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.
Growth often reflects the deployment of excess liquidity into interest-earning assets, while a decline may signal liquidity needs or portfolio rebalancing.
This metric is the sum of Available-for-Sale (AFS) and Held-to-Maturity (HTM) investment securities held by the bank. It...
Universal metric for all commercial and investment banks.
fin_total_investment_securities| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '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% |