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| Date | Value |
|---|---|
| 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 |