Equity

Investments - Accumulated Gross Unrealized Gain

Morgan Stanley Investments - Accumulated Gross Unrealized Gain decreased by 45.7% to $164.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 31.2%, from $125.00M to $164.00M. Over 4 years (FY 2021 to FY 2025), Investments - Accumulated Gross Unrealized Gain shows a downward trend with a -37.9% CAGR.

Analysis

StatementBalance Sheet Statement
SectionEquity
First reportedQ4 2014
Last reportedQ1 2026May 5, 2026
Metric ID: investments_accumulated_gross_unrealized_gain

Historical Data

18 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$2.03B$212.00M$28.00M$27.00M$89.00M$67.00M$80.00M$59.00M$76.00M$79.00M$53.00M$215.00M$96.00M$125.00M$106.00M$201.00M$302.00M$164.00M
QoQ Change-89.6%-86.8%-3.6%+229.6%-24.7%+19.4%-26.3%+28.8%+3.9%-32.9%+305.7%-55.3%+30.2%-15.2%+89.6%+50.2%-45.7%
YoY Change-95.6%-68.4%+185.7%+118.5%-14.6%+17.9%-33.8%+264.4%+26.3%+58.2%+100.0%-6.5%+214.6%+31.2%
Range$27.00M$2.03B
CAGR-44.7%
Avg YoY Growth+57.0%
Median YoY Growth+28.8%

Frequently Asked Questions

What is Morgan Stanley's investments - accumulated gross unrealized gain?
Morgan Stanley (MS) reported investments - accumulated gross unrealized gain of $164.00M in Q1 2026.
How has Morgan Stanley's investments - accumulated gross unrealized gain changed year-over-year?
Morgan Stanley's investments - accumulated gross unrealized gain increased by 31.2% year-over-year, from $125.00M to $164.00M.
What is the long-term trend for Morgan Stanley's investments - accumulated gross unrealized gain?
Over 4 years (2021 to 2025), Morgan Stanley's investments - accumulated gross unrealized gain has grown at a -37.9% compound annual growth rate (CAGR), from $2.03B to $302.00M.