Investments - Accumulated Gross Unrealized Loss
Morgan Stanley Investments - Accumulated Gross Unrealized Loss increased by 1.2% to $9.95B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 16.0%, from $11.85B to $9.95B. Over 4 years (FY 2021 to FY 2025), Investments - Accumulated Gross Unrealized Loss shows an upward trend with a 48.8% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
An increase suggests potential downward pressure on the firm's equity and may signal the need for future impairment testing.
Detailed definition
This metric aggregates all gross unrealized losses across the firm's investment portfolio, excluding any offsetting gain...
Peer comparison
Standard disclosure in the notes to financial statements regarding the composition of AOCI.
investments_accumulated_gross_unrealized_lossHistorical Data
| Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '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 | $2.00B | $7.69B | $11.98B | $17.20B | $16.19B | $14.47B | $15.18B | $17.75B | $13.35B | $14.16B | $14.09B | $11.03B | $13.32B | $11.85B | $11.60B | $10.41B | $9.83B | $9.95B |
| QoQ Change | — | +283.6% | +55.8% | +43.5% | -5.8% | -10.7% | +4.9% | +17.0% | -24.8% | +6.1% | -0.5% | -21.7% | +20.7% | -11.0% | -2.1% | -10.3% | -5.5% | +1.2% |
| YoY Change | — | — | — | — | +708.0% | +88.2% | +26.7% | +3.2% | -17.5% | -2.1% | -7.2% | -37.8% | -0.3% | -16.3% | -17.7% | -5.7% | -26.2% | -16.0% |
Investments - Accumulated Gross Unrealized Loss at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's investments - accumulated gross unrealized loss?
- Morgan Stanley (MS) reported investments - accumulated gross unrealized loss of $9.95B in Q1 2026.
- How has Morgan Stanley's investments - accumulated gross unrealized loss changed year-over-year?
- Morgan Stanley's investments - accumulated gross unrealized loss decreased by 16.0% year-over-year, from $11.85B to $9.95B.
- What is the long-term trend for Morgan Stanley's investments - accumulated gross unrealized loss?
- Over 4 years (2021 to 2025), Morgan Stanley's investments - accumulated gross unrealized loss has grown at a 48.8% compound annual growth rate (CAGR), from $2.00B to $9.83B.
- What does investments - accumulated gross unrealized loss mean?
- The total sum of all losses on investments that have decreased in value but have not yet been sold.