UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in MS — Morgan Stanley
CIK 861177
NEW YORK, NY
Position in MS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,813,207,239
+$184,963,332 QoQ
Shares Held
11,017,848
+20.1% QoQ
Ownership
0.699%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 56.995966907512255.ToString("F0")%
Shared 0.ToString("F0")%
None 43.00403309248775.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $6,089,018,891 across 39 Capital Markets names. MS ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,539,185 | $2,148,125,112 | |
| 2 | MS |
Morgan Stanley
This page
|
11,017,848 | $1,813,207,239 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,875,673 | $1,116,075,743 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,951,727 | $273,854,677 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
591,666 | $177,990,878 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,125,652 | $142,567,474 | |
| 7 | TW |
Tradeweb Markets Inc.
|
695,079 | $81,782,990 | |
| 8 | XP |
XP Inc.
|
2,942,485 | $56,024,911 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,813,207,239 | 11,017,848 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,628,243,907 | 9,171,655 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,444,657,563 | 9,088,183 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,576,325,376 | 11,190,724 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,126,205,001 | 9,652,910 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,157,918,028 | 9,210,293 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $881,263,405 | 8,454,177 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $784,167,496 | 8,068,397 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $560,519,409 | 5,952,840 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $559,432,015 | 5,999,271 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $482,999,640 | 5,914,040 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $506,491,853 | 5,930,818 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $520,725,817 | 5,930,818 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $502,351,121 | 5,908,623 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $424,035,681 | 5,366,861 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $468,806,224 | 6,163,637 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $491,551,054 | 5,624,154 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $563,157,952 | 5,737,143 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $565,325,067 | 5,809,527 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $517,376,406 | 5,642,670 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $518,576,431 | 6,677,523 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $458,329,936 | 6,688,019 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $216,842,251 | 4,484,845 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $215,484,842 | 4,461,384 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $144,109,646 | 4,238,519 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||