Morgan Stanley (MS)
MS · Financials · 
United States
Morgan Stanley (MS) is a US company in the Financials sector. The stock has its largest weight in XUFI (MSCI USA Financials), at 2.85%. Anyone who holds an ETF containing Morgan Stanley also has an indirect stake in the company.
Data and Charts: Morgan Stanley
Key Data for Morgan Stanley
Morgan Stanley Stock Price Chart
The Morgan Stanley chart shows daily closing prices and is set to the current year by default. The stock is up 3.8% year to date and up 11.5% over twelve months. The last recorded close on October 30, 2026, was $184.30, at 40% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Morgan Stanley Stock Performance
| Year to date | +3.8% | 1 year | +11.5% |
|---|---|---|---|
| 1 month | -2.0% | 3 months | -12.4% |
| Calendar year 2025 | +41.2% |
Measured in euros, Morgan Stanley is up 9.2% year to date and up 15.3% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Morgan Stanley
What ETF Is Morgan Stanley In?
Morgan Stanley has above-average ETF coverage and is held by 20 of the 104 ETFs we track, which together follow 9 indices. That puts the stock in more ETFs than 80.9% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| XUFI / XUFN | MSCI USA Financials | 2.85% | €28.46 |
| WFIN | MSCI World Financials | 1.54% | €15.44 |
| XDWF | MSCI World Financials | 1.53% | €15.31 |
| SPYL / SPY5 | S&P 500 | 0.34% | €3.41 |
| SXR8 | S&P 500 | 0.34% | €3.40 |
| XD9U / XD9D | MSCI USA | 0.34% | €3.36 |
| SWWD | MSCI World | 0.25% | €2.49 |
| SPPW | MSCI World | 0.25% | €2.49 |
| XDWD / XDWL | MSCI World | 0.25% | €2.46 |
| EUNL | MSCI World | 0.24% | €2.40 |
| WIMI | MSCI World IMI | 0.22% | €2.21 |
| IUSQ | MSCI ACWI | 0.22% | €2.20 |
| SPYY | MSCI ACWI | 0.22% | €2.18 |
| SPYI / SPSA | MSCI ACWI IMI | 0.19% | €1.87 |
| XDEW | S&P 500 Equal Weight | 0.17% | €1.71 |
The last column shows how much of €1,000 in one of these funds goes to Morgan Stanley, based on each fund's latest holdings list.
US-listed ETFs holding Morgan Stanley (weight per latest SEC filing): VYM 0.96%, IVV 0.39%, SPY 0.39%, VOO 0.39%, VTI 0.34%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Morgan Stanley Weight in iShares Core MSCI World (EUNL) Since 2019
In iShares Core MSCI World (EUNL), Morgan Stanley had a weight of 0.13% on Sep 30, 2019 and 0.24% on Oct 29, 2026. The fund tracks the MSCI World. Its share peaked at 0.28% on Jun 30, 2026. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Morgan Stanley overlaps with the rest of a portfolio.
Which Tracked Investors Hold Morgan Stanley?
Morgan Stanley is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. Of the 3 tracked managers holding the stock, 3 added.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Viking Global Investors | 1,622,593 | $339M | newly added |
| Soros Fund Management | 19,096 | $4M | newly added |
| Bridgewater Associates | 18,729 | $4M | increased by 3,967 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
Stocks With ETF Exposure Similar to Morgan Stanley
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Morgan Stanley | – | – | +11.5% | 30.3% | – | – |
 Apollo Global Management Inc | 20 | – | -6.2% | 38.8% | 10.9% | +22.7% |
| Ares Management Corporation | 20 | – | -13.0% | 40.8% | 9.4% | +44.2% |
 Bank of America Corp | 20 | – | -5.7% | 24.7% | 27.0% | +6.8% |
| Coinbase Global | 20 | – | -56.3% | 77.6% | 17.6% | +9.4% |
| Corpay | 20 | – | +57.2% | 34.8% | 23.6% | +13.9% |
 Fifth Third Bancorp | 20 | – | +28.4% | 26.5% | – | – |
| Robinhood Markets | 20 | – | -38.4% | 72.4% | 42.1% | +51.6% |
 Interactive Brokers Group | 20 | +0.71 | +12.2% | 41.3% | 40.3% | +23.4% |
These stocks reach a portfolio through largely the same funds as Morgan Stanley. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Morgan Stanley
Morgan Stanley Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | – | 9.1 | – |
| FY ended Dec 2024 | – | 13.4 | – |
| FY ended Dec 2025 | – | 16.9 | – |
Latest Patents Granted to Morgan Stanley
In the 52 weekly issues of the US patent office from Nov 4, 2025 to Oct 27, 2026, Morgan Stanley received 83 utility patents. That is 0.026% of all utility patents the US patent office granted in those weeks. The median time from filing to grant was 1.0 years.
| Granted | Patent | Title | Filed | Technology field |
|---|---|---|---|---|
| US 12775776 B1 | Enabling customizing reports with live preview on one screen | G06F Electric digital data processing | ||
| US 12775586 B2 | Network file deduplication using decaying bloom filters | G06F Electric digital data processing | ||
| US 12771696 B1 | Role management framework using graph analytics | H04L Transmission of digital information | ||
| US 12764154 B1 | Typed processing components system and method with audit logging on platform operations environments | H04L Transmission of digital information | ||
| US 12762495 B1 | Scoring operational mappings for an organization | G06Q IT for administration, commerce, finance and management |
These are grants, not applications. The office usually publishes an application 18 months after the priority date; the grant tends to come much later. Owners counted: Morgan Stanley Services Group Inc. Titles as published by the office; median time based on 45 patents with a known filing date.
The patent screener lists more grants, filterable by company, type and technology field. The M&A and patents page compares companies.
Technical Analysis: Morgan Stanley
Morgan Stanley Risk Metrics
The close on Oct 30, 2026, was 19.4% below the highest close since Aug 12, 2024. That high was reached on Jul 15, 2026. When the S&P 500 rose or fell 1%, Morgan Stanley moved 1.43% on average in the same direction (past 252 trading days). The correlation of 0.64 shows a clear but not close link to the broad market. Accordingly, moves in the S&P 500 explain part of the daily price moves of Morgan Stanley, but far from all.
What Morgan Stanley Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Goldman Sachs Group Inc. | +0.88 | |
| State Street Corporation | +0.76 | |
| Interactive Brokers Group Inc. Class A | +0.71 | |
| MSCI ACWI | +0.70 | |
| MSCI World | +0.69 | |
| JPMorgan Chase & Co. | +0.69 | |
| Altria Group Inc. | -0.41 | |
| Jack Henry and Associates Inc. | -0.38 | |
| Marsh & McLennan Companies Inc. | -0.38 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
