Equity

Unrealized Losses on Investments (Before Tax)

Wells Fargo & Company Unrealized Losses on Investments (Before Tax) decreased by 5.2% to $36.41B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 25.9%, from $49.10B to $36.41B. Over 5 years (FY 2020 to FY 2025), Unrealized Losses on Investments (Before Tax) shows an upward trend with a 168.1% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionEquity
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ3 2018
Last reportedQ4 2025

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.

Metric ID: unrealized_losses_on_investments

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$2.26B$3.26B$4.06B$21.93B$36.12B$54.04B$49.82B$44.32B$46.95B$61.49B$42.57B$47.88B$49.13B$36.61B$49.10B$43.83B$43.69B$38.41B$36.41B
QoQ Change+44.4%+24.4%+440.2%+64.7%+49.6%-7.8%-11.0%+5.9%+31.0%-30.8%+12.5%+2.6%-25.5%+34.1%-10.7%-0.3%-12.1%-5.2%
YoY Change>999%>999%>999%+102.1%+30.0%+13.8%-14.5%+8.0%+4.6%-40.5%+15.3%-8.5%-11.1%+4.9%-25.9%
Range$2.26B$61.49B
CAGR+85.5%
Avg YoY Growth+283.9%
Median YoY Growth+8.0%
Current Streak4 quarters decline

Frequently Asked Questions

What is Wells Fargo & Company's unrealized losses on investments (before tax)?
Wells Fargo & Company (WFC) reported unrealized losses on investments (before tax) of $36.41B in Q4 2025.
How has Wells Fargo & Company's unrealized losses on investments (before tax) changed year-over-year?
Wells Fargo & Company's unrealized losses on investments (before tax) decreased by 25.9% year-over-year, from $49.10B to $36.41B.
What is the long-term trend for Wells Fargo & Company's unrealized losses on investments (before tax)?
Over 5 years (2020 to 2025), Wells Fargo & Company's unrealized losses on investments (before tax) has grown at a 168.1% compound annual growth rate (CAGR), from $263.00M to $36.41B.
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.

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