Business Segments · Investments

Investment Management — Investments

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.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2018
Last reportedQ4 2025

How to read 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.

Detailed definition

This metric represents the financial performance and operational scale of the firm's dedicated investment management div...

Peer comparison

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.

Metric ID: ms_segment_investment_management_investments

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '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%
Range$1.78B$2.30B
CAGR-2.2%
Avg YoY Growth-1.7%
Median YoY Growth-4.8%

Frequently Asked Questions

What is Morgan Stanley's investment management — investments?
Morgan Stanley (MS) reported investment management — investments of $2.05B in Q4 2025.
How has Morgan Stanley's investment management — investments changed year-over-year?
Morgan Stanley's investment management — investments increased by 9.9% year-over-year, from $1.87B to $2.05B.
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 -2.5% compound annual growth rate (CAGR), from $9.04B to $8.17B.
What does investment management — investments mean?
This represents the total financial activity and performance of the company's asset and investment management business segment.