KPIs & Operating Metrics(New)

Morgan Stanley (MS) Investment Gain (Loss): 2009-2025

Historic Investment Gain (Loss) for Morgan Stanley (MS) over the last 17 years, with Sep 2025 value amounting to $2.3 billion.

  • Morgan Stanley's Investment Gain (Loss) rose 42.52% to $2.3 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $7.4 billion, marking a year-over-year increase of 17.11%. This contributed to the annual value of $6.7 billion for FY2024, which is 35.51% up from last year.
  • Per Morgan Stanley's latest filing, its Investment Gain (Loss) stood at $2.3 billion for Q3 2025, which was up 37.83% from $1.6 billion recorded in Q2 2025.
  • Over the past 5 years, Morgan Stanley's Investment Gain (Loss) peaked at $3.0 billion during Q3 2021, and registered a low of $1.0 billion during Q3 2023.
  • Over the past 3 years, Morgan Stanley's median Investment Gain (Loss) value was $1.6 billion (recorded in 2024), while the average stood at $1.6 billion.
  • As far as peak fluctuations go, Morgan Stanley's Investment Gain (Loss) soared by 123.45% in 2021, and later plummeted by 55.08% in 2022.
  • Over the past 5 years, Morgan Stanley's Investment Gain (Loss) (Quarterly) stood at $2.6 billion in 2021, then plummeted by 48.93% to $1.3 billion in 2022, then rose by 7.36% to $1.4 billion in 2023, then increased by 26.57% to $1.8 billion in 2024, then soared by 42.52% to $2.3 billion in 2025.
  • Its last three reported values are $2.3 billion in Q3 2025, $1.6 billion for Q2 2025, and $1.7 billion during Q1 2025.