Morgan Stanley Employee Benefit Trust increased by 1.9% to $5.15B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 1.0%, from $5.10B to $5.15B. Over 5 years (FY 2020 to FY 2025), Employee Benefit Trust shows an upward trend with a 11.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests higher funding levels for future obligations, while a decrease may indicate payouts or underperformance of trust assets.
This represents assets held in a trust specifically designated for employee benefit plans, such as pensions or stock-bas...
Common in large capital-intensive firms with significant pension or benefit obligations.
employee_benefit_trust| 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 | $3.77B | $3.77B | $3.96B | $4.98B | $4.90B | $4.86B | $4.88B | $5.34B | $5.26B | $5.24B | $5.31B | $5.25B | $5.11B | $5.10B | $5.10B | $5.28B | $5.09B | $5.06B | $5.15B |
| QoQ Change | — | +0.1% | +4.9% | +25.8% | -1.5% | -0.8% | +0.4% | +9.5% | -1.6% | -0.3% | +1.3% | -1.2% | -2.7% | -0.3% | +0.2% | +3.4% | -3.6% | -0.5% | +1.9% |
| YoY Change | — | — | — | — | +30.0% | +28.9% | +23.4% | +7.4% | +7.3% | +7.9% | +8.9% | -1.7% | -2.8% | -2.8% | -4.0% | +0.5% | -0.5% | -0.7% | +1.0% |
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