Morgan Stanley Investments - Accumulated Gross Unrealized Loss decreased by 5.5% to $9.83B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 26.2%, from $13.32B to $9.83B. Over 4 years (FY 2021 to FY 2025), Investments - Accumulated Gross Unrealized Loss shows an upward trend with a 48.8% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase suggests potential downward pressure on the firm's equity and may signal the need for future impairment testing.
This metric aggregates all gross unrealized losses across the firm's investment portfolio, excluding any offsetting gain...
Standard disclosure in the notes to financial statements regarding the composition of AOCI.
investments_accumulated_gross_unrealized_loss| 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 | $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 |
| 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% |
| 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% |
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