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

Morgan Stanley (MS-PI) 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-PI) 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-PI'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-PI'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-PI 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

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DateValue
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