Institutional Securities — Investments
Business Segments · InvestmentsMorgan Stanley Institutional Securities — Investments decreased by 54.0% to $81.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 34.7%, from $124.00M to $81.00M. Over 4 years (FY 2021 to FY 2025), Institutional Securities — Investments shows relatively stable performance with a -1.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates successful asset appreciation or divestment, while a decrease reflects market downturns affecting the firm's portfolio value.
Detailed definition
Gains or losses from the firm's principal investment portfolio, including private equity, real estate, or other long-ter...
Peer comparison
Often categorized as Principal Investments or Principal Transactions at peer firms.
ms_segment_is_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 | $61.00M | $52.00M | $408.00M | $99.00M | -$95.00M | -$73.00M | -$87.00M | $28.00M | $23.00M | $100.00M | $26.00M | $49.00M | $54.00M | $179.00M | $124.00M | $149.00M | $156.00M | $176.00M | $81.00M |
| QoQ Change | — | -14.8% | +684.6% | -75.7% | -196.0% | +23.2% | -19.2% | +132.2% | -17.9% | +334.8% | -74.0% | +88.5% | +10.2% | +231.5% | -30.7% | +20.2% | +4.7% | +12.8% | -54.0% |
| YoY Change | — | — | — | — | -255.7% | -240.4% | -121.3% | -71.7% | +124.2% | +237.0% | +129.9% | +75.0% | +134.8% | +79.0% | +376.9% | +204.1% | +188.9% | -1.7% | -34.7% |
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Frequently Asked Questions
- What is Morgan Stanley's institutional securities — investments?
- Morgan Stanley (MS) reported institutional securities — investments of $81.00M in Q4 2025.
- How has Morgan Stanley's institutional securities — investments changed year-over-year?
- Morgan Stanley's institutional securities — investments decreased by 34.7% year-over-year, from $124.00M to $81.00M.
- What is the long-term trend for Morgan Stanley's institutional securities — investments?
- Over 4 years (2021 to 2025), Morgan Stanley's institutional securities — investments has grown at a -1.9% compound annual growth rate (CAGR), from $607.00M to $562.00M.
- What does institutional securities — investments mean?
- Revenue from the firm's own investments in various assets and businesses.