Fundology

NYSE: MS · Finance

Which UK funds hold Morgan Stanley (MS)?

Morgan Stanley (MS) is among the ten largest holdings of 7 UK funds Fundology covers, according to the holdings each fund publishes. In the largest of these funds by size, it makes up 2.94% of UIFS (iShares S&P 500 Financials Sector UCITS ETF), 3.01% of XSFN (Xtrackers MSCI USA Financials UCITS ETF) and 1.71% of GLFI (Amundi S&P World Financials Screened UCITS ETF Accum DR EUR). The largest weight is 6.89%, in PRFP (Invesco Preferred Shares UCITS ETF), as of 08/10/2026. In all, 152 funds list it among their published holdings. 53 swap-based funds also list Morgan Stanley (MS) in the substitute baskets they hold as collateral; they track different indices through swaps and are not counted as holders.

UK funds that hold Morgan Stanley

Funds where it is one of the ten largest holdings, largest weight first. A weight is the share of the fund’s money in this company.

UK funds holding Morgan Stanley, with the company’s weight in each fund and the date of the holdings
FundWeight in the fundHoldings as of
PRFP · Invesco Preferred Shares UCITS ETFIE00BDVJF675 · one portfolio, 2 share classes6.89%
XLFQ · Invesco Financials S&P US Select Sector UCITS ETFIE00B42Q48963.10%
XSFN · Xtrackers MSCI USA Financials UCITS ETFIE00BCHWNT263.01%
UIFS · iShares S&P 500 Financials Sector UCITS ETFIE00B4JNQZ492.94%
GXLF · S&P US Financials Select SectorIE00BWBXM5002.93%
WFEG · Invesco S&P World Financials ESG UCITS ETF USDIE00018LB0D82.26%
GLFI · Amundi S&P World Financials Screened UCITS ETF Accum DR EURIE000KYX7IP4 · one portfolio, 2 share classes1.71%

Source: fund issuers’ published holdings, dates differ by fund

Funds that hold it further down

145 more funds list Morgan Stanley below their ten largest holdings.

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About Morgan Stanley

Morgan Stanley is listed on NYSE under the symbol MS, in the finance sector as TradingView classifies it. Its market value was about $283.6bn (in US dollars) on 16/10/2026.

A fund’s weight in a company is the share of the fund’s money held in that company’s shares. A weight of 5% in a fund worth £1 billion is about £50 million. Index funds hold companies in proportion to their size in the index, so the largest companies appear in many funds at similar weights.

The list above comes from holdings the fund issuers publish, each dated, and names the funds where Morgan Stanley is one of the ten largest holdings — the part of every fund page open to anyone. Some issuers publish only their largest ten, so a fund can hold Morgan Stanley without it appearing in any list here. When two funds both hold the same large companies, owning both can be closer to owning one than it looks: the comparison page measures that overlap when both funds publish enough of their holdings.

Share price

Latest price
$180.57
−0.84%on the day
52-week range
$152.80–$232.25
Price change, 1 year
+10.7%
Price change, this year
+1.2%
Market value
$283.6bn
Price to earnings (12 months)
14.3

Source: TradingView, as of , at least 15 min delayed