MORGAN STANLEY Principal Investment Gain (Loss)
MORGAN STANLEY (MS) reported Principal Investment Gain (Loss) of $226.00 million for the 3-month period ending 2026-06-30, per its 10-Q filed 2026-08-04.
Financial Statements › Expense Statement › Operating Expenses
us-gaap:PrincipalInvestmentGainsLosses · last filed 2026-08-04
- MORGAN STANLEY principal investment gain (loss) for the quarter ending 2026-06-30 was $226.00M, a 41.75% decline year-over-year.
- MORGAN STANLEY principal investment gain (loss) for the quarter ending 2026-03-31 was $146.00M, a 60.43% decline year-over-year.
- MORGAN STANLEY principal investment gain (loss) for the quarter ending 2025-12-31 was $220.00M, a 2.33% increase year-over-year.
- MORGAN STANLEY principal investment gain (loss) for the quarter ending 2025-09-30 was $374.00M, a 18.73% increase year-over-year.
- MORGAN STANLEY principal investment gain (loss) for fiscal 2025 was $1.35B, a 63.96% increase from fiscal 2024.
- MORGAN STANLEY principal investment gain (loss) for fiscal 2024 was $824.00M, a 43.80% increase from fiscal 2023.
- MORGAN STANLEY principal investment gain (loss) for fiscal 2023 was $573.00M, a 3720.00% increase from fiscal 2022.
- MORGAN STANLEY principal investment gain (loss) for fiscal 2022 was $15.00M, a 98.91% decline from fiscal 2021.
| Period end | Principal Investment Gain (Loss) 1 month | Principal Investment Gain (Loss) 1 month as first filed | Principal Investment Gain (Loss) 3 month | Principal Investment Gain (Loss) 3 month as first filed | Principal Investment Gain (Loss) 6 month | Principal Investment Gain (Loss) 6 month as first filed | Principal Investment Gain (Loss) 9 month | Principal Investment Gain (Loss) 12 month | Principal Investment Gain (Loss) 12 month as first filed |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | $226.00M 10-Q · filed 2026-08-04 | $372.00M 10-Q · filed 2026-08-04 | $592.00M derived: sum of 3 quarters · filed 2026-08-04 | $966.00M derived: sum of 4 quarters · filed 2026-08-04 | |||||
| 2026-03-31 | $146.00M 10-Q · filed 2026-05-05 | $366.00M derived: sum of 2 quarters · filed 2026-05-05 | $740.00M derived: sum of 3 quarters · filed 2026-05-05 | $1.13B derived: sum of 4 quarters · filed 2026-08-04 | |||||
| 2025-12-31 | $220.00M derived: 10-K 12 month − 10-Q 9 month · filed 2026-02-19 | $594.00M derived: sum of 2 quarters · filed 2026-02-19 | $982.00M derived: sum of 3 quarters · filed 2026-08-04 | $1.35B 10-K · filed 2026-02-19 | |||||
| 2025-09-30 | $374.00M 10-Q · filed 2025-11-03 | $762.00M derived: sum of 2 quarters · filed 2026-08-04 | $1.13B 10-Q · filed 2025-11-03 | $1.35B derived: sum of 4 quarters · filed 2026-08-04 | |||||
| 2025-06-30 | $388.00M 10-Q · filed 2026-08-04 | $757.00M 10-Q · filed 2026-08-04 | $972.00M derived: sum of 3 quarters · filed 2026-08-04 | $1.29B derived: sum of 4 quarters · filed 2026-08-04 | |||||
| 2025-03-31 | $369.00M 10-Q · filed 2026-05-05 | $584.00M derived: sum of 2 quarters · filed 2026-05-05 | $899.00M derived: sum of 3 quarters · filed 2026-05-05 | $1.06B derived: sum of 4 quarters · filed 2026-05-05 | |||||
| 2024-12-31 | $215.00M derived: 10-K 12 month − 10-Q 9 month · filed 2026-02-19 | $530.00M derived: sum of 2 quarters · filed 2026-02-19 | $687.00M derived: sum of 3 quarters · filed 2026-02-19 | $824.00M 10-K · filed 2026-02-19 | |||||
| 2024-09-30 | $315.00M 10-Q · filed 2025-11-03 | $472.00M derived: sum of 2 quarters · filed 2025-11-03 | $609.00M 10-Q · filed 2025-11-03 | $798.00M derived: sum of 4 quarters · filed 2026-02-19 | |||||
| 2024-06-30 | $157.00M 10-Q · filed 2025-08-04 | $294.00M 10-Q · filed 2025-08-04 | $483.00M derived: sum of 3 quarters · filed 2026-02-19 | $627.00M derived: sum of 4 quarters · filed 2026-02-19 | |||||
| 2024-03-31 | $137.00M 10-Q · filed 2025-05-05 | $326.00M derived: sum of 2 quarters · filed 2026-02-19 | $470.00M derived: sum of 3 quarters · filed 2026-02-19 | $565.00M derived: sum of 4 quarters · filed 2026-02-19 | |||||
| 2023-12-31 | $189.00M derived: 10-K 12 month − 10-Q 9 month · filed 2026-02-19 | $333.00M derived: sum of 2 quarters · filed 2026-02-19 | $428.00M derived: sum of 3 quarters · filed 2026-02-19 | $573.00M 10-K · filed 2026-02-19 | |||||
| 2023-09-30 | $144.00M 10-Q · filed 2024-11-04 | $239.00M derived: sum of 2 quarters · filed 2024-11-04 | $384.00M 10-Q · filed 2024-11-04 | $469.00M derived: sum of 4 quarters · filed 2025-02-21 | |||||
| 2023-06-30 | $95.00M 10-Q · filed 2024-08-05 | $240.00M 10-Q · filed 2024-08-05 | $325.00M derived: sum of 3 quarters · filed 2025-02-21 | $157.00M derived: sum of 4 quarters · filed 2025-02-21 | |||||
| 2023-03-31 | $145.00M 10-Q · filed 2024-05-03 | $230.00M derived: sum of 2 quarters · filed 2025-02-21 | $62.00M derived: sum of 3 quarters · filed 2025-02-21 | $85.00M derived: sum of 4 quarters · filed 2025-02-21 | |||||
| 2022-12-31 | $85.00M derived: 10-K 12 month − 10-Q 9 month · filed 2025-02-21 | -$83.00M derived: sum of 2 quarters · filed 2025-02-21 | -$60.00M derived: sum of 3 quarters · filed 2025-02-21 | $15.00M 10-K · filed 2025-02-21 | |||||
| 2022-09-30 | -$168.00M 10-Q · filed 2023-11-03 | -$145.00M derived: sum of 2 quarters · filed 2023-11-03 | -$70.00M 10-Q · filed 2023-11-03 | $562.00M derived: sum of 4 quarters · filed 2024-02-22 | |||||
| 2022-06-30 | $23.00M 10-Q · filed 2023-08-03 | $98.00M 10-Q · filed 2023-08-03 | $730.00M derived: sum of 3 quarters · filed 2024-02-22 | $775.00M derived: sum of 4 quarters · filed 2024-02-22 | |||||
| 2022-03-31 | $75.00M 10-Q · filed 2023-05-02 | $707.00M derived: sum of 2 quarters · filed 2024-02-22 | $752.00M derived: sum of 3 quarters · filed 2024-02-22 | $1.13B derived: sum of 4 quarters · filed 2024-02-22 | |||||
| 2021-12-31 | $632.00M derived: 10-K 12 month − 10-Q 9 month · filed 2024-02-22 | $677.00M derived: sum of 2 quarters · filed 2024-02-22 | $1.06B derived: sum of 3 quarters · filed 2024-02-22 | $1.38B 10-K · filed 2024-02-22 | |||||
| 2021-09-30 | $45.00M 10-Q · filed 2022-11-03 | $426.00M derived: sum of 2 quarters · filed 2022-11-03 | $744.00M 10-Q · filed 2022-11-03 | $1.07B derived: sum of 4 quarters · filed 2023-02-24 | |||||
| 2021-06-30 | $381.00M 10-Q · filed 2022-08-05 | $699.00M 10-Q · filed 2022-08-05 | $1.03B derived: sum of 3 quarters · filed 2023-02-24 | $1.37B derived: sum of 4 quarters · filed 2023-02-24 | |||||
| 2021-03-31 | $318.00M 10-Q · filed 2022-05-04 | $645.00M derived: sum of 2 quarters · filed 2023-02-24 | $991.00M derived: sum of 3 quarters · filed 2023-02-24 | $1.27B derived: sum of 4 quarters · filed 2023-02-24 | |||||
| 2020-12-31 | $327.00M derived: 10-K 12 month − 10-Q 9 month · filed 2023-02-24 | $673.00M derived: sum of 2 quarters · filed 2023-02-24 | $948.00M derived: sum of 3 quarters · filed 2023-02-24 | $986.00M 10-K · filed 2023-02-24 | |||||
| 2020-09-30 | $346.00M 10-Q · filed 2021-11-03 | $621.00M derived: sum of 2 quarters · filed 2021-11-03 | $659.00M 10-Q · filed 2021-11-03 | $1.40B derived: sum of 4 quarters · filed 2022-02-24 | |||||
| 2020-06-30 | $275.00M 10-Q · filed 2021-08-02 | $313.00M 10-Q · filed 2021-08-02 | $1.05B derived: sum of 3 quarters · filed 2022-02-24 | $1.14B derived: sum of 4 quarters · filed 2022-02-24 | |||||
| 2020-03-31 | $38.00M 10-Q · filed 2021-05-03 | $777.00M derived: sum of 2 quarters · filed 2022-02-24 | $864.00M derived: sum of 3 quarters · filed 2022-02-24 | $1.30B derived: sum of 4 quarters · filed 2022-02-24 | |||||
| 2019-12-31 | $739.00M derived: 10-K 12 month − 10-Q 9 month · filed 2022-02-24 | $826.00M derived: sum of 2 quarters · filed 2022-02-24 | $1.27B derived: sum of 3 quarters · filed 2022-02-24 | $1.54B 10-K · filed 2022-02-24 | |||||
| 2019-09-30 | $87.00M 10-Q · filed 2020-11-03 | $528.00M derived: sum of 2 quarters · filed 2020-11-03 | $801.00M 10-Q · filed 2020-11-03 | $829.00M derived: sum of 4 quarters · filed 2021-02-26 | |||||
| 2019-06-30 | $441.00M 10-Q · filed 2020-08-04 | $714.00M 10-Q · filed 2020-08-04 | $742.00M derived: sum of 3 quarters · filed 2021-02-26 | $878.00M derived: sum of 4 quarters · filed 2021-02-26 | |||||
| 2019-03-31 | $273.00M 10-Q · filed 2020-05-05 | $301.00M derived: sum of 2 quarters · filed 2021-02-26 | $437.00M derived: sum of 3 quarters · filed 2021-02-26 | $584.00M derived: sum of 4 quarters · filed 2021-02-26 | |||||
| 2018-12-31 | $28.00M derived: 10-K 12 month − 10-Q 9 month · filed 2021-02-26 | $164.00M derived: sum of 2 quarters · filed 2021-02-26 | $311.00M derived: sum of 3 quarters · filed 2021-02-26 | $437.00M 10-K · filed 2021-02-26 | |||||
| 2018-09-30 | $136.00M 10-Q · filed 2019-11-05 | $283.00M derived: sum of 2 quarters · filed 2019-11-05 | $409.00M 10-Q · filed 2019-11-05 | $734.00M derived: sum of 4 quarters · filed 2020-02-27 | |||||
| 2018-06-30 | $147.00M 10-Q · filed 2019-08-05 | $273.00M 10-Q · filed 2019-08-05 | $598.00M derived: sum of 3 quarters · filed 2020-02-27 | $765.00M derived: sum of 4 quarters · filed 2020-02-27 | |||||
| 2018-03-31 | $126.00M 10-Q · filed 2019-05-03 | $451.00M derived: sum of 2 quarters · filed 2020-02-27 | $618.00M derived: sum of 3 quarters · filed 2020-02-27 | $781.00M derived: sum of 4 quarters · filed 2020-02-27 | |||||
| 2017-12-31 | $325.00M derived: 10-K 12 month − 10-Q 9 month · filed 2020-02-27 | $492.00M derived: sum of 2 quarters · filed 2020-02-27 | $655.00M derived: sum of 3 quarters · filed 2020-02-27 | $820.00M 10-K · filed 2020-02-27 | |||||
| 2017-09-30 | $167.00M 10-Q · filed 2018-11-05 | $330.00M derived: sum of 2 quarters · filed 2018-11-05 | $495.00M 10-Q · filed 2018-11-05 | $476.00M derived: sum of 4 quarters · filed 2019-02-26 | |||||
| 2017-06-30 | $163.00M 10-Q · filed 2018-08-03 | $328.00M 10-Q · filed 2018-08-03 | $309.00M derived: sum of 3 quarters · filed 2019-02-26 | $396.00M derived: sum of 4 quarters · filed 2019-02-26 | |||||
| 2017-03-31 | $165.00M 10-Q · filed 2018-05-04 | $146.00M derived: sum of 2 quarters · filed 2019-02-26 | $233.00M derived: sum of 3 quarters · filed 2019-02-26 | $359.00M derived: sum of 4 quarters · filed 2019-02-26 | |||||
| 2016-12-31 | -$19.00M derived: 10-K 12 month − 10-Q 9 month · filed 2019-02-26 | $68.00M derived: sum of 2 quarters · filed 2019-02-26 | $194.00M derived: sum of 3 quarters · filed 2019-02-26 | $160.00M 10-K · filed 2019-02-26 | |||||
| 2016-09-30 | $87.00M 10-Q · filed 2017-11-03 | $213.00M derived: sum of 2 quarters · filed 2017-11-03 | $179.00M 10-Q · filed 2017-11-03 | $312.00M derived: sum of 4 quarters · filed 2018-02-27 | |||||
| 2016-06-30 | $126.00M 10-Q · filed 2017-08-03 | $92.00M 10-Q · filed 2017-08-03 | $225.00M derived: sum of 3 quarters · filed 2018-02-27 | $106.00M derived: sum of 4 quarters · filed 2018-02-27 | |||||
| 2016-03-31 | -$34.00M 10-Q · filed 2017-05-04 | $99.00M derived: sum of 2 quarters · filed 2018-02-27 | -$20.00M derived: sum of 3 quarters · filed 2018-02-27 | $241.00M derived: sum of 4 quarters · filed 2018-02-27 | |||||
| 2015-12-31 | $133.00M derived: 10-K 12 month − 10-Q 9 month · filed 2018-02-27 | $14.00M derived: sum of 2 quarters · filed 2018-02-27 | $275.00M derived: sum of 3 quarters · filed 2018-02-27 | $541.00M 10-K · filed 2018-02-27 | |||||
| 2015-09-30 | -$119.00M 10-Q · filed 2016-11-02 | $142.00M derived: sum of 2 quarters · filed 2016-11-02 | $408.00M 10-Q · filed 2016-11-02 | $520.00M derived: sum of 4 quarters · filed 2017-02-27 | |||||
| 2015-06-30 | $261.00M 10-Q · filed 2016-08-03 | $527.00M 10-Q · filed 2016-08-03 | $639.00M derived: sum of 3 quarters · filed 2017-02-27 | $777.00M derived: sum of 4 quarters · filed 2017-02-27 | |||||
| 2015-03-31 | $266.00M 10-Q · filed 2016-05-04 | $378.00M derived: sum of 2 quarters · filed 2017-02-27 | $516.00M derived: sum of 3 quarters · filed 2017-02-27 | $743.00M derived: sum of 4 quarters · filed 2017-02-27 | |||||
| 2014-12-31 | $112.00M derived: 10-K 12 month − 10-Q 9 month · filed 2017-02-27 | $250.00M derived: sum of 2 quarters · filed 2017-02-27 | $477.00M derived: sum of 3 quarters · filed 2017-02-27 | $836.00M 10-K · filed 2017-02-27 | |||||
| 2014-09-30 | $138.00M 10-Q · filed 2015-11-03 | $365.00M derived: sum of 2 quarters · filed 2015-11-03 | $724.00M 10-Q · filed 2015-11-03 | $1.25B derived: sum of 4 quarters · filed 2016-02-23 | |||||
| 2014-06-30 | $227.00M 10-Q · filed 2015-08-04 | $586.00M 10-Q · filed 2015-08-04 | $1.11B derived: sum of 3 quarters · filed 2016-02-23 | $1.84B derived: sum of 4 quarters · filed 2016-02-23 | |||||
| 2014-03-31 | $359.00M 10-Q · filed 2015-05-04 | $882.00M derived: sum of 2 quarters · filed 2016-02-23 | $1.61B derived: sum of 3 quarters · filed 2016-02-23 | $1.80B derived: sum of 4 quarters · filed 2016-02-23 | |||||
| 2013-12-31 | $523.00M derived: 10-K 12 month − 10-Q 9 month · filed 2016-02-23 | $1.25B derived: sum of 2 quarters · filed 2016-02-23 | $1.44B derived: sum of 3 quarters · filed 2016-02-23 | $1.78B 10-K · filed 2016-02-23 | |||||
| 2013-09-30 | $728.00M 10-Q · filed 2014-11-04 | $916.00M derived: sum of 2 quarters · filed 2014-11-04 | $1.25B 10-Q · filed 2014-11-04 | $1.56B derived: sum of 4 quarters · filed 2015-03-02 | |||||
| 2013-06-30 | $188.00M 10-Q · filed 2014-08-05 | $526.00M 10-Q · filed 2014-08-05 | $830.00M derived: sum of 3 quarters · filed 2015-03-02 | $1.12B derived: sum of 4 quarters · filed 2015-03-02 | |||||
| 2013-03-31 | $338.00M 10-Q · filed 2014-05-06 | $642.00M derived: sum of 2 quarters · filed 2015-03-02 | $932.00M derived: sum of 3 quarters · filed 2015-03-02 | $995.00M derived: sum of 4 quarters · filed 2015-03-02 | |||||
| 2012-12-31 | $304.00M derived: 10-K 12 month − 10-Q 9 month · filed 2015-03-02 | $594.00M derived: sum of 2 quarters · filed 2015-03-02 | $657.00M derived: sum of 3 quarters · filed 2015-03-02 | $742.00M 10-K · filed 2015-03-02 | |||||
| 2012-09-30 | $290.00M 10-Q · filed 2013-11-04 | $353.00M derived: sum of 2 quarters · filed 2013-11-04 | $438.00M 10-Q · filed 2013-11-04 | $578.00M derived: sum of 4 quarters · filed 2014-02-25 | |||||
| 2012-06-30 | $63.00M 10-Q · filed 2013-08-02 | $148.00M 10-Q · filed 2013-08-02 | $288.00M derived: sum of 3 quarters · filed 2014-02-25 | -$10.00M derived: sum of 4 quarters · filed 2014-02-25 | |||||
| 2012-03-31 | $85.00M 10-Q · filed 2013-05-07 | $225.00M derived: sum of 2 quarters · filed 2014-02-25 | -$73.00M derived: sum of 3 quarters · filed 2014-02-25 | $329.00M derived: sum of 4 quarters · filed 2014-02-25 | |||||
| 2011-12-31 | $140.00M derived: 10-K 12 month − 10-Q 9 month · filed 2014-02-25 | -$158.00M derived: sum of 2 quarters · filed 2014-02-25 | $244.00M derived: sum of 3 quarters · filed 2014-02-25 | $573.00M 10-K · filed 2014-02-25 | |||||
| 2011-09-30 | -$298.00M 10-Q · filed 2012-11-06 | $104.00M derived: sum of 2 quarters · filed 2012-11-06 | $433.00M 10-Q · filed 2012-11-06 | $1.12B derived: sum of 4 quarters · filed 2013-02-26 | |||||
| 2011-06-30 | $402.00M 10-Q · filed 2012-08-06 | $731.00M 10-Q · filed 2012-08-06 | $1.42B derived: sum of 3 quarters · filed 2013-02-26 | $2.24B derived: sum of 4 quarters · filed 2013-02-26 | |||||
| 2011-03-31 | $329.00M 10-Q · filed 2011-05-09 | $1.02B derived: sum of 2 quarters · filed 2013-02-26 | $1.84B derived: sum of 3 quarters · filed 2013-02-26 | $1.78B derived: sum of 4 quarters · filed 2013-02-26 | |||||
| 2010-12-31 | $688.00M derived: 10-K 12 month − 10-Q 9 month · filed 2013-02-26 | $1.51B derived: sum of 2 quarters · filed 2013-02-26 | $1.46B derived: sum of 3 quarters · filed 2013-02-26 | $1.82B 10-K · filed 2013-02-26 | |||||
| 2010-09-30 | $820.00M 10-Q · filed 2011-11-07 | $768.00M derived: sum of 2 quarters · filed 2011-11-07 | $1.14B 10-Q · filed 2011-11-07 | $1.39B derived: sum of 4 quarters · filed 2012-02-27 | |||||
| 2010-06-30 | -$52.00M 10-Q · filed 2010-08-09 | $317.00M 10-Q · filed 2010-08-09 | $571.00M derived: sum of 3 quarters · filed 2012-02-27 | $666.00M derived: sum of 4 quarters · filed 2012-02-27 | |||||
| 2010-03-31 | $369.00M 10-Q · filed 2011-05-09 | $623.00M derived: sum of 2 quarters · filed 2012-02-27 | $718.00M derived: sum of 3 quarters · filed 2012-02-27 | $593.00M derived: sum of 4 quarters · filed 2012-02-27 | |||||
| 2009-12-31 | $254.00M derived: 10-K 12 month − 10-Q 9 month · filed 2012-02-27 | $349.00M derived: sum of 2 quarters · filed 2012-02-27 | $224.00M derived: sum of 3 quarters · filed 2012-02-27 | -$1.03B 10-K · filed 2012-02-27 | -$1.05B 10-K · filed 2010-02-26 | ||||
| 2009-09-30 | $95.00M 10-Q · filed 2010-11-08 | $99.00M 10-Q · filed 2009-11-09 | -$30.00M derived: sum of 2 quarters · filed 2010-11-08 | -$1.29B 10-Q · filed 2009-11-09 | |||||
| 2009-06-30 | -$125.00M 10-Q · filed 2010-08-09 | -$115.00M 10-Q · filed 2009-08-07 | -$1.27B 10-Q · filed 2010-08-09 | -$1.39B 10-Q · filed 2009-08-07 | |||||
| 2009-03-31 | -$1.15B 10-Q · filed 2010-05-07 | ||||||||
| 2008-12-31 | -$205.00M 10-K · filed 2011-02-28 | -$207.00M 10-K · filed 2010-02-26 | |||||||
| 2008-11-30 | -$3.89B 10-K · filed 2011-02-28 | -$3.92B 10-K · filed 2010-02-26 | |||||||
| 2008-09-30 | -$733.00M 10-Q · filed 2009-11-09 | -$1.04B derived: sum of 2 quarters · filed 2009-11-09 | -$1.56B 10-Q · filed 2009-11-09 | ||||||
| 2008-06-30 | -$308.00M 10-Q · filed 2009-08-07 | -$824.00M 10-Q · filed 2009-08-07 | |||||||
| 2007-11-30 | $3.25B 10-K · filed 2010-02-26 |
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