Discontinued — last reported Q1 '23
Cumulative Gross Unrealized Gains
Morgan Stanley Cumulative Gross Unrealized Gains increased by 50.2% to $302.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 214.6%, from $96.00M to $302.00M. Over 4 years (FY 2021 to FY 2025), Cumulative Gross Unrealized Gains shows a downward trend with a -27.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Higher unrealized gains indicate a strong performance of the bank's investment portfolio relative to purchase prices.
Detailed definition
This represents the total gains on investments that have been recognized in equity but not yet realized through a sale....
Peer comparison
Highly sensitive to interest rate environments and market conditions; varies significantly across the industry.
cumulative_gross_unrealized_gainsHistorical 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.08B | $212.00M | $28.00M | $27.00M | $0.00 | $67.00M | $80.00M | $59.00M | $76.00M | $79.00M | $53.00M | $215.00M | $96.00M | $125.00M | $106.00M | $201.00M | $302.00M |
| QoQ Change | — | -80.4% | -86.8% | -3.6% | -100.0% | — | +19.4% | -26.3% | +28.8% | +3.9% | -32.9% | +305.7% | -55.3% | +30.2% | -15.2% | +89.6% | +50.2% |
| YoY Change | — | — | — | — | -100.0% | -68.4% | +185.7% | +118.5% | — | +17.9% | -33.8% | +264.4% | +26.3% | +58.2% | +100.0% | -6.5% | +214.6% |
Cumulative Gross Unrealized Gains at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's cumulative gross unrealized gains?
- Morgan Stanley (MS) reported cumulative gross unrealized gains of $302.00M in Q4 2025.
- How has Morgan Stanley's cumulative gross unrealized gains changed year-over-year?
- Morgan Stanley's cumulative gross unrealized gains increased by 214.6% year-over-year, from $96.00M to $302.00M.
- What is the long-term trend for Morgan Stanley's cumulative gross unrealized gains?
- Over 4 years (2021 to 2025), Morgan Stanley's cumulative gross unrealized gains has grown at a -27.3% compound annual growth rate (CAGR), from $1.08B to $302.00M.
- What does cumulative gross unrealized gains mean?
- The total profit the bank would make if it sold its current investments at today's market prices.