Morgan Stanley Strategic Asset Allocation Index
Morgan Stanley strategic asset allocation index. Morgan Stanley (MS) has a Strategic Asset Allocation Index of 349.1% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $402.83 Billion) total $402.83 Billion, measured against net assets of $115.38 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check how tangible is Morgan Stanley's equity to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Morgan Stanley (2000–2025)
Strategic asset allocation index of Morgan Stanley from 2000 to 2025. This chart shows how Morgan Stanley's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 349.1%, representing strategic assets of $402.83 Billion against net assets of $115.38 Billion USD.
Morgan Stanley Strategic Asset Allocation Index by Year (2000–2025)
Morgan Stanley strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Morgan Stanley from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see MS market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 340.0% | $383.04 Billion | $4.16 Billion | $378.87 Billion | $112.65 Billion | ▲ +10.9 pp |
| 2024 | 329.2% | $347.03 Billion | $4.11 Billion | $342.92 Billion | $105.43 Billion | ▼ -34.6 pp |
| 2023 | 363.7% | $363.68 Billion | $4.37 Billion | $359.31 Billion | $99.98 Billion | ▲ +345.1 pp |
| 2022 | 18.6% | $18.86 Billion | $4.07 Billion | $14.79 Billion | $101.23 Billion | ▼ -335.9 pp |
| 2021 | 354.6% | $377.96 Billion | $4.27 Billion | $373.69 Billion | $106.60 Billion | ▲ +337.9 pp |
| 2020 | 16.7% | $17.23 Billion | $4.42 Billion | $12.81 Billion | $103.15 Billion | ▼ -3.3 pp |
| 2019 | 20.0% | $16.57 Billion | $4.00 Billion | $12.58 Billion | $82.70 Billion | ▲ +0.7 pp |
| 2018 | 19.4% | $15.76 Billion | $- | $15.76 Billion | $81.41 Billion | ▲ +5.1 pp |
| 2017 | 14.2% | $11.17 Billion | $0.00 | $11.17 Billion | $78.47 Billion | ▼ -341.7 pp |
| 2016 | 355.9% | $274.70 Billion | $0.00 | $274.70 Billion | $77.18 Billion | ▲ +25.1 pp |
| 2015 | 330.9% | $252.06 Billion | $6.37 Billion | $245.68 Billion | $76.18 Billion | ▼ -52.9 pp |
| 2014 | 383.8% | $276.72 Billion | $6.11 Billion | $270.61 Billion | $72.10 Billion | ▼ -48.2 pp |
| 2013 | 432.0% | $298.18 Billion | $6.02 Billion | $292.16 Billion | $69.03 Billion | ▼ -38.2 pp |
| 2012 | 470.1% | $307.59 Billion | $5.95 Billion | $301.65 Billion | $65.43 Billion | ▲ +460.9 pp |
| 2011 | 9.2% | $6.46 Billion | $6.46 Billion | $- | $70.08 Billion | ▼ -493.6 pp |
| 2010 | 502.8% | $328.89 Billion | $6.15 Billion | $322.73 Billion | $65.41 Billion | ▲ +489.4 pp |
| 2009 | 13.4% | $7.07 Billion | $7.07 Billion | $- | $52.78 Billion | ▲ +3.2 pp |
| 2008 | 10.2% | $5.06 Billion | $5.06 Billion | $- | $49.46 Billion | ▼ -3.8 pp |
| 2007 | 14.0% | $4.37 Billion | $4.37 Billion | $- | $31.27 Billion | ▲ +2.4 pp |
| 2006 | 11.6% | $4.09 Billion | $4.09 Billion | $- | $35.36 Billion | ▼ -8.6 pp |
| 2005 | 20.1% | $5.88 Billion | $5.88 Billion | $- | $29.18 Billion | ▼ -3.0 pp |
| 2004 | 23.2% | $6.53 Billion | $6.53 Billion | $- | $28.21 Billion | ▼ -1.6 pp |
| 2003 | 24.7% | $6.84 Billion | $6.84 Billion | $- | $27.68 Billion | ▼ -6.1 pp |
| 2002 | 30.8% | $7.12 Billion | $7.12 Billion | $- | $23.09 Billion | ▼ -2.6 pp |
| 2001 | 33.4% | $7.33 Billion | $7.33 Billion | $- | $21.93 Billion | ▼ -0.2 pp |
| 2000 | 33.6% | $6.61 Billion | $6.61 Billion | $- | $19.67 Billion | — |