Business Segments · Trading

Investment Management — Trading

Morgan Stanley Investment Management — Trading increased by 50.0% to -$10.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 42.9%, from -$7.00M to -$10.00M. Over 4 years (FY 2021 to FY 2025), Investment Management — Trading shows a downward trend with a 16.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2016
Last reportedQ1 2026

How to read this metric

Positive values indicate successful market positioning; negative values suggest losses from market exposure or hedging.

Detailed definition

Gains or losses resulting from market-making, proprietary trading, or hedging activities conducted within the Investment...

Peer comparison

Standard for segments that maintain proprietary investment books or market-making desks.

Metric ID: ms_segment_im_trading

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-$22.00M$1.00M-$35.00M-$9.00M$15.00M$32.00M-$49.00M-$16.00M-$10.00M$24.00M-$57.00M-$7.00M-$3.00M-$24.00M$43.00M-$7.00M-$56.00M-$15.00M-$20.00M-$10.00M
QoQ Change+104.5%<-999%+74.3%+266.7%+113.3%-253.1%+67.3%+37.5%+340.0%-337.5%+87.7%+57.1%-700.0%+279.2%-116.3%-700.0%+73.2%-33.3%+50.0%
YoY Change+168.2%>999%-40.0%-77.8%-166.7%-25.0%-16.3%+56.3%+70.0%-200.0%+175.4%+0.0%<-999%+37.5%-146.5%-42.9%
Range-$57.00M$43.00M
CAGR-15.3%
Avg YoY Growth+70.3%
Median YoY Growth-20.7%

Frequently Asked Questions

What is Morgan Stanley's investment management — trading?
Morgan Stanley (MS) reported investment management — trading of -$10.00M in Q1 2026.
How has Morgan Stanley's investment management — trading changed year-over-year?
Morgan Stanley's investment management — trading decreased by 42.9% year-over-year, from -$7.00M to -$10.00M.
What is the long-term trend for Morgan Stanley's investment management — trading?
Over 4 years (2021 to 2025), Morgan Stanley's investment management — trading has grown at a 16.6% compound annual growth rate (CAGR), from -$53.00M to -$98.00M.
What does investment management — trading mean?
Net gains or losses from trading activities within the investment management segment.