Total investment securities
Non-Current AssetsMorgan 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
VolatilityModerate
First reportedQ3 2018
Last reportedQ3 2025
How to read this metric
An increase reflects a strategy to deploy excess cash for yield, whereas a decrease suggests cash is being used for operations or capital allocation.
Detailed definition
The aggregate value of debt and equity securities held by the company, categorized as available-for-sale or held-to-matu...
Peer comparison
Commonly compared across financial services firms based on the risk profile and duration of the investment portfolio.
Metric ID:
fin_total_investment_securitiesHistorical Data
19 periods
| 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% |
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 the company's investment portfolio in stocks and bonds.