Unrealized Losses on Investments (Before Tax)
Morgan Stanley Unrealized Losses on Investments (Before Tax) decreased by 8.8% to $2.28B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 33.8%, from $3.44B to $2.28B. Over 4 years (FY 2021 to FY 2025), Unrealized Losses on Investments (Before Tax) shows an upward trend with a 37.4% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
An increase suggests declining market value of the firm's investment holdings, which may negatively impact book value and regulatory capital.
Detailed definition
This metric tracks the total unrealized losses on investment securities, primarily available-for-sale assets, before acc...
Peer comparison
Standard disclosure for financial institutions to show the impact of market volatility on investment portfolios.
unrealized_losses_on_investmentsHistorical 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 | $639.00M | $2.90B | $4.24B | $5.95B | $5.56B | $4.87B | $4.91B | $5.37B | $4.11B | $4.02B | $3.85B | $2.98B | $3.44B | $2.97B | $2.90B | $2.50B | $2.28B |
| QoQ Change | — | +354.1% | +46.2% | +40.3% | -6.5% | -12.5% | +0.9% | +9.3% | -23.5% | -2.2% | -4.2% | -22.5% | +15.3% | -13.6% | -2.5% | -13.8% | -8.8% |
| YoY Change | — | — | — | — | +770.7% | +67.8% | +15.8% | -9.8% | -26.1% | -17.5% | -21.7% | -44.4% | -16.3% | -26.1% | -24.7% | -16.3% | -33.8% |
Unrealized Losses on Investments (Before Tax) at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's unrealized losses on investments (before tax)?
- Morgan Stanley (MS) reported unrealized losses on investments (before tax) of $2.28B in Q4 2025.
- How has Morgan Stanley's unrealized losses on investments (before tax) changed year-over-year?
- Morgan Stanley's unrealized losses on investments (before tax) decreased by 33.8% year-over-year, from $3.44B to $2.28B.
- What is the long-term trend for Morgan Stanley's unrealized losses on investments (before tax)?
- Over 4 years (2021 to 2025), Morgan Stanley's unrealized losses on investments (before tax) has grown at a 37.4% compound annual growth rate (CAGR), from $639.00M to $2.28B.
- What does unrealized losses on investments (before tax) mean?
- The total amount of loss on investments that the firm still holds and has not yet sold.