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

Morgan Stanley (MS-PF) posted quarterly Investment Gain (Loss) of $146.0 million for Q1 2026, down 91.47% YoY from $1.7 billion in Q1 2025, and up 103.42% sequentially from -$4.3 billion in Q4 2025.

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

Morgan Stanley has disclosed Investment Gain (Loss) across 18 years of filings, most recently posting $146.0 million for Q1 2026.

  • In Q1 2026, Investment Gain (Loss) fell 91.47% year-over-year to $146.0 million; the TTM figure through Mar 2026 stood at -$214.0 million (down 104.08% YoY), while the FY2025 annual figure was $1.4 billion, down 79.85% from the prior year.
  • Investment Gain (Loss) advanced to $146.0 million in Q1 2026, from -$4.3 billion in the prior quarter.
  • Over the last five years, Investment Gain (Loss) for MS-PF reached as high as $2.3 billion in Q3 2025 and fell as low as -$4.3 billion in Q4 2025.
  • The 5-year median for Investment Gain (Loss) is $1.3 billion (2023), against an average of $857.1 million.
  • The widest YoY moves for Investment Gain (Loss): up 947.13% in 2025, down 338.41% in 2025.
  • A 5-year view of Investment Gain (Loss) shows it stood at $1.3 billion in 2022, then rose by 7.36% to $1.4 billion in 2023, then rose by 26.57% to $1.8 billion in 2024, then tumbled by 338.41% to -$4.3 billion in 2025, then jumped by 103.42% to $146.0 million in 2026.
  • According to Business Quant data, Investment Gain (Loss) over the past three periods registered $146.0 million, -$4.3 billion, and $2.3 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 2.29 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 2.84 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -
7 Tradeweb Markets 21.59 Bn 20.34 Bn - -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -
9 Iren 14.46 Bn 12.24 Bn 144.76 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 1.71 Bn
Dec 31, 2024 1.79 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 1.16 Bn
Mar 31, 2023 1.33 Bn
Dec 31, 2022 1.32 Bn
Sep 30, 2022 1.37 Bn
Jun 30, 2022 1.15 Bn
Mar 31, 2022 1.76 Bn
Dec 31, 2021 -7.04 Bn
Sep 30, 2021 3.01 Bn
Jun 30, 2021 2.56 Bn