Morgan Stanley MSDL Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Investment Owned At Fair Value by Geography | ||||||
| AU | $52.36M+8.3% | $48.36M+9.4% | $44.22M+10.4% | $40.06M-9.2% | $44.13M-15.6% | |
| CA | $494.89M-7.1% | $532.77M-5.4% | $563.31M-4.8% | $591.71M-5.1% | $623.36M+11.5% | |
| GB | $52.1M+2.2% | $51M+2.2% | $49.89M+3.0% | $48.42M+2.8% | $47.09M+0.9% | |
| US | $14.4B-0.6% | $14.49B0.0% | $14.48B+1.1% | $14.33B+2.2% | $14.02B+3.2% | |
| Investment Owned At Cost by Geography | ||||||
| AU | $51.86M+8.7% | $47.71M+9.5% | $43.56M+10.6% | $39.4M-9.2% | $43.37M-15.9% | |
| CA | $492.11M-6.9% | $528.61M-5.4% | $558.58M-4.9% | $587.18M-5.1% | $619.04M+11.4% | |
| GB | $51.62M+1.6% | $50.81M+1.5% | $50.06M+1.6% | $49.26M+1.6% | $48.46M+1.7% | |
| US | $14.68B-0.2% | $14.71B+0.3% | $14.66B+1.4% | $14.46B+2.3% | $14.13B+3.3% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Morgan Stanley break its business down?
- Morgan Stanley (MSDL) reports investment owned at fair value by geography across 4 parts — AU, CA, GB and US. Each is extracted from the segment footnotes and tracked over time.
- Where does Morgan Stanley's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Morgan Stanley's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.