Morgan Stanley (MS-PF) Investment Gain (Loss) (2009 - 2026)

Morgan Stanley (MS-PF) 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 down 67.61% quarter-over-quarter from $7.1 billion in Q4 2025.

Morgan Stanley (MS-PF) Investment Gain (Loss) (2009 - 2026) Analysis & Trends

Morgan Stanley (MS-PF) has 18 years of Investment Gain (Loss) data on file, last reported at $2.3 billion in Q1 2026.

  • Investment Gain (Loss) for Q1 2026 came in at $2.3 billion, up 520.33% year-over-year; the trailing twelve-month figure through Mar 2026 was $13.3 billion (up 772.09% YoY), and the FY2025 annual result was $8.2 billion, up 895.02% from the prior year.
  • Investment Gain (Loss) fell to $2.3 billion in Q1 2026 per MS-PF's latest filing, from $7.1 billion in the prior quarter.
  • Over five years, Investment Gain (Loss) peaked at $7.1 billion in Q4 2025 and troughed at -$4.3 billion in Q4 2022.
  • A 5-year average of $1.1 billion and a median of $1.3 billion in 2023 frame the typical range for Investment Gain (Loss).
  • The sharpest annual moves came in 2022 and 2023: Investment Gain (Loss) slumped 265.28% in 2022, then jumped 1673.33% in 2023.
  • A 5-year view of Investment Gain (Loss) shows it stood at -$4.3 billion in 2022, then soared by 206.99% to $4.6 billion in 2023, then slumped by 189.61% to -$4.1 billion in 2024, then jumped by 272.81% to $7.1 billion in 2025, then tumbled by 67.61% to $2.3 billion in 2026.
  • Business Quant data shows MS-PF's Investment Gain (Loss) at $2.3 billion in Q1 2026, $7.1 billion in Q4 2025, and $2.3 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 SOL Strategies 96,012.83 Bn 96,012.83 Bn - -
2 Morgan Stanley 328.23 Bn 194.70 Bn - 2.29 Bn
3 Goldman Sachs 313.22 Bn -624.33 Bn - 2.84 Bn
4 Schwab Charles 154.90 Bn 109.92 Bn - -
5 Robinhood Markets 75.17 Bn 70.53 Bn 960.00 Mn -
6 Interactive Brokers 38.41 Bn 49.00 Bn - -
7 LPL Financial Holdings 23.13 Bn 22.10 Bn - -
8 Tradeweb Markets 21.12 Bn 19.87 Bn - -
9 Circle Internet 19.75 Bn 18.24 Bn 35.01 Mn -
10 Morgan Stanley - - - 2.29 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.29 Bn
Dec 31, 2025 7.07 Bn
Sep 30, 2025 2.27 Bn
Jun 30, 2025 1.64 Bn
Mar 31, 2025 369.00 Mn
Dec 31, 2024 -4.09 Bn
Sep 30, 2024 1.59 Bn
Jun 30, 2024 157.00 Mn
Mar 31, 2024 1.59 Bn
Dec 31, 2023 4.56 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 2.58 Bn
Sep 30, 2021 3.01 Bn
Jun 30, 2021 2.56 Bn