Wealth Management — Investments
Business Segments · InvestmentsMorgan Stanley Wealth Management — Investments decreased by 24.4% to $31.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 6.9%, from $29.00M to $31.00M. Over 4 years (FY 2021 to FY 2025), Wealth Management — Investments shows an upward trend with a 28.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates successful investment performance or asset appreciation, while a decrease signals market headwinds or underperforming proprietary positions.
Detailed definition
Reflects income or gains derived from the firm's proprietary or principal investments held within the wealth management...
Peer comparison
Comparable to principal investment income or gains on investments reported by peer financial institutions.
ms_segment_wm_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 | $14.00M | $8.00M | $24.00M | $12.00M | $15.00M | $18.00M | $6.00M | $16.00M | $22.00M | $22.00M | $2.00M | $19.00M | $24.00M | $13.00M | $29.00M | $33.00M | $25.00M | $41.00M | $31.00M |
| QoQ Change | — | -42.9% | +200.0% | -50.0% | +25.0% | +20.0% | -66.7% | +166.7% | +37.5% | +0.0% | -90.9% | +850.0% | +26.3% | -45.8% | +123.1% | +13.8% | -24.2% | +64.0% | -24.4% |
| YoY Change | — | — | — | — | +7.1% | +125.0% | -75.0% | +33.3% | +46.7% | +22.2% | -66.7% | +18.8% | +9.1% | -40.9% | >999% | +73.7% | +4.2% | +215.4% | +6.9% |
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Frequently Asked Questions
- What is Morgan Stanley's wealth management — investments?
- Morgan Stanley (MS) reported wealth management — investments of $31.00M in Q4 2025.
- How has Morgan Stanley's wealth management — investments changed year-over-year?
- Morgan Stanley's wealth management — investments increased by 6.9% year-over-year, from $29.00M to $31.00M.
- What is the long-term trend for Morgan Stanley's wealth management — investments?
- Over 4 years (2021 to 2025), Morgan Stanley's wealth management — investments has grown at a 28.3% compound annual growth rate (CAGR), from $48.00M to $130.00M.
- What does wealth management — investments mean?
- Income generated from the firm's own investment portfolio within the wealth management division.