Year-over-year, this metric declined by 302.7%, from $901.00M to -$1.83B. Over 3 years (FY 2021 to FY 2025), OCI Available-for-Sale Securities Adjustment, Before Tax shows an upward trend with a -2.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Positive values indicate market appreciation of the investment portfolio, while negative values reflect market depreciation or rising interest rates.
The unrealized gains or losses on available-for-sale investment securities that are recorded in other comprehensive inco...
Commonly reported by financial institutions with significant investment portfolios.
ms_oci_afs_securities_adjustment_before_tax| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $694.00M | -$554.00M | -$761.00M | -$4.65B | -$4.34B | -$3.05B | $1.79B | -$1.19B | -$2.17B | $5.03B | -$677.00M | -$489.00M | $3.46B | -$2.54B | $901.00M | $986.00M | $868.00M | $0.00 | -$1.83B |
| QoQ Change | — | -179.8% | -37.4% | -511.3% | +6.6% | +29.9% | +158.7% | -166.9% | -81.7% | +331.6% | -113.5% | +27.8% | +807.4% | -173.5% | +135.4% | +9.4% | -12.0% | -100.0% | — |
| YoY Change | — | — | — | — | -725.9% | -449.6% | +138.4% | +72.5% | +28.7% | — | -137.9% | +59.0% | +259.4% | -150.6% | +233.1% | +301.6% | -74.9% | +100.0% | -302.7% |