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Morgan Stanley

Organization

Investment bank that created spread trade baskets comparing GLP-1 winners against disrupted companies.


First Mentioned

2/21/2026, 5:33:52 AM

Last Updated

2/21/2026, 5:37:11 AM

Research Retrieved

2/21/2026, 5:37:11 AM

Summary

Morgan Stanley is a prominent American multinational investment bank and financial services corporation headquartered at 1585 Broadway in New York City. Established on September 16, 1935, by Henry Sturgis Morgan and Harold Stanley in response to the Glass-Steagall Act, the firm has grown into a systemically important financial institution with a presence in 42 countries and over 80,000 employees. The modern entity resulted from a 1997 merger with Dean Witter Discover & Co. and operates through three primary segments: Institutional Securities, Wealth Management, and Investment Management. Recently, the firm has been recognized for its sophisticated market strategies, such as engineering a spread trade to capitalize on the rise of GLP-1 agonists like Ozempic and Wegovy by shorting traditional healthcare incumbents like Dexcom and DaVita while going long on pharmaceutical innovators.

Referenced in 1 Document
Research Data
Extracted Attributes
  • Founded

    1935-09-16

  • Industry

    Investment Banking and Financial Services

  • Headquarters

    1585 Broadway, New York City, New York, United States

  • Stock Ticker

    MS (NYSE)

  • Employee Count

    82,992 employees

  • Fortune 500 Rank

    61 (2023)

  • Business Segments

    Institutional Securities, Wealth Management, Investment Management

  • Forbes Global 2000 Rank

    30 (2023)

Timeline
  • Morgan Stanley is founded by former J.P. Morgan & Co. partners in response to the Glass-Steagall Act. (Source: Wikipedia)

    1935-09-16

  • Morgan Stanley merges with Dean Witter Discover & Co. in a deal led by Philip J. Purcell. (Source: Wikipedia)

    1997-02-05

  • The firm officially reverts its name to Morgan Stanley from Morgan Stanley Dean Witter Discover & Co. (Source: Wikipedia)

    2001-01-01

  • During the financial crisis, Morgan Stanley borrowed $107.3 billion from the Federal Reserve. (Source: Wikipedia)

    2008-09-21

  • Morgan Stanley and Citigroup form the Morgan Stanley Smith Barney joint venture. (Source: Wikipedia)

    2009-01-13

  • Morgan Stanley completes the acquisition of Citigroup's remaining 35% stake in Smith Barney. (Source: Wikipedia)

    2013-06-28

  • Morgan Stanley is named Bank of the Year by International Financing Review (IFR). (Source: Wikipedia)

    2020-12-31

  • Morgan Stanley is identified as having engineered a spread trade to profit from the GLP-1 drug hype cycle. (Source: Document 0d1b8bf2-4839-4e94-af1e-1c882a1d8877)

    2023-10-20

Morgan Stanley

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more than 80,000 employees, the firm's clients include corporations, governments, institutions, and individuals. Morgan Stanley ranked No. 61 in the 2023 Fortune 500 list of the largest United States corporations by total revenue and in the same year ranked No. 30 in the Forbes Global 2000. The original Morgan Stanley, formed by J.P. Morgan & Co. partners Henry Sturgis Morgan (a grandson of J.P. Morgan), Harold Stanley, and others, came into existence on September 16, 1935, in response to the Glass–Steagall Act, which required the splitting of American commercial and investment banking businesses. In its first year, the company operated with a 24% market share (US$1.1 billion) in public offerings and private placements. The current Morgan Stanley is the result of the merger of the original Morgan Stanley with Dean Witter Discover & Co. in 1997. Dean Witter's chairman and CEO, Philip J. Purcell, became the chairman and CEO of the newly merged Morgan Stanley Dean Witter Discover & Co. The new firm changed its name back to "Morgan Stanley" in 2001. The main areas of business for the firm today are institutional securities, wealth management and investment management. The bank is considered systemically important by the Financial Stability Board. The company operates in three business segments: Institutional Securities, Wealth Management, and Investment Management.

Web Search Results
  • Morgan Stanley - LinkedIn

    Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. All interactions on/with this account are subject to the Social Media Important Information which includes Morgan Stanley’s Privacy Pledge and relevant disclaimers/disclosures. [...] (3d): Morgan Stanley Inclusive & Sustainable Ventures provides early-stage startups with more than just capital. For Fitnescity Health , the robust curriculum and access to experienced entrepreneurs is what stood out most. Apply now: [Likes: 136, Comments: 10]; Morgan Stanley (1w): In a new Thoughts on the Market episode, Chief Cross Asset Strategist Serena Tang joins Andrew Slimmon and Jitania Kandhari of Morgan Stanley Investment Management to unpack new investment trends from supportive monetary and fiscal policy and shifting market leadership. Tune in: [Likes: 167, Comments: 4]; Morgan Stanley (1w): Every January, Morgan Stanley Research identifies the themes that represent the most compelling investment opportunities for the year ahead. This year’s list is a result of deep [...] # Morgan Stanley N/A Financial Services • New York, NY • 3,999,239 followers • 10,001+ employees

  • Morgan Stanley Company Profile - GlobalData

    Morgan Stanley (MS) is a provider of financial services. The company provides institutional securities, wealth management, and investment management services through its subsidiaries. The company's major products and services encompass capital raising, financial advisory, equity and fixed income sales, prime brokerage, and lending activities. MS serves a diverse clientele, including corporations, governments, financial institutions, ultra-high net worth individuals, and small to medium-sized businesses. Its services are applied across various industries, providing solutions for mergers and acquisitions, financial planning, and investment strategies. The company operates through a network of intermediaries and distributors to reach individual clients. It has operations in the Americas, [...] Gain a 360-degree view of Morgan Stanley and make more informed decisions for your business Gain a 360-degree view of Morgan Stanley and make more informed decisions for your business Learn more Headquarters United States of America Address 1585 Broadway, New York, 10036 Website www.morganstanley.com Telephone 1 212 7614000 No of Employees 82,992 Industry Financial Services Ticker Symbol & Exchange MS (NYSE) Revenue (2025) $119.7B 11.5% (2025 vs 2024) EPS XYZ Net Income (2025) XYZ 25.9% (2025 vs 2024) Market Cap\ $279.7B Net Profit Margin (2025) XYZ 12.9% (2025 vs 2024) \ As of and is in US$ View Morgan Stanley financials ## Signals available in Morgan Stanley report Deal Volume 27 Filings Sentiment 0.74 Jobs 85 Patents 31 News Sentiment 0.96 [...] # Morgan Stanley - Company Profile Powered by All the sales intelligence you need on Morgan Stanley in one solution. $395 $295 Register your interest Learn more Save hours of research time with a comprehensive Sales Intelligence Solution. Understand how Morgan Stanley fits into your total addressable market and Ideal Customer Profile. Gain competitive edge with triggers that tell you when and how to engage with Morgan Stanley. Back to companies # Morgan Stanley: Overview Share Share on Twitter Share on LinkedIn Overview Overview Segment Analysis Financials Executives SWOT Analysis Locations Competitors Deals Filing Analytics Patents Theme Exposure Media Premium Data + IT Services Contracts + ICT Spend & Tech Priorities #### Related keylists

  • Morgan Stanley (MS) Stock Price, News, Quote & History

    Morgan Stanley, a financial holding company, provides various financial products and services to governments, financial institutions, and individuals in the Americas, Asia, Europe, Middle East, and Africa. The company operates through Institutional Securities, Wealth Management, and Investment Management segments. It offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, and project finance. It also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; Asia wealth management; business-related investments services; originating corporate and commercial real estate loans, secured [...] corporate and commercial real estate loans, secured lending facilities, and extending securities; and research. In addition, the company offers financial advisor-led brokerage, custody, and administrative and investment advisory services; self-directed brokerage services; financial and wealth planning services; stock plan administration; securities-based lending, residential and commercial real estate loans, and other lending products; banking; and retirement plan services. Further, it provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals. The company was founded in

  • Morgan Stanley - Wikipedia

    Morgan Stanley borrowed $107.3 billion from the Fed during the 2008 crisis, the most of any bank, according to data compiled by Bloomberg News Service and published August 22, 2011. In 2009, Morgan Stanley purchased Smith Barney from Citigroup and the new broker-dealer operates under the name Morgan Stanley Smith Barney, the largest wealth management business in the world. In November 2013, Morgan Stanley announced that it would invest $1 billion (~$1.32 billion in 2024) to help improve affordable housing as part of a wider push to encourage investment in efforts that aid economic, social and environmental sustainability. In July 2014, Morgan Stanley's Asian private equity arm announced it had raised around $1.7 billion (~$2.21 billion in 2024) for its fourth fund in the area. [...] ### Wealth Management [edit] The Global Wealth Management Group provides stockbrokerage and investment advisory services. This segment provides financial and wealth planning services to its clients, who are primarily high-net-worth individuals. On January 13, 2009, the Global Wealth Management Group was merged with Citi's Smith Barney to form Morgan Stanley Smith Barney. Morgan Stanley owned 51% of the entity, and Citi held 49%. On May 31, 2012, Morgan Stanley exercised its option to purchase an additional 14% of the joint venture from Citi. In June 2013, Morgan Stanley stated it had secured all regulatory approvals to buy Citigroup's remaining 35% stake in Smith Barney and would proceed to finalize the deal. [...] ## Awards and honors [edit] In 2020, Morgan Stanley was named IFR's Bank of the Year, and in 2021 Morgan Stanley was named Euromoney's best investment bank in the world. Fast Company named Morgan Stanley in its list of Best Workplaces for Innovators in 2020 and 2021. Great Place to Work Institute Japan in 2007 ranked Morgan Stanley as the second best corporation to work in Japan, based on the opinions of the employees and the corporate culture. The Times listed Morgan Stanley 5th in its 20 Best Big Companies to Work For 2006. Morgan Stanley was named one of the 100 Best Companies for Working Mothers in 2004 by Working Mother. Family Digest named Morgan Stanley one of the "Best Companies for African Americans" in June 2004. ## Controversy [edit] ### 2000s [edit]

  • Morgan Stanley | Company Profile - Vault

    ## About the Company New York-headquartered financial services giant Morgan Stanley is divided into three core businesses: Institutional Securities, Investment Management, and Wealth Management. Institutional Securities include investment banking (M&A advisory, restructuring, real estate, project finance, capital raising), global capital markets (IPO, follow-ons) equity and fixed-income sales and trading, and corporate lending. Investment management includes institutional investment products and mutual funds across a range of fixed-income, equity, and alternative investments. Wealth management provides financial planning and wealth management services, annuities and insurance, and brokerage and investment advisory services that cover a wide range of investment alternatives. [...] One of the most prestigious financial institutions in the world, Morgan Stanley is ideally looking for well-rounded, technically-sound, intellectual curious, motivated fast-learners with integrity, strong communication skills, and a specific interest in the firm. For students, Morgan Stanley runs highly valuable internship programs. Investment banking interns get a lot of early responsibility on live transactions, while sales and trading interns get the ability to rotate on multiple desks, shadowing salespeople and traders. All interns get access to senior professionals, training, and many networking opportunities. Meanwhile, the firm’s full-time professionals have access to extensive growth opportunities, including significant early responsibility, mentoring, formal training prog... [...] Skip to main content Employers Schools # Morgan Stanley Internship Program 1585 Broadway New York, NY 10036 (212) 761-4000 Internship Program # Overview ## Introduction Morgan Stanley is one of the most highly respected financial institutions in the world. Its name on your resume will open doors throughout your career. Morgan Stanley is a global leader in mergers and acquisitions, IPO underwriting, investment management, and wealth management. It's also passionate about philanthropic efforts, especially when it comes to assisting children and those in dire financial need. Recently, the firm made great strides when it comes to creating a more diverse workforce. ## Company Stats Employer Type Public Size 10,001+ Employees Featured Rankings Vault Banking 25 ---

Location Data

Morgan Stanley, 340, Broadway, City of Saratoga Springs, Saratoga County, New York, 12866, United States

financial advisor

Coordinates: 43.0800861, -73.7855442

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