Question 1

How many shares of MS does UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC own?

Accepted Answer

As of 2026-Q2, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds 11.2M shares of MS (MORGAN STANLEY).

Question 2

What is UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's MS position worth?

Accepted Answer

As of 2026-Q2, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's MS position is worth $2.3B.

Question 3

Is UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC buying or selling MS?

Accepted Answer

In 2026-Q2, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased their MS position (+1.7% change in shares).

Question 4

When did UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC first buy MS?

Accepted Answer

Based on available 13F filings, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC first reported a position in MS in 2018-Q4. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	11.2M	+1.7%	$2.3B	0.4%	$207.90	39
2026-Q1	Increased	11M	+20.1%	$1.8B	0.4%	$162.79	45
2025-Q4	Increased	9.2M	+0.9%	$1.6B	0.3%	$174.65	38
2025-Q3	Decreased	9.1M	-18.8%	$1.4B	0.3%	$155.44	0
2025-Q2	Increased	11.2M	+15.9%	$1.6B	0.3%	$136.79	44
2025-Q1	Increased	9.7M	+4.8%	$1.1B	0.3%	$112.39	40
2024-Q4	Increased	9.2M	+8.9%	$1.2B	0.3%	$120.31	42
2024-Q3	Increased	8.5M	+4.8%	$881.3M	0.2%	$98.97	40
2024-Q2	Increased	8.1M	+35.5%	$784.2M	0.2%	$91.46	49
2024-Q1	Decreased	6M	-0.8%	$560.5M	0.2%	$87.79	0
2023-Q4	Increased	6M	+1.4%	$559.4M	0.2%	$86.10	38
2023-Q3	Decreased	5.9M	-0.3%	$483M	0.2%	$74.50	0
2023-Q2	Unchanged	5.9M	0.0%	$520.7M	0.3%	$77.19	0
2023-Q1	Increased	5.9M	+0.4%	$520.7M	0.3%	$78.68	38
2022-Q4	Increased	5.9M	+10.1%	$502.4M	0.3%	$75.58	41
2022-Q3	Decreased	5.4M	-12.9%	$424M	0.2%	$69.56	0
2022-Q2	Increased	6.2M	+9.6%	$468.8M	0.2%	$66.33	41
2022-Q1	Decreased	5.6M	-2.0%	$491.6M	0.2%	$75.57	0
2021-Q4	Decreased	5.7M	-1.3%	$563.2M	0.2%	$84.29	0
2021-Q3	Increased	5.8M	+3.0%	$565.3M	0.2%	$82.99	39
2021-Q2	Decreased	5.6M	-15.5%	$517.4M	0.2%	$77.62	0
2021-Q1	Decreased	6.7M	-0.2%	$518.6M	0.2%	$65.47	0
2020-Q4	Increased	6.7M	+49.1%	$458.3M	0.2%	$57.48	52
2020-Q3	Increased	4.5M	+0.5%	$216.8M	0.1%	$40.25	37
2020-Q2	Increased	4.5M	+5.3%	$215.5M	0.1%	$39.93	39
2020-Q1	Increased	4.2M	+6.7%	$144.1M	0.1%	$27.86	39
2019-Q4	Increased	4M	+0.3%	$203.1M	0.1%	$41.62	37
2019-Q3	Decreased	4M	-10.8%	$169M	0.1%	$34.48	0
2019-Q2	Decreased	4.4M	-1.5%	$194.6M	0.1%	$35.13	0
2019-Q1	Increased	4.5M	+10.4%	$190.4M	0.1%	$33.63	40
2018-Q4	New	4.1M	-	$162M	0.1%	$31.37	50

MS31 quarters

MS
31 quarters