Non-Current Assets

Total investment securities

Morgan Stanley Total investment securities increased by 0.2% to $156.08B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 4.2%, from $149.81B to $156.08B. Over 5 years (FY 2020 to FY 2025), Total investment securities shows a downward trend with a -3.0% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ3 2017
Last reportedQ4 2025

How to read this metric

Growth often reflects the deployment of excess liquidity into interest-earning assets, while a decline may signal liquidity needs or portfolio rebalancing.

Detailed definition

This metric is the sum of Available-for-Sale (AFS) and Held-to-Maturity (HTM) investment securities held by the bank. It...

Peer comparison

Universal metric for all commercial and investment banks.

Metric ID: fin_total_investment_securities

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$175.34B$183.43B$183.00B$166.13B$157.71B$150.03B$159.93B$148.35B$141.53B$134.59B$145.57B$142.60B$145.20B$152.72B$149.81B$149.44B$154.90B$155.70B$156.08B
QoQ Change+4.6%-0.2%-9.2%-5.1%-4.9%+6.6%-7.2%-4.6%-4.9%+8.2%-2.0%+1.8%+5.2%-1.9%-0.2%+3.7%+0.5%+0.2%
YoY Change-10.1%-18.2%-12.6%-10.7%-10.3%-10.3%-9.0%-3.9%+2.6%+13.5%+2.9%+4.8%+6.7%+1.9%+4.2%
Range$134.59B$183.43B
CAGR-2.6%
Avg YoY Growth-3.2%
Median YoY Growth-3.9%
Current Streak3 quarters growth

Total investment securities at Other Companies

Frequently Asked Questions

What is Morgan Stanley's total investment securities?
Morgan Stanley (MS) reported total investment securities of $156.08B in Q4 2025.
How has Morgan Stanley's total investment securities changed year-over-year?
Morgan Stanley's total investment securities increased by 4.2% year-over-year, from $149.81B to $156.08B.
What is the long-term trend for Morgan Stanley's total investment securities?
Over 5 years (2020 to 2025), Morgan Stanley's total investment securities has grown at a -3.0% compound annual growth rate (CAGR), from $182.15B to $156.08B.
What does total investment securities mean?
The total value of all investment securities held by the bank, including both those for sale and those held to maturity.