Investmentand Wealth Management — Average assets
Bank of New York Mellon Investmentand Wealth Management — Average assets increased by 0.5% to $27.25B in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 2.7%, from $26.53B to $27.25B. Over 3 years (FY 2021 to FY 2024), Investmentand Wealth Management — Average assets shows a downward trend with a -5.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase generally reflects growth in assets under management or expansion of the segment's footprint, while a decrease may indicate asset outflows or market depreciation.
Detailed definition
This metric represents the average value of assets held or managed by the investment and wealth management segment over...
Peer comparison
Standard metric for asset managers and custody banks to quantify the scale of their operations and potential for fee generation.
bk_segment_investment_and_wealth_management_average_assetsHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $30.37B | $30.20B | $31.31B | $35.63B | $33.67B | $30.00B | $28.49B | $28.23B | $27.26B | $26.53B | $26.34B | $26.27B | $26.03B | $26.53B | $26.71B | $26.40B | $27.11B | $27.25B |
| QoQ Change | — | -0.6% | +3.7% | +13.8% | -5.5% | -10.9% | -5.0% | -0.9% | -3.4% | -2.7% | -0.7% | -0.3% | -0.9% | +1.9% | +0.7% | -1.1% | +2.7% | +0.5% |
| YoY Change | — | — | — | — | +10.9% | -0.7% | -9.0% | -20.8% | -19.0% | -11.6% | -7.5% | -6.9% | -4.5% | -0.0% | +1.4% | +0.5% | +4.2% | +2.7% |
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Frequently Asked Questions
- What is Bank of New York Mellon's investmentand wealth management — average assets?
- Bank of New York Mellon (BK) reported investmentand wealth management — average assets of $27.25B in Q3 2025.
- How has Bank of New York Mellon's investmentand wealth management — average assets changed year-over-year?
- Bank of New York Mellon's investmentand wealth management — average assets increased by 2.7% year-over-year, from $26.53B to $27.25B.
- What is the long-term trend for Bank of New York Mellon's investmentand wealth management — average assets?
- Over 3 years (2021 to 2024), Bank of New York Mellon's investmentand wealth management — average assets has grown at a -5.2% compound annual growth rate (CAGR), from $123.94B to $105.53B.
- What does investmentand wealth management — average assets mean?
- The average value of assets managed or held by the business segment during the period.