Discontinued — last reported Q4 '25
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. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase suggests capital growth or reinvestment of premiums, while a decrease may indicate asset liquidation to cover claims or market value depreciation.
Detailed definition
This represents the aggregate fair value of an insurance company's portfolio of debt and equity securities held for inve...
Peer comparison
Peers typically maintain a high ratio of investment securities to total assets to ensure liquidity for claims.
fin_total_investment_securitiesHistorical Data
| 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 | $149.30B | $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% | -0.5% | -0.6% | -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% | -18.4% | -10.7% | -10.3% | -10.3% | -2.5% | -3.9% | +2.6% | +13.5% | +2.9% | +4.8% | +6.7% | +1.9% | +4.2% |
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 debt and equity securities held by the company for investment.