Morgan Stanley (MS-PE) Securities - Held-to-maturity (2022 - 2026)

Morgan Stanley has disclosed Securities - Held-to-maturity across 5 years of filings, most recently posting $50.5 billion for Q1 2026.

• In Q1 2026, Securities - Held-to-maturity fell 14.9% year-over-year to $50.5 billion; the TTM figure through Mar 2026 stood at $50.5 billion (down 14.9% YoY), while the FY2025 annual figure was $53.1 billion, down 13.07% from the prior year.
• Securities - Held-to-maturity eased to $50.5 billion in Q1 2026, from $53.1 billion in the prior quarter.
• Over the last five years, Securities - Held-to-maturity for MS-PE reached as high as $75.6 billion in Q4 2022 and fell as low as $50.5 billion in Q1 2026.
• The 5-year median for Securities - Held-to-maturity is $63.5 billion (2024), against an average of $63.4 billion.
• Annual changes were most pronounced in 2024 — Securities - Held-to-maturity slipped 8.43% — and 2026, when it fell 14.9%.
• A 5-year view of Securities - Held-to-maturity shows it stood at $75.6 billion in 2022, then retreated by 11.82% to $66.7 billion in 2023, then dropped by 8.43% to $61.1 billion in 2024, then dropped by 13.07% to $53.1 billion in 2025, then slipped by 4.79% to $50.5 billion in 2026.
• According to Business Quant data, Securities - Held-to-maturity over the past three periods registered $50.5 billion, $53.1 billion, and $55.2 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.