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+18.6% | $48.36M-7.5% | $44.22M-26.8% | $40.06M-34.9% | $44.13M-18.9% | |
| CA | $494.89M-20.6% | $532.77M-4.7% | $563.31M+12.1% | $591.71M+33.7% | $623.36M+60.7% | |
| GB | $52.1M+10.6% | $51M+9.3% | $49.89M+5.9% | $48.42M+1.4% | $47.09M-2.1% | |
| US | $14.4B+2.7% | $14.49B+6.7% | $14.48B+11.1% | $14.33B+13.9% | $14.02B+15.8% | |
| Investment Owned At Cost by Geography | ||||||
| AU | $51.86M+19.6% | $47.71M-7.5% | $43.56M-27.1% | $39.4M-35.5% | $43.37M-20.1% | |
| CA | $492.11M-20.5% | $528.61M-4.9% | $558.58M+11.6% | $587.18M+32.8% | $619.04M+58.6% | |
| GB | $51.62M+6.5% | $50.81M+6.7% | $50.06M+5.1% | $49.26M+3.8% | $48.46M+2.5% | |
| US | $14.68B+3.9% | $14.71B+7.5% | $14.66B+11.5% | $14.46B+13.8% | $14.13B+15.3% |
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.