Morgan Stanley (MS-PE) Investment Gain (Loss) (2009 - 2026)
Morgan Stanley (MS-PE) reported Investment Gain (Loss) of $2.3 billion for Q1 2026, up 520.33% year-over-year from $369.0 million in Q1 2025, and up 153.61% on a QoQ basis from -$4.3 billion in Q4 2025.
Morgan Stanley (MS-PE) has 18 years of Investment Gain (Loss) data on file, last reported at $2.3 billion in Q1 2026.
- Quarterly Investment Gain (Loss) rose 520.33% year-over-year to $2.3 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $673.0 million (up 269.95% YoY) and the FY2025 annual result came in at $1.4 billion, up 63.96% from the prior year.
- Investment Gain (Loss) improved to $2.3 billion in Q1 2026 per MS-PE's latest filing, from -$4.3 billion in the prior quarter.
- Across five years, Investment Gain (Loss) topped out at $2.3 billion in Q1 2026 and bottomed at -$4.3 billion in Q4 2025.
- The 5-year median for Investment Gain (Loss) is $1.0 billion (2023), against an average of $154.9 million.
- Peak annual rise in Investment Gain (Loss) reached 1726.32% in 2024, while the deepest fall reached 389.05% in 2024.
- Tracing MS-PE's Investment Gain (Loss) over 5 years: stood at -$4.3 billion in 2022, then soared by 133.17% to $1.4 billion in 2023, then plunged by 389.05% to -$4.1 billion in 2024, then dropped by 4.4% to -$4.3 billion in 2025, then surged by 153.61% to $2.3 billion in 2026.
- Per Business Quant, the three latest MS-PE Investment Gain (Loss) figures stand at $2.3 billion (Q1 2026), -$4.3 billion (Q4 2025), and $2.3 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 2.29 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 2.84 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | - |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | - |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | - |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | - |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | - |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | - |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | - |
| 10 | Morgan Stanley | - | - | - | 2.29 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.29 Bn |
| Dec 31, 2025 | -4.27 Bn |
| Sep 30, 2025 | 2.27 Bn |
| Jun 30, 2025 | 388.00 Mn |
| Mar 31, 2025 | 369.00 Mn |
| Dec 31, 2024 | -4.09 Bn |
| Sep 30, 2024 | 1.59 Bn |
| Jun 30, 2024 | 1.74 Bn |
| Mar 31, 2024 | 137.00 Mn |
| Dec 31, 2023 | 1.42 Bn |
| Sep 30, 2023 | 1.05 Bn |
| Jun 30, 2023 | 95.00 Mn |
| Mar 31, 2023 | 1.33 Bn |
| Dec 31, 2022 | -4.27 Bn |
| Sep 30, 2022 | 1.37 Bn |
| Jun 30, 2022 | 1.15 Bn |
| Mar 31, 2022 | 75.00 Mn |
| Dec 31, 2021 | -7.04 Bn |
| Sep 30, 2021 | 3.01 Bn |
| Jun 30, 2021 | 2.56 Bn |
| Mar 31, 2021 | 2.84 Bn |
| Dec 31, 2020 | -4.25 Bn |
| Sep 30, 2020 | 1.83 Bn |
| Jun 30, 2020 | 2.14 Bn |
| Mar 31, 2020 | 38.00 Mn |
| Dec 31, 2019 | 1.70 Bn |
| Sep 30, 2019 | 87.00 Mn |
| Jun 30, 2019 | 1.59 Bn |
| Mar 31, 2019 | 1.24 Bn |
| Dec 31, 2018 | -4.56 Bn |
| Sep 30, 2018 | 1.57 Bn |
| Jun 30, 2018 | 1.79 Bn |
| Mar 31, 2018 | 1.63 Bn |
| Dec 31, 2017 | 5.51 Bn |
| Sep 30, 2017 | 167.00 Mn |
| Jun 30, 2017 | 163.00 Mn |
| Mar 31, 2017 | 165.00 Mn |
| Dec 31, 2016 | -19.00 Mn |
| Sep 30, 2016 | 87.00 Mn |
| Jun 30, 2016 | 1.22 Bn |
| Mar 31, 2016 | 1.11 Bn |
| Dec 31, 2015 | -3.74 Bn |
| Sep 30, 2015 | -119.00 Mn |
| Jun 30, 2015 | 261.00 Mn |
| Mar 31, 2015 | 266.00 Mn |
| Dec 31, 2014 | 1.46 Bn |
| Sep 30, 2014 | 1.55 Bn |
| Jun 30, 2014 | 227.00 Mn |
| Mar 31, 2014 | 1.31 Bn |
| Dec 31, 2013 | 3.99 Bn |
| Sep 30, 2013 | 728.00 Mn |
| Jun 30, 2013 | 188.00 Mn |
| Mar 31, 2013 | 338.00 Mn |
| Dec 31, 2012 | -2.58 Bn |
| Sep 30, 2012 | 1.15 Bn |
| Jun 30, 2012 | 63.00 Mn |
| Mar 31, 2012 | 1.06 Bn |
| Dec 31, 2011 | -3.37 Bn |
| Sep 30, 2011 | -298.00 Mn |
| Jun 30, 2011 | 1.70 Bn |
| Mar 31, 2011 | 1.21 Bn |
| Dec 31, 2010 | 3.99 Bn |
| Sep 30, 2010 | 1.22 Bn |
| Jun 30, 2010 | 1.08 Bn |
| Mar 31, 2010 | 1.06 Bn |
| Dec 31, 2009 | 1.67 Bn |
| Sep 30, 2009 | 95.00 Mn |
| Jun 30, 2009 | 1.27 Bn |
| Mar 31, 2009 | 873.00 Mn |