Wealth Management1 — Investments
Morgan Stanley Wealth Management1 — Investments increased by 6.5% to $33.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $33.00M to $33.00M. Over 4 years (FY 2021 to FY 2025), Wealth Management1 — Investments shows an upward trend with a 28.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase indicates successful investment performance or asset appreciation, while a decrease signals market headwinds or underperforming proprietary positions.
Detailed definition
Reflects income or gains derived from the firm's proprietary or principal investments held within the wealth management...
Peer comparison
Comparable to principal investment income or gains on investments reported by peer financial institutions.
ms_segment_wm_investmentsHistorical 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 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $14.00M | $8.00M | $24.00M | $12.00M | $15.00M | $18.00M | $6.00M | $16.00M | $22.00M | $22.00M | $2.00M | $19.00M | $24.00M | $13.00M | $29.00M | $33.00M | $25.00M | $41.00M | $31.00M | $33.00M |
| QoQ Change | — | -42.9% | +200.0% | -50.0% | +25.0% | +20.0% | -66.7% | +166.7% | +37.5% | +0.0% | -90.9% | +850.0% | +26.3% | -45.8% | +123.1% | +13.8% | -24.2% | +64.0% | -24.4% | +6.5% |
| YoY Change | — | — | — | — | +7.1% | +125.0% | -75.0% | +33.3% | +46.7% | +22.2% | -66.7% | +18.8% | +9.1% | -40.9% | >999% | +73.7% | +4.2% | +215.4% | +6.9% | +0.0% |
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Frequently Asked Questions
- What is Morgan Stanley's wealth management1 — investments?
- Morgan Stanley (MS) reported wealth management1 — investments of $33.00M in Q1 2026.
- How has Morgan Stanley's wealth management1 — investments changed year-over-year?
- Morgan Stanley's wealth management1 — investments decreased by 0.0% year-over-year, from $33.00M to $33.00M.
- What is the long-term trend for Morgan Stanley's wealth management1 — investments?
- Over 4 years (2021 to 2025), Morgan Stanley's wealth management1 — investments has grown at a 28.3% compound annual growth rate (CAGR), from $48.00M to $130.00M.
- What does wealth management1 — investments mean?
- Income generated from the firm's own investment portfolio within the wealth management division.