Equitable Holdings (EQH-PA) Assets Average (2017 - 2026)

Equitable Holdings (EQH-PA) recorded quarterly Assets Average of $314.2 billion in Q1 2026, up 90.65% quarter-over-quarter from $164.8 billion in Q4 2025, and up 7.77% on a YoY basis from $291.5 billion in Q1 2025.

Equitable Holdings (EQH-PA) Assets Average (2017 - 2026) Analysis & Trends

Equitable Holdings' Assets Average history runs 10 years deep, the most recent figure standing at $314.2 billion for Q1 2026.

  • In Q1 2026, Assets Average rose 7.77% year-over-year to $314.2 billion; the TTM figure through Mar 2026 stood at $314.2 billion (up 7.77% YoY), while the FY2025 annual figure was $306.9 billion, up 7.21% from the prior year.
  • Assets Average was $314.2 billion for Q1 2026 at Equitable Holdings, up from $164.8 billion in the prior quarter.
  • In the past five years, Assets Average ranged from a high of $314.2 billion in Q1 2026 to a low of $157.3 billion in Q3 2025.
  • Historically, Assets Average has averaged $263.9 billion across 5 years, with a median of $268.5 billion in 2023.
  • The sharpest annual moves came in 2024 and 2025: Assets Average advanced 10.81% in 2024, then tumbled 46.34% in 2025.
  • A 5-year view of Assets Average shows it stood at $249.2 billion in 2022, then rose by 7.76% to $268.5 billion in 2023, then increased by 10.73% to $297.3 billion in 2024, then plunged by 44.57% to $164.8 billion in 2025, then jumped by 90.65% to $314.2 billion in 2026.
  • The last three Assets Average figures came in at $314.2 billion (Q1 2026), $164.8 billion (Q4 2025), and $157.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 170.12 Bn
2 Blackstone 96.40 Bn 95.35 Bn - 48.02 Bn
3 Kkr 85.87 Bn 133.39 Bn - 411.11 Bn
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn 464.24 Bn
5 State Street 46.62 Bn 20.95 Bn - 379.11 Bn
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 32.35 Bn 32.35 Bn - 175.85 Bn
8 Ares Management 30.25 Bn 33.62 Bn - 28.51 Bn
9 Raymond James Financial 30.24 Bn 18.99 Bn - 90.35 Bn
10 Equitable Holdings - - 3.83 Bn 314.19 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 314.19 Bn
Dec 31, 2025 164.80 Bn
Sep 30, 2025 157.34 Bn
Jun 30, 2025 295.23 Bn
Mar 31, 2025 291.55 Bn
Dec 31, 2024 297.28 Bn
Sep 30, 2024 293.24 Bn
Jun 30, 2024 286.55 Bn
Mar 31, 2024 281.08 Bn
Dec 31, 2023 268.47 Bn
Sep 30, 2023 264.63 Bn
Jun 30, 2023 265.25 Bn
Mar 31, 2023 257.10 Bn
Dec 31, 2022 249.15 Bn
Sep 30, 2022 249.54 Bn
Jun 30, 2022 265.57 Bn
Mar 31, 2022 284.96 Bn
Dec 31, 2021 288.42 Bn
Sep 30, 2021 285.28 Bn
Jun 30, 2021 281.41 Bn