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

Morgan Stanley (MS-PF) has 5 years of Securities - Held-to-maturity data on record, last reported at $50.5 billion in Q1 2026.

  • On a quarterly basis, Securities - Held-to-maturity fell 14.9% to $50.5 billion in Q1 2026 year-over-year; TTM through Mar 2026 was $50.5 billion, a 14.9% decrease, with the full-year FY2025 number at $53.1 billion, down 13.07% from a year prior.
  • Securities - Held-to-maturity reached $50.5 billion in Q1 2026 per MS-PF's latest filing, down from $53.1 billion in the prior quarter.
  • Over the last five years, Securities - Held-to-maturity for MS-PF hit a ceiling of $75.6 billion in Q4 2022 and a floor of $50.5 billion in Q1 2026.
  • A 5-year average of $63.4 billion and a median of $63.5 billion in 2024 define the central range for Securities - Held-to-maturity.
  • Peak YoY movement for Securities - Held-to-maturity: decreased 8.43% in 2024, then decreased 14.9% in 2026.
  • Tracing MS-PF's Securities - Held-to-maturity over 5 years: stood at $75.6 billion in 2022, then dropped 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 fell by 4.79% to $50.5 billion in 2026.
  • Business Quant data shows Securities - Held-to-maturity for MS-PF at $50.5 billion in Q1 2026, $53.1 billion in Q4 2025, and $55.2 billion in Q3 2025.