Other

Derivatives Used in Net Investment Hedge, Net of Tax

Morgan Stanley Derivatives Used in Net Investment Hedge, Net of Tax increased by 14.2% to $20.90B in Q4 2025 compared to the prior quarter. Over 3 years (FY 2022 to FY 2025), Derivatives Used in Net Investment Hedge, Net of Tax shows an upward trend with a 7.1% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityVolatile
First reportedQ4 2022
Last reportedQ4 2025

How to read this metric

Changes reflect shifts in the company's international exposure or the underlying volatility of the currencies in which the company operates.

Detailed definition

The net fair value of financial derivatives used to hedge the foreign currency risk associated with net investments in f...

Peer comparison

Standard for multinational banks; peers with larger international footprints typically report higher absolute values.

Metric ID: derivative_assets_liabilities_net_investment_hedge

Historical Data

4 periods
 Q4 '22Q4 '23Q4 '24Q4 '25
Value$17.02B$18.76B$18.30B$20.90B
QoQ Change—+10.2%-2.4%+14.2%
YoY Change—+10.2%-2.4%+14.2%
Range$17.02B – $20.90B
Avg YoY Growth+7.3%
Median YoY Growth+10.2%

Frequently Asked Questions

What is Morgan Stanley's derivatives used in net investment hedge, net of tax?
Morgan Stanley (MS) reported derivatives used in net investment hedge, net of tax of $20.90B in Q4 2025.
What is the long-term trend for Morgan Stanley's derivatives used in net investment hedge, net of tax?
Over 3 years (2022 to 2025), Morgan Stanley's derivatives used in net investment hedge, net of tax has grown at a 7.1% compound annual growth rate (CAGR), from $17.02B to $20.90B.
What does derivatives used in net investment hedge, net of tax mean?
The net value of financial contracts used to protect the company's foreign investments from currency exchange rate changes.