Other
Private equity losses
Morgan Stanley Private equity losses decreased by 33.6% to $146.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 60.4%, from $369.00M to $146.00M. Over 4 years (FY 2021 to FY 2025), Private equity losses shows relatively stable performance with a -0.5% CAGR.
Analysis
StatementIncome Statement
SectionOther
First reportedQ1 2013
Last reportedQ1 2026May 5, 2026
Metric ID:
other_principal_investment_gains_lossesHistorical Data
20 periods
| Q2 '21 | Q3 '21 | 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 | $381.00M | $45.00M | $632.00M | $75.00M | $23.00M | -$168.00M | $85.00M | $145.00M | $95.00M | $144.00M | $189.00M | $137.00M | $157.00M | $315.00M | $215.00M | $369.00M | $388.00M | $374.00M | $220.00M | $146.00M |
| QoQ Change | — | -88.2% | >999% | -88.1% | -69.3% | -830.4% | +150.6% | +70.6% | -34.5% | +51.6% | +31.3% | -27.5% | +14.6% | +100.6% | -31.7% | +71.6% | +5.1% | -3.6% | -41.2% | -33.6% |
| YoY Change | — | — | — | — | -94.0% | -473.3% | -86.6% | +93.3% | +313.0% | +185.7% | +122.4% | -5.5% | +65.3% | +118.8% | +13.8% | +169.3% | +147.1% | +18.7% | +2.3% | -60.4% |
Range-$168.00M – $632.00M
CAGR-18.3%
Avg YoY Growth+33.1%
Median YoY Growth+42.0%
Current Streak3 quarters decline
Business Segments
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Investment Management | $79.00M | $123.00M | $62.00M | $187.00M | $207.00M | $157.00M | — | $66.00M |
| Institutional Securities1 | $54.00M | $179.00M | $124.00M | $149.00M | $156.00M | $176.00M | $81.00M | $47.00M |
| Wealth Management1 | $24.00M | $13.00M | $29.00M | $33.00M | $25.00M | $41.00M | — | $33.00M |
| Total | $157.00M | $315.00M | $215.00M | $369.00M | $388.00M | $374.00M | $220.00M | $146.00M |
Private equity losses at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's private equity losses?
- Morgan Stanley (MS) reported private equity losses of $146.00M in Q1 2026.
- How has Morgan Stanley's private equity losses changed year-over-year?
- Morgan Stanley's private equity losses decreased by 60.4% year-over-year, from $369.00M to $146.00M.
- What is the long-term trend for Morgan Stanley's private equity losses?
- Over 4 years (2021 to 2025), Morgan Stanley's private equity losses has grown at a -0.5% compound annual growth rate (CAGR), from $1.38B to $1.35B.