Investment Management Funds — Trading assets
Bank of New York Mellon Investment Management Funds — Trading assets increased by 5.1% to $841.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 0.6%, from $846.00M to $841.00M. Over 4 years (FY 2021 to FY 2025), Investment Management Funds — Trading assets shows an upward trend with a 15.7% CAGR.
Analysis
How to read this metric
An increase suggests higher market activity or a more aggressive trading strategy, while a decrease may indicate a reduction in market risk exposure or a shift toward longer-term investment strategies.
Detailed definition
This metric represents the fair value of financial instruments held by the Investment Management segment specifically fo...
Peer comparison
Comparable to trading asset portfolios held by other asset management or investment banking divisions at global financial institutions.
bk_segment_investment_management_funds_trading_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 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $544.00M | $487.00M | $443.00M | $466.00M | $191.00M | $206.00M | $203.00M | $421.00M | $484.00M | $529.00M | $510.00M | $547.00M | $652.00M | $832.00M | $846.00M | $898.00M | $973.00M | $800.00M | $841.00M |
| QoQ Change | — | -10.5% | -9.0% | +5.2% | -59.0% | +7.9% | -1.5% | +107.4% | +15.0% | +9.3% | -3.6% | +7.3% | +19.2% | +27.6% | +1.7% | +6.1% | +8.4% | -17.8% | +5.1% |
| YoY Change | — | — | — | — | -64.9% | -57.7% | -54.2% | -9.7% | +153.4% | +156.8% | +151.2% | +29.9% | +34.7% | +57.3% | +65.9% | +64.2% | +49.2% | -3.8% | -0.6% |
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Frequently Asked Questions
- What is Bank of New York Mellon's investment management funds — trading assets?
- Bank of New York Mellon (BK) reported investment management funds — trading assets of $841.00M in Q4 2025.
- How has Bank of New York Mellon's investment management funds — trading assets changed year-over-year?
- Bank of New York Mellon's investment management funds — trading assets decreased by 0.6% year-over-year, from $846.00M to $841.00M.
- What is the long-term trend for Bank of New York Mellon's investment management funds — trading assets?
- Over 4 years (2021 to 2025), Bank of New York Mellon's investment management funds — trading assets has grown at a 15.7% compound annual growth rate (CAGR), from $1.96B to $3.51B.
- What does investment management funds — trading assets mean?
- The total value of financial assets held by the investment management segment for short-term trading purposes.