14 Best Holding Company Stocks to Buy Right Now

Page 2 of 13

12. Morgan Stanley (NYSE:MS)

Number of Hedge Fund Holders: 64

Morgan Stanley (NYSE:MS) is an investment banking company that is also one of the best holding company stocks to buy right now. The company helps businesses, individuals, and institutions manage their wealth and achieve their financial goals. MS offers wealth management services, investment management services, investment banking, sustainable investing, and sales and trading services. Morgan Stanley’s (NYSE:MS) wealth management business is one of the fastest-growing businesses with more than 16 million clients across all its business channels.

In the fiscal year 2024, Morgan Stanley (NYSE:MS) generated net revenues worth $61.8 billion and net income worth $13.4 billion, reaffirming the company’s position in the industry. Its wealth management segment generated $28.4 billion in net revenues, reflecting the company’s performance in asset management and transactional revenues. Its investment management segment generated $5.9 billion in net revenues, which was primarily driven by asset management revenues. In an impressive feat, Morgan Stanley (NYSE:MS) saw a 25% increase in revenue in its investment banking segment, a 35% increase in its fixed income segment, and a 51% increase in its equity segment during the fourth quarter of 2024.

In addition to that, Morgan Stanley (NYSE:MS) also demonstrated a solid capital position, having repurchased $0.8 billion of its outstanding common stock during the fourth quarter and $3.3 billion for the complete fiscal year, as part of its extensive share repurchase program. Overall, MS has a large financial ecosystem with offices in 42 countries, explaining its financial performance and significance among customers.

Page 2 of 13