Investment Management — Investments
Business Segments · InvestmentsMorgan Stanley Investment Management — Investments decreased by 31.2% to $108.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 74.2%, from $62.00M to $108.00M. Over 4 years (FY 2021 to FY 2025), Investment Management — Investments shows relatively stable performance with a -2.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase reflects higher capital deployment into investment strategies, potentially boosting future performance fees.
Detailed definition
The value of proprietary or co-investment positions held by the Investment Management segment, including seed capital in...
Peer comparison
Standard for asset managers; peers report this as 'Investments' or 'Principal Investments' in the segment balance sheet.
ms_segment_im_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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $306.00M | -$15.00M | $200.00M | -$36.00M | $103.00M | -$113.00M | $166.00M | $101.00M | $50.00M | $22.00M | $161.00M | $69.00M | $79.00M | $123.00M | $62.00M | $187.00M | $207.00M | $157.00M | $108.00M |
| QoQ Change | — | -104.9% | >999% | -118.0% | +386.1% | -209.7% | +246.9% | -39.2% | -50.5% | -56.0% | +631.8% | -57.1% | +14.5% | +55.7% | -49.6% | +201.6% | +10.7% | -24.2% | -31.2% |
| YoY Change | — | — | — | — | -66.3% | -653.3% | -17.0% | +380.6% | -51.5% | +119.5% | -3.0% | -31.7% | +58.0% | +459.1% | -61.5% | +171.0% | +162.0% | +27.6% | +74.2% |
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Frequently Asked Questions
- What is Morgan Stanley's investment management — investments?
- Morgan Stanley (MS) reported investment management — investments of $108.00M in Q4 2025.
- How has Morgan Stanley's investment management — investments changed year-over-year?
- Morgan Stanley's investment management — investments increased by 74.2% year-over-year, from $62.00M to $108.00M.
- What is the long-term trend for Morgan Stanley's investment management — investments?
- Over 4 years (2021 to 2025), Morgan Stanley's investment management — investments has grown at a -2.2% compound annual growth rate (CAGR), from $721.00M to $659.00M.
- What does investment management — investments mean?
- The value of the firm's own capital invested in funds or assets managed by the segment.