Stanley Private Bank quarterly financials
As reported to the FDIC. Dollar values are period-end balances. Net income is for the single quarter, derived from the FDIC's year-to-date figures by subtracting the prior quarter's report. Ratios (ROA, ROE, NIM) are FDIC-computed annualized year-to-date values.
| Quarter | Assets | Deposits | Net loans | Equity | Net income | ROA | ROE | NIM | Noncurrent |
|---|---|---|---|---|---|---|---|---|---|
| Q1 2026 | $241.4B | $205.8B | $178.0B | $18.4B | $741M | 1.19% | 16.40% | 1.84% | 0.21% |
| Q4 2025 | $254.7B | $222.6B | $174.0B | $17.7B | $741M | 1.10% | 14.69% | 1.73% | 0.25% |
| Q3 2025 | $240.2B | $213.8B | $160.9B | $18.0B | $657M | 1.07% | 13.99% | 1.70% | 0.28% |
| Q2 2025 | $235.0B | $212.4B | $155.8B | $17.3B | $616M | 1.04% | 13.63% | 1.71% | 0.32% |
| Q1 2025 | $223.8B | $203.6B | $149.6B | $17.7B | $568M | 1.02% | 13.05% | 1.72% | 0.31% |
| Q4 2024 | $221.3B | $199.2B | $146.5B | $17.1B | $519M | 0.98% | 12.26% | 1.66% | 0.33% |
| Q3 2024 | $210.2B | $190.4B | $142.5B | $17.6B | $508M | 0.99% | 12.27% | 1.65% | 0.27% |
| Q2 2024 | $207.6B | $188.6B | $138.0B | $17.0B | $518M | 1.01% | 12.55% | 1.68% | 0.29% |
| Q1 2024 | $202.8B | $184.3B | $134.5B | $16.4B | $511M | 1.01% | 12.69% | 1.68% | 0.29% |
| Q4 2023 | $203.3B | $185.3B | $133.3B | $15.8B | $384M | 1.09% | 13.52% | 1.92% | 0.20% |
| Q3 2023 | $198.5B | $180.1B | $132.4B | $16.4B | $527M | 1.20% | 14.78% | 1.99% | 0.17% |
| Q2 2023 | $197.2B | $179.8B | $129.8B | $15.9B | $600M | 1.27% | 15.75% | 1.93% | 0.12% |
Transcribed from FDIC BankFind Suite quarterly financial data (Call Report-derived). Income in Call Reports is filed year-to-date; per-quarter net income shown here is the difference between consecutive reports within the same year. NIM = net interest margin; “Noncurrent” = noncurrent loans as a share of total loans. These figures describe reported financials only and are not a safety rating or a prediction about the institution.