MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $1,239,477,352,528 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
244,474,722 $62,045,239,682 5.01%
NVDA
Nvidia Corp
Technology
342,954,346 $59,811,237,934 4.83%
MSFT
Microsoft Corp
Technology
124,881,288 $46,227,306,365 3.73%
AMZN
Amazon Com Inc
Consumer Cyclical
173,925,856 $36,223,538,016 2.92%
GOOGL
Alphabet Inc.
Communication Services
120,955,598 $34,781,991,748 2.81%
SPY
Spdr S&P 500 ETF Trust
40,502,730 $26,340,545,421 2.13%
AVGO
Broadcom Inc.
Technology
75,935,152 $23,502,688,883 1.90%
META
Meta Platforms, Inc.
Communication Services
38,078,962 $21,786,116,518 1.76%
JPM
Jpmorgan Chase & Co
Financial Services
68,544,442 $20,163,033,047 1.63%
TSLA
Tesla, Inc.
Consumer Cyclical
39,177,400 $14,564,198,442 1.18%

Portfolio Trend

52 quarters · across all stocks

Holdings in PEG

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $555,535,959 6,862,705
2025-12-31 $563,278,556 7,014,677
2025-09-30 $34,999,034 419,351
2025-06-30 $228,545,499 2,714,962
2025-03-31 $118,261,641 1,436,958
2024-12-31 $196,350,365 2,323,948
2024-09-30 $203,164,980 2,277,379
2024-06-30 $183,765,640 2,493,428
2024-03-31 $156,531,849 2,343,993
2023-12-31 $721,080 11,792
2023-09-30 $306,510,420 5,385,880
2023-06-30 $337,556,735 5,391,419
2023-03-31 $340,213,541 5,447,775
2022-12-31 $310,710,822 5,071,174
2022-09-30 $270,280,903 4,806,703
2022-06-30 $293,417,141 4,636,807
2022-03-31 $161,362,040 2,305,172
2021-12-31 $153,217,411 2,296,080
2021-09-30 $140,776,008 2,311,593
2021-06-30 $139,565,239 2,336,211
2021-03-31 $115,592,658 1,919,825
2020-12-31 $126,492,629 2,169,685
2020-09-30 $95,375,316 1,736,939
2020-06-30 $74,415,851 1,513,748
2020-03-31 $69,573,988 1,549,187