Business Segments · Asset management

Investment Management — Asset management

Morgan Stanley Investment Management — Asset management decreased by 9.3% to $1.50B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.1%, from $1.45B to $1.50B. Over 4 years (FY 2021 to FY 2025), Investment Management — Asset management shows relatively stable performance with a 2.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityStable
First reportedQ1 2016
Last reportedQ1 2026

How to read this metric

Growth indicates successful asset gathering, market appreciation, or increased fee structures.

Detailed definition

Recurring revenue earned from managing client assets, typically calculated as a percentage of assets under management (A...

Peer comparison

The primary performance metric for all asset and wealth management firms.

Metric ID: ms_segment_im_asset_management

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.42B$1.47B$1.59B$1.39B$1.30B$1.27B$1.37B$1.25B$1.27B$1.31B$1.40B$1.35B$1.34B$1.38B$1.56B$1.45B$1.43B$1.53B$1.65B$1.50B
QoQ Change+3.7%+7.8%-12.4%-6.1%-2.7%+8.0%-9.0%+1.6%+3.5%+6.9%-4.1%-0.3%+3.1%+12.4%-6.7%-1.2%+7.0%+7.5%-9.3%
YoY Change-8.0%-13.7%-13.5%-10.1%-2.8%+3.4%+2.3%+7.9%+5.8%+5.5%+10.8%+7.8%+6.9%+10.8%+6.0%+3.1%
Range$1.25B$1.65B
CAGR+1.1%
Avg YoY Growth+1.4%
Median YoY Growth+4.4%

Frequently Asked Questions

What is Morgan Stanley's investment management — asset management?
Morgan Stanley (MS) reported investment management — asset management of $1.50B in Q1 2026.
How has Morgan Stanley's investment management — asset management changed year-over-year?
Morgan Stanley's investment management — asset management increased by 3.1% year-over-year, from $1.45B to $1.50B.
What is the long-term trend for Morgan Stanley's investment management — asset management?
Over 4 years (2021 to 2025), Morgan Stanley's investment management — asset management has grown at a 2.1% compound annual growth rate (CAGR), from $5.58B to $6.07B.
What does investment management — asset management mean?
Recurring revenue earned from managing client investment portfolios.