Discontinued — last reported Q3 '23

Unfunded Equity Investment Commitments

Other

Morgan Stanley Unfunded Equity Investment Commitments increased by 10.6% to $707.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 15.3%, from $613.00M to $707.00M. Over 2 years (FY 2023 to FY 2025), Unfunded Equity Investment Commitments shows relatively stable performance with a 3.4% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2018
Last reportedQ3 2023

How to read this metric

An increase indicates higher potential future cash outflows for investment activities, which may impact liquidity buffers.

Detailed definition

These are contractual obligations to provide capital to equity investments or funds that have not yet been called by the...

Peer comparison

Commonly reported by investment banks and asset managers with private equity or venture capital exposure.

Metric ID: unfunded_equity_investment_commitments

Historical Data

8 periods
 Q4 '23Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$661.00M$637.00M$620.00M$613.00M$648.00M$609.00M$639.00M$707.00M
QoQ Change-3.6%-2.7%-1.1%+5.7%-6.0%+4.9%+10.6%
YoY Change-7.3%-4.4%+3.1%+15.3%
Range$609.00M$707.00M
CAGR+3.9%
Avg YoY Growth+1.7%
Median YoY Growth-0.7%
Current Streak2 quarters growth

Frequently Asked Questions

What is Morgan Stanley's unfunded equity investment commitments?
Morgan Stanley (MS) reported unfunded equity investment commitments of $707.00M in Q4 2025.
How has Morgan Stanley's unfunded equity investment commitments changed year-over-year?
Morgan Stanley's unfunded equity investment commitments increased by 15.3% year-over-year, from $613.00M to $707.00M.
What is the long-term trend for Morgan Stanley's unfunded equity investment commitments?
Over 2 years (2023 to 2025), Morgan Stanley's unfunded equity investment commitments has grown at a 3.4% compound annual growth rate (CAGR), from $661.00M to $707.00M.
What does unfunded equity investment commitments mean?
The amount of money the company has promised to invest in equity deals that it has not yet paid out.

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