Morgan Stanley Investment Management — Investments increased by 0.6% to $2.05B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 9.9%, from $1.87B to $2.05B. Over 4 years (FY 2021 to FY 2025), Investment Management — Investments shows relatively stable performance with a -2.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase in this metric typically signals growth in fee-based revenue and expansion of assets under management, while a decrease may indicate market volatility or net outflows from investment products.
This metric represents the financial performance and operational scale of the firm's dedicated investment management div...
Peers in the global investment banking and asset management space report similar metrics under 'Asset Management' or 'Investment Management' segments, often benchmarked by fee margins and net new asset growth.
ms_segment_investment_management_investments| 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 | $2.27B | $2.30B | $2.21B | $2.14B | $1.97B | $1.88B | $1.93B | $1.96B | $1.87B | $1.78B | $1.92B | $1.81B | $1.89B | $2.20B | $1.87B | $1.98B | $2.09B | $2.04B | $2.05B |
| QoQ Change | — | +1.4% | -3.7% | -3.4% | -8.1% | -4.3% | +2.4% | +1.8% | -4.7% | -5.1% | +7.9% | -5.4% | +4.1% | +16.8% | -15.1% | +6.2% | +5.3% | -2.3% | +0.6% |
| YoY Change | — | — | — | — | -13.3% | -18.1% | -13.0% | -8.2% | -4.8% | -5.6% | -0.6% | -7.7% | +0.8% | +24.1% | -2.4% | +9.6% | +10.9% | -7.3% | +9.9% |